How to Connect with Your Lawyer

Two Ways to Connect

Option 1: Case Code (most common)

Your lawyer will send you a case code (e.g., SMITH-2025-001). Case codes are unique to each case and are usually shared by email or in person.

If you're signing up for the first time:

1. Go to Sign up and select I'm a Client.
2. Choose I have a case code (linked mode).
3. Enter the case code exactly as your lawyer provided it.
4. Click Send verification code. A code will be emailed to the address your lawyer has on file.
5. Enter the verification code from that email.
6. Complete your account setup (email, password, name, phone).
7. You'll be added to the case automatically.

If you already have an account:

1. Sign in and go to your dashboard.
2. Click Connect to Lawyer (or Add case).
3. Enter the case code in the modal.
4. Click Join case. The case will appear on your dashboard.

Option 2: Invite Link

Some lawyers send an invite link instead of (or in addition to) a case code.

1. Click the link in your lawyer's email.
2. Create your account or sign in if you already have one.
3. Follow the prompts to join the case. You may need to enter a verification code as well.

After You're Connected

• The case appears on your dashboard.
• You can add timeline events, upload documents, and contribute to the case.
• Your lawyer can see everything you add and will organize it into exhibits.
• You can switch between cases if you have more than one.

Troubleshooting

"Invalid case code"

• Check that you entered the code exactly as provided. Case codes are usually uppercase.
• Ask your lawyer to confirm the code and that the case is active.

"Verification code not received"

• Check your spam folder.
• Ensure your lawyer has the correct email address on file.
• Request a new code; previous codes expire after a short time.

"I already have an account"

• Sign in first, then use Connect to Lawyer and enter the case code. You don't need to sign up again.

Contact support for more help.