Client Management
Staff members can efficiently manage the full client lifecycle. Use our secure private forms to onboard new clients and access the comprehensive dashboard to view and track existing records.
Add New Client
Securely initiate the onboarding process. Complete the intake form below to capture essential client data and case details directly into our management system.
View Clients
To review existing records, navigate to the Forms submissions list in the Staff Dashboard. Utilize the built-in filters to locate specific files by client name or case number.
Case Management
Staff can record and track cases, including case details, status and hearing dates. Maintain a chronological record of all legal proceedings for every active case file.
Add New Case
Use the administrative form below to log a new legal case. Ensure all court particulars, client associations, and initial hearing schedules are accurately entered.
View Cases
Staff should open the relevant form submissions list in the Dashboard and filter by client name, case number, court or hearing date to access specific files.
Hearings & Calendar
Staff can track upcoming hearings using the calendar and tasks. Maintain a streamlined schedule to ensure no critical legal dates or procedural deadlines are missed.
Schedule / Update Hearing
Select the case file to update hearing dates. Internal instructions: cross-reference with the court calendar and notify respective counsel once the docket is updated.
Today’s Hearings Checklist
Review the day’s cause list carefully. Ensure all case files are physically confirmed and relevant clients have been informed of their appearance times.
Communication Centre
Authorised staff can prepare and send case-status updates via SMS, WhatsApp, email and client-portal notifications. All communications are subject to professional advocate approval to ensure compliance with legal standard confidentiality requirements.
Prepare Message
- Select client and case
- Choose event
- Draft and review message
- Approve and send
Message History
- Sent messages
- Delivery status
- Opt-out flags
- Audit log