Getting Started Guide
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7. Use the Secure Client Portal
- 7.1 Activating the Secure Client Portal for a Matter
- 7.2 Send a PDF Questionnaire - via the Secure Client Portal
- 7.3 Requesting a Document from your Client via the Secure Client Portal
- 7.4 How to send a Form via the Secure Client Portal
- 7.5 How to send a Letter or Document via the Secure Client Portal