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Getting Started with Client Portal

How to update my username or email? What is a reminder for?

Updated over a year ago

In the Client Portal Dashboard, you, as a client, have access to a variety of features and information to facilitate collaboration with the law firm handling your immigration cases.

Here's a breakdown of what you can do in the Client Portal Dashboard:

  1. Sidebar Menu

    The sidebar menu provides quick access to different sections that are relevant to your immigration case needs. You can navigate to specific areas where you can update essential data and perform tasks.

  2. Recent Cases

    In this section, you get a quick overview of information related to your immigration cases. This includes the progress of your cases and the completion status of any assigned homework. Homework is like tasks that you need to do for your immigration cases.

  3. Assigned Homework

    Here, you can find all the homework that has been specifically assigned to you by your immigration lawyer or their staff. These homework are crucial for the progression of your immigration cases, and you can upload/submit them so your immigration lawyer can progress your case to the next phase.

  4. People Setting Icon

    Clicking on this icon allows you to update your credentials, such as your username and email address. This ensures that your client information remains up-to-date.

  5. Arrow Icon

    Clicking on this icon lets you log out from the client portal securely.

  6. Your Payment Dues

    In this section, you can view an overview of your invoices and payments related to your immigration cases. It shows the invoices that are due for payment and any payments you have already made.

  7. Unpaid Invoices

    Here, you can see the total number of invoices within cases that are related to you. By clicking on the chevron icon, you can expand the view and see the individual invoices along with their respective amounts.

  8. Reminders

    This section allows you to add, update, or delete reminders for yourself. You can set specific times as reminders to complete the homework and tasks that have been assigned to you. This helps you stay on top of your responsibilities and ensures timely progress in your immigration cases.

Overall, the Client Portal Dashboard provides you with a user-friendly and organized platform to manage your immigration cases collaboratively with the law firm. You can easily keep track of assigned tasks, payments, and deadlines, helping to streamline the communication and progress between you and your legal representatives.

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