An Introduction to Your Portal

There are six page views on your Client Portal, they are listed and linked along the left side of the portal screen. 

DASHBOARD: When you login you will be taken to the screen shown above. Your Dashboard gives you a snapshot of upcoming events from your Calendar, File Requests, Signature Requests and Form Requests. 

With the exception of the following, it is NOT A full list of all of these items, which instead can be found on their respective page - listed along the left side of the portal. 

• Tasks: see tasks that the firm has assigned to you that need to be completed along with the date the task is due. 
• Signature Documents: View documents the firm has sent you for signature (i.e. your engagement agreement). You will have likely received your document via email as well, feel free to sign it from your email or from the portal.

FILES: This may be the most important page on your Portal. This is where we will share with you your Watermarked Draft and your Final Portfolio. When you login, click on the "Files" link on the left to be taken to your Files. 

CALENDAR: Keep track of your upcoming appointments with the firm.

FORMS: View and fill out any forms that the firm has requested from you. You will have likely received your form via email as well, it can be accessed from the email or from within your portal.

MESSAGES:  The firm may send you messages with updates or information about your matter, view them in your portal.

FIRM INFO:  View the firm's contact info such as address, phone number, and email address.