Client portal
Your matters. Your documents. Your portal.
Everything about your legal or accounting matter in one secure place. Track status, upload documents, pay invoices, message your professional, and sign documents without leaving the portal.
Your professional should have sent you an invitation by email. If you have not received one, contact your lawyer or accountant directly.
What you can do.
Your client portal gives you complete visibility into your matter. No phone tag. No waiting for email replies. Everything in real time.
Track your matter status
See exactly where your matter stands in plain English. No legal jargon. No chasing your professional for updates. Real-time status visible the moment anything changes.
View and upload documents
Every document related to your matter in one place. Upload files your professional needs. Download documents they have prepared for you. Version history preserved.
Pay invoices securely
View detailed invoice breakdowns. Pay online with a single click. Full payment history available. All payments processed securely through Stripe.
Message your professional
Secure, encrypted messaging linked to your matter. Every message becomes part of the official record. No more searching through email threads.
Sign documents digitally
E-signature built in. When your professional prepares a document for your signature, sign it directly in the portal. No printing, scanning, or posting.
Track deadlines
See every deadline related to your matter. Court dates, filing deadlines, response windows. Automatic reminders before anything is due.
Your data is protected.
Marco Reid handles some of the most sensitive data in the professional world. Your portal is secured to courtroom-admissibility standards.
End-to-end encryption
Messages between you and your professional are encrypted in transit and at rest. Nobody else can read them, including Marco Reid.
Role-based access
You only see your matters, your documents, and your invoices. No other client's data is ever visible to you.
Immutable audit trail
Every action in the portal is logged with a timestamp and cryptographic signature. A complete chain of custody for every document.
Two-factor authentication
Protect your account with two-factor authentication. Optional but strongly recommended for any matter involving sensitive information.
How to get access.
01
Your professional invites you
Your lawyer or accountant sends you an email invitation from Marco Reid. Click the link to create your portal account.
02
Set up your account
Create a password and optionally enable two-factor authentication. No credit card required to access the portal.
03
Access your matter
View your matter status, documents, invoices, and messages immediately. Everything your professional has shared is already there.
Already have an invitation?
Log in to your client portal to view your matter status, documents, and invoices.