The ClearPoint Client Portal is your Digital Gateway to contract level details, payment history, reports, submitting disbursement requests, uploading documents to ClearPoint Operations team, and more.

We are committed to providing the most efficient and effective ways to help you do business. Our client password protected site offers 24/7 access to the most accurate and up-to-date status of your trust account, making it possible for you to manage your account. The following provides you with a guide for getting started and signing up.

Modern, user friendly design, optimized for all of your devices; including your mobile phone.