Client Guide

If your lawyer has enabled the client portal, they can grant you access to share these secu…

You and your lawyer can share and exchange documents related to your case in the client por…

Introduction Often the Law Firm will print and email invoices to you and other clients. So…

You can view and pay invoices from the client portal if your lawyer uses the portal feature…

You can view, fill out, and submit intake forms from the client portal if your lawyer uses t…

If your lawyer has enabled the client portal, they may share secure notes regarding your m…

If your lawyer has enabled the client portal, they may share tasks for your viewing only. …

You can view calendar events in the client portal if your lawyer uses the portal feature. V…

If the firm’s CosmoLex setup includes the client portal and they have enabled chat…