Client Portal

We know that your time matters. We ensure that your communication with us is seamless and that you are informed as we work on your file.  Our Phronesis secure client portal in CLIO Connect lets us:

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Electronic Invoice Processing

  • Provide you with access to your invoices as well as an online payment option

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Document Sharing

  • Receive and automatically save your documents to your file.

  • Provide you with 24/7 indefinite access to the documents in your file (including the documents that we are currently working on).

  • Share access to the documents in your file with other people, including your other advisors, when appropriate.

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Self-Serve Profile

  • Keep your personal and business information up-to-date.

 

The newly released CLIO for Clients Mobile App provides you with additional features such as mobile scanning and the ability to upload photos and documents directly from your phone to your file.  You will also receive push notifications, communicate with us and receive status updates via your phone. 

CLIO is a secure, cloud-based practice management system that is approved and recommended by law societies around the world, including the Law Society of Alberta, the Law Society of British Columbia and the State Bar of California.   CLIO uses advanced, industry-leading security measures to protect data that is stored and transmitted so you can be assured that your information is safe.

If you need an account contact us.