Overview
Your client portal serves as a secure and central place to communicate with your firm/organization, complete tasks, complete your electronic questionnaire, check USCIS receipt case tracking status, view/pay invoices, and upload/download files related to your immigration case.
This article serves as comprehensive a guide for clients using the Docketwise Client Portal, that guides you through each step involved in using the client portal.
Contents
Accessing Your Client Portal
Below, you can find some more information on getting started, logging in to your client portal, setting up two-factor authentication, and how to reset your password.
Getting Started
To get started, you will need to receive an invitation to your secure client portal and follow the steps below:
In the portal invitation email (titled "Confirm your email and set password" and sent by no-reply@notifications.docketwise.com), click the Setup My Account button
Enter and confirm a strong and secure password that will be used to log in to your account
Click the Create Account button
Logging In
Logging back into your portal is easy! In order to log back into your client portal, you will need to follow the steps below:
Navigate to client.docketwise.com
Enter your email and password
Click the Login button
Enter the secure login code (only if two-factor authentication is enabled)
Note: If two-factor authentication is enabled, you will also need to complete the two-factor authentication workflow to complete the login process by entering the secure login code.
Setting Up Two-Factor Authentication
If two-factor authentication is enabled for your client portal, you will have an additional login step to access your client portal. If logging in for the first time with two-factor authentication enabled, you will need to complete the following steps:
Open the authenticator app of your choice on your mobile device
Select the option to add a new app
Scan the QR code from the portal login workflow
Click the Continue button
Enter the OTP Code from your authenticator app
Click the Authenticate button
After setting this up, you will be logged in to your account. Additionally, you will need to use the secure OTP login code as a part of your login workflow.
Note: If two-factor authentication is not enabled for your client portal account, please contact whoever is working on your matter to have this enabled.
Resetting Your Password
If you have forgotten your password, you can reset it by following the steps below:
Navigate to client.docketwise.com
Click the Reset Password button
Enter the email address associated with your client portal
Click the Send button
In the password reset email (titled "Reset password instructions" and sent by no-reply@notifications.docketwise.com), click the Change my password button
Enter and confirm a strong and secure password that will be used to log in to your account
Navigating the Client Portal
When logging in to your client portal, you will be taken to the client portal Dashboard.
From the Dashboard, you can see a summary of your Tasks, Forms, USCIS Receipts, Invoices, and Files. These summaries will show a few of each resource, but to see an exhaustive list of what has been shared, you can click on the See All option or the option in the side navbar.
Secure Portal Messaging
Secure portal messaging allows you to communicate safely and conveniently with your firm/organization from within your client portal.
Accessing Your Messages
After you are sent a secure portal message, you will receive an email notification, prompting you to log in to read the message:
In order to access and read your secure portal messages, you will need to follow the steps below after logging in:
Click on the Messages option in the side navbar
Click the Read button for the message you wish to access and read
Replying to a Secure Message
In order to reply to a secure portal message, you will need to follow the steps below:
Click on the Messages option in the side navbar
Click the Read button for the message you wish to access and read
Click the Reply button
Enter your message
Click the Send button
Starting a New Secure Message Conversation
To start a new conversation or secure message thread via the client portal, you will need to follow the steps below:
Click on the Messages option in the side navbar
Click the Create New Conversation button
Enter the Title and Body/Content of your message
Click the Send button
Viewing and Completing Tasks
You can see a summary of a few tasks that have been assigned to you on your client portal dashboard. To view all tasks that have been assigned to you, you can either click See All in the Tasks card or click Tasks in the side navbar.
To complete a task, simply click the checkbox beside the task that you want to have reflected as completed.
Completing Your Electronic Questionnaire/Form
You can see a summary of a few forms/questionnaires that have been shared with you on your client portal dashboard. To view all forms/questionnaires that have been assigned to you, you can either click See All in the Forms card or click Forms in the side navbar.
To access a questionnaire, simply click the ✏️ icon next to the questionnaire you would like to open.
Viewing USCIS Receipt Tracking Status
You can see a summary of USCIS Receipt Tracking Statuses that have been shared with you on your client portal dashboard. To view all USCIS Receipt Tracking Statuses that have been shared with you, you can either click See All in the USCIS Receipts card or click Receipts in the side navbar.
From there, you can see up-to-date information on your USCIS Case Status directly in your client portal.
If you wish to see the case status directly on the USCIS website, simply click on the status text in blue.
Viewing and Paying Invoices
You can see a summary of invoices that have been shared with you on your client portal dashboard. To view all invoices that have been shared with you, you can either click See All in the Invoices card or click Invoices in the side navbar.
To download an invoice, you can click on the ⬇️ icon next to the invoice.
If there is a Pay button, you can also pay the invoice online via credit card or eCheck. To do so, simply click on the Pay button and fill out your information on the secure payment form.
Uploading and Downloading Files
You can see a summary of files that have been shared with you on your client portal dashboard. To view all files/folders that have been shared with you, you can either click See All in the Files card or click Files in the side navbar.
Uploading Files
In order to upload a file via the client portal, you will need to follow the steps below:
Click See All in the Files card or click Files in the side navbar
If you would like to upload to a specific folder, open/navigate to that specific folder
Click on the Upload Files button
Choose the file(s) you wish to upload
Click the Upload button
Moving Uploaded Files
If you wish to move the folder location of a file that you uploaded via the client portal, you will need to follow the steps below:
Moving one file:
Click See All in the Files card or click Files in the side navbar
Click the ✥ icon next to the file you would like to move
Inside the modal, open the location where you wish to move the file
Click the Move button
Moving multiple files:
Click See All in the Files card or click Files in the side navbar
Check the box beside the files you wish to move
Click the ✥ Move Files button
Inside the modal, open the location where you wish to move the file
Click the Move button
Downloading Files
Files that you have shared as well as files that have been shared with you can easily be downloaded.
To download a file, you can click on the ⬇️ icon next to the file.
