Blog Layout

Book a Strategy Session

Sign up to receive our Top Estate Planning Tips!

Sign Up to Receive Our Top Estate Planning Tips!

TESTIMONIALS

– Elizabeth, a business client

–Charles Kirk

– Katherine, an estate planning client

Secure Client Portals – What are they and how do I get one?

May 13, 2014

If you have visited a doctor in the 21 st century, you have probably been invited to visit a “Patient Portal” to view your patient records and test results onine as well as your doctor appointments.

Did you know that we have harnessed this powerful technology for use in the legal world?

You can read all about our Secure Client Portal here: goo.gl/4UuNcc

As our client you have 24/7 access to all of your files online, password protected and secure. Never again worry about losing track of your paperwork, it is all on one screen, ready and waiting for you.

You can also view your upcoming appointments with your attorney, send your lawyer secure messages within your online portal, view your invoices, pay your bill online, and directly upload documents to the secure server to share updates with your attorney rather than sending documents through gmail or other insecure methods!

If you haven’t signed in to your Secure Online Client Portal yet, try it today and take advantage of all of the benefits!

Share by: