Client Care

Case Information

How to find your cases in the ADVICIFAS Client Portal, open the full details of each one, and read any case notes on it.

Register for the ADVICIFAS Client Portal: the portal on an iPhone, with a QR code to scan
Share

The Case Information page lists your cases, with the full details and any notes for each one.

Finding your cases

On mobile and tablets: Tap the menu icon in the top left of the screen, next to your name, select 'Case', then tap 'Information'.

On desktop: In the menu on the left of the screen, select 'Information' under 'Case'. If you can't see it, press 'Case' to open the section. If the menu is collapsed to icons, select the folder icon first.

Each case card shows the institution, your case reference, the case category and a short description of the product.

Viewing a case's details

  1. On the Case Information page, find the case you want
  2. Press 'Details' to open the Case Details pop-up

This shows the Product, the Description of the case, your Desired Resolution where one has been recorded, how the case is being handled, and whether compensation is being pursued. Press 'Close' when you're done.

Viewing case notes

  1. On the Case Information page, find the case you want
  2. Press 'Notes' to open the Case Notes pop-up

Each note shows the date and time it was added. If there aren't any yet, you'll see 'No notes yet'.

Case notes are added by our team. If you don't have any cases yet, the page shows 'No cases available', and your cases appear here once they're created.

If you have any questions or concerns, email us at [email protected].

Frequently Asked Questions

Under Case, then Information. On mobile, open it from the menu icon in the top left. On desktop, use the menu on the left of the screen.
On the Case Information page, find the case and press Notes.
Case notes are added by our team when there's something to record. If none have been added yet, you'll see 'No notes yet'.

Was this article helpful?

|

Getting started with the app

The Client Portal

Join our 100+ Clients already using it.

  • Simple and secure login.
  • Real-time notifications for everything.
  • Accessible 24/7.
Register for the Client Portal: scan the QR code on your phone, or select here

The Client Portal is a vital part of our Client Care Services.

It is the only official channel through which we provide updates, documents, and progress reports.

Without registering and actively using the portal, you will not receive updates on your case, and our team will be unable to move your matter forward.