Accessing the Client Portal as a client

If you're reading this article, your lawyer may have invited you to use Your Client Portal to securely interact and share documents with them.

The Client Portal is a secure portal where you can talk to your lawyer directly and share files easily and securely. Your personal details and data on the Client Portal will be kept securely and not shared.

Table of Contents

• Getting Started
• Entering the Client Portal for the first time
• Using the Client Portal
• Returning to the Client Portal
• Download and set up the Communicate mobile app

Getting Started

Access the Client Portal on your web browser or via the Communicate mobile app.

Tip:  When downloading the Apps, please be aware that you will be downloading the Smokeball Communicate Apps with your triConvey account.

Entering the Client Portal for the first time

Once your lawyer has sends you a message on the Client Portal, you'll receive an email requesting to share files and messages. 

1.    From within the email, select Log in.

2.    You'll be taken to the login page. Depending on how long ago you received the email in Step 1, you may have to enter your email address and select Email secure link to receive an email to log you in to the Client Portal.

Tip:  You may also be asked to set up multi-factor authentication if your lawyer requires it.

3.    Once you have successfully logged into the Client Portal, you'll see the open conversation your lawyer has started and you can start sending messages or files.

Using the Client Portal

The Client Portal is your one-stop hub to communicate with your lawyer. In the Client Portal, you can: 

• Send files and messages securely to your lawyer 
• Review upcoming events your lawyer has invited you to 
• Review documents your lawyer has sent to you 
• Complete and view intake forms between you and the law firm 
• Review outstanding and paid invoices

Returning to the Client Portal

Whenever your lawyer sends new messages on Communicate, you'll receive an email requesting you to view the message. 

1.    From within the email, select Log in.

2.    Complete any multi-factor authentication steps if needed, then you'll be taken directly to the conversation. 

You can also view Client Portal conversations at any time by directly accessing the Communicate login page. 

1.    Enter your email address, then select Email secure link.

2.    Check your emails for an email from Communicate, then select Log in.

Download and set up the Communicate mobile app

To simplify the sign-in process and access your Communicate messages with your mobile device on the go, we highly recommend downloading the Communicate Mobile App.

Select the links below to download the Communicate mobile app for your device:

To set up the mobile app for the first time:

1.    Open the app on your device, then select Sign in.

2.    Enter your email address in the login page and then select Sign in to Communicate.

3.    Open the email sent to your email address and select View Conversations. 

4.    Navigate back to the mobile app.

The mobile app will keep you logged in until you sign out of the app.

You can also set up extra security on the mobile app, including turning on the Lock with Passcode feature or enabling Face ID. To access security settings:

1.    Select the three vertical dots on the top-right corner of the mobile app.

2.    Select Security.