Our secure client portal is hosted by Clio, the world’s leading law practice management software.
Carter Jeffries LLC, your local Mold Firm offers each client a secure virtual platform to view and access case documents, court filings, notices, calendar, and bills. “Clio Connect” gives clients the ability to view and upload documents, view important case deadlines, and pay invoices, all in a secure SSL encrypted online environment that preserves important attorney-client privileges.

Our firm is able to eliminate the security risk of emailing sensitive documents by using Clio’s private portal to share and collaborate with each specific client in a controlled environment. Clio Connect uses bank-level security with SSL encryption as well as daily audits from world leaders in Internet security to support our duty of confidentiality.

Creating Your Clio Connect Account

If You Have Not Registered Your Online Account, contact Carter Jeffries LLC, your local Mold Firm to let us know that you would like to access documents and bills online. You will receive an e-mail informing you of a new shared document or bill to view. You will need to choose and enter a secure password twice, and agree to the terms of service, before being permitted to register.

Once You Have Set Up Your Online Account, you can visit your personal and secure client case management portal at any time by clicking on the link above from any computer, tablet or smartphone. When there is a new document or bill to share with you, you will get an e-mail notification sent directly from our office to the e-mail address we have on file.

Please Note: You cannot create a Clio Connect account unless a resource has been shared with you.