Getting Started
First login, dashboard overview, and initial setup steps for your law firm.
User Management
Add, edit, and manage users in your law firm including roles and permissions.
Roles & Permissions
Create custom roles and configure module-level permissions for your team.
Branch Management
Add and manage multiple office branches with separate settings.
Cases Overview
View all cases, use filters, create new cases, and manage case statuses.
Clients Management
Manage your client database with alphabet filter, types, and detailed profiles.
Calendar & Events
Set up calendar, create events, configure recurrence and reminders.
Document Management
Upload, organize, and link documents to cases and clients.
Financial Overview
Financial dashboard, creating invoices, and tracking revenue.
Payments Tracking
Record payments, generate receipts, and track outstanding balances.
Expenses Management
Track case expenses, mark billable items, and manage office costs.
Treasury Management
Monitor treasury balance, income, outgoing transactions, and ledger.
Reports & Analytics
View reports dashboard, use report builder, and export PDF/Excel.
Subscription & Settings
Manage your subscription plan, view usage, and configure system settings.