Client — Tips & tricks
Get answers faster
- Put questions in Messages, not scattered texts to staff cell phones (unless your attorney asked you to text).
- One topic per message when you can — easier for your team to track.
- Attach the file in the same message when you are asking about that file.
Uploads that help your case
- Use clear filenames:
2026-05-01-school-email.pdf beats scan001.pdf.
- Add a one-line description: who, what, when.
- Prefer original files over photos of screens when possible.
- Do not upload passwords, full bank logins, or unrelated people’s private data unless your attorney asked for that specific item.
Approvals
- Read the whole document on a larger screen if you can.
- Use Request changes instead of approving “to be nice.”
- If you are unsure, message your attorney before approving.
Notifications without noise
- Keep email current under Profile.
- Turn off categories you do not need, but leave Approvals and Messages on.
Security
- Do not share your portal password with family unless your attorney set up an authorized user.
- Sign out on shared devices.
- If you see a matter that is not yours, stop and email support@familycase.ai and your attorney.
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