If your lawyer has enabled the client portal, they may share tasks for your viewing only. View Tasks in the Client Portal To view tasks: Log into the client portal. From the left navigation panel, click Tasks. The Tasks screen displays tasks the firm has shared for your viewing. Index# System ID Matter <File number> – <client’s last …
If the firm’s setup includes the client portal and they have enabled chat, it provides another secure channel through which to communicate with them. Chat with the Firm in the Client Portal To chat within the client portal: Log into the client portal. In the left navigation panel, click Messages. Note: If the firm has sent …
You can view calendar events in the client portal if your lawyer uses the portal feature. View Calendar Events To view events in the client portal: Log into the client portal. From the left navigation panel, click Calendar. The Calendar screen opens, displaying all events the firm has shared with you.
If your lawyer has enabled the client portal, they may share secure notes regarding your matter. View Notes in the Client Portal To view notes: Log into the client portal. From the left navigation panel, click Notes. The Notes screen displays a list of notes the firm has shared with you. Index# System ID Matter <File number> – …
You can view, fill out, and submit intake forms from the client portal if your lawyer uses the portal feature. Access an Intake Form To access an intake form from the client portal: Log into the client portal. From the top right area of the page, click Select. Select the desired form from the drop-down. Fill …
You can view and pay invoices from the client portal if your lawyer uses the portal feature. Download an Invoice To download an invoice from the client portal: Log into the client portal. From the left navigation panel, click Invoice. On the Invoices screen, single-click the invoice. From the toolbar, click Download. The system downloads the invoice to your …
Introduction Often the Law Firm will print and email invoices to you and other clients. Sometimes they will choose to share the invoice via the client portal Viewing and Downloading Invoices Please follow the steps to view the invoice(s) shared via the client portal. Log in to the client portal. Click the invoice section. You …
You and your lawyer can share and exchange documents related to your case in the client portal. If your lawyer has enabled the client portal, they may share documents for your viewing only. Download Documents To download documents: Log into the client portal. From the left navigation panel, click Documents. On the Documents screen, click the document you …
If your lawyer has enabled the client portal, they can grant you access to share these secure communications regarding your matter: Invoices Calendar Events Tasks Documents Notes Messages Access the Client Portal To access the client portal: Open the automated email invitation from your lawyer. The subject line is You have an update from [Law Firm …
