Private client access
Open your LegacyPath matter.
Use the same access code throughout the process. Before your intake is ready, it shows limited quote status. Once Rouge activates your intake, it opens the correct intake. After submission, it becomes your private status page for document preparation and appointment details.
For security, LegacyPath asks for both your 6-digit access code and the last name used on your request. The status page does not reveal your intake answers, address, phone number, email, or internal Rouge notes.