Dashboard of the system will show the summary of system and some more important information related to current day. It shows the count of important information like (Clients, Cases, Starred Cases, Archived Cases, Employees, Tasks, Case Study, My Tasks) and linked them to their pages. also showing the Latest Notices, Today’s Todo Lists, Today’s Cases, Absent Employees List, Calendar of Appointments & Cases dates.
Header will show the information of logged in user. It also show the notifications of Leaves, Todo’s, Appointments, Cases (Hearing Dates), Based on the settings of Notifications. Logged in user is able to change the language of system by language dropdown.
Client is a person who employs or retains an attorney to represent him or her in any legal business. Admin can create clients, update / delete existing clients and also can export list of clients. Admin can also create custom fields for clients if needed by Custom Fields section.
A person who is hired to provide services to a company on a regular basis in exchange for compensation and who does not provide these services as part of an independent business. Admin can create employees, update / delete existing employees and also can export list of employees. Admin can also create custom fields for employees if needed by Custom Fields section.
In User Roles Section. Admin can create unlimited roles of user and can update / delete existing user roles.
In Departments Section. Admin can create unlimited department and designations of that department and can update / delete existing departments and their designations.
In Permissions Section. Admin is able to set the permission of access of particular modules for system users of particular roles.
Holidays is used to create list of holidays in companies. Admin is able to create unlimited holidays in the year or delete existing holidays.
Notices is used to send any important information to all internal users of system. you can create notice and each user will get the Notice on their dashboard.
Leave Type is just use for informational purpose to know which type of leave is applied by employee. Admin can create unlimited leave types and can update /delete existing leave types. Leave type is used by employee panel where employee can apply leave, he needs to select leave type with reason.
Attendance is used to check the attendance report for all employees or specific employee for particular period.
If any employee will apply for leave then admin can approve / pending that application
Admin can create new cases and update existing cases. Admin can also move important cases to Starred Cases and old ones to Archived Cases. Cases Hearing Dates, Fees and Notes can be managed. Case need to move into Archived Section then can delete.
Starred Cases will show the list of cases which marked as important. After mark case Starred in All Cases, the case will show also in this list except Archived Cases. It is similar to All Cases
Archived Cases will show the list of cases which marked as archived. After mark case Archived in All Cases, The case will show in this list. It is similar to All Cases except Admin can delete the Archived Case or Can restore to All Cases.
Here Tasks is related to Case. Admin can assign Task to multiple staff members. Let your staff comments on Tasks. Admin can create unlimited tasks and can update / delete existing tasks.
Admin can create unlimited documents related to case or only for reference and update / delete existing documents.
Case Study is used to create reference cases for future use. User can create unlimited case studies along with attachments of multiple Case Categories and can update / delete existing case studies.
Reports will show the earnings of the Law Firm. It can be viewed By Month, By Week, By Year and By Client Using Graph.
In Messages Section, User is able to reply the messages of another user. if there is any unread messages then it shows the count of messages highlighted.
To Do List
To Do List defines list of tasks needs to remind on particular date, User is able to create unlimited To Do Tasks and can update / delete existing To Do Tasks. In Header User will get notification on particular date.
In Contacts Section, User is able create unlimited contacts and update / delete existing contacts. User is able to bulk import and can export as well. Contacts will be used in appointments section. It can be your personal contact or any client.
In this Section, User is able create unlimited fields for particular forms ( Ex. Clients, Case, To Do, Contacts, Appointments, Employees and Tasks ), fields type can be Text Box, Dropdown List, Radio Button, Checkbox, Textarea, URL, Email and Phone.
In this Section, User is able create unlimited appointments with their contacts. To add appointment first you need to create contacts. User will get appointment notification based on their notification setting in header.
Location Master is used to create /edit /delete location. It will be used to define Location of court in the system.
Tax Master is used to create new taxes, update / delete existing taxes of system. Tax is used while creating invoice of any case, Case fee will be affected with the taxes applied and admin can apply multiple taxes on case invoice.
Case Category Master is used to create new category of case or update / delete existing ones ( For example civil, property, criminal etc. ) Category can be hierarchical. It is also used in Case Studies.
Court Category Master is used to create new category of court or update / delete existing ones ( For example Civil Court, High Court, Supreme Court etc. ). It is used while creating / updating court.
Act Master is used to create new acts, update / delete existing acts. Act is used while create / update cases that define case belongs to which Acts. A case can have multiple acts.
Court Master is used to create new courts, update / delete existing courts. Court is used while create / update cases that define case belongs to which Courts.
Case Stages Master is used to create new case stages, update / delete existing case stages. Case Stage is used while create / update cases that define the current stage / situation of case.
Payment Mode Master is used to create new payment mode, update / delete existing payment mode. Payment Mode is used while creating invoice that define mode of payment for the case.
The following settings available on Advocate Office Management System are explained according to how they are grouped in the script.
Notification Settings is used to set prior number of days for different settings
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