Once you are invited to complete your client portal, you will receive an email inviting you to MyChapter. The email will include a link with "Start Questionnaire". Click on the button and you will be directed to your client portal. Be sure to read the email before in case there are any special instructions from your attorney.

After clicking "Start Questionnaire", you can use the tabs along the left side of the screen to navigate through information you need to enter.

As you click through the left side tabs, you will see "Add" buttons. Click the buttons to add the requested information. Be sure to click "Save" if prompted so your information saves.

If you need to add any documents to send to your attorney, you can go to the last tab "Documents" and upload forms. To do this click "Add Document".

Once you have entered all needed information, you will need to click "Submit to Attorney" and the information will be electronically sent over to your attorney.

If any additional information is needed from your attorney, they will send the portal back with instructions via email.

Tags: MyChapter, Client Portal, how to use client portal