Access Our Secure Client Portal
Our office provides a secure portal for our clients through our software partner, Clio. This service is provided at no additional cost. Among other things, using high level SSL encryption, the portal allows for secure sharing of messages, estate planning documents, and the ability to process credit card payments. Registration for our clients is initiated by an email from our office. Clients may access their portals using any web browser or on their smartphones by downloading “Clio for Clients” from the App Store.
If you are a client already registered with Clio for Clients: