Legal Case Management Integration in Dash SaaS

Introduction

Legal Case Management is a comprehensive software solution designed to help law firms, legal departments, and individual lawyers manage their legal operations efficiently. The system provides a centralized dashboard for tracking case progress, managing advocates and courts, handling financial transactions, and maintaining detailed case documentation. It supports complete case lifecycle management from initial filing through final disposition, with integrated expense tracking, fee collection, and document management capabilities.

How To Install The Add-On?

To Set Up the Legal Case Management Add-On, you can follow this link: Setup Add-On

How To Use the Legal Case Management Add-On?

Legal Case Management Dashboard

• The Legal Case Management Dashboard provides a central place to view all legal case information. It helps users quickly track case progress, advocate performance, and important legal updates in one easy-to-use screen.
• The Summary Statistics Cards give a quick overview of key legal data, including total cases, active cases, registered advocates, case initiators, and upcoming hearings. These cards help users instantly understand the current workload, available legal resources, client involvement, and upcoming court schedules.
• The Monthly Progress Chart shows legal case activity over time using a simple line graph. It compares cases created and cases closed each month, helping users understand trends, evaluate performance, and plan legal work more effectively.
• The Case Status Overview displays cases by their current status, such as Active, Pending, and Closed. This section helps users quickly see how cases are progressing and identify delays or workload issues.
• The Advocate Performance Section shows how each advocate is performing by displaying completed cases, assigned cases, and success rates. This helps management review productivity, distribute work fairly, and recognize top-performing advocates.
• The Recent Cases Section lists the latest legal cases in a simple card format. Each card shows the case ID, title, priority level, status, court name, and assigned advocate, allowing users to quickly identify important or urgent cases without opening detailed records.

Manage Case

• To add a new case, click the “Create” button. The form contains several sections and fields. Fill them out as follows:
• Enter the Title, Description, Select the Case Type from the dropdown, select the Priority from the dropdown, select the Status from the dropdown, Is Confidential toggle no/off manage, select the Filing Date and Next Hearing Date, Estimated Completion Date, Actual Completion Date, Opposing Party, Opposing Advocate, Case Value, Legal Fees, Court Fees, Other Expenses, Total Estimated Cost, Retainer Amount, Payment Terms, select the Court from the dropdown its load from the Manage Court module, select the Advocate from the dropdown its load from the Users module, select the Case Initiator from the dropdown is fetched from the Manage Case Initiator module, and Enter the Notes.
• Click Create after completing the form.
• On the list page, cases are shown with columns: Case Number, Advocate, Case Initiator, Title, Case Type, Priority, Status, and Court Name.
• To fing specific case, use the filter options at the top of the page, including Case Type, Priority, and Status. Click “Apply” to activate your filters or “Reset” to clear all filter selections. You can also use the Search button to find specific cases. You can perform actions such as View, Edit, or Delete for each case.

Manage Case Details

• When you click the View button in the Actions column, a detailed Case Details page opens.

Overview

• The Overview section provides complete information about the case, including:
• It includes Case Information such as the case number, title, priority, status, filing date, next hearing date, opposing party, case value, estimated cost, and notes.
• The Court Details section shows the court name, type, jurisdiction, address, email, and phone number.
• Advocate Details provide information about the assigned advocate, including name, bar council number, experience, specialization, and professional address.
• The Case Initiator Details section contains information about the individual or organization that initiated the case, including name, type, company name, contact person, and business address.

Case Hearings

• The Case Hearings section displays all hearing-related information for a case.
• To add a new case hearing, click the “Create” button. The form contains several sections and fields. Fill them out as follows:
• A form will open with the following fields: Hearing Date, Hearing Time, select Hearing Type from the dropdown, select the status from the dropdown, Enter the Purpose, Court Room, Judge Name, select the Attendance Status from the dropdown, select the Next Hearing Date, enter the Documents Submitted and Notes. After entering all required details, click Create to save the case hearing.
• The selected Next Hearing Date is automatically updated in the Case Details section after the hearing is created.
• The case hearing list displays the following columns Date, Time, Type, Judge, Purpose, and Status.
• You can perform actions such as View, Edit, or Delete for each case.

Case Documents

• The Case Documents section displays all documents information for a case.
• To add a new Case Document, click the “Create” button. The form contains several sections and fields. Fill them out as follows: Document Name, select the Document Type from the dropdown, upload the file, enter the Tags, Version, select the Parent Document from the dropdown, and Description.
• After entering all the required details, click the Create button to save the case document.
• The Case Documents list page displays all uploaded documents in a table with the following columns: Document Name, Type, Date, Version, Uploaded By, and Uploaded.
• For each document, you can perform the following actions: Download – to download the document file. View – to preview the document details. Edit – to update document information. Delete – to remove the document from the case.

Case Notes

• The Case Notes section displays all notes information for a case.
• To add a new Case note, click the “Create” button. The form contains several sections and fields. select the Note Type from the dropdown, select Reminder Date, Title, Content, Tags, select the Confidential or not and also check Pin Note or not.
• After entering all the required details, click the Create button to save the case note.
• The Case Notes list page displays all Case Notes in a table with the following columns: Title, Type, Content, Reminder, and Created.
• For each note, you can perform the following actions: View – to preview the note details. Edit – to update note information. Delete – to remove the note from the case.

Financial

• The Financial section provides a clear overview of all case-related financial details, including Legal Fees, Court Fees, and Other Expenses. It also displays Payment Information such as the Total Estimated Cost, Retainer Amount, and Payment Terms, helping users easily track and manage the financial aspects of the case in one place.

Manage Case Expense

• To add a new case expense, click the “create” button. Fill in the following fields:
• Select the Case from the dropdown (fetched from the Manage Cases module), enter the Description and Amount, choose the Expense Date, select the Expense Type and Payment Method from the dropdowns, and select the Bank Account (fetched from the Accounting → Bank Accounts module). Enter the Receipt Number, enable or disable the Is Billable and Is Reimbursable toggle buttons as required, upload the Receipt File, and add any additional Notes.
• After entering all the required information, click the Create button to save the case expense.
• The Case Expense list page displays all recorded expenses in a table with the following columns: Case, Description, Amount, Expense Date, Expense Type, Payment Method, and Status.
• To find specific case expenses, use the filter options at the top of the page, including Case, Expense Type, Payment Method, and Status. Click Apply to use the selected filters or Reset to clear them. You can also use the Search option to quickly locate a specific record.
• When you click the Approve button, the case expense status is updated to Approved, and the Reject, Edit, and Delete buttons are hidden. The Mark as Paid button then becomes available.
• When you click the Reject button, the expense status is updated to Rejected, and the Approve, Edit, and Delete buttons are hidden.
• When you click the Mark as Paid button, the expense status is updated to Paid, and the expense amount is recorded against the selected bank account. After this, the Edit and Delete buttons are hidden.
• Click the View button to see detailed information about a case expense.
• When the expense status is Pending, the Edit and Delete buttons are visible. You can click Edit to modify the expense details or Delete to remove the expense record from the system.

Manage Fee Receive

• To record a fee received, click the “Create” button and complete the form:
• Select the Case from the dropdown (fetched from the Manage Case module), choose the Case Initiator from the dropdown (fetched from the Case Initiators module), select the Fee Type, enter the Description and Amount, select the Received Date, choose the Payment Method, and enter the Receipt Number, Payer Name, Reference Number, upload the Receipt File, and add any Notes.
• After entering all the required information, click the Create button to save the fee received record.
• The Fee Received list page displays all recorded fees in a table with the following columns: Case, Case Initiator, Description, Amount, Received Date, Fee Type, Payment Method, and Status.
• To find specific fee records, use the filter options at the top of the page, including Case, Case Initiator, Fee Type, Payment Method, and Status. Click Apply to use the selected filters or Reset to clear them. You can also use the Search option to quickly locate a specific record.
• Click the Mark as Cleared button to update the fee status to Cleared. This action also records the fee amount against the selected Bank Account, and the Edit and Delete buttons are hidden after clearance.
• Click the View button to see detailed information about a fee received.
• When the fee status is Pending, the Edit and Delete buttons are visible. You can click Edit to modify fee details or Delete to remove the record from the system.

Manage Case Initiators

• To create a new case initiator, click the “Create” button.
• Fill in the select the user from dropdown is fetch from users module, select the Initiator Type from the dropdown, enter the Company Name, Contact Person, Alternate Phone, Tax Id Number, National Id Number, Business Registration Number, Business Address, Emergency Contact, Emergency Phone, Preferred Language, and Notes.
• After entering all the required information, click the Create button to save the fee received record.
• The case initiator list page displays all recorded fees in a table with the following columns: User, Initiator Type, Company Name, Contact Person, Alternate Phone, Emergency Contact, and Tax ID Number.
• To find specific case initiators, use the filter options at the top of the page, including Initiator Type. Click Apply to use the selected filters or Reset to clear them. You can also use the Search option to quickly locate a specific record.
• You can perform actions such as View, Edit, or Delete for each case initiator.

Manage Advocates

• To add a new advocate, click the “Create” button. Fill in the following sections:
• Select the User from the dropdown that is fetched from the Users module, enter the Bar Council Number, License Number, select the Specialization, Practice Areas, enter the Experience Years, select the Court Registrations, Professional Address, Chamber Address.
• After entering all the required information, click the Create button to save the Advocate record.
• The Advocate list page displays all Advocates in a table with the following columns: User, Bar Council Number, License Number, Specialization, Practice Areas and Experience Years.
• To find specific Advocates, use the filter options at the top of the page, including Specialization, Practice Areas, Court Registrations. Click Apply to use the selected filters or Reset to clear them. You can also use the Search option to quickly locate a specific record.
• You can perform actions such as View, Edit, or Delete for each Advocate.

Manage Courts

• To add a new court, click the “Create” button. Fill in the following sections:
• Enter the Name, select the Type from the dropdown, enter the Address, City, State, Pincode, Phone, Email, and Jurisdiction.
• The Court list page displays all Courts in a table with the following columns: Name, City, State, Pincode, Phone, Email, Type, and Status.
• To find specific Courts, use the filter options at the top of the page, including Type, Status. Click Apply to use the selected filters or Reset to clear them. You can also use the Search option to quickly locate a specific record.
• You can perform actions such as View, Edit, or Delete for each Court.