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How to View, Download and Upload Documents in the Client Portal

Introduction

Often the Law Firm will be working on documents that pertain to your case. They may need to send you copies of documents and you may also need to upload documents or information back to the Law Firm.  

Viewing a Document

  1. Login to the client portal. You can type client.cosmolex.com in the URL or click HERE
  2. Click the Documents tab on the left-hand side panel
  3. Highlight the document and click View
Note

Only .pdf files are able to be viewed.

Download a Document

  1. Click the Documents tab on the left-hand side panel
  2. Highlight the document and click Download

Upload a Document

  1. Click the Documents tab on the left-hand side panel
  2. Click Upload
  3. Choose the file you would like to upload by clicking select files

    4. You will be brought to your file folders to select the appropriate document.  Once selected click Open.

    5. After clicking Open, you will be brought back to the “Upload file” window in the client portal. To finalize and upload the document(s) to the firm, click Upload.

Note

You can select multiple files to upload multiple files if needed.

Updated on May 7, 2020

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