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We use a secure client portal provided by our partners at Clio to make working with our firm easier, faster, and more transparent. Through the portal, you can communicate with us, upload documents, review information about your case, and make payments — all in one place.

What You Can Do in Clio

With your Clio client portal, you can:

  • Upload and download documents securely

  • Send and receive messages from our team

  • Review documents we’ve shared with you

  • Pay invoices and retainers online

  • View important case updates (when applicable)

Everything in Clio is encrypted and protected to keep your information private.


How to Access the Portal

  1. Check your email
    You’ll receive an email invitation from our firm with a link to your Clio portal.

  2. Create your password
    Click the link and follow the prompts to set up your secure login.

  3. Sign in anytime
    Once your account is created, you can access the portal from any device — computer, tablet, or phone.


Uploading Documents

To upload a document:

  1. Log into your Clio portal

  2. Navigate to the Documents section

  3. Click Upload and select the file from your device

Accepted files include PDFs, photos, Word documents, and more.


Sending Messages

You can message our team directly through the portal:

  • Go to the Messages section

  • Type your message and send it securely

  • All portal messages stay organized with your case

Please note: portal messages are the fastest and most secure way to reach us.


Making Payments

Clio allows you to make payments securely online:

  • Credit card and ACH options may be available

  • Payments post directly to your account

  • You’ll receive a confirmation after payment

If you have questions about a bill, feel free to message us through the portal.


Having Trouble Accessing Clio?

If you didn’t receive your portal invitation or are having trouble logging in:

  • Check your spam or junk folder

  • Make sure the email address we have on file is correct

  • Contact our office and we’ll be happy to help


Why We Use Clio

Using Clio helps us:

  • Protect your confidential information

  • Respond faster to questions and documents

  • Keep everything related to your case in one secure place

Our goal is to make the legal process as simple and stress-free as possible.

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