Sending Documents Securely
The portal is the safe route. Here's what belongs there, and what to avoid.
The client portal is the secure way to send us documents, especially anything sensitive like medical records, financial statements, or tax documents. Email is fine for routine notes and questions. Never send sensitive personal information by text message. If you cannot use the portal, contact your Case Manager and we will provide a private, secure upload link instead.
The fuller picture
Your case file contains some of the most private information in your life. Protecting it is our job, and a little care in how you send things makes that job much easier.
Why the portal instead of email?
Think of email like a postcard. It usually arrives safely, but it passes through systems you do not control, it can be forwarded with one click, and it sits in inboxes forever. The portal is more like a locked drop box. Your file goes directly into your case file over an encrypted connection (scrambled so outsiders cannot read it in transit), and only your legal team can open it.
The portal also handles large files that email rejects, so you never have to split a big set of records across a dozen messages.
What is fine to email
Routine, non-sensitive communication is fine by email: quick questions, scheduling, or a short update about your case. If a document is not sensitive and is small, email can work, though the portal is still preferred because it files everything in one place.
What never to text
Please do not send any of the following by text message:
- Social Security numbers, or photos of your Social Security card, passport, or driver's license
- Medical records or details about diagnoses and treatment
- Financial documents like bank statements, pay stubs, or tax returns
- Settlement details or documents from your case
Texting feels quick, but messages can sync to shared devices, back up to accounts other people can access, and be nearly impossible to organize into your file. A text like "just uploaded the records to the portal" is great. The records themselves should go through the portal.
A note on shared and work devices
Avoid using a work computer, work email account, or work phone for anything related to your case, including your former employer's systems. Your employer may have the right to view what happens on their equipment, and that could expose private communications. Use a personal device and personal email whenever you communicate with us.
If you are not sure
When in doubt, ask before you send. Message your Case Manager through the portal or call the office, and we will tell you the best way to get the material to us safely.
Related pages
Still have questions? Your legal team is happy to help. Message us through the client portal or call the office, and we will point you to the right person.