CLIENT PORTAL GUIDE

Client Portal Guide

One of the main frustrations clients have with lawyers is that it can be hard to reach. Understandably, client’s get tired of calling to contact their attorney only to be told he or she is not available. With today’s technology, that does not have to be the case. At Lee Smith Law, all clients have 24/7 access to the client portal. The client portal provides a secure environment for sharing case information and billing information, and communicating about your case.



Instead of relying on scattered channels of communication (email, phone, text message, snail mail), the client portal becomes your convenient platform for communication. Once set up with a client portal account, you will be able to log into the private and secure portal where you can access the case calendar, documents, and billing details. All of the features within the client portal are
intended to save you time and decrease stress, while improving the communication, efficiency, and convenience associated with your case.

Client Portal Features

Calendar

Calendar

Accessible by both you and your attorney, the integrated calendar lists all upcoming events relevant to your case. Important dates such as court hearings can be scheduled, along with any other details including a map to the courthouse.

Document Sharing

Document Sharing

All important documents associated with your case are stored in one secure area and accessible online from anywhere. Avoid faxing, emailing and snail mail by simply uploading your case documents into the client portal, where you and connected staff members will be able to view and access them.

Invoicing & Payments

Invoicing & Payments

The client portal allows you to view or download any invoices associated with your case, and also make secure online payments via credit card or eCheck.

Secure Communication

Secure Communication

Sensitive and privileged information no longer needs to be sent to an unsecure email address. You can easily send secure messages to your attorney or their staff from within the client portal and all messages will be organized and filed for you.

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