Client portal

The client portal is a focused checklist for one request. Clients do not create a NeuDocs account.

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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.

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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.

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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.

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Comments

Use request comments for brief context needed to complete the checklist. Do not paste secrets, payment details, or unrelated sensitive information into comments.

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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.