Client Portal Guide
How to schedule appointments and complete forms online
Quick Links
Scheduling Appointments
How to Book Your Appointment
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1
Open the Scheduling Link
Click the appointment link in your email or text message. You'll see our available times.
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2
Select Your Preferred Time
Browse the calendar and choose a date and time that works for you.
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3
Confirm Your Details
Enter your contact information. If you've worked with us before, your details may pre-fill automatically.
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4
Receive Your Confirmation
You'll get a calendar invitation and automatic reminders before your appointment.
Need to Reschedule?
If your plans change, you can easily reschedule your appointment:
- Click the reschedule link in your confirmation email
- Or call us at 407-500-7000
- You'll receive an updated calendar invitation with your new time
Please give us 24 hours notice
If you need to cancel or reschedule, please let us know at least 24 hours before your scheduled time.
Completing Forms
How Form Submission Works
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1
Access Your Form
Click the link in your email, text message, or client portal. The form will open in your browser.
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2
Fill In Your Information
Complete each section. If you've worked with us before, some fields may already be filled in for you.
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3
Submit When Complete
Click the submit button. We'll receive your form immediately and store a copy in your file.
Helpful Tips
Auto-Save Feature
Your progress saves automatically. If you get interrupted, just click the link again to continue where you left off.
Mobile Friendly
Complete forms on your phone, tablet, or computer - whatever's most convenient.
Secure & Confidential
Your information is encrypted and protected. Only our legal team can access your submissions.
Request a Copy
After submitting, ask us for a copy of your completed form for your records.
Having trouble?
If your form link isn't working or you need help, call us at 407-500-7000 and we'll assist you.
Questions? We're Here to Help
If you have any questions about using the client portal, scheduling, or forms, don't hesitate to reach out.
Se habla Espanol: 407-536-7508