Getting Started
First login, dashboard overview, and initial setup steps for your law firm on AdlDesk.
User Management
Add, edit, deactivate, and manage team members in AdlDesk including role and branch assignment.
Roles & Permissions
Create custom roles and configure granular module-level permissions for every team member type.
Branch Management
Create and manage office branches, set headquarters, and assign users to the right location.
Cases Overview
Browse, filter, and manage all your firm's legal cases — create new cases and track their progress.
Client Management
Add and manage individual and corporate clients, filter by type and status, and track their cases.
Calendar & Events
Manage hearings, meetings, deadlines, and reminders in the AdlDesk firm-wide calendar.
Document Management
Upload, categorise, preview, and manage all legal documents linked to cases and clients.
Financial Overview
Navigate AdlDesk's full financial module — invoices, payments, expenses, treasury, salaries, and more.
Payments Tracking
Record client payments against invoices and track payment methods, dates, and receipts.
Expenses Management
Record and categorise case-related and operational expenses with receipt uploads and approval tracking.
Treasury Management
Monitor cash and bank balances and maintain a detailed transaction log for all treasury movements.
Reports & Analytics
View firm-wide performance analytics, case statistics, revenue metrics, and export to PDF or Excel.
Subscription & Settings
Manage your profile, view your subscription plan and usage, change your password, and set notification preferences.
Mobile & Responsive Usage
How AdlDesk adapts to tablets and mobile phones — responsive layout, touch-friendly controls, and tips for working on the go.
Bulk Operations
Perform actions on multiple cases, clients, or documents at once using checkboxes and the Actions toolbar.
Notifications & Alerts
Configure which in-app and email notifications you receive — case updates, financial alerts, calendar reminders, and chat messages.
Data Export & Reports
Export cases, clients, financial data, and reports to PDF, Excel, or CSV from any page in AdlDesk.
Security Best Practices
Account security guidelines for law firms — strong passwords, user deactivation, permission audits, and data encryption.