CHOOSE YOUR ACCESS
Login to your respective portals
Customer portal
For clients with a live matter.
- Cases and progress status
- Documents and outstanding requirements
- Payments
- Messages and notifications
Partner portal
For Country Representatives, IBAs and ESPs.
- Own cases and authorised group-case progress
- Network and genealogy
- Incentives and commissions
- Payment history
- Referrals, leads and partner resources
Provider portal
For firms on the professional panel.
- Assigned opportunities and cases
- Accept or decline an assignment
- Quotations and documents
- Milestones and status updates
- Invoices and payment information
NOT YET OPEN
The portal is being built.
Sign-in opens when the case-management system goes live. Until then your named advisor is the single point of contact for case progress, documents and payments — exactly what the portal will show you, just asked for rather than looked up.