Clients · Portal basics

Find your matters in the client portal

Understand the portal home view and where to go for matter details.

Portal home

The portal home lists every matter your firm has shared with you. Each card shows the firm, matter name, matter number, balance, next bill date, and unread messages.

Opening a matter

Choose a matter card to review documents, bills, and messages tied to that file.

Missing matter

If a matter is missing, contact the firm and ask them to confirm your portal access for that matter.