If you are reading this article, your lawyer may have invited you to use Your Client Portal to securely interact and share documents with them.
The Client Portal is a secure portal where you can talk to your lawyer directly and share files easily and securely. Your personal details and data on the Client Portal will be kept securely and not shared.
You can access the Client Portal on any device with an internet connection and a web browser (e.g. computer, tablet, or smartphone).
Entering the Client Portal for the first time
Once your lawyer sends you a message or document using the Client Portal, you will receive an email notification letting you know that you were sent a new message by the law firm.
To gain access to the Client Portal to see the message:
- From within the email, select Log in.
- You will be taken to the login page.
- Depending on how long ago you received the email in Step 1, you may have to enter your email address and select Send secure link to receive an email to log you in to the Client Portal.
- You may also be asked to set up multi-factor authentication if your lawyer requires it.
- Once you have successfully logged into the Client Portal, you will see the open conversation(s) your lawyer has started and you can start sending messages or files.
Using the Client Portal
The Client Portal is your one-stop hub to communicate with your lawyer. In the Client Portal, you can:
- Send files and messages securely to your lawyer
- Review upcoming events your lawyer has invited you to
- Review documents your lawyer has sent to you
- Complete and view intake forms between you and the law firm
- Review outstanding and paid invoices
Learn more about using the Client Portal.
Returning to the Client Portal
Whenever your lawyer sends new messages on the Client Portal, you will receive an email requesting you to view the message.
- From within the email, select Log in.
- Complete any multi-factor authentication steps if needed, then you will be taken directly to the conversation.
You can also return to Client Portal conversations at any time by directly accessing the Client Portal login page.