Understanding the Financial Documents Requested
Step 1: Access the Secure Portal
You can only access the Client Portal using the secure link sent to you by your lawyer. The email contains a unique access link and PIN.
Click the link in the email and enter your PIN to access the secure portal.
Step 2: Accept the Consent Agreement
When you enter the portal for the first time, you will be asked to review and accept a consent agreement. This confirms that you understand how your documents will be securely collected and used.
Read the agreement carefully and click Accept to proceed.
Step 3: Arrive at the Upload Page
After accepting the consent agreement, you will be taken directly to the Upload Page.
On this page, you will see two upload options:
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Upload One by One
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Bulk Upload
Option 1: Uploading Documents One by One
This option allows you to manually select a document category before uploading.
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Select the appropriate category from the list provided.
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Click Upload and choose your file.
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Click Save to attach the document to that category.
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Repeat for each additional document.
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When you are finished uploading individually, click Complete.
This method gives you full control over how each document is categorized.
Option 2: Bulk Upload
If you prefer to upload multiple documents at once, select Bulk Upload.
You can upload up to 20 documents at a time. Once uploaded, the system will automatically build the upload and categorize each document based on the folder structure your lawyer has set up.
If folders are not set up for certain documents, those files will automatically be placed in Miscellaneous.
Step 4: Review Automatic Categorization
After a bulk upload, the system will categorize your documents automatically. You will have an opportunity to review the categorization before submitting.
In some cases, automatic categorization may not perfectly match the document type. You can review and adjust categories if needed before continuing.
Step 5: Submit or Return Later
If you have finished uploading all requested documents, click Complete or Submit when prompted. The system will confirm your submission before finalizing.
If you have not finished uploading everything, you can exit the portal and return later using the same secure link and PIN provided in your lawyer's email. Your progress will remain available.
Step 6: Confirmation and Notifications
Once you click Complete, the system will send you a confirmation email. Your lawyer will also be notified that documents have been uploaded.
At this stage, if additional documents are required, your lawyer will need to send a new request through the system.
Important Notes
You must use the secure link and PIN provided in your lawyer's email to access the portal.
You can upload up to 20 documents at a time using Bulk Upload.
Documents placed in Miscellaneous can be reviewed and categorized if needed.
After submission, new uploads require a new request from your lawyer.