The Legal Case Management Add-On centralizes and simplifies the tracking of legal workflows, including advocate and court hierarchy setup, case management, hearing scheduling, expense tracking, and invoice generation. It provides user-linked advocate profiles, detailed party and legal section records, workspace-based hearing logs, and transparent financial documentation. With structured case tracking and secure user access, it is ideal for legal firms, solo advocates, and judicial teams seeking organized legal operations.

Add to cart Documentation

Key Features Of :

Efficient Court Case Tracking & Advocate Coordination

Advocate Management
Case Initiator Management
Court Hierarchy Management
Case Lifecycle Management
Hearing Schedule Management
Financial Management
Invoice Management

STRONG BRAND

Advocate Information

The system provides a complete advocate profile management module that includes personal, professional, and financial details. Advocates are linked with user accounts and organized by workspace to ensure access control and collaboration. Office and residential addresses, bank account data, and company details are securely stored for each legal professional.

Link user accounts to advocates
Add office and residential addresses
Include bank and company information

Court Hierarchy Setup

The court management feature allows users to create and define different levels of courts including base-level courts, high courts, and sub-divisions. This setup helps maintain accurate jurisdictional data and improves the traceability of case assignments across court types.

Add court types with location
Link base courts to high courts
Manage court divisions under high courts

Case Management

The platform offers end-to-end case tracking, from filing to judgment. Users can add party details, assign advocates, enter FIR information, and select applicable legal sections. Judiciary-related fields like judge name, case stage, police station, and court hall provide additional granularity for managing each case.

Add case type, number, year, and filing date
Manage opponent, party, and advocate details
Include the FIR number and legal sections

Hearing Scheduling

This feature allows legal teams to add and manage hearing dates linked to specific cases. Notes and order sheets can be attached to each hearing to maintain a chronological log of proceedings. Hearing records are organized by workspace for easy access and coordination.

Assign hearings to specific cases
Add the order sheet and remarks
Track hearing history by workspace

Financial Tracking (Expenses & Fees)

Manage all financial transactions related to legal cases in one place. Record both case-related expenses and client fee collections with details like payment method, purpose, amount, and internal notes. This unified system enhances financial transparency and simplifies reporting by associating every transaction with a case and user.

Log case-specific expenses with method and notes
Record client payments with date, amount, and context
Track complete financial history per case and user

Invoice Management

Generate professional invoices for legal services with customizable templates. Users can add multiple services, apply tax and discounts, and set issue and due dates. Each invoice can be linked to a specific case initiator for complete traceability.

Use pre-built invoice templates
Add services with tax and discount
Set invoice due dates and track status

From our system

Screenshots from our system

To explore the functionality and usage of these Add-Ons, refer to the accompanying screenshots for step-by-step instructions on how to maximize their features.

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Contact Us for Support :

You will get immediate support from our support desk. Please visit here https://support.workdo.io/

Item support includes:

Answer pre-sale questions or query
Answering technical questions about item's features
Assistance with reported bugs and issues
Help with included 3rd party assets
Free Installation services in some cases

However, item support does not include:

Customization services

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Legal Case Management – Dash SaaS Add-On