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.