Law Office
Law Office: appointments and service tracking, customers and CRM, e-Invoice and reporting.
Challenges
- Case files, hearing dates and client correspondence sit in separate places.
- Without hearing and deadline reminders, there is a risk of losing rights.
- Legal fees, disbursements and retainers get mixed up.
- Time spent per case is not measured, so profitability is unknown.
Workflows
From case file to hearing
- The case file is opened with client, opposing party, court and docket number.
- Hearing and deadline dates are tied to the calendar.
- Upcoming hearings and deadlines land on the reminder list.
Fees, disbursements and time
- Legal fee, retainer and disbursements are tracked as separate line items.
- Time spent on the case is recorded.
- Case profitability follows from comparing fees with the cost of time.
Documents
- Case file
- Hearing calendar
- Engagement agreement
- Disbursement and retainer breakdown
Reports
- Case status and stage
- Upcoming hearings and deadlines
- Profitability by case
- Collection and retainer status
Metrics
- Case profitability
- Revenue per hour
- On-time filing rate
- Active case count
Compliance
- Bar association roll registration
- Legal-aid fee regulation
- Client confidentiality and data protection
Glossary
- Case file
- Record that gathers every action and document
- That
- Dated obligation whose lapse forfeits a right
- Legal fee
- Service revenue tied to a case file
- Advance
- Client amount taken up front for disbursements
FAQ
Will I stop missing hearings and deadlines?
Yes — dates are tied to the calendar and upcoming actions land on the reminder list.
Can I separate legal fees from disbursements?
Yes — fee, retainer and disbursements are separate line items and appear separately in the case statement.
Can I measure case profitability?
Yes — the cost of time spent is compared with the fees collected.
Can I keep client communication in the case file?
Yes — meetings and document exchanges are tied to the case record.
Can I track the number of active cases?
Yes — open and closed cases are reported separately by stage.
