About the Client Portal
The SmartAdvocate Client Portal is a website that permits your firm 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 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.com
Register
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.
You will receive a second email informing you that you have registered successfully. Again, follow the instructions in the email.
Login to the Client Portal.
How to Use the Client Portal
If you have more than one case with the law firm, select the case from the dropdown menu.
View the upcoming Calendar Activities Requiring Your Attendance.
Securely send Documents to the law firm.
Collapse or reopen the side menu.
Select your avatar to edit your profile, change your password, or sign out.
Select Profile to:
Edit Client & Case Info by following the instructions
Change Password form