Step 1 A.

Enter our client portal using your computer.

If you do not see the portal menu link please:

Click this link to enter the portal

--OR-- Step 1 B.

Enter our secure portal using your phone or a size compressed web browser on any device.

With your phone, go to the main page, or most other pages, then scroll down the page until you see the lighted padlock to enter the secure server.

If you still do not see the portal menu link please:

Click this link to enter the portal

Step 2.

Enter the send documents section of the portal on most devices - desktop, laptops, tablets and phones.

Once you enter the portal you'll see a number of red rectangles running down the center of the page. Move down to item 4 that reads: "Easily Exchange Documents..." Then click that menu button.

Step 3

At some point you might need to login

If you have never before used the portal, you will be asked for credentials. The quick way to do it is to enter your email address ( example: me@mail.com ) then a code will automatically be sent to the cell number you used when you first contacted us. If you are trying to use a different email or phone number the system will think you are a different person, so please use the info you provided when you first contacted us. This method is almost exactly the same as most online banking accounts, and many online retailers - so if you do online banking or shopping, this should be easy.

Once you have used the portal, it is probable that your web browser will store your credentails so you will instantly login.

Step 4

Selecting the file you wish to send.

After you have selected the - send files - menu and logged in, you will, on most machines and browsers, see a screen with a paper clip on the top left field. Click or touch the clip field and your machine will open its file list so you can select the file you want to send. It's always helpful if you include your document title and any message you may wish. On some machine browser combinations you may see a different screen. Check the alternative path method below.

Remember, when you click the paperclip field a window displaying your files will open on desktop - laptop computers. If you are on a phone or table, you may need to use an app like the Apple Files app or use the Choose File menu to see the desired file.

Step 5

Click or touch the desired file or files.

Once the paperclip field has opened your file explorer or file finder, your next step is to locate the pdf or other document on your computer and click it or touch it to send that file back to our portal. Once that is done, you will see the file name highlighted in the paperclip field. Enter a document title and a message, then click the blue bar that read - send - at the bottom of the page.


If your machine - browser combination has taken you on an alternate path - skip to the alertnate method listed below.

Step 6

Confirmation! You've done it!

When you see the screen with that blue whale pop up, that means you've done it, your file has reached the portal.


If, at any time, you want to see exactly what all you have sent to the portal, and what has been sent to you
click this link to open a pdf instruction file on how to see your entire file on the portal. The route described in the linked pdf above is also roughly the same as the - my account - to three dots bubble icon - path or method used in the Path C section below.

Alternate Path B

Designed for use on phones used in portrait mode.

If you are using a phone in portrait mode with many browsers you may see this screen when starting to log in the portal. The three horizontal bars to the left will give you the same menu items as on the desktop - laptop - tablet page. The login to the right will generally take you to the login screen per step 3 above and ask for your credentials.


Please note: If - while using your phone - you go to our main or many other of our pages while using your phone -- and -- you hold your phone in landscape mode, or sideways, your browser, phone combination will likely display screens very much like Step 1 A described above for desktop, laptop computers.

Path C

Using the "MY ACCOUNT" button.

On some machine types - browser combinations, you may first see the red button that reads - my account. This is an alternate path, mostly for phones and tablets, that will take you directly to the black and white menu you see below in the 'what's new' section.

If you do not see the MY ACCOUNT button and want to use this method,
CLICK HERE

Path C

What's new and different when you click the MY ACCOUNT button?

Actually, you will see many of the same items you saw in the other menu - but in a smaller black and white presentation. Save for -- one thing. See that arrow on the right pointing to the three horizontal dots? Clicking that button puts you inside your file on the portal. You can see everything you have sent in, and everything that has been sent to you. We like to think of it as having your own safety deposit box that you can open 24 hours a day. The arrow on the left points to the three horizontal bars that lead to the drop down menu as typically used in cell phone web page layouts.

For more information about fillable pdf files, meeting methods and document exchange,
Please see this link.

Remember - there are other ways of returning your document

- but they involve paper, ink, scanners, printers and the like. If this paperless info exchange becomes too tedious for you, you may always print and fax documents to us (but fax image quality is generally not up to court standards.) The US post office is always an option for printed pages, but slow and sometimes troublesome. Also, you can drop off the document at our Ridgeway office, open most business days from 9 to 4 - 5865 Ridgeway Center Pkwy, third floor, Memphis, TN 38120.

One more method.

If you can fill out a pdf on your phone, or can scan in to your phone, or have a computer or tablet capable of sending MMS text messages (like sending a picture with a text ) then send this sort of a MMS text to (901) 756-7878. Let us know you've done so by sending a message to our portal. Thanks.

For other information

on other sorts of documents, signatures and fillable forms. Please see this link.