Effective November 17th, there will be changes to our portal (also called by the software company NetClient portal).  Our firm partners with Thomson Reuters to provide the platform for these portals. Their upcoming November update will improve your sign-in experience and security.

What you need to know:

  • You’ll need to create a new username and password. To do this, you’ll need your current NetClient (aka portal) CS login ID and password. If you’ve saved these details to your browser, please memorialize them. If you’ve forgotten your login ID, please reply to this e-mail.
  • The sign-in page will look different but will function the same way. This video showcases the new experience. To start the video, please hover over the word video, hold down your CTRL key and click.
  • You’ll need to enable two-factor authentication. There are several options available to verify your identity when you log in. We recommend using the Auth0 Guardian mobile app, which is free on the Apple App Store for iOS and Google Play Store for Android. If you do not want to download an app, you can choose to get a text message. Learn more about two-factor authentication.


These changes will be occurring on November 17, 2023. In the meantime, feel free to reach out to us with any questions.