Start with the practical task
Select Request service to open the client portal. Sign in if you already have an account, or register as a new client, then continue to the service form. Choose the service for the work you need: delivering prepared documents, submitting a filing packet or having someone attend a site. Creating an account alone does not submit a request.
Keep these details together
The Case details step collects the location, deadline and documents for the assignment. Have the prepared packet and recipient details ready. Include handling instructions and the records or confirmations you need back, keeping the documents with the request they belong to.
- Name the service and location, including separate pickup and delivery destinations when relevant.
- Give the exact date and time of any deadline, plus when the documents will be ready.
- Describe related tasks in their required order and name a contact who can clarify instructions.
Review before proceeding
Choose any relevant Add-ons, then continue to Review & pay. Check the service, recipient, address, documents and fees. Eligible fixed-price requests can proceed to checkout; other requests go to the team for review. Follow the next step shown in the portal. A requested deadline does not guarantee scheduling or successful service.
