The client portal is a focused checklist for one request. Clients do not create a NeuDocs account.
Open the request
The client selects the secure link in the request email. NeuDocs validates the link and establishes a request-scoped session. An expired, revoked, or invalid link cannot open the checklist; firm staff can resend the request to issue a fresh link.
Complete checklist items
- File: choose a supported file, wait for the upload to finish, and confirm submission.
- Text, date, number, or yes/no: enter the answer and save it.
- Not applicable: when the item allows it, mark it not applicable for staff review.
- Rejected item: read the staff explanation and submit a replacement.
The portal prioritizes the next incomplete task and shows submitted work separately so the client can understand progress.
Continue later
The client can leave and return while the secure link/session remains valid. The checklist reflects already submitted items. Clients can also request a follow-up time when that option is available.
Use request comments for brief context needed to complete the checklist. Do not paste secrets, payment details, or unrelated sensitive information into comments.
Completion
The portal shows completion only when every required item has been resolved under the firm’s review rules. Automatic reminders stop when the request is complete.
Clients should upload documents only through the secure portal, not by replying to the notification email.
