Using the Communicate Client Portal

The Communicate Client Portal is a simple way for your clients to securely keep in touch and share documents with your firm.

How to access the client portal

To get started, log into the Communicate Client Portal. 

You’ll be taken to the dashboard. The buttons on the left allow you to navigate between your home page, messages, events, documents, and billing. 

The homage page includes a to-do list of your outstanding tasks and a done list to help you keep track of what you have completed. 

You can filter tasks on the to-do list by using the Cases dropdown menu.

If you have conversations with multiple law firms, select the firm picker drop-down menu and select the law firm you want to communicate with.  

View conversations and share files with your lawyer 

1. Select the Messages button.
2. Select a conversation from the list to view or respond to messages.  
3. Select the file clip icon  in the message input box to attach a file to the conversation.  

View files and forms sent between you and your lawyer 

1. Select the Documents button from the left menu.  
2. From this screen, you can view the full list of files and forms that were shared in conversations between you and the law firm. Select a file name to display a quick preview in the right pane. From here, you can also add comments to the file, print it, or download it. 

Complete and send intake forms to your attorney

Select the Documents button and then select Forms. You can view, complete, and send intake forms your attorney shared with you. You can also filter in progress and completed forms.