Client Portal Guide
Clients of our firm will have a personalized client portal set up for them. It’s accessible 24/7 online and provides a secure environment for us to share case information, billing information, and communicate with you, our client. Instead of relying on scattered channels of communication (email, phone, text message, snail mail), the client portal becomes our one-and-only platform for communication.
Once set up with a client portal account, you will be able to log into the private and secure portal. We can share calendars, documents, and billing details regarding your case. All of the features within the client portal are intended to save you time and decrease stress. This improves the communication, efficiency, and convenience associated with your case.
Client Portal Features
Accessible by both you and your attorney, the integrated calendar lists all upcoming events relevant to your case. Important dates such as court hearings can be scheduled, along with any other details including a map to the courthouse.
Calendar
All important documents associated with your case are stored in one secure area and accessible online from anywhere. Avoid faxing, emailing, and snail mail by simply uploading your case documents into the client portal. You and connected staff members will be able to view and access them.
Document Sharing
Invoicing & Payments
The client portal allows you to view or download any invoices associated with your case. You are also able to make secure online payments via credit card or eCheck.
Sensitive and privileged information no longer needs to be sent to an unsecured email address. You can easily send secure messages to your attorney or their staff from within the client portal. All messages will be organized and filed for you.
