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About the Client Portal

The SmartAdvocate Client Portal is a website that permits you to collaborate with your law firm. You can upload information directly into the case file, view calendar activities, send messages, and edit personal information.

Register

  1. You will receive an email from the law firm inviting you to register your account and get access to your case information. Follow the instructions in the email.

  2. You will receive a second email informing you that you have registered successfully. Again, follow the instructions in the email.

  3. Login to the Client Portal.

How to Use the Client Portal

  1. If you have more than one case with the law firm, select the case from the dropdown menu.

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  2. View the upcoming Calendar Activities Requiring Your Attendance.

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  3. Securely send Documents to your law firm.

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  4. Collapse or reopen the side menu.

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  5. Select your avatar to edit your profile, change your password, or sign out.

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    1. Select Profile to:

      1. Edit Client & Case Info by following the instructions https://smartadvocate.atlassian.net/wiki/spaces/DOC/pages/1885011984/Client+Portal+-+Client+Interface#Client-%26-Case-Info

      2. Change Password form.

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    2. Select Change Password.

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    3. Sign Out.

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Case Dashboard

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  1. Select Calendar Activities and follow the instructions. https://smartadvocate.atlassian.net/wiki/spaces/DOC/pages/1885011984/Client+Portal+-+Client+Interface#Calendar%2FActivities

  2. Select Messages and follow the instructions. https://smartadvocate.atlassian.net/wiki/spaces/DOC/pages/1885011984/Client+Portal+-+Client+Interface#Messages
    (info) A small red numbered circle will indicate unread messages.

  3. Select Documents and follow the instructions. https://smartadvocate.atlassian.net/wiki/spaces/DOC/pages/1885011984/Client+Portal+-+Client+Interface#Documents
    (info) A small red numbered circle will indicate unread messages

  4. View the Progress of your Case section.

  5. View Your Case Timeline.

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Client & Case Info

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  1. View your current Contact Info. Select the edit button (blue star) to edit your Contact Info.

  2. View your current Medical Providers. Select the plus sign (blue star) to add a Medical Provider.

  3. View your Insurance Company Info.

  4. View your Incident Info.

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Calendar/Activities

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  1. View your upcoming Calendar Event.

  2. Events are also displayed in the Quick Look and Upcoming Calendar Activities Requiring Your Attendance sections.

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Messages

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  1. Enter a message in the text box. The Submit button will become active. Select Submit.

  2. View your Unread Messages.

  3. View the Messages You’ve Seen.

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Contacts

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  1. View the Contacts assigned to your case.

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Documents

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  1. View the previously uploaded Documents.

  2. Drag and Drop or Browse to your local computer to upload Documents.

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Spare Time

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The Spare Time tab allows your law firm to communicate various information that will keep you informed about your case.

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