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Portal information

Portal privacy information

The portal is for people and team members connected to a JH Marlin matter. Use it for secure case information and review the policies that apply to JH Marlin's services and public website.

Use the secure portal for case information

Upload requested documents and send case-specific questions inside the portal. Do not send sensitive documents through ordinary email.

Access is case-scoped

Signing in does not by itself grant access to a matter. JH Marlin must connect an account to the appropriate case or team workspace.

One household coordinator

The primary applicant is the portal coordinator. They manage household material and are responsible for coordinating document collection.

Other adults remain participants in the matter, but participation does not grant portal login access. Shared credentials are prohibited. Each current matter has one approved primary applicant account, not multiple adult logins.

Participant assignment

A document or checklist item may be assigned to a household member or other participant for organization. Portal activity is attributed to the primary applicant account; assigning it does not prove that person uploaded or approved it.

How long records are kept

Proposed launch baseline: records would be kept for seven years after the matter closes. No retention policy is active.

Legal, regulatory, engagement, or hold requirements may change that period.

Before records are removed, JH Marlin reviews the applicable retention policy and checks legal holds and other requirements. After that review, any record disposition is scheduled under the applicable policy and current hold requirements. Records are not automatically removed or deleted on a particular date.

Questions or corrections

For case-specific questions or corrections, use secure case support.

Your engagement documents and the laws or other requirements that apply to your matter take priority over this explanatory page. The official privacy policy and Website Terms of Use remain linked below.

Official policies and your engagement terms

Read JH Marlin's official privacy policy and the terms that govern its public website.

JH Marlin Privacy PolicyWebsite Terms of Use

The Website Terms of Use do not replace your engagement letter or matter-specific terms for professional services. If you need another copy of those documents, contact the JH Marlin team using the contact details in your engagement documents.

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