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The SmartAdvocate Client Portal is a website that permits your firm you to collaborate with your clients without requiring direct interaction with your staff. You can make documents, notes, and other information from SmartAdvocate available to clients, while clients can also law firm. You can upload information directly into their SmartAdvocate case file.

No information from SmartAdvocate is automatically made available on the Client Portal; specific action is required by your or a staff member (for example, clicking on a checkbox marked "Share in Client Portal") in order for anything to be shared. (The only exceptions are appointments in which the client is a participant; these will automatically be visible to the client on the Portal.) Access to the Client Portal, what information is available, and how it appears, are governed by the Client Portal Administration page.

The Client Portal is an additional feature available to all SmartAdvocate clients, for more information on getting your Client Portal set up for your firm please reach out to your salesperson or support@smartadvocate.assist.comthe 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.
   

   

2. View the upcoming Calendar Activities Requiring Your Attendance.
   

   

3. Securely send Documents to the your law firm.
   

   

4. Collapse or reopen the side menu.
   

   

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

   

   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
   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
   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 to edit your Contact Info.

2. View your current Medical Providers. Select the plus sign 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

Related Pages

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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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