> ## Documentation Index
> Fetch the complete documentation index at: https://docs.divorce.law/llms.txt
> Use this file to discover all available pages before exploring further.

# Client Portal Guide

> How clients use the Victoria AI OS client portal

## Welcome to Your Client Portal

Your Client Portal gives you 24/7 secure access to your divorce case, documents, and direct communication with your legal team. Everything is protected by attorney-client privilege and bank-level encryption.

## Getting Started

When your attorney creates your case, you'll receive an email invitation to:

1. Create your secure account
2. Set a strong password
3. Access your client portal

Your unique portal URL: `[your-firm].divorce.law/portal`

## Main Features

<CardGroup cols={2}>
  <Card title="Case Dashboard" icon="chart-line">
    See real-time case progress, upcoming deadlines, and task status
  </Card>

  <Card title="Discovery Center" icon="magnifying-glass">
    Complete financial disclosures and upload requested documents
  </Card>

  <Card title="Document Upload" icon="cloud-arrow-up">
    Securely share documents with your attorney
  </Card>

  <Card title="Victoria AI Assistant" icon="robot">
    Get instant answers to common questions 24/7
  </Card>

  <Card title="Financial Affidavit Wizard" icon="file-invoice-dollar">
    AI-assisted financial disclosure form completion
  </Card>

  <Card title="Task List" icon="list-check">
    Track and complete requests from your attorney
  </Card>
</CardGroup>

## Case Dashboard

Your dashboard shows:

* **Case Status**: Current phase (filed, discovery, trial, etc.)
* **Next Steps**: What's happening next in your case
* **Upcoming Deadlines**: Court dates and document due dates
* **Recent Activity**: Latest updates from your attorney
* **Quick Actions**: Common tasks you can complete

## Discovery Command Center

The Discovery Center helps you gather and organize the financial documents your attorney needs.

### Document Requests

Your attorney will send you specific document requests:

**Example Requests:**

* Last 3 years of tax returns
* Last 6 months of bank statements
* Recent pay stubs
* Property deeds and mortgage statements
* Retirement account statements

### Uploading Documents

<Steps>
  <Step title="View Your Requests">
    See all outstanding document requests in your Discovery Center
  </Step>

  <Step title="Upload Documents">
    Drag and drop files or click to upload:

    * PDFs, images, Word docs accepted
    * Multiple files at once
    * Automatic organization by category
  </Step>

  <Step title="Mark as Complete">
    Check off each request as you upload
    Your attorney gets instant notification
  </Step>
</Steps>

<Tip>
  **Mobile friendly**: Take photos of documents with your phone and upload directly!
</Tip>

### AI-Powered Document Analysis

When you upload financial documents, Victoria AI automatically:

* Extracts key information (income, assets, debts)
* Populates your financial affidavit
* Identifies missing information
* Flags inconsistencies

## Financial Affidavit Wizard

The Financial Affidavit Wizard helps you complete required financial disclosures with AI assistance.

### How It Works

<Steps>
  <Step title="Answer Simple Questions">
    Victoria AI asks plain-English questions about your finances

    * Monthly income and expenses
    * Assets (home, cars, accounts)
    * Debts and liabilities
  </Step>

  <Step title="Upload Supporting Documents">
    As you answer, upload documents that support your answers:

    * Pay stubs for income
    * Bank statements for account balances
    * Loan statements for debts
  </Step>

  <Step title="AI Auto-Fills Form">
    Victoria automatically:

    * Populates the official court form
    * Calculates totals
    * Checks for errors
    * Identifies missing information
  </Step>

  <Step title="Review & Submit to Attorney">
    Review the completed form with your attorney before filing
  </Step>
</Steps>

<Warning>
  **Be accurate and honest**: Financial affidavits are filed under penalty of perjury. Answer all questions truthfully.
</Warning>

## Document Management

### Viewing Your Documents

Access all case documents:

* **Court Filings**: Petitions, responses, motions
* **Financial Documents**: Your uploaded financial records
* **Correspondence**: Letters and communications
* **Orders**: Court orders and judgments

### Document Security

All documents are:

* Encrypted in transit and at rest (AES-256)
* Only accessible to you and your legal team
* Backed up automatically
* Recoverable if accidentally deleted (30 days)

## Victoria AI Client Liaison

Get instant answers to common divorce questions 24/7.

### What Victoria Can Help With

**Case-Specific Questions:**

* "What's the next step in my case?"
* "When is my next court date?"
* "What documents do I still need to upload?"

**General Divorce Questions:**

* "How is child support calculated?"
* "What is community property?"
* "How long does the divorce process take?"

**Financial Questions:**

* "What counts as marital assets?"
* "Do I need to disclose retirement accounts?"
* "How is spousal support determined?"

<Tip>
  Victoria Client Liaison has been trained specifically on family law and your case details. Answers are instant and available 24/7.
</Tip>

<Warning>
  Victoria provides general information only. For legal advice specific to your situation, always consult your attorney.
</Warning>

## Task Management

Your attorney may assign you tasks:

**Common Tasks:**

* Complete financial affidavit
* Upload specific documents
* Review and sign documents
* Provide information needed for filings
* Schedule meetings or depositions

### Task Workflow

1. **Receive Task**: Notification when your attorney assigns a task
2. **View Details**: See exactly what's needed and any deadlines
3. **Complete**: Upload documents or provide information
4. **Submit**: Mark as complete, attorney gets notified instantly

## Secure Messaging (Coming Soon)

Direct, secure messaging with your attorney:

* Send questions anytime
* Receive responses within 24-48 hours
* All messages encrypted
* Full conversation history

## Billing & Invoices

### Viewing Invoices

Access at **Portal** → **Billing**

See:

* Current balance
* Recent charges
* Payment history
* Itemized billing details

### Understanding Your Bill

Typical charges:

* Attorney time (hourly or flat fee)
* Court filing fees
* Service fees
* Expert fees (appraisals, evaluations)
* AI processing costs (document analysis)

<Tip>
  Questions about your bill? Use Victoria AI to ask about specific charges, or message your attorney directly.
</Tip>

## Privacy & Security

### Your Data is Protected

* **Encryption**: Bank-level encryption (same as online banking)
* **Access Control**: Only you and your legal team can access your portal
* **Audit Logs**: Every access is tracked
* **Backups**: Automatic backups prevent data loss

### Attorney-Client Privilege

Everything in your Client Portal is protected by attorney-client privilege:

* Documents you upload
* Messages with your attorney
* Victoria AI conversations
* Case information

<Warning>
  Do not share your portal login credentials with anyone, including family members, unless specifically instructed by your attorney.
</Warning>

## Mobile Access

### Using Your Portal on Mobile

Your Client Portal is fully responsive:

* Works on any smartphone or tablet
* Upload documents using your phone camera
* Check case status on the go
* Receive push notifications for updates

### Tips for Mobile Use

* **Document photos**: Take clear, well-lit photos of documents
* **PDF scanner apps**: Use apps like Adobe Scan for better quality
* **Notifications**: Enable notifications to stay updated

## Support

### Getting Help

<CardGroup cols={2}>
  <Card title="Victoria AI" icon="robot">
    Ask Victoria for help 24/7 with any portal questions
  </Card>

  <Card title="Your Attorney" icon="gavel">
    Contact your attorney for case-specific questions
  </Card>

  <Card title="Technical Support" icon="headset">
    Email [support@divorce.law](mailto:support@divorce.law) for technical issues
  </Card>

  <Card title="Help Articles" icon="book">
    Browse help articles within the portal
  </Card>
</CardGroup>

## Frequently Asked Questions

<AccordionGroup>
  <Accordion title="How do I reset my password?" icon="key">
    Click "Forgot Password" on the login page. You'll receive a secure reset link via email.
  </Accordion>

  <Accordion title="Can I access the portal from multiple devices?" icon="devices">
    Yes! Log in from any device with internet access. Your session stays active for 30 minutes of inactivity.
  </Accordion>

  <Accordion title="Is Victoria AI a real lawyer?" icon="robot">
    No, Victoria AI is an AI assistant trained on family law. For legal advice specific to your case, always consult your attorney.
  </Accordion>

  <Accordion title="What if I upload the wrong document?" icon="trash">
    Documents can be deleted within your portal. Click the trash icon next to any document you want to remove.
  </Accordion>

  <Accordion title="How quickly does my attorney see uploaded documents?" icon="clock">
    Instantly! Your attorney receives a notification as soon as you upload any document.
  </Accordion>

  <Accordion title="Is my information really secure?" icon="shield">
    Yes. We use bank-level encryption and follow SOC 2 Type II security standards. Your data is as secure as online banking.
  </Accordion>
</AccordionGroup>

## Tips for Success

<Tip>
  **Upload documents promptly**: The faster you provide documents, the faster your attorney can move your case forward.
</Tip>

<Tip>
  **Check your portal daily**: Stay up-to-date on case progress and new tasks.
</Tip>

<Tip>
  **Ask Victoria AI first**: Get instant answers to common questions before waiting for your attorney.
</Tip>

<Tip>
  **Be thorough with financial disclosures**: Complete and accurate information leads to better outcomes.
</Tip>

<Warning>
  **Never share your login**: Your portal contains confidential information. Keep your password secure and don't share access.
</Warning>