View Notes in the Client Portal

If your lawyer has enabled the client portal, they may share secure notes regarding your matter.

View Notes in the Client Portal

To view notes:

  1. Log into the client portal.  
  2. From the left navigation panel, click Notes.
    The Notes screen displays a list of notes the firm has shared with you.

    Index#
    • System ID 
    Matter
    • <File number> – <client’s last name, first name> – <associated case>
    Date
    • Creation date
    Subject
    • Subject
    Description
    • Description of note’s contents
    • You can hover your mouse over the field to view the full description.
Updated on March 23, 2021

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