For engaged clients
Your matter. Your information. One secure place.
After you engage Attorneys Serving You, the firm may open a secure Clio Manage portal for your matter. Use it to communicate, exchange documents, and review information the firm shares with you.
Getting access
The firm opens your portal after you engage us.
This website does not host client files or portal accounts. When the firm activates portal access, the firm or Clio sends a secure invitation tied to your matter.
Follow the invitation link to create or access your account. Protect the invitation and your login credentials. Contact the office if you cannot find the invitation or sign in.
Prospective clients do not need a portal account to request an initial consultation.
What the portal puts within reach
Use the tools the firm activates for your matter
Messages
Exchange secure messages with the firm when we activate messaging for your matter.
Documents
Review or upload documents through the portal when the firm directs you to use it instead of ordinary email.
Calendar information
Review appointments and events that the firm shares for your matter.
Billing information
Review invoices and use payment options when the firm activates those functions.
Protect your access
Protect the account and the information it contains.
- Keep your login credentials private. Share access only when the firm directs you to do so.
- Do not rely on the portal for emergencies or imminent deadlines. Call the office when timing matters.
- Upload confidential documents only after the firm confirms representation and tells you how to send them.
- Contact the office immediately if information reaches the wrong person or you suspect that someone compromised your account.