Client portal

Using the portal as a client, representatives and household members, managing access, and what clients can see.

• Using your client portalFor clients - accepting your invitation, your home, your to-do list, uploading documents, messages, appointments, your cases and your profile.

  For: Client

• Representatives and household membersGiving an authorized representative or a household member their own scoped, revocable portal access, never a shared password.

  For: StaffClient

• Managing client accessFor staff - inviting clients, previewing the portal as the client sees it, client tasks, secure messages and the acknowledgement service level.

  For: OwnerStaff

• What clients can and cannot seeThe client-safe view of a matter, the plain-language milestones the firm approves, and what never reaches a client.

  For: OwnerAttorneyStaff