The client portal
One place to see your matter, your documents, and what needs you.
If your attorney's firm runs on Per Stirpes, you have a client portal on the firm's own web address. It shows your engagement the way the firm sees it: where things stand, the documents shared with you, anything waiting on you, and your invoices.
Signing in
There is no password. The firm sends sign-in links by email; click the link, and you're in. Links are single-use and expire after a while for your protection, so you request a fresh one whenever you need to get back in.
You don't have to wait for the firm to send one. The firm's portal has an access page where you enter the email the firm has on file for your engagement and a new sign-in link is sent to that address. If a link you already have has lapsed, the expired-link page offers the same one-click request.
When you're done, you can sign out from the portal header, a good habit on a shared computer.
What you'll find
The portal opens on an Overview that puts your matter front and center, shows how far along it is, and points you at the next thing that needs you, so you're never guessing what to do. From there, tabs across the top:
- Documents are the drafts and executed documents the firm has shared with you, ready to download.
- Forms are anything the firm needs you to fill in, usually your intake questionnaire, until it's done.
- Files is where you send the firm files they've asked for (a deed, a beneficiary statement), kept together by matter. The firm is notified when you upload.
- Invoices show what's been billed and what's been paid, with card payment built in.
Your firm contacts appear on the overview too, so you always know who you're working with.
Couples
On a joint engagement, both spouses have their own sign-in and see the shared matter. The questionnaire is shared too; see the questionnaire for how that works.