These Terms and Conditions of Use (“Portal Terms”) govern access to and use of the Wilcox Dunakin Chrisopoulos, LLP client portal, including any associated web application, mobile-optimized interface, or related services (collectively, the “Portal”), made available by Wilcox Dunakin Chrisopoulos, LLP (“the Firm,” “we,” “us,” or “our”). By logging into or otherwise using the Portal, you agree to be bound by these Portal Terms. If you do not agree, you may not access or use the Portal. The Firm may modify these Portal Terms from time to time, and such modifications are effective immediately upon being posted here or communicated to you. Your continued use of the Portal after any such modification constitutes your acceptance of the revised Portal Terms.
The Portal is provided exclusively to current clients of the Firm, and to other individuals the Firm has specifically authorized (such as a client's designated representative, co-counsel, or a third party involved in a joint representation), for purposes connected to the Firm's representation of the client. Access credentials are issued by the Firm on an individual basis and may not be shared, transferred, or used by anyone other than the person to whom they were issued. The Firm reserves the right to deny, suspend, or terminate Portal access to any person at any time, with or without notice, including upon conclusion of the matter for which access was granted.
The Portal is a tool used in connection with an existing attorney-client relationship or other engagement already established through a separate written agreement with the Firm. Use of the Portal does not itself create, expand, or modify any attorney-client relationship, and does not, by itself, establish representation on any matter other than the one(s) for which you have separately engaged the Firm. If you use the Portal to raise a new legal matter or issue not covered by your existing engagement, no attorney-client relationship is formed with respect to that new matter unless and until the Firm confirms the engagement in writing.
You are responsible for maintaining the confidentiality of your Portal login credentials, including your username, password, and any multi-factor authentication method associated with your account, and for all activity that occurs under your account. You agree to notify the Firm immediately at chad@wdc-law.com if you suspect any unauthorized access to or use of your account, or any other breach of security. The Firm is not liable for any loss or damage arising from your failure to safeguard your login credentials or from unauthorized use of your account that occurs before you notify us.
You may use the Portal only for lawful purposes connected to your representation by the Firm, including reviewing case documents and correspondence, communicating with your legal team, tracking the status of your matter, and, where enabled, submitting documents or payments. You agree not to use the Portal to: (a) access information relating to any other client or matter; (b) attempt to circumvent, disable, or interfere with the security or proper functioning of the Portal; (c) upload or transmit viruses, malicious code, or any material that is unlawful, defamatory, or infringing; (d) scrape, harvest, or systematically extract data from the Portal; or (e) use the Portal in any manner that could damage, disable, overburden, or impair the Portal or the Firm's systems.
Materials, documents, and communications exchanged through the Portal in connection with an active engagement are intended to be confidential and, where applicable, protected by the attorney-client privilege and/or the attorney work product doctrine. To help preserve that protection, you agree not to forward, download and redistribute, screenshot, or otherwise share Portal content with individuals outside your matter without first discussing it with your attorney, since doing so may risk waiving applicable privileges or protections. The Firm uses reasonable administrative, technical, and physical safeguards designed to protect the confidentiality of information transmitted through the Portal, but no system of transmission or storage can be guaranteed to be 100% secure.
Any documents, messages, or other materials you submit through the Portal become part of the Firm's file for your matter and may be used by the Firm in connection with your representation. You represent that you have the right to submit any material you upload and that doing so does not violate the rights of any third party. Electronic communications sent through the Portal are not a substitute for direct communication with your attorney regarding time-sensitive or urgent matters — if a matter is urgent, contact your attorney directly by phone.
The Portal may incorporate or link to third-party services, such as secure file storage, e-signature, or payment processing providers, in order to deliver certain features. Those third-party services are governed by their own terms of use and privacy policies, and the Firm is not responsible for the acts, omissions, availability, or security practices of any third-party service provider. Your use of any such third-party feature within the Portal is at your own discretion and risk.
The Portal, including its design, software, layout, and any Firm-authored content made available through it, is the property of the Firm or its licensors and is protected by applicable intellectual property laws. Except for documents and materials specifically relating to your own matter, you may not copy, reproduce, modify, distribute, or create derivative works from any part of the Portal without the Firm's prior written consent.
The Portal is provided “as is” and “as available.” The Firm does not warrant that the Portal will be uninterrupted, error-free, or completely secure, and does not guarantee that all information appearing in the Portal is complete, current, or accurate at all times. Case status information, deadlines, and document summaries displayed in the Portal are provided for your convenience and do not replace direct communication with your attorney, and you should always confirm critical dates and case developments with your legal team rather than relying solely on the Portal.
To the fullest extent permitted by law, the Firm will not be liable for any indirect, incidental, consequential, or special damages arising out of or relating to your access to or use of, or inability to access or use, the Portal, including damages resulting from unauthorized access to your account caused by your own failure to safeguard your credentials, temporary or permanent unavailability of the Portal, or reliance on information displayed in the Portal in lieu of direct communication with your attorney. Nothing in these Portal Terms limits any liability that cannot be excluded or limited under applicable law, nor does anything here alter the terms of any separate written fee or engagement agreement between you and the Firm.
The Firm may suspend or terminate your access to the Portal at any time, including upon conclusion of your matter, in the event of suspected misuse of the Portal, or as reasonably necessary to protect the security or confidentiality of the Portal or other clients' information. Termination of Portal access does not affect the terms of any separate engagement agreement between you and the Firm, which remains governed by that agreement.
These Portal Terms are governed by, and shall be construed and enforced in accordance with, the laws of the State of California, without regard to its conflict-of-laws principles. Any action or proceeding arising out of or relating to these Portal Terms or your use of the Portal shall be brought exclusively in the state or federal courts located within the State of California, and you consent to the jurisdiction and venue of those courts for such purposes.
If you have questions about these Portal Terms or need help with your Portal account, please contact us or email chad@wdc-law.com.
Any rights not expressly granted herein are reserved.
Last revised: August 2026