After logging in, start in the Manage Services area.
Why this area matters
Use Manage Services to review active work and service-related updates in the client portal.
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.
What you should expect to find
- Current service requests
- Order status information
- Matter-linked documents or updates, where available
- A way to distinguish active and completed work
If you cannot find a matter
Use the matter reference, invoice details, or the original ordering contact information when asking the company to help locate the correct service record.