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Your matter.
All in view.

Shared case updates, requested materials and reviewed deliverables, connected in your client workspace.

Keep the details
in the right place.

Review shared case updates, provide requested materials and open the deliverables available for your matter.

Try the tabs in this illustrative sample. Actual information depends on your matter and what the team has shared.

Client workspaceDemo

Process serving

In progress
  1. Request reviewed
  2. Service scheduled
  3. Update shared

ILLUSTRATIVE DOCUMENT

Service update

New clients can register to start a request. For an existing matter, use the email address associated with it.Starting a new matter? Request service

The right matter.
The right access.

Your account and your access to an existing matter are separate.

Sign in or create an account.

New clients can register when starting a service request. Existing clients should sign in with the email address associated with their account.

Complete the service form.

Choose the service, add case details and documents, select any add-ons and review the request. Creating an account alone does not submit an assignment.

Open your matter.

Review the updates and documents available for your matter. If an existing matter is missing, ask the team to check access for the email address you are using.

A little more clarity.

All questions
How do I get access?

New clients can create an account when starting a service request; existing clients can sign in. For an existing matter, use the email address associated with it. Account registration does not grant access to every matter. Contact the team if you are expecting an invitation or cannot find a matter you should be able to access.

What appears in my workspace?

The workspace brings together the cases shared with you, requested materials, case updates and reviewed deliverables. What is available depends on the particular matter and what the team has shared.

Can I upload documents there?

You can provide materials requested by the team from the relevant matter. Keep the document and the matter together so the team has the correct context.

Is the website preview a live case?

No. The website uses an illustrative sample to explain the workflow. Sign in to the client portal to see the actual matters and materials you have access to.

Connected to your practice

Your firm’s tools.
Within reach.

Clio, Lawmatics and the everyday tools your team relies on. Connect your accounts from your Affid client workspace.

Explore integrations
Next step

Need a hand getting connected?

Find help with your account, a missing matter or the materials you need to share.

Visit the help center