We agree how to work together.
We agree the scope of support and how case information will be shared.
Client portal / Individual access
We provide regular clients with individual access to information about their cases. We share access details and terms of use directly.
What it can look like
Below is an example of how case information can be presented.
A useful starting point.
Example Counterparty A
Example Company B
Example Counterparty C
Sample document · contains no real data
Sample document · for discussion with the firm
This is a layout demonstration. There are no documents to download in the mock-up.
Example update: the application has been filed. We are awaiting review.
Example update: proposed terms have been prepared for discussion with the client.
All entries are fictional and for demonstration purposes only.
Client access
This page presents the possibilities. For security reasons, it is not a login page and does not collect access credentials.
We agree the scope of support and how case information will be shared.
You receive login information and terms of use directly from the firm.
You use the portal within the scope agreed for our work together, without having to look for the login address on the public website.