As the professional we understand you may need to help clients navigate their portal and it helps to see it exactly as they see it. To do this, whilst in the matter dashboard click on Disclosure in the left-hand menuthen Review client portal
Any documents uploaded by the client, will be available almost immediately within the matter dashboard against the item it was uploaded against (Note: there is no need to open the client portal to access the disclosure documents). For example, a document uploaded for the family home, will be shown with an attachment icon against the family home in the balance sheet:
Use the left-hand menu to navigate back to other parts of the matter dashboard.
Have additional questions?
Contact our friendly Client Support team to help resolve your enquiry.