You're going to love our state of the art client portal
Our secure client portal is hosted by Clio, the world’s leading law practice management software.
Sending Secure Messages
Clio allows for an attorney to send Secure Messages (or "Communications") to people of their firm using Clio Connect. Why are Clio Connect communications better than email? Clio's communications are…
Reviewing and paying invoices
Clio allows for an attorney to share bills to their clients using Clio Connect. Viewing a Bill You can review your bills at any time in Clio by clicking on…
Your personalized calendar
Viewing your calendar entries You can view your calendar entries at any time in Clio Connect by clicking on the Calendar tab. When in the Calendar tab you can switch between different…
Working with Tasks
Viewing your Tasks You can view your Tasks at any time in Clio Connect by clicking on the Tasks tab. Clio will show you how many unfinished Tasks you have in the…
Uploading/downloading documents
Viewing your Documents You can view all shared documents at any time in Clio Connect by clicking on the Documents tab. Documents will also appear on the Dashboard tab of Clio. Downloading files To…
Getting started on our portal
We will be sharing items with you via Clio Connect for the duration of your case. Clio Connect is a secure portal where we're able to share Documents, Calendar Events,…
Updating your personal information
Clio Connect clients can update their information including adding their own profile picture. 1. Click on the gear wheel to access Settings at the top right of Clio Connect 2. Update your…
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