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Client Guide

  • 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 related to your case in the client por…
  • Accessing Invoices via Client Portal

    Introduction Often the Law Firm will print and email invoices to you and other clients. So…
  • 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…
  • 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…
  • 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. …
  • View Calendar Events in the Client Portal

    You can view calendar events in the client portal if your lawyer uses the portal feature. V…
  • Chat with the Firm in the Client Portal

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