User Manual – Advocate SaaS

Companies List

Each company in the list displays the following details:

• Name: The company name and email address
• Plan: The subscription plan currently assigned to the company
• Created At: The date the company account was registered on the platform
• Actions: Quick action buttons for managing each company

Each company row includes a set of action icons on the right side. Hover over any icon to see its label. The available actions are:

• Login as Company: Logs in to the platform as that specific company, allowing the Super Admin to access and manage the company’s account directly
• Company Info: Opens a detailed information panel showing the full profile and account details of the company
• Upgrade Plan: Opens a pop-up to change or upgrade the company’s current subscription plan. Toggle between Monthly and Yearly billing, select a plan (e16. Free, Pro, or Enterprise), and click Upgrade Plan to confirm.
• Reset Password: Opens a pop-up to reset the password for that company’s account. Enter the New Password in the field provided and click Save.
• Toggle Status: Enables or disables login access for that company; disabling it prevents them from signing in to the platform.
• Edit: Opens the company profile in edit mode
• Delete: Permanently removes the company from the platform

Adding a New Company

• Click the “Add Company” button at the top right of the page.
• A pop-up will appear with the following fields:
• Company Name: Enter the name of the company
• Email: Enter the email address for the company account
• Enable Login: Toggle this option to allow or restrict the company from logging in to the platform

Login History

The Login History button shows login records only for Super Admin and Company users who have actually logged into the platform. For each record, you can see login details, IP address, date and time, and device information. Use the View button to see full session details or the Delete button to remove a record.

• The Login History button shows login records only for Super Admin and Company users who have actually logged into the platform. For each record, you can see login details, user, User Type, IP address, Login Date, Details, and Action.
• Use the View button to see full session details or the Delete button to remove a record.

Media Library Overview

The page header displays the section title and description, along with the Upload Media button at the top right for adding new files.

• Use the Search media files bar at the top to find specific files by name.
• The top-right summary badges display the total number of Files, total Storage used, and total number of Images.

Each media file in the grid displays the following details:

• File Type Badge: Indicates the file format (e.g., JPEG, PDF, MSWORD)
• Preview: A thumbnail preview of the file or a file-type icon for non-image files such as PDFs and Word documents
• File Name: The display name of the file
• File Size: The size of the file in KB or MB
• Upload Date: The date the file was uploaded

Click any file to open the Media Details panel, which displays:

• File Name: The original file name
• Display Name: The custom display name for the file
• File Type: The MIME type (e.g., image/jpeg)
• File Size: The size of the file
• Uploaded: The date and time the file was uploaded
• File URL: The direct URL to the file with a copy icon to copy the link to the clipboard

The Actions section provides three options:

• View: Opens the file in a new tab for full-screen viewing
• Download: Downloads the file to your local device
• Delete: Permanently removes the file from the Media Library

Uploading Media Files

• Click the “Upload Media” button at the top right of the Media Library page.
• The Upload Files pop-up will appear with a drag-and-drop area.
• Drag and drop your files directly into the upload zone, or click Choose Files to browse and select files from your device.
• The files will be uploaded automatically and added to the Media Library.

Note: In the Media Library, the Super Admin can view images from all companies. However, on the company side, each company can only see the images that belong specifically to them.

Note: The Company side should have the same Media Library functionality and structure as the Super Admin side, ensuring consistent media management across both interfaces.

Subscription Plans

• The Subscription Plans page displays all available plans offered to companies on the platform. Toggle between Monthly and Yearly billing views at the top centre (Yearly billing offers a Save 20% discount).
• Each plan card displays the plan name, price, description, free trial duration (if applicable), and a What’s Included section showing usage limits such as Users, Employees, and Storage. The Features section indicates which Add-Ons (such as AI Integration) are enabled or disabled for the plan.
• Plans can be toggled Active or Inactive directly from the card, and each card includes Edit and Delete action buttons. The default plan is also marked with a Default badge.

Plan Requests

The Plan Requests page displays all subscription upgrade or change requests submitted by companies.

• Use the search bar to look up specific records. Below, status tabs (All, Pending, Approved, Rejected) show the record count for each status.

Each request in the list shows:

• Company: The name and email of the company that submitted the request
• Plan: The requested subscription plan
• Duration: Monthly or Yearly billing cycle
• Status: Current status of the request (Pending, Approved, or Rejected)
• Request Date: The date the request was submitted

For Pending requests, the Actions column provides two options:

• Approve: Approves and activates the requested plan for the company
• Reject: Rejects the plan request

Plan Orders

The Plan Orders page provides a complete record of all subscription orders placed across the platform.

• Use the search bar to look up specific records, and refine the list by selecting a Date From or Date To. Use “Clear Filters” to remove all selections. The Filters badge simply displays the number of filters currently applied. Below, status tabs (All, Pending, Approved, Rejected, Completed) show the record count for each status.

Each order in the list displays:

• Order Number: The unique order reference code (e.g., PO-RFG0YCRR)
• Name: The company’s avatar, name, and admin email address that placed the order
• Plan: The subscribed plan (e.g., Professional, Starter, Free)
• Original Price: The plan’s standard price
• Discount: The discount amount deducted, if any coupon was applied
• Final Price: The amount charged after discount
• Status: The current order status – Pending, Approved, Rejected, or Completed – shown as a color-coded badge
• Receipt: A receipt icon appears for orders with an uploaded payment receipt
• Order Date: The date the order was placed, sortable using the arrow next to the column header
• Actions: View order details, and for Pending orders, quickly Approve or Reject the order directly from the table

For Approved orders, the Actions column provides View, which opens a detailed view of the plan order.

For Pending orders, the Actions column provides:

• View: Opens a detailed view of the plan order
• Approve: Confirms and activates the order
• Reject: Rejects the order

Coupons List

Each coupon in the list displays the following details:

• Name: The display name of the coupon
• Code: The unique coupon code that customers will apply
• Type: The type of discount (Percentage or Flat Amount)
• Min Spend: The minimum order amount required to use the coupon
• Max Spend: The maximum order amount eligible for the coupon
• Discount: The discount value applied (percentage or flat amount)
• Coupon Limit: The total number of times the coupon can be used (or Unlimited)
• User Limit: The number of times a single user can use the coupon
• Expiry Date: The date the coupon expires
• Status: Toggle the coupon Active or Inactive directly from the list
• Actions: Quick action buttons for managing each coupon

Each coupon row includes the following action icons on the right side:

• View Details: Opens the coupon detail page showing the full coupon information and usage history
• Edit: Opens the coupon in edit mode to update its details
• Delete: Permanently removes the coupon from the platform

Click the View Details icon on any coupon to open its detailed view, which displays the complete coupon information and usage history. The page is divided into the following sections:

• Summary Cards: Display the Discount Value, Times Used (used vs total limit), User Limit, and Expires date, along with the current status badge (Active/Inactive).
• Coupon Information: Shows the Coupon Code, Type (Percentage or Flat Amount), Minimum Spend, and Maximum Spend values.
• Usage History: Lists every order that has used the coupon, including the User (name and email), Order Number, Plan, Billing Cycle, Original Amount, Discount Applied, Final Amount, and Used At date.

Adding a New Coupon

Click the “Add Coupon” button at the top right of the Coupons page.

A pop-up will appear with the following fields:

• Coupon Name: Enter the display name of the coupon
• Discount Type: Select the type of discount from the dropdown
• Discount Value: Enter the discount amount
• Total Usage Limit: Set the maximum number of times the coupon can be used overall
• Code Generation: Choose between Manual Entry to enter your own coupon code or Auto Generate to create one automatically
• Coupon Code: Enter the unique coupon code (e.g., SUMMER25) if Manual Entry is selected
• Minimum Spend: Set the minimum order amount required to use the coupon
• Maximum Spend: Set the maximum order amount eligible for the coupon
• Usage Limit Per User: Define how many times a single user can use the coupon
• Expiry Date: Select the date the coupon will expire

Currency List

Each currency in the list displays the following details:

• Name: The full name of the currency (e.g., Ugandan Shilling, Serbian Dinar)
• Code: The international currency code (e.g., UGX, RSD, USD)
• Symbol: The currency symbol (e.g., USh, дин, $)
• Default: Indicates whether the currency is set as the default platform currency (Yes or No)
• Actions: Quick action buttons for managing each currency

Each currency row includes the following action icons on the right side:

• View: Opens a detailed view of the currency information
• Edit: Opens the currency in edit mode to update its details
• Delete: Permanently removes the currency from the platform

Adding a New Currency

Click the “Add Currency” button at the top right of the Currency page.

A pop-up will appear with the following fields:

• Currency Name: Enter the full name of the currency (e.g., US Dollar, Euro, British Pound)
• Currency Code: Enter the international currency code (e.g., USD, EUR, GBP)
• Currency Symbol: Enter the currency symbol (e.g., $, €, £)
• Description: Provide a brief description of the currency (optional)
• Set as Default Currency: Check this option to make the currency the default across the platform

Dashboard

• The Dashboard provides a complete overview of the referral program’s performance and activity at a glance.
• The dashboard presents four summary cards displaying Total Referral Users, Pending Payouts, Total Commission Paid, and Active Companies. These cards provide a quick overview of the referral program’s overall performance and key metrics.
• The Top Referring Companies section on the left ranks companies with the most referrals, displaying each company’s name, email, total number of referrals, and total commission earned.
• On the right, the Monthly Performance section highlights the year’s statistics, including Referral Signups (total this year) and Payouts Processed (total amount paid this year).

Referred Users

The Referred Users page displays all users who have signed up through referral links across the platform.

The page presents three summary cards at the top displaying Total Referred Users, Users with Plans, and Total Commission Earned.

The Referred Users List section shows each referred user with the following details:

• Company Name & Email: The name and email address of the referred company
• Registration Date: The date the user signed up
• Plan: The subscription plan assigned (e.g., Free, Starter, Pro, or No Plan)
• Plan Price: The monthly price of the plan
• Commission: The commission earned from the referral (if applicable)
• Commission History: Displays the commission percentage and the exact amount earned from that referral

Payout Requests

The Payout Requests page displays all commission payout requests submitted by referring companies.

Each payout request in the list displays the following details:

• Company: The name and email of the company requesting payout
• Amount: The payout amount requested
• Status: Current status of the request (Pending, Approved, or Rejected)
• Date: The date the payout request was submitted
• Actions: Quick action buttons for managing each request

For Pending requests, the Actions column provides two options:

• Approve: Approves the payout request and processes the payment
• Reject: Rejects the payout request

Settings

The Settings page allows the Super Admin to configure the referral program parameters.

• Enable Referral Program: Toggle this option to activate or deactivate the referral program across the platform.
• Commission Percentage (%): Set the commission rate that referrers will earn on each successful referral (e.g., 10.00 for 10%).
• Minimum Threshold Amount ($): Define the minimum commission amount a referrer must accumulate before being eligible to request a payout (e.g., 50.00).
• Referral Guidelines: Enter the program guidelines and terms that will be displayed to referrers, explaining how the referral program works and the conditions for earning commissions.

Click Save Settings to apply your changes.

Landing Page Settings

The Landing Page Settings allow the Super Admin to fully customize the content, layout, and appearance of the platform’s public landing page. The page is organized into five groups: Setup, Layout, Content, Social, and Engagement, each containing multiple configurable sections accessible from the left-hand sidebar. Use the Search section bar to quickly locate any section. Click Save Changes at the top right after making any updates.

Custom Pages

The Custom Pages section allows the Super Admin to create and manage custom content pages for the landing site, such as About Us, Privacy Policy, Terms of Service, Contact Us, FAQ, and Refund Policy.

• Use the Search bar to find a specific custom page by title.

Contact Inquiries

The Contact Inquiries page displays all messages submitted by visitors through the contact form on the landing page. The Super Admin can review and manage each inquiry.

• Use the Search bar to find a specific inquiry by name or email.

Newsletter

The Newsletter page displays all email addresses that have subscribed to the platform’s newsletter through the landing page.

• Use the Search bar to find a specific subscriber by email address.

Templates List

Each template in the list displays the following details:

• Name: The name of the email template
• Actions: A View icon to open and edit the template

Clicking the View icon opens the template’s editing page, which is divided into two sections: Template Settings and Available Variables.

System Settings

The System Settings section configures system-wide preferences for the application.

• Default Language: Select the default language for the platform from the dropdown (e.g., English).
• Date Format: Select the preferred date format (e.g., Y-m-d).
• Time Format: Select the preferred time format (e.g., H:i for 14:30).
• Calendar Start Day: Choose the day the calendar week begins (e.g., Sunday).
• Default Timezone: Select the platform’s default timezone (e.g., UTC).
• Email Verification: Toggle this option to require users to verify their email addresses upon registration.
• Landing Page: Toggle this option to enable or disable the public landing page.
• User Registration: Toggle this option to allow new users to create accounts on the platform.
• Terms and Conditions URL: Enter the URL for your Terms and Conditions page that will be linked in the registration form.

Click Save Changes to apply the updates.

Brand Settings

Customize your application’s branding and appearance. A Live Preview panel on the right side of the page shows how your changes will look in real time. Brand Settings has three tabs:

Currency Settings

The Currency Settings section configures how currency values are displayed throughout the application.

• Format Options: Displays a live preview of the currency format (e.g., $1,234.56) along with a sample value field and Reset button.
• Default Currency: Select the platform’s default currency from the dropdown (e.g., USD – US Dollar).
• Decimal Places: Choose the number of decimal places to display (e.g., 2 for 1234.56).
• Symbol Position: Select whether the currency symbol appears before or after the amount (e.g., $100 or 100$).
• Decimal Separator: Choose the separator used for decimals: Dot (123.45) or Comma (123,45).
• Thousands Separator: Choose the separator for thousands (e.g., Comma 1,234.56).
• Show Decimals: Toggle this option to display decimal places in amounts.
• Add Space: Toggle this option to add a space between the amount and the currency symbol.

Click Save Changes to apply the updates.

Email Settings

The Email Settings section configures email server settings for system notifications and communications.

• Email Provider: Select the email provider from the dropdown (e.g., SMTP).
• Mail Driver: Enter the mail driver (e.g., smtp).
• SMTP Host: Enter the SMTP server host (e.g., smtp.example.com).
• SMTP Port: Enter the SMTP server port (e.g., 587).
• SMTP Username: Enter the SMTP username (e.g., user@example.com).
• SMTP Password: Enter the SMTP password.
• Mail Encryption: Select the encryption method (e.g., TLS).
• From Address: Enter the email address that messages will be sent from (e.g., noreply@example.com).
• From Name: Enter the sender name (e.g., WorkDo System).

The Test Email Configuration panel on the right allows you to verify your settings by entering an email address in Send Test To and clicking Send Test Email.

Click Save Changes to apply the updates.

Payment Settings

The Payment Settings section configures the payment gateways available for subscription plans.

• Use the Search payment methods bar to find a specific gateway.
• Use the All Methods dropdown to filter by category.
• Toggle each payment method on or off using the switch next to its name.

The platform supports a wide range of payment gateways. For each gateway, click the toggle to enable it, then enter the required credentials. Most gateways include a Mode option (Sandbox or Live) and a link to the gateway’s Dashboard to retrieve API credentials.

Storage Settings

Configure file storage settings for your application. Storage Settings has three tabs: Local Storage, AWS S3, and Wasabi.

ReCaptcha Settings

The ReCaptcha Settings section configures Google reCAPTCHA settings for form protection.

• Enable ReCaptcha: Toggle this option to show reCAPTCHA on authentication pages.
• Google Recaptcha Version: Select the reCAPTCHA version to use (e.g., v2).
• Site Key: Enter your Google reCAPTCHA Site Key.
• Secret Key: Enter your Google reCAPTCHA Secret Key.

A note at the top links to instructions on how to get your Google reCAPTCHA Site and Secret key.

Click Save Changes to apply the updates.

ChatGPT Settings

The Chat GPT Settings section configures Chat GPT integration settings for AI-powered features.

• Chat GPT Key: Enter your Chat GPT API key.
• Chat GPT Model Name: Select the Chat GPT model to use from the dropdown (e.g., GPT-3.5 Turbo).

Click Save Changes to apply the updates.

Cookie Settings

The Cookie Settings section configures cookie consent and privacy settings for your application.

• Enable Logging: Toggle this option to enable cookie activity logging.
• Strictly Necessary Cookies: Toggle this option to enable strictly necessary cookies.
• Cookie Title: Enter the title displayed on the cookie consent banner.
• Strictly Cookie Title: Enter the title displayed for the strictly necessary cookies section
• Cookie Description: Enter the description explaining the platform’s general cookie usage.
• Strictly Cookie Description: Enter the description explaining what the strictly necessary cookies are used for.
• Contact Us Description: Enter the message shown to users who have questions about the cookie policy.
• Contact Us URL: Enter the URL users can visit to contact you regarding the cookie policy.

The Download Accepted Cookies panel lets you download a CSV file of accepted cookie preferences by clicking Download CSV.

Click Save Changes to apply the updates.

SEO Settings

The SEO Settings section configures SEO settings to improve your website’s search engine visibility.

• Meta Keywords: Enter relevant keywords that describe your content, separated by commas
• Meta Description: Write a compelling description that summarizes your page content and encourages clicks from search results (up to 160 characters).
• Meta Image: Upload the image used when your page is shared on social media. Click “Change Image” to select a file or “X” to remove the current image. Recommended size: 1200×630px for optimal social media sharing.

The SEO Preview panel on the right shows a live Social Media Preview of how your page will appear when shared, along with SEO Tips: use 3-5 relevant keywords, keep descriptions between 150-160 characters, and use a 1200×630px image for best results.

Click Save Changes to apply the updates.

Cache Settings

The Cache Settings section allows the Super Admin to manage the application cache to improve performance. This page is intended for more advanced users: it can safely be ignored if you’re not familiar with what cache is.

• Current Cache Size: Displays the total amount of cached data currently stored (e.g., 0.40 MB).
• Click Clear Cache to remove all cached data.

Clearing the cache will remove:

• Application cache
• Route cache
• View cache
• Configuration cache

Case Types

• The Case Types section lets you manage the categories used to classify cases across the firm. On the left, the Add New Case Type panel lets you create a new category by entering a Case Type Name, an optional Description, a Color to visually tag it, and a Status (Active or Inactive), then clicking “Add Case Type” to save it.
• Use the search bar to look up specific case types. Use the Status dropdown to refine the list, then click Search to apply the filter or Reset to clear it.
• The case types table lists every category with its color-coded icon, name, and description, along with a status badge and action icons to Edit to modify the case type, Deactivate to turn off the case type without deleting it, and Delete to permanently remove the case type.

Case Status

• The Case Status section lets you manage the different statuses used to track a case’s progress across the firm. On the left, the Add New Case Status panel lets you create a new status by entering a Name, an optional Description, a Color to visually tag it, marking it as a Default Status or Closed Status if applicable, and setting its Status (Active or Inactive), then clicking “Add Case Status” to save it.
• Use the search bar to look up specific case statuses. Use the All Statuses dropdown to refine the list, then click Search to apply the filter or Reset to clear it.
• The case statuses table lists every status with its color-coded icon, name, and description, along with columns showing whether it’s the Default status, whether it counts as an Open or Closed status, and its active Status, plus action icons to Edit to modify the status, Deactivate to turn off the status without deleting it, and Delete to permanently remove the status.

Event Types

• The Event Types section lets you manage the categories used to classify timeline events across the firm (such as hearings, deadlines, and meetings). On the left, the Add New Event Type panel lets you create a new category by entering an Event Type Name, an optional Description, a Color to visually tag it, and a Status (Active or Inactive), then clicking “Add Event Type” to save it.
• Use the search bar to look up specific event types. Use the status dropdown to refine the list, then click Search to apply the filter or Reset to clear it.
• The event types table lists every category with its color-coded icon, name, and description, along with a status badge and action icons to Edit to modify the event type, Deactivate to turn off the event type without deleting it, and Delete to permanently remove the event type.

Hearing Types

• The Hearing Types section lets you manage the different types of hearings used when scheduling case hearings (such as Motion Hearing, Trial, or Arraignment). Click “Add Hearing Type” to create a new type, which opens the Add New Hearing Type form.
• In the form, enter a Hearing Type Name, an optional Description, a Duration Estimate (in minutes), and any Notes, then set the Status (defaults to Active) and click “Save” to create it.
• Use the search bar to look up specific hearing types. Below the search bar, a set of tabs, All, Active, and Inactive, each displaying a count, lets you quickly switch between viewing the full list and filtering by status.
• The hearing types table lists every type with its name, estimated Duration (in minutes), and a status badge, along with action icons to View to see the full details of the hearing type. Edit to modify the hearing type, Toggle Status to switch it between Active and Inactive without deleting it, and Delete to permanently remove the hearing type.

Adding a New Research Project

Click the Add Research Project button in the top right to open the Add New Research Project panel.

• Title: Enter the name of the research project (e.g., Contract Dispute Research)
• Description: Enter a brief description of the research (e.g., Research on breach of contract case law)
• Research Type: Select the type of research from the dropdown (e.g., Comparative Law)
• Associated Case: Select the case this research project is linked to
• Priority: Set the priority level (e.g., Medium)
• Due Date: Enter the date the research is due
• Status: Set the initial status (e.g., Active)

Research Projects List

The main table displays all existing research projects.

• Use the Search bar to find a specific project. Use the All Type, All Priorities, and All Cases dropdowns to filter the list; active filters appear as removable tags and can be cleared with Clear Filters.
• Use the status tabs, All, Active, Completed, On Hold, Cancelled, to quickly view projects by their current status, with a count shown beside each tab. Toggle between list and grid view using the icons in the top right of the table.

Each research project in the list displays:

• Title: The project name, along with its linked case reference (e.g., CASE000003)
• Type: A tag indicating the research type (e.g., Comparative Law)
• Priority: A color-coded tag showing the priority level (e.g., High, Medium)
• Due Date: The date the research is due
• Status: A color-coded tag showing the current status (e.g., On Hold)

Each row includes the following action icons on the right side:

• View: Opens the project details
• Edit: Opens the project details for editing
• Change Status: Opens the Change Project Status dialog, where you can update the status to Active, Completed, On Hold, or Cancelled, then confirm the change
• Delete: Permanently removes the research project

Knowledge Articles List

Articles are displayed as cards in a grid layout.

• Use the Search bar to find a specific article. Use the All Categories dropdown to filter articles by category; active filters appear as removable tags and can be cleared with Clear Filters.
• Use the status tabs, All, Published, Draft, and Archived, to quickly view articles by their current status, with a count shown beside each tab.

Each article card displays:

• Title: The name of the article
• Status and Category tags: Color-coded tags showing the article’s status (e.g., Published, Draft, Archived) and its category (e.g., Criminal Law, Employment Law)
• Content Preview: A short excerpt of the article’s content
• Tags: Keyword tags associated with the article, with a count of any additional tags beyond those shown
• Date and Author: The last updated date along with the author’s profile icon

Each card includes an actions menu (⋯) in the top right with the following options:

• View: Opens the full article
• Edit: Opens the article for editing
• Unpublish: Reverts a published article back to draft
• Archive: Moves the article to the archived status
• Delete: Permanently removes the article

Adding a New Knowledge Article

Click the New Article button in the top right to open the Add New Knowledge Article panel.

• Title: Enter the title of the article (e.g., Overview of Contract Law Principles)
• Category: Select the category the article belongs to
• Content: Enter the detailed content of the article (e.g., Detailed analysis of contract formation requirements)
• Tags: Enter relevant tags separated by commas (e.g., contract, law, precedent)
• Status: Set the article as Draft, Published, or Archived

Adding a New Legal Precedent

Click the Add Legal Precedent button in the top right to open the Add New Legal Precedent panel.

• Case Name: Enter the name of the case
• Citation: Enter the case citation
• Jurisdiction: Enter the jurisdiction
• Category: Select the category the case falls under
• Summary: Enter a summary of the case ruling
• Relevance Score (1-10): Enter a numeric score indicating the case’s relevance
• Decision Date: Enter the date the decision was made
• Court Level: Enter the court level
• Key Points: Enter key points separated by commas
• Status: Set the initial status Active or Inactive

Legal Precedents List

The main table displays all existing legal precedents.

• Use the Search bar to find a specific precedent.
• Use the All Categories and All Scores dropdowns to filter the list; active filters appear as removable tags (e.g., Category: Constitutional Law, Min Relevance: 4+ Stars) and can be cleared with Clear Filters.
• Use the status tabs – All, Active, Overruled, Questioned, Archived – to quickly view precedents by their current status, with a count shown beside each tab.

Each precedent in the list displays:

• Case Name: The name of the case along with its citation
• Jurisdiction: The jurisdiction the case belongs to
• Category: The legal category (e.g., Environmental Law, Employment Law)
• Relevance: A visual score bar showing the relevance score out of 10 and as a percentage
• Decision Date: The date the case was decided
• Status: A color-coded tag showing the current status (e.g., Active)

Each row includes the following action icons on the right side:

• View: Opens the precedent details
• Edit: Opens the precedent details for editing
• Change Status: Opens the Change Precedent Status dialog, where you can update the status to Active, Overruled, Questioned, or Archived, then confirm the change
• Delete: Permanently removes the precedent

Research Types

The Research Types page allows you to manage research type categories for your organization.

Practice Areas

The Practice Areas page allows you to create and manage practice areas for your legal research.

Research Categories

The Research Categories page allows you to manage research categories for your organization.

Research Sources

The Research Sources page allows you to manage research sources for your legal research.

Compliance Categories

• The Compliance Categories section lets you manage the categories used to classify compliance requirements across the firm. On the left, the Add New Category panel lets you create a new category by entering a Category Name, an optional Description, a Color to visually tag it, and a Status (Active or Inactive), then clicking “Add Category” to save it.
• Use the search bar to look up specific categories. Use the status dropdown to refine the list, then click Search to apply the filter or Reset to clear it.
• The categories table lists every category with its color-coded icon, name, and description, along with a status badge and the following actions:
• Edit – to modify the category’s name, description, color, or status
• Deactivate – to turn off the category without deleting it
• Delete – to permanently remove the category

Compliance Frequencies

• The Compliance Frequencies section lets you define recurring schedules for compliance tasks. On the left, the Add New Frequency panel lets you create a new frequency by entering a Frequency Name, the number of Days for the recurrence, an optional Description, and a Status (Active or Inactive), then clicking “Add Frequency” to save it.
• Use the search bar to look up specific frequencies. Use the status dropdown to refine the list, then click Search to apply the filter or Reset to clear it.
• The frequencies table lists every frequency with its icon and name, description, a Days tag showing the recurrence interval, and a status badge, along with the following actions:
• Edit – to modify the frequency’s name, days, description, or status
• Deactivate – to turn off the frequency without deleting it
• Delete – to permanently remove the frequency

Risk Categories

• The Risk Categories section lets you classify and group risks for your compliance program. On the left, the Add New Risk Category panel lets you create a new category by entering a Risk Category Name, an optional Description, a Color to visually tag it, and a Status (Active or Inactive), then clicking “Add Risk Category” to save it.
• Use the search bar to look up specific risk categories. Use the status dropdown to refine the list, then click Search to apply the filter or Reset to clear it.
• The risk categories table lists every category with its color-coded icon, name, and description, along with a status badge and the following actions:
• Edit – to modify the risk category’s name, description, color, or status
• Deactivate – to turn off the risk category without deleting it
• Delete – to permanently remove the risk category

Audit Types

• The Audit Types section lets you define and manage audit type classifications used when scheduling compliance audits. On the left, the Add New Audit Type panel lets you create a new type by entering an Audit Type Name, an optional Description, a Color to visually tag it, and a Status (Active or Inactive), then clicking “Add Audit Type” to save it.
• Use the search bar to look up specific audit types. Use the status dropdown to refine the list, then click Search to apply the filter or Reset to clear it.
• The audit types table lists every type with its color-coded icon, name, and description, along with a status badge and the following actions:
• Edit – to modify the audit type’s name, description, color, or status
• Deactivate – to turn off the audit type without deleting it
• Delete – to permanently remove the audit type

Task Types

• The Task Types section lets you define and manage task type classifications used when creating tasks (such as Research, Filing, or Drafting). On the left, the Add New Task Type panel lets you create a new type by entering a Task Type Name, an optional Description, a Color to visually tag it, a Default Duration (in minutes), and a Status (Active or Inactive), then clicking “Add Task Type” to save it.
• Use the search bar to look up specific task types. Use the status dropdown to refine the list, then click Search to apply the filter or Reset to clear it.
• The task types table lists every type with its color-coded icon, name, and description, along with its default Duration and a status badge, and the following actions:
• Edit – to modify the task type’s name, description, color, duration, or status
• Deactivate – to turn off the task type without deleting it
• Delete – to permanently remove the task type

Task Status

• The Task Status section lets you configure custom statuses for your task workflow (such as Not Started, In Progress, or Completed). On the left, the Add New Task Status panel lets you create a new status by entering a Name, a Color to visually tag it, and a Status (Active or Inactive), then clicking “Add Task Status” to save it.
• Use the search bar to look up specific task statuses. Use the status dropdown to refine the list, then click Search to apply the filter or Reset to clear it.
• The task statuses table lists every status with its color-coded icon and name, along with an active status badge, and the following actions:
• Edit – to modify the status’s name, color, or active status
• Deactivate – to turn off the status without deleting it
• Delete – to permanently remove the status

Court Types

• The Court Types section lets you define and manage court type classifications. On the left, the Add New Court Type panel lets you create a new type by entering a Court Type Name, an optional Description, a Color to visually tag it, and a Status (Active or Inactive), then clicking “Add Court Type” to save it.
• Use the search bar to look up specific court types. Use the status dropdown to refine the list, then click Search to apply the filter or Reset to clear it.
• The court types table lists every type with its color-coded icon, name, and description, along with a status badge, and the following actions:
• Edit – to modify the court type’s name, description, color, or status
• Deactivate – to turn off the court type without deleting it
• Delete – to permanently remove the court type

Clients List

The main table displays all existing clients.

• Use the Search bar to find a specific client. Use the All Types and All Status dropdowns to filter the list; active filters appear as removable tags and can be cleared with Clear Filters.

Each client in the list displays:

• Client: The client’s profile picture and name, along with their email address
• Phone: The client’s phone number
• Type: The client type (e.g., Individual, Small Business, Government)
• Status: A color-coded tag showing whether the client is Active or Inactive

Each row includes the following action icons on the right side:

• View: Opens the client’s detailed profile
• Edit: Opens the client details for editing
• Reset Password: Opens the Reset Client Password dialog, where you can set and confirm a new password for the client
• Toggle Status: Switches the client between Active and Inactive
• Delete: Permanently removes the client

Clicking View on a client opens their detailed profile, showing:

• Header: The client’s ID (e.g., CL000001), name, client type tag, tax rate, and status
• Contact Information: The client’s email, phone, date of birth, and address
• Documents: A gallery of documents associated with the client (e.g., ID_Copy.jpg, Financial_Statement.xlsx, Medical_Records.pdf), each shown with a thumbnail preview, file name, category tag (e.g., Contract, Evidence, Correspondence, Court Filing, Legal Brief), and status (Active or Archived)

Clicking Reset Password opens a dialog where you can:

• Enter a New Password
• Confirm Password by re-entering it
• Click Reset Password to save, or Cancel to discard

Adding a New Client

Click the Add Client button in the top right to open the Add New Client panel.

• Client Name: Enter the client’s full name
• Email: Enter the client’s email address
• Password: Enter a password for the client’s account
• Phone: Enter the client’s phone number
• Client Type: Select the type of client
• Tax ID: Enter the client’s tax identification number
• Tax Rate (%): Enter the applicable tax rate for the client
• Date of Birth: Enter the client’s date of birth
• Address: Enter the client’s address
• Status: Set the initial status active or inactive

Documents List

The main table displays all existing documents.

• Use the Search bar to find a specific document.
• Use the All Clients and All Types dropdowns to filter the list; active filters appear as removable tags (e.g., Client: Emily Davis, Type: Contract) and can be cleared with Clear Filters.
• Use the status tabs – All, Active, Archived – to quickly view documents by their current status, with a count shown beside each tab.

Each document in the list displays:

• #: The row number
• Client: The client’s profile picture and name, along with their email address
• Document Name: The name of the file (e.g., Financial_Statement.xlsx)
• Type: A color-coded tag showing the document type (e.g., Contract, Evidence, Correspondence, Court Filing)
• Status: A color-coded tag showing whether the document is Active or Archived
• Uploaded: The date the document was uploaded

Each row includes the following action icons on the right side:

• View: Opens the document details
• Edit: Opens the document details for editing
• Download: Downloads the document file
• Delete: Permanently removes the document

Adding a New Document

Click the Add Document button in the top right to open the Add New Document panel.

• Client: Select the client this document belongs to
• Document Name: Enter the name of the document
• Document Type: Select the type of document from the dropdown
• File: Select a file to upload using the Browse button
• Description: Enter a brief description of the document
• Status: Set the initial status Active or inactive

Client Types

The Client Types page allows you to define and manage client type classifications.

Document Types

The Document Types page allows you to define and manage document type classifications.

Document Detail View

Clicking into a document opens its version history page, showing:

• Header: The document title, the uploader’s name, and the total number of versions
• Version Cards: Each version of the document is shown as a card with a version number (e.g., v1.0, v1.2), the date it was created, and action icons to Download, Restore, or Delete that version. The current version is marked with a checkmark badge
• Add Version: Click Add Version in the top right to upload a new file with an optional Changes Description, then Save or Cancel

Uploading a New Document

Click the Upload Document button in the top right to open the Upload Document panel.

• Name: Enter the name of the document (e.g., Non-Disclosure Agreement)
• Description: Enter a brief description of the document (e.g., Standard NDA template for client engagements)
• Category: Select the category the document belongs to
• File: Select a file to upload using the Browse button
• Status: Set the initial status (e.g., Draft)
• Confidentiality: Set the confidentiality level (e.g., Internal)
• Tags: Enter relevant tags separated by commas

Document Categories

The Document Categories page allows you to manage document categories for your organization.

Profile View

The page is split into a left sidebar and a main content area.

The Firm Info panel on the left displays:

• Firm Name: The name of the firm (e.g., Company)
• Business Type: The type of business (e.g., law firm)
• Years of Experience: The number of years the firm has been operating
• Practice Size: The size of the practice (e.g., large)
• Bar Registration No.: The advocate’s bar registration number
• Registration No.: The firm’s registration number
• Established: The date the firm was established

The main content area is organized into three sections:

• Personal & Contact Details: Advocate Name, Phone, Consultation Fees, Address, Email, Website, and Office Hours
• Professional Details: Law Degree, Languages Spoken, Specialization, University, and Success Rate (%), and Court jurisdictions.
• Business & Firm Details: Services Offered, Notable Cases, and a Description of the firm

Editing the Company Profile

The Edit Company Profile flow is a 4-step wizard, shown as a progress bar at the top: 1. Personal Information, 2. Professional Details, 3. Business Details, 4. Firm Details. Use Next and Previous to move between steps.

Step 1 – Personal Information

• Advocate Name: Enter the advocate’s name
• Bar Registration Number: Enter the bar registration number
• Email: Enter the email address
• Phone: Enter the phone number
• Years of Experience: Enter the number of years of experience
• Website: Enter the website URL
• Address: Enter the firm’s address

Step 2 – Professional Details

• Law Degree: Enter the law degree held
• University: Enter the university attended
• Languages Spoken: Enter the languages spoken
• Specialization: Enter the areas of specialization
• Court Jurisdictions: Enter the court jurisdictions practiced in

Step 3 – Business Details

• Practice Size: Select the practice size from the dropdown (e.g., Large Firm)
• Success Rate (%): Enter the success rate percentage
• Consultation Fees: Enter the consultation fee amount
• Office Hours: Enter the office hours
• Services Offered: Enter the services offered
• Notable Cases: Enter details of notable cases handled

Step 4 – Firm Details

• Firm Name: Enter the firm’s name
• Registration Number: Enter the firm’s registration number
• Establishment Date: Enter the date the firm was established
• Business Type: Select the business type from the dropdown (e.g., Law Firm)
• Description: Enter a description of the firm

User Management

The Users Management page provides a full overview of all system users registered in the application. The top right of the page includes a Login History icon to view recent login activity and an Add User button to create a new user account.

Use the search bar to look up specific records, and refine the list by selecting a Role from the dropdown. Use “Clear Filters” to remove the selection. The Filters badge simply displays the number of filters currently applied. The top right also includes a view toggle to switch between list view and grid view.

Roles list

The Roles list displays each entry with the following columns:

• Name: The role name (e.g., Employee, Manager, HR)
• Permissions: A preview of the assigned permissions with a “+X more” indicator showing the total count
• Created At: The date the company role was registered on the platform

The Actions column on the right provides three options for each role:

• View: Opens the full role details page
• Edit: Opens the role for editing
• Delete: Removes the role from the list

When you click View on any role, it opens its dedicated role details page. The page is organized into the following sections:

• Role Information: Displays the Role Name, Slug, Total Permissions count, and Description.
• Assigned Permissions: Lists all permissions assigned to this role, grouped by module (e.g., Dashboard, Media, Branches, Departments, Employees, Meetings, Assets). Each module displays its specific permission tags such as Manage, Create, View, Edit, Delete, and Approve actions.

Add New Role

Clicking the Add Role button opens a modal form where the admin can create a new role. The form is organized into two sections:

• Role Information: Enter the Role Name (e.g., HR Manager, Accountant) and a brief Description of the role.
• Role Permissions: Select the permissions to assign to the role using the checkboxes. Permissions are grouped by module (e.g., Dashboard, Users, Roles, Media, Branches, Departments, Employees, Meetings, Assets, Training, Leaves, Payroll), with each module offering specific actions like Manage All, Create, View, Edit, and Delete. The admin can select individual permissions or entire modules as needed.

Subscribe to a Plan

Clicking the Subscribe Now button opens a modal where the company can complete the subscription. The modal displays the selected plan and billing cycle at the top, followed by the following fields:

• Select Payment Method: Choose from available payment options including Bank Transfer, Stripe, and PayPal
• Coupon Code (Optional): Enter a coupon code and click Apply to receive a discount
• Subtotal: Displays the plan cost before discounts
• Total: Displays the final amount to be paid after any discounts

Once the payment method is selected and any coupon applied, clicking the Pay $49.99 button confirms the subscription. The Cancel button closes the modal without processing any payment.

A company profile card is pinned to the bottom of the left sidebar at all times, visible on every page of the Company Admin panel. This card displays the company’s profile photo along with its current plan name (e.g., Pro), and includes an Upgrade button to switch to a higher plan.

Clicking the profile photo or company name on this card opens a popover menu directly above it, showing the company name and email at the top, followed by quick links to Referral Program, Plans, Settings, and Log out, giving the admin fast access to account-related pages without navigating through the main sidebar menu.

Plan Requests list

The Plan Requests list displays each entry with the following columns:

• Company: The company name, profile photo, and email address that submitted the request
• Plan: The plan being requested (e.g., Free, Pro)
• Duration: The billing cycle of the requested plan (e.g., Monthly, Yearly)
• Status: The current state of the request (Pending, Approved, Rejected)
• Request Date: The date the request was submitted