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:

  1. Log into the client portal.
  2. 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> - <client's last name, first name> - <associated case>
    Date
    • Creation date
    Subject
    • Subject
    Description
    • Description of note's contents
    • You can hover your mouse over the field to view the full description.