If your lawyer has enabled the client portal, they may share tasks for your viewing only.
View Tasks in the Client Portal
To view tasks:
- Log into the client portal.
- From the left navigation panel, click Tasks.
The Tasks screen displays tasks the firm has shared for your viewing.Index# - System ID
Matter - <File number> – <client’s last name, first name> – <associated case>
Start Date - Date task will begin
Priority - Task priority level
Task - Name of task
Primary Assignee - Firm employee to whom the task is assigned for completion
Due By - Task due date
Status - Completed or Pending