Have you received an invitation from the firm to create a secure portal account? Or are you a new client, looking to set up your portal for the first time? Either way, you’ve come to the right place – here, you can both learn how to use your portal and also access it. (If you have not yet received a portal invitation but would like one, please contact the firm).
Your portal is accessible 24/7 online and provides a secure environment for the sharing of case information, appointment information, billing information, communications, documents, tasks, and more. All of the features within the client portal are intended to save you time and decrease stress, while improving the communication, efficiency, and convenience associated with your case. If you find the portal is not working out well for you, we can always fall back to more traditional means (email, phone, faxing, mail, etc.)
SECURE PORTAL FEATURES | ||
|---|---|---|
 | Calendar | Accessible by both you and your attorney, the integrated calendar lists all upcoming events relevant to your case. Important dates such as court hearings and information about your next appointment are all accessible here. |
 | Document Sharing | 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, where you and your attorney will be able to access, view, and comment on them. |
 | Invoicing and Payments | The client portal allows you to view or download any invoices associated with your case, and also make secure online payments via credit card or eCheck. |
 | Secure Communication | Sensitive and privileged information no longer needs to be sent to an unsecure email address. You can easily send secure messages to your attorney from within the client portal and all messages will be organized and filed for you. |
 | Tasks | If your attorney has an important task for you to complete, the portal can be used to view and track what needs to be done. |