Client portal
Sign in as a client to review items shared by the firm.
- For:
- Clients
- Updated:
- Aug 26, 2026
Sign in
Use the client portal link supplied by the firm. Enter the portal email and password. Portal password reset uses the separate Forgot password link on the portal sign-in page.
Portal pages
| Control | What it does | Availability |
|---|---|---|
| Dashboard | Shows the matters and shared-item overview available to the client account. | Signed-in portal users |
| Documents | Lists shared documents and reports and provides downloads. | Items shared by the firm |
| Invoices | Shows shared invoice amount, status, due date, and shared date. | Invoices shared by the firm |
| Sign out | Ends the portal session. | Signed-in portal users |
Portal users see only records explicitly shared with their client account.