Your Lakeshore workspace.
Secure access to matters, private documents, invoices, payments, intake requests and reviewed insights.
Clarity across the work, from first request to final invoice.
The workspace connects the parts of the relationship clients need to see, while the firm retains control over confidential access and review.
Client overview
Regulatory licensing
In progress
Corporate governance
Documents shared
Active matters
See what is open, who is responsible and the current status.
Private documents
Review and download documents shared securely by the firm.
Invoices and payments
View invoices, balances and payment history.
Intake requests
Complete assigned forms and provide requested information.
Reviewed insights
Access advisory insights shared after Managing Advisor review.
Secure access
Portal access is issued by the firm. Sign in with the email address we hold for you. Client portal screens are Coming in Phase 2 — the secure sign-in and firm platform are live now.
Continue to secure sign in