Using Communicate Client Portal by triConvey

The Communicate Client Portal is a simple way for your clients to securely keep in touch and share documents with your firm.

Share this article with your client and have them log into  

Access the Client portal

To get started, log into the Client Portal. 

If you have conversations with multiple law firms, select the firm picker drop-down menu and select the law firm you want to communicate with.

The Cases section at the top of the screen allows you to choose which cases to view in your Client Portal, if you have multiple cases open with the law firm.

On the left-hand side of the client portal is your To do list. This shows all outstanding items your lawyer has assigned you to look at, such as new document uploads and outstanding intake forms. Tick the box next to each item to acknowledge it as done. This will move the item to the Done tab.

You can toggle to the old client portal view by selecting the toggle on the top-right corner of the screen.

View conversations and share files with your lawyer

1.    Select Msgs from the left menu.  

2.    Your list of conversations with the law firm will appear in the middle of the screen. Select a conversation from the list to view or respond to messages.

3.    Select the Paperclip icon in the message input box to attach a file to the conversation. 

View upcoming and past events

If your lawyer has invited you to an event, such as a court appearance, this will appear in the Events section. Select Events from the left menu to view all upcoming and past events.

View files sent between you and your lawyer

1.    Select Docs from the left menu.  

2.    On the middle of the screen, you can view the full list of files that were shared in conversations between you and the law firm. 

3.    Select a file name to display a quick preview. From here, you can also add comments to the file or print/download it. 

Tip:  To download multiple files at once, tick the box beside the file, then select the Download icon at the top of the list.

Complete and send intake forms to your lawyer

While in the Docs tab, select Forms at the top of the document list to access all outstanding and completed intake forms sent by your lawyer. 

Click on the intake form to view it in a preview on the right-hand side of the screen.

Pay any outstanding invoices

If your lawyer has sent you an invoice, this will appear in the Billing section. Select Billing from the left menu to view your outstanding and paid invoices.