View Tasks in the Client Portal

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:

  1. Log into the client portal.  
  2. 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
Updated on August 23, 2021

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