Log Into the Client Portal

Access the portal your firm has set up for you to view documents, invoices, and messages.

Steps

1. Your firm sends you a login link via email.
2. Open the link in your browser.
3. Enter the access token provided in the email.
4. Click Sign in.
5. You are taken to your dashboard showing a summary of your documents, invoices, and messages.

If you did not receive a login link or your token is not working, contact your firm directly for assistance.