Current & Additional Projects: On your Client Dashboard, you’ll see any active projects you have with the firm. You may also spot options to add or request new projects.

Progress at a Glance: Get a quick overview of your projects, including any upcoming tasks or deliverables.

Project Details: Clicking on any project takes you to its dedicated page, where you can see your next steps or requirements.

Mark as Complete: When you finish a task, check it off to keep your firm in the loop and maintain progress.

Collaboration: Your firm will update tasks and activities here. This keeps everyone on the same page to complete projects more efficiently.

Firm Information: Some firms provide an overview page with policies, FAQs, and other resources.

Scheduling Calls: If enabled, this page may also let you book appointments with your firm, ensuring you get the support you need.

Secure Messaging: The Messages tab is where all communication with your firm takes place, safely and confidentially.

Writing Messages: It’s much like sending an email. Format your text, attach files (if allowed by the firm), and keep track of threads in one place.

Inbox Organization:

Notifications: You’ll receive an email alert whenever there’s a new message. Simply click the link in the notification, log in, and head to the Messages tab to reply.

Meeting Links: Some firms enable a Book Meeting option. If you see it, click the button to schedule a time using the firm’s preferred meeting platform.

Calendar Sync: The meeting details will typically sync to your personal calendar, ensuring you don’t miss important calls.

Account Settings: Under your name (usually in the top-right corner), you can update your password or log out.

Security: Keep your credentials safe and remember to log out when you’re done, especially on shared devices.