If you are looking for information on how to login to Patersons Client Portal, look no further. In this article, we will provide the steps necessary to login to your account and access your account information.
What is Patersons Client Portal?
If you are unfamiliar with Patersons Client Portal, it is an online tool that helps attorneys and their clients connect, manage cases, and communicate. You can access it by visiting www.patersonplans.com/clientportal.aspx.
Login to your account:
To login to your account, go to www.patersonplans.com/clientportal.aspx and click the "Login" link in the upper left corner of the homepage. Enter your email address and password (if you have registered for an account). You will then be prompted to select a user name and password for your account. If you have not registered for an account, you will be prompted to create one. After you have logged in, you will see the "My Account" page, which contains information about your account, including your case list and case files.
How to login to Patersons Client Portal
If you are a new client, or if you have forgotten your login credentials, follow these steps to retrieve them:
1. Log in to the Patersons Client Portal by entering your user name and password at the login screen. If you have forgotten your password, click on the Forgot Your Password link in the Login section of the portal.
2. Click on My Client Profile on the left-hand side of the portal. You will see a list of all of your active clients. Scroll down to find your client’s profile and click on it. You will be taken to your client’s account page.
3. Click on the My Files tab and then click on Upload Files from Your Computer. This will take you to a file uploading screen. Select the files that you want to upload and click on the Upload Files button.
4. On the account page for your client, click on Billing Info in the left-hand column and then click on View/Edit Billing Info. You will be taken to a billing information page for your client. Look for the Credit Card Status field and enter your card number and expiration date into the
How to access your account information
If you are a customer of Paterons, please follow these simple steps to login and access your account information.
1. To login, please enter your email address and password into the form on the homepage.
2. If you have forgotten your password or have lost your email address, please contact them at 1-800-PATERSONS (1-800-722-3537) and we will be happy to help you reset your password and/or retrieve your account information.
How to change your password
If you have forgotten your password, or if you would like to change it, please follow these instructions.
1. Log in to the portal using your Username and Password.
2. Click on the "Account" tab at the top of the page.
3. In the "Password" text field, type in your new password and click on "Update Password."
4. After you have updated your password, click on "Close."
How to contact them
If you need to contact them for any reason, their contact information is listed below. We would be happy to help resolve any issues or concerns that you may have.
Contact Us:
Patersons Client Portal support team can be reached at [email protected]. You can also reach us through the contact form on their website.
Conclusion
In this article, we will show you how to login to Patersons Client Portal. If you are not already registered with Patersons Client Portal, please follow the steps below to register and gain access to their powerful tools. Once you have registered and logged in, feel free to explore the resources available on their website. We hope that this guide has been helpful and that you will find everything that you need on their website!