Legal & Case Management Integration in Dash SaaS - WorkDo.io

Legal & Case Management Integration in Dash SaaS

Introduction

The Dash SaaS Legal Case Management module revolutionizes the efficiency of legal proceedings by providing a streamlined and user-friendly platform for managing advocates, case initiators, and legal processes. With its intuitive interface, users can effortlessly navigate through advocate details, perform actions such as editing information and resetting passwords, and maintain organized records. The module offers comprehensive insights into case details, client hearings, and financial aspects like bills and fees, enabling seamless management of case initiators and their respective cases. By centralizing critical legal data and simplifying complex processes, Dash SaaS empowers legal professionals to optimize their workflow and enhance productivity in handling legal matters.

Workflow

Installation

Step 1: Super Admin Access:

First, the super admin must add the Call Hub add-on by going through a few procedures.

  • Scroll to “add-on manager” after logging in to the super admin side.
  • To include the Add-On, click the “+” (Module Setup) button.
  • You will see a box where you must attach the ZIP file for the “Legal Case Management Add-On.”
  • You must enable the module once the setup procedure is finished for the remaining customers to purchase this add-on.

So, this is how you can have access to the Backup and Restore Module in Dash SaaS, and use it without any hassle.

Step 2: Company Login Access:

After the super admin enables the add-on, the admins can purchase the add-on and access the Legal Case Management add-on by following the steps mentioned below.

  • So, the admin has to first purchase the add-on by navigating to the “subscription plan” page and then you have to click the “usage plan” and find the Legal Case Management add-on and purchase it.

Step 3: How to use the Legal Case Management Add-on?

  • After purchasing the add-on go to the sidebar and find the Legal Case Module.
  • After finding it you will get to see 7 pages in that module.
  • The first page is for Advocates where you can easily create advocates by adding required credentials. You can also see the list of advocates including the necessary details like the advocate’s name, company name, email address of the advocate, and contact number, and at last you also reset the password, view, edit, or delete the advocate’s details from the list.
  • The next page is for case initiators where you can add new case initiators and also see the list of them.
  • After that, there is a page for court categories in which there are three sub-pages. The first page is for courts, the second is for high courts, and the last page is for circuit/division. You can view the list, and create courts accordingly.
  • The third page is for cases. Here you can create cases and also view the list of cases including details like case number, year, courts/tribunal, advocate, and date of filing. At last, there is a column of action from where you view, edit, or delete the case.
  • After that, there is a page for expenses where you can manage your expenses very easily by creating them with the help of the “+” button, and viewing them whenever you want from the list.
  • Following that there is a page of fee receive where you can add the fees that you have received from your clients, and also keep track of it.
  • The last page is for fees/bills where you can view the receipt of your views, add payment, and download it whenever you want. You can also create a fee receipt whenever you want.

So, this is how you can easily integrate and manage the Legal Case Management Integration in Dash SaaS.

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