Client Portal (Client Portal User Overview)

The Client Portal is a way for your Law Firm to share documents, bills, and other information with you on the web. If you have already have access to the Client Portal, you should be able to go to InsertLawFirmNameHere.centerbase.com/clientportal to access your Login Page. 

 

Getting Access to the Client Portal

When you are invited to the Client Portal, you will receive an email that looks like this:

 

Clicking on the Register button will take you to where you can set up a new account for the Client Portal:

 

When you're done registering, the Client Portal Dashboard will open for the Matter.

 

If you already have access to the Client Portal for another Matter with that email address, a dialog will open asking you which Matter you would like to view:

Making a selection will take you to the Client Portal Dashboard for that Matter.

 

Dashboard Overview

 

1. Dashboard

This is what you'll see when you first log in to the Client Portal. It contains general information about the Matter that you're viewing (more details are provided in the General Dashboard Information section below).

2. Calendar

If the Law Firm chooses to share these, any appointments and tasks shared with you will appear here.

3. Documents

If the Law Firm chooses to share these, any documents shared with you will appear here. You can also upload documents to the Client Portal here (NOTE: you'll need to contact your Law Firm if you would like to delete a file that you've uploaded, so please be careful uploading files).

4. Bills

If the Law Firm chooses to share these, any bills shared with you will appear here.

 

General Dashboard Information

1. Recently Added

If anything has recently been uploaded to the Client Portal, it will appear here.

2. Information

Any general information available about the Matter that you're currently viewing will appear here. This includes items like what Matter you're viewing, what your Trust Balance is, the Status of the Matter, and more.

3. Matter

If you have access to the Client Portal for more than one Matter, you'll be able to select which Matter Portal you would like to view here.

4. Account

This shows what email you're logged into the Client Portal with. You can also view your Profile and Logout here.

5. Balance

If you have an outstanding balance for the Matter that you're currently viewing, it will appear here.

6. Calendar

Any upcoming appointments and tasks that have been shared will appear here. Clicking on View More will direct you to the Calendar page.