Start with the service record tied to the matter and then review the related service or billing areas for any linked documents.
Best places to check
- Manage Services for matter-specific records
- View/Pay Invoices for billing-linked documents
- Downloads or account-document areas for standard forms and certificates
Portal screens and options can vary based on your account, permissions, and the type of work you order. If you do not see the option referenced below, contact CNY Process Solutions for help.
Examples of service-related documents
- Proof of service or affirmation materials
- Attempt-related documentation
- Matter-linked updates or service notes where available
If you cannot find what you need
Reference the matter clearly and ask for the specific document by name so the request can be fulfilled efficiently.