Law Firm Management
"The law firm management app aims to complete a system that helps
to manage smoothly, day-to-day workflows and business
operations within your practice."
Lead Management
Our lead generation helps law firms manage business development functions such as lead intake, meeting scheduling, and follow-up activities, revenue tracking, and more.
Consultation management
We developed a secure and scalable virtual meeting setup in odoo because we understand that in this cutting-edge era, virtual meeting are just as important as physical ones.
Invoicing Management
Set billable rates and invoice your clients with confidence. Add timesheet duration as is or apply rounding based on your requirements.
Lawyer Management
Ensure your can access your information when you need to even remotely. Lawyer has access of his case and associated tasks only.
Document Management
Organize and number your documents for matters and clients securely. This helps in maintaining a structured workflow and ensures confidentiality.
Case & Matters Management
Case & Matters management system will help you stay organized and access the information you need when and where you need it.
Client Portal
Client portal generally used for document storage also ensures that client records can be stored and easily accessed for as long as is required.
Court & Judge Registration
Previous case details, especially court and judge details can help you to prepare your task before trials.
Types of Case and Templates
A group of tasks will be saved for some case types because they are frequently used. This will aid in time management and task retention.
Trust Account Management
To keep your properties in excellent condition, you may work with your staff and view your maintenance data from any location.
Dashboard
Organized real-time dashboard with summarized data.
Configuring correct access rights in Odoo is quite technical and lengthy process for someone who has little experience with the system and can get messy if you are not sure what you are doing. This module helps you to avoid all these complexities and saves your precious time by providing you a user-friendly interface from where you can define all the access settings to specific users in one place.
- No technical knowledge needs.
- Work in both Odoo Community and Enterprise addons.
Configuring correct access rights in Odoo is quite technical and lengthy process for someone who has little experience with the system and can get messy if you are not sure what you are doing. This module helps you to avoid all these complexities and saves your precious time by providing you a user-friendly interface from where you can define all the access settings to specific users in one place.
- Also the app allows you to create user-wise access management so that you can add/remove users to and from any group(s) in batch and with much ease without any coding in very less time. And this works with all the base and 3rd party apps.
Here is a detailed explanation about all the features of this module.
Module setup
Create Lead
Create Consultation
Create Case
Create Matter
Create Contact
Trust Funds
Create Lawyer
Create Expenses
Module setup and fields explanation.
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Streamlined lead generation for law firms from intake to revenue tracking.
You must have technical knowledge/technical person.
You have to need Odoo enterprise addons.
Here is the solution
No need to have technical knowledge, Only you have to understand our module features and you will be rock.
Work in both Enterprise and Community versions(15,16,17).
Lead Management
Here we have explained an example step by step.
This example shows how to generate a lead for a law firm, from intake to revenue tracking.
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Here you can see the law firm dashboard, in this to create a lead click on the "Lead" or "New Lead" button.
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Click on the "New" button to create a new lead.
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Fill the required field add expected revenue, customer, expected closing date and tags.
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After that, click on the "New Quotation" button and create the quotation.
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The quotation has been created and also able to see the "No Meeting" tab on the top of the fields.
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The lead has been created as per you can see in the below images.
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Know the incoming number & value of new clients, broker down by staging area.
You must have technical knowledge/technical person.
You have to need Odoo enterprise addons.
Here is the solution
No need to have technical knowledge, Only you have to understand our module features and you will be rock.
Work in both Enterprise and Community versions(15,16,17).
Consultation Management
Here we have explained an example step by step.
This example shows how to create a consultation invoice including automated payment reminders.
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Here you can see the law firm dashboard, to create a new consultation click on the “New consultation” button.
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Click on the “New” button to create a new consultation.
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Set the starting date and ending date and meeting tags, after completing all the fields save it manually and click on the “Create Invoice” button.
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Set the invoice type in (Fixed or Hourly) and set the amount, click the “Create Invoice” button.
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As per you can see the below image, the invoice has been created on the top.
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The invoice has been created click on the invoice tab to see the further information.
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As you can see, a "Payment Reminder" has been generated, and the "New brunch lunch" is displayed in the reminder for today.
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Helps to manage cases, consultations, tasks, billing payments, and more.
You must have technical knowledge/technical person.
You have to need Odoo enterprise addons.
Here is the solution
No need to have technical knowledge, Only you have to understand our module features and you will be rock.
Work in both Enterprise and Community versions(15,16,17).
Case Management
Here we have explained an example step by step.
This example shows how to create a new cases, consultation, tasks, and multiple actions.
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Here you can see the law firm dashboard, in this to create a case click on the “New Case” button.
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Click on the “New” button to create a new case.
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Select client, court, judge,crime type and set dates of the case then save it manually.
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After that, click on the "New Quotation" button and create the quotation.
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As you can see, a "Case" has been generated, and click on the Case/Matter tab and select “Court Case” button.
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Here is the case which has been created as per you can see in the below image.
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Helps create tasks, plan activities, and manage matters as per your needs.
You must have technical knowledge/technical person.
You have to need Odoo enterprise addons.
Here is the solution
No need to have technical knowledge, Only you have to understand our module features and you will be rock.
Work in both Enterprise and Community versions(15,16,17).
Matter Management
Here we have explained an example step by step.
This example shows how to create a new matter, manages crimes and tasks as per requirements.
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Here you can see the law firm dashboard, to create a matter click on the “New Matter” button.
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Add required fields and information, after that save it manually.
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Now click on the “Clients” button.
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Here is the contact which has been created.
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As you can see, a "Matter" has been generated, and click on the Case/Matter tab and select “Matter” button.
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Here is the matter which has been created as per you can see in the below image.
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It provides contact details and easy access to client records as needed.
You must have technical knowledge/technical person.
You have to need Odoo enterprise addons.
Here is the solution
No need to have technical knowledge, Only you have to understand our module features and you will be rock.
Work in both Enterprise and Community versions(15,16,17).
Contact Management
Here we have explained an example step by step.
This example shows how to create new contact and quick access to client records when needed.
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Here you can see the law firm dashboard, to create a contact click on the “New Contact” button.
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Add required fields and information, after that save it manually.
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Now click on the “Clients” button.
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Here is the contact which has been created.
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Facilitate reconciliation and comply with trust accounting laws.
You must have technical knowledge/technical person.
You have to need Odoo enterprise addons.
Here is the solution
No need to have technical knowledge, Only you have to understand our module features and you will be rock.
Work in both Enterprise and Community versions(15,16,17).
Trust Funds
Here we have explained an example step by step.
This example shows how to create trust funds and include customer, case, matter, amount, & more.
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Here you can see the law firm dashboard, to create a trust funds click on the “trust funds” button.
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Click on the “New” button to create a new trust account.
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Now click on the “Clients” button.
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Add customer, case, matter, total amount and save it manually.
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You can see that a created trust account is displayed here.
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Access lawyer information and cases remotely, with task restrictions.
You must have technical knowledge/technical person.
You have to need Odoo enterprise addons.
Here is the solution
No need to have technical knowledge, Only you have to understand our module features and you will be rock.
Work in both Enterprise and Community versions(15,16,17).
Lawyer Management
Here we have explained an example step by step.
This example shows how to create lawyers, client’s name, job position and other requirements.
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Here you can see the law firm dashboard, to create a lawyer click on the “lawyer” button.
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Click on the “New” button to create a new trust account.
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Add client’s name, job position and other required information after that save it manually.
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It becomes evident that a lawyer has been made after save the data.
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You can see that the created lawyer is displayed here.
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Set required details and fields to confirm expenses efficiently.
You must have technical knowledge/technical person.
You have to need Odoo enterprise addons.
Here is the solution
No need to have technical knowledge, Only you have to understand our module features and you will be rock.
Work in both Enterprise and Community versions(15,16,17).
Expense Management
Here we have explained an example step by step.
This example shows how to create an expense and fields to confirm expenses efficiently.
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Here you can see the law firm dashboard, to create a trust funds click on the “New Expenses” button.
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Add required fields and description, after that save it manually.
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After that go to main menu and select expenses.
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Here you can see the record has been created in expenses.
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