Client Guide

Manage and Pay Invoices in the Client Portal

You can view and pay invoices from the client portal if your lawyer uses the portal feature…
Accessing Invoices via Client Portal

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

If your lawyer has enabled the client portal, they can grant you access to share these secu…
Manage Documents in the Client Portal

You and your lawyer can share and exchange documents relative to your case in the client po…
Chat with the Firm in the Client Portal

If the firm’s CosmoLex setup includes the client portal and they have enabled chat…
View Calendar Events in the Client Portal

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

If your lawyer has enabled the client portal, they may share secure notes regarding your m…
View Tasks in the Client Portal

If your lawyer has enabled the client portal, they may share tasks for your viewing only. …
Access Intake Forms in the Client Portal

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