Get to know your case portal
A tour of your portal's home page and case pages, and where to find updates, documents and things to do.
In this article2 sections
Your case portal is your law firm's website for your case. It's where you read their updates, send what they ask for, and ask them questions.
How it works
The home page is the LobbyLobby The home screen of the portal, showing your cases, announcements, inquiries and the firm's office locations., with your law firm's name at the top. It shows:
- Cases: your cases, under Open and Closed. Tap one to open it.
- Announcements: news your law firm shares with all its clients.
- Inquiries: questions you've sent your law firm. + sends a new one.
- Locations: your law firm's offices.
While your law firm needs onboarding forms from you, a reminder at the top of every page says how many are left, with Fill in forms. See Complete your onboarding forms.
Your case. A case opens on its FeedFeed The timeline of updates on a case, where the firm posts news and everyone on the case can comment.. Its menu has these sections:
| Section | What it's for |
|---|---|
| Feed | Updates from your law firm, with their files and comments. See Read updates about your case. |
| Events | Appointments you're invited to. |
| Forms | Forms to fill in. See Fill in a form. |
| E-signs | Documents to sign. See Sign a document. |
| Invoices | Bills to view and pay. |
| Tasks | Things your law firm asks you to do. |
| Convo | Video calls with your law firm. |
| Info | Your case's details, such as its type and when it was opened. |
On the right, To DoTo Do The list on a case of things waiting for you, such as forms to fill in, documents to sign or events to confirm. lists what you still need to do on this case, such as a form to fill in, with its due date. Choose Open Task to start one. Your TeamYour Team The people on a case, shown beside it with their role. lists the people on your case and their role.
On a phone, tap the menu button at the top left. It has three tabs: Case Categories, which is the menu, Your Team and To Do.
At the top of every page, the bell shows your notifications, and your name, or your initial on a phone, opens Profile, Log out and Log out everywhere; see Sign out of your portal.
When to use it
Open the portal when your law firm asks you for something, or to see how your case is going. Your law firm emails you about new updates and requests, with a link straight to them. For a question about your case, post on its feed or send an inquiry; see Post a message or file on your case and Send a question to your law firm.
Your law firm may have changed what you can do in the portal. If an option described here is missing, ask your firm.