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:

  1. Log into the client portal.
  2. 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 name, first name> - <associated case>
    Start Date
    • Date task will begin
    Priority
    • Task priority level
    Task
    • Name of task
    Primary Assignee
    • Firm employee to whom the task is assigned for completion
    Due By
    • Task due date
    Status
    • Completed or Pending