How do I know if my client has uploaded documents and where do I find these?

Once the matter has been moved into the dashboard, you will have access to any documents that the client has uploaded in their portal.

You can check notifications via the bell icon on the top right of your screen to see any activity on your matters, including whether documents have been uploaded.

You will also start to see paperclip icons throughout the dashboard to the right of the item they relate to.

To access these documents, you can simply click on the paperclip to open the form for the item, then click on the 'Attachments' tab:

To browse all attachments in one central location, go to the 'Disclosure' tab > Attachments. From here you can browse, search and manage all attachments including making selected documents accessible to the other side (via our disclosure portal for our lawyer subscribers - Learn more).