Each guide walks you through one task in the client portal, with a screenshot for every step. Need a hand? Call (800) 675-5376, Monday to Friday, 8:30 a.m. to 5:00 p.m. Pacific, and we will walk you through it. Prefer video? See our tutorials.
Your Account
Open an account, add people, update your profile and payment methods, and find your way around.
- 4 steps
Adding a User to an Existing Account
Everyone at your firm can have their own login to your firm’s Direct Legal Support account. PDF
- 5 steps
Creating a New Account
Your Direct Legal Support account lets you place orders online, upload documents, follow every order and download completed documents in one place. PDF
- 6 steps
Enhanced User Interface Overview
The portal’s dashboard gives you one place to start an order, find a case and follow your orders. PDF
- 9 steps
How to Make Changes in My Profile
Use My Profile to update your user details and choose how your orders are listed. PDF
- 5 steps
Payment Profiles
Save more than one credit card in your Direct Legal account, give each one a nickname, and choose which one to use each time you place an order. PDF
Placing Orders
Process serving, court filing, courtesy copies, document retrieval, recording and more.
- 10 steps
How to Place a County Recording Order
Have us record your documents with the county recorder. PDF
- 10 steps
How to Place a Court Filing Order
Send us documents to file with the court, for a new case or one that is already open. PDF
- 10 steps
How to Place a Courtesy Copy Delivery Order
Have us deliver courtesy copies of your documents to a court department or division. PDF
- 8 steps
How to Place a Document Retrieval Order
Ask us to get copies of documents from a court file, on your own case or on a different case you need for reference or review. PDF
- 9 steps
How to Place a Process Serving Order for Multiple Entities
Serve documents on two or more people or businesses in one order. PDF
- 10 steps
How to Place a Process Serving Order for a Single Entity
Send us documents to serve on one person or business. PDF
- 10 steps
How to Place a Secretary of State Filing Order
Send us documents to file with the California Secretary of State in Sacramento, such as articles of incorporation or articles of organization. PDF
- 9 steps
How to Place a Skip Trace Order
Ask us to locate a party or witness in your case. PDF
- 12 steps
How to Place a Writ Levy Order
Send us your writ and we will open it with the sheriff and serve the levy. PDF
- 8 steps
How to Place an eRecording Order
Send us a deed, lien or other document and we will record it electronically with the county recorder. PDF
- 4 steps
How to Use Address Validation by Google
Address Validation by Google checks the addresses you enter in process serving and other location-based orders. PDF
E-Filing
E-filing in California and other states, and filing a proof of service after a serve.
- 10 steps
How to Place a Maryland Court eFiling Order
You can eFile with the courts in all 23 Maryland counties and Baltimore City through the portal, for a new case or a case that is already open. PDF
- 10 steps
How to Place a Texas Court eFiling Order
You can eFile with the courts in all 254 Texas counties through the portal, for a new case or a case that is already open. PDF
- 9 steps
How to Place an Illinois Court eFiling Order
You can eFile with the courts in all 102 Illinois counties through the portal, for a new case or a case that is already open. PDF
- 10 steps
How to Place an Indiana Court eFiling Order
You can eFile with the courts in all 92 Indiana counties through the portal, for a new case or a case that is already open. PDF
- 12 steps
How to Place an eFiling Order for Initiating Cases (California)
Send us the documents that open a new case, and we will eFile them with the court. PDF
- 11 steps
How to Place an eFiling Order for Subsequent Cases (California)
Send us documents to file in a case that is already open, and we will eFile them with the court. PDF
- 2 steps
eFile Proof After Serve
Have the proof of service filed with the court electronically as soon as your documents are served. PDF
Cases, Reports and Integrations
Managing cases and documents, reports, and working from Clio or NetDocuments.
- 8 steps
Managing Cases and Documents
Manage Cases keeps every case you have with us in one place. PDF
- 9 steps
Using Clio with Direct Legal Support
If your firm uses Clio, you can connect it to the Direct Legal Support portal when you place an eFiling order. PDF
- 7 steps
Using NetDocuments with Direct Legal Support
If your firm uses NetDocuments, you can connect it to the Direct Legal Support portal when you place an eFiling order. PDF
- 4 steps
Using Reports
Reports give you your account’s data whenever you need it, updated in real time. PDF
For Process Servers
For the process servers who work our orders in the field agent portal and app.
- 5 steps
How to Use Mobile Field Agent
Mobile Field Agent is the Direct Legal Support mobile site for field agents. PDF