Client Instructions


Secure Portal Instructions

Welcome to our secure document portal used to send and receive client documents safely.   Please see the instructions below to utilize the portal options available to you.  The portal utilizes 256 bit encryption and secure links.

Client Login

The UCM team must first send an invitation email to clients in order to use our portal for downloading files.  The secure link in the invitation email allows clients to create a login and password.  Once created, the login and password can be used through the same email link to download files. The login can also be used through the UCM website “Client Login” option for access.  Files will only be available for 30 days.   

Please contact our office for an invitation email to create a login and password or for more information:   

Leesburg Office:  (703) 771-1818

Warrenton Office:  (540) 347-5681


Uploading Documents

Clients may upload documents to UCM securely using the “Client Upload” option on the website.  This will provide clients with a short fill-in form and a browse option to attach files up to 2 GB in size.  Clients will have to select a specific staff person as a recipient.  If you do not know the staff person to send files to, please contact our office for assistance.

A login and password are not required to upload documents to UCM.  Documents uploaded will only be available to UCM staff for 30 days.

Leesburg Office    5 Loudoun St. SW Ste. B Leesburg, VA 20175           Phone 703-771-1818  Fax 703-777-5708 

Warrenton Office  10 Rock Pointe Lane Ste. 3 Warrenton, VA 20186        Phone 540-347-5681  Fax 540-347-3353