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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.

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Read about our time at Clio

Sound Immigration’s founder was the first attorney invited as a “lawyer in residence” at the legal technology company, Clio. Hear about the lessons we took away from that experience to build a better firm for you.

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Securely share documents
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Send private messages to your attorney
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Clear task list shows what your attorney needs from you
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Always know what's next in your custom calendar
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Conveniently review and pay invoices
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Learn more about working on the portal

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 more secure than conventional email: Secure Messages require a password to read Secure Messages are protected using 256 SSL encryption Secure Messages don't leave Clio's secure servers Additionally, Secure Messages…

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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 the Bills tab.  To view full bill details either click on the bill status or the bill ID number. To see previous bills click on Billing History. Downloading a Bill To download…

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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 calendar views (Agenda, Day, Week, Month or Year) by clicking on the tabs on the right hand side of the Calendar. You can skip between dates using the arrow buttons…

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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 Tasks tab.  If there is no number you're all caught up. Completing a Task To complete a Task click on the "Mark as Complete" quick link below the task name. Once…

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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 download a file, just click on the file name. To download multiple files, check the boxes beside each of the files you would like to download then select "Download" from…

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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, Tasks, Bills, and Secure Messages. As we are both able to see the information shared, this is the quickest and safest way to ensure smooth communication. Creating Your Clio Connect…

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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 information and add your profile picture as needed, then click "Update Information": Add/update profile picture Simply click on "Edit Picture" as above, then click on 'Choose File' to locate the picture…

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