Client Portal

Clio for Document Sharing and Client Communication

Clio is a secure, cloud-based legal practice management platform that allows our firm to share files and communicate with clients in a protected, password-secured environment. New clients receive an email invitation with an activation link to set up their Clio for Clients account. Once activated, clients can access correspondence, pleadings, discovery, and other documents associated with their matter through the Clio Client Portal.

Clients may configure their notification preferences within Clio to receive an alert each time a document is uploaded or a message is sent by the firm.

Please note that although clients are able to upload their own documents to Clio, attorneys and paralegals do not automatically receive a notification each time a client uploads a file. If a client is using Clio to send documents to the attorneys and paralegals, he or she must also send an email advising the attorneys and paralegals that the document has been uploaded. Alternatively, clients are encouraged to use Clio's secure messaging feature, which does generate a notification to the assigned legal team.

Pay Your Invoice by Credit Card Through the Clio Client Portal

We accept credit cards and eCheck payments as a courtesy to our clients. Payments are processed through Clio Payments, which uses bank-grade security and encryption to ensure that your transactions are safe and protected. Online payments may be made in the following ways:

1. Click the secure payment link included in your invoice email from the firm.

2. Log in to your Clio Client Portal to view invoices, payment history, trust account balances, and shared calendar events or critical dates, and to make a credit card or eCheck payment that will automatically post to your account. (preferred method)

As with document sharing, new clients will receive an invitation to create a Clio for Clients account. This single account is used to view invoices, payments, trust balances, calendar events, shared documents, and secure messages from the firm — all in one place.

For prospective clients, please note that payment of a retainer alone is not sufficient to retain the law firm. The only way you can retain Adrian Philip Thomas, P.A. is by signing an engagement agreement that is also executed by an authorized representative of Adrian Philip Thomas, P.A. and by paying the required retainer at that time.