Wills, trusts, business agreements, and other case documents are shared with you through the portal as soon as they're ready for your review. Where a signature is needed, you can often sign electronically right from the document itself, rather than coming into the office — we'll let you know when that's the case for a particular file.

Anything sensitive — a signed form, a scanned ID, financial details for a business filing — is safer sent through the portal than by email. Messages and uploads go straight to your legal team, and we're typically able to respond the same business day.

Your invoices are posted to the portal as soon as they're issued, so you always have a running record in one place. You can pay online directly through the portal, or reach out to our office if you'd prefer to handle billing another way.

For matters with hearing dates, filing deadlines, or closing dates, the portal keeps a calendar view so you can see what's coming up without having to call and ask. We'll still reach out directly for anything time-sensitive.

Many estate and business matters involve more than one person — a spouse, a co-trustee, a business partner. If someone else should have their own portal access on your matter, just let your case manager know and we'll set up a separate, secure login for them.

There's no password to remember. Enter the email address our office has on file at clients.clio.com, and you'll receive a secure one-time link, valid for about an hour, that signs you straight in. On the mobile app, you can also enable Face ID or fingerprint sign-in for faster access.

If a link takes you back to the email screen instead of logging you in, it's likely expired or already been used — just re-enter your email and a fresh link will be sent. Nothing arriving at all? Confirm you're using the exact address on file with our office, then check your spam folder. Still stuck? Call us at (941) 909-8331.