Overview
Clients who register get a home at /portal — a single place to see their open intakes, keep their profile up to date, upload documents, and talk to your firm.What clients can do
- Continue intakes — pick up any in-progress questionnaire where they left off.
- Edit their profile — keep personal details current; changes flow into future forms.
- Upload documents — respond to rejections and add supporting files.
- Message the firm — a single conversation thread per client, with file attachments.
- See their tasks — items the firm has assigned to them.
Translations in the portal
Machine translations your firm is still working on stay out of the portal entirely:- Draft translations never appear in a client’s document lists — neither do translations still in progress. A client only ever sees a translation once your firm has certified it.
- Direct links don’t leak drafts — a client opening a draft translation’s link gets a not-found response, for downloads and previews alike.
- Clients can’t delete translations — certified ones included. Translations are managed by the firm; a client attempting to remove a certified one is told it’s managed by their legal team (drafts simply don’t exist as far as the portal is concerned).