Titanium Legal - Client Portal
My Account
The My Account section is where all of a Client's contact, billing statement information is kept.
Below we describe the following functionalities of the My Account page:
- Company Information
- Primary Contact
- Billing & Payment Information
- View Invoices
Company Information
The Company Information tab is used to store a Client's Company Name, phone number and address information.
Primary Contact
The Primary Contact tab is used to store the contact a Client's Company would like Titanium Legal to to reach out to for service-related questions.
Billing Contact
The Billing Contact tab is used to store the contact a Client's Company would like Titanium Legal to to reach out to for billing-related questions.
View Invoices
The View Invoices tab will have a record of all of your monthly billings, and provides you with an option to download any statement.
Download a Statement
To download a statement:
- Click on the Download a Statement button. A popup window will appear.
- Click on the download icon sim_card_download located in the upper-right section of the popup window.
- Select the location where you want to save your statement.
- Click on the Save button.
Print a Statement
To print a statement:
- Click on the Download a Statement button. A popup window will appear.
- Click on the printer icon print located in the upper-right section of the popup window.
- Select the printer where you want to print your statement (you can also save it as a PDF in this window).
- Click on the Print button.