User Manual – AdvocateGo SaaS

2.1 Introduction to the Registration Process

The registration process is designed to allow administrators to create their accounts within the AdvocateGo SaaS platform, granting them access to its functionalities and features.

2.2 Accessing the Login Page

Admins navigate to the designated login page of the AdvocateGo SaaS platform.

2.3 Initiating Registration

Upon reaching the login page, admins find the option to “Register” alongside the login form.

2.4 Providing Credentials

To begin the registration, admins are prompted to input the necessary credentials, including email addresses, passwords, and any other required information.

2.5 Successful Registration

Once the verification process is completed, the registration is successfully processed. Admins now have their account credentials to log in to the platform.

2.6 Exploring Platform Features

With the registered account, admins can explore and access the diverse features and functionalities AdvocateGo SaaS offers.

2.7 Seamless Access

Subsequent logins can be initiated using the registered email and password on the login page.

Admins can seamlessly register themselves on the AdvocateGo SaaS platform by following these steps.

3.1 Access the Login Page

Open your web browser and navigate to the AdvocateGo SaaS login page.

3.2 Enter Credentials

Provide the Super Admin’s registered email address and password.

3.3 Login

Click the “Login” button to authenticate.

3.4 Dashboard Access

After successful authentication, access the Super Admin dashboard.

3.5 Manage Admin Functions

Use the dashboard to manage users, modules, settings, and more.

4.1 Dashboard:

• View total users, paid users, total orders, total order amount, total plans, and most purchased plans.
• Graphical representation of recent orders every year.

4.2 Users Page:

• Create new users.
• Reset passwords.
• Edit user profiles.
• Upgrade plans for specific users.

4.3 Plans Page:

• Create and edit various plans visible to end users for purchase.

4.4 Plan Requests Page:

• Accept or decline plan requests from end users.

4.5 Coupons Page:

• Create, edit, or delete discount coupons for end users according to plans.

4.6 Orders Page:

• View a list of orders with status indicators (successful or not).

4.7 Landing Page:

Create various landing pages, including:

• Top Bar Page
• Custom Page
• Home Page
• Features
• Discover
• Screenshots
• Pricing Plans
• FAQs
• Testimonials
• Join Us Page

4.8 Settings Page:

Access and configure brand settings.

• Manage email settings.
• Set up payment settings.
• Configure pusher settings.
• Define reCaptcha settings.
• Adjust storage settings.
• Tweak SEO settings.
• Manage cookie settings.
• Configure cache settings.
• Adjust chat GPT settings.

Super Admins in AdvocateGo SaaS Product have a comprehensive suite of tools to manage users, plans, orders, communication templates, landing pages, and system settings efficiently.

5.1 Access the Login Page

• Open your web browser and navigate to the AdvocateGo SaaS login page.

5.2 Enter Credentials

• Provide your registered email address and password associated with your admin account.

5.3 Login

• Click the “Login” button to initiate the authentication process.

5.4 Dashboard Access

• Once your credentials are verified, you’ll be directed to the admin dashboard.

5.5 Creating New Stores

• Admins can establish new stores by clicking the “Create New Store” button located on the right-hand side of the dashboard.

5.6 Selecting New Themes

• The “Select New Themes” button enables admins to choose and implement new themes to enhance the store’s visual appearance.

5.7 Language Preferences

• The “EN” button facilitates the selection of preferred languages and enables admins to enable or disable them as needed.

5.8 Admin Functions

Use the dashboard to access and manage functionalities assigned to your admin role. This may include product management, order processing, customer interactions, etc.

By following these steps, you can log in as an admin and efficiently manage specific tasks and responsibilities within the AdvocateGo SaaS platform.

6.1 Overview Section:

• Total Cases:Monitor the number of active cases being handled.
• Total Advocates:Keep track of the total number of advocates associated with your firm.
• Total Documents:Stay informed about the volume of documents within your system.
• Team Members:See the count of team members collaborating on various cases.
• To-Do’s:Track pending tasks and stay organized with actionable to-do items.

6.2 Today’s Agenda:

• Today’s Hearing Dates:Get a glance at the hearings scheduled for the day.
• Today’s To-Do List:Stay focused on tasks scheduled for completion today.

6.3 Upcoming Schedule:

• Upcoming Hearing Dates:Preview upcoming hearings to prepare in advance.
• Upcoming To-Do’s:Stay ahead of pending tasks by viewing what’s on the horizon.

6.4 Storage Status:

• Storage Status:Monitor the usage of your storage space, ensuring efficient document management.

Calendar:

• Calendar View:Access a visual representation of hearings, deadlines, and tasks for better planning and scheduling.

With AdvocateGo’s intuitive dashboard, legal practitioners can efficiently manage cases, documents, and tasks while staying ahead of schedules and deadlines. Experience seamless legal management with AdvocateGo SaaS Product.

7.1 Roles Management

In this section, you can assign roles to various team members within your legal practice. Roles define the responsibilities and access levels of each staff member, ensuring a structured hierarchy and efficient workflow. With the Roles Management page, you can:

• Assign specific roles to individuals based on their expertise and job requirements.
• Define role permissions to regulate access to sensitive information and functionalities.
• Ensure clarity and accountability within your team by clearly outlining roles and responsibilities.

7.2 Employee Management

The Employee Management page serves as a centralized hub for managing your staff members. Here, you can create new employee profiles, track user log history, and access a comprehensive list of all employees. Key features of this page include:

• Creating New Employees:Easily add new staff members to your team by providing relevant details such as name, contact information, and role assignment.
• User Log History: Gain insights into employee activities and system interactions by reviewing user log history, enhancing accountability and security.
• Employee List:Access a complete list of all employees within your organization, facilitating easy navigation and communication.

7.3 Groups Management

The Groups Management page enables you to organize your staff members into distinct groups based on various criteria such as department, specialization, or project teams. This feature enhances collaboration and communication within your legal practice. On this page, you can:

• Create New Groups:Establish new groups to streamline communication and collaboration among team members with similar roles or responsibilities.
• View Group List:Access a comprehensive list of all created groups, providing an overview of your team structure and facilitating efficient management.

With the Staff Module of AdvocateGo SaaS, you can effectively manage your legal team, assign roles, track employee activities, and promote collaboration through organized group management. Experience enhanced productivity and seamless team coordination with AdvocateGo SaaS Staff Module.

8.1 Add Clients:

• Easily add new clients to your database by entering relevant information such as name, contact details, case details, and any other pertinent information.
• Customize client profiles to include specific details relevant to your legal practice, ensuring comprehensive client records.

8.2 List/Grid View of Clients:

• Choose between list or grid view options to display client information according to your preference.
• Access essential client details at a glance, including names, contact information, case status, and other pertinent information.

8.3 Import-Export Client Lists:

• Import existing client lists into AdvocateGo SaaS to ensure seamless transition and continuity of client data.
• Export client lists as needed for reporting purposes, sharing with colleagues, or integration with other systems.
• Streamline data management by leveraging import and export functionalities to maintain platform accuracy and consistency.

8.4 Flexible Client Addition:

• Add clients on-demand, allowing for immediate entry of new client information as needed.
• Ensure that client records are always up-to-date and easily accessible for efficient case management and communication.

9.1 Create New Advocates:

• Easily add new advocates to your database by entering relevant information such as name, contact details, specialization, and any other pertinent information.
• Customize advocate profiles to include specific details relevant to their role and expertise within your legal practice.

9.2 Import-Export Advocate Lists:

• Import existing advocate lists into AdvocateGo SaaS to ensure seamless transition and continuity of advocate data.
• Export advocate lists as needed for reporting purposes, sharing with colleagues, or integration with other systems.
• Streamline data management by leveraging import and export functionalities to maintain platform accuracy and consistency.

9.3 View Advocate Details:

• Access comprehensive details of each advocate, including contact information, specialization, and case involvement.
• Gain insights into advocate performance, availability, and expertise to facilitate informed decision-making in case assignments.

9.4 Case Management:

• View all cases associated with each advocate, allowing for easy navigation and tracking of case details.
• Edit case details as needed, ensuring accurate and up-to-date information is maintained for effective case management.

9.5 Password Management:

• Reset advocate passwords as necessary to ensure security and access control within the platform.
• Manage advocate credentials and access privileges to safeguard sensitive information and maintain data integrity.

9.6 Advocate Interaction:

• Maintain ongoing communication and collaboration with advocates directly from the platform.
• Track advocate interactions, including case updates, appointments, and communication history, to ensure effective collaboration and case management.

9.7 Advocate Removal:

• Delete advocate profiles from the list as needed, ensuring that only active and relevant advocate information is maintained within the system.

10.1 Effortless Case Creation:

• Seamlessly initiate new cases by providing essential details such as case title, client information, and case type.
• Customize case profiles to include specific information pertinent to each legal matter, ensuring clarity and precision.

10.2 Dynamic Case List View:

• Access a dynamic and organized list of all cases currently under management, offering quick and intuitive navigation.
• Utilize advanced filtering options to locate specific cases based on criteria such as case type, client name, or case status.

10.3 Comprehensive Case Details:

• Dive deep into each case with comprehensive case details, including client information, case type, status updates, and key milestones.
• Gain insights into case progression and status, facilitating informed decision-making and effective case management.

10.4 Interactive Case Editing:

• Edit case details easily to ensure the accuracy and relevance of case information.
• Update case status, deadlines, or other crucial details as the case evolves, keeping records current and actionable.

10.5 Insightful Case Journey View:

• Visualize the journey of each case from inception to resolution with an insightful case journey view.
• Track key milestones, document uploads, and communication history, enabling a comprehensive understanding of case progression.

10.6 Efficient Case Deletion:

• Remove obsolete or completed cases from the list effortlessly, maintaining a clutter-free and organized case database.
• Ensure data integrity and streamline case management by deleting irrelevant cases from the system.

10.7 Seamless Import-Export Functionality:

• Import existing case lists seamlessly to ensure continuity of case data and streamline onboarding processes.
• Export case lists for reporting, collaboration, or integration purposes, facilitating seamless data exchange and workflow optimization.

11.1 Flexible Task Views:

• View all your tasks at a glance with options to filter by “All”, “Pending”, “Upcoming”, and “Completed”. This allows you to focus on the tasks that matter most at any given time.

11.2 Effortless Task Management:

• Add new tasks seamlessly, providing details such as task title, description, due date, and priority level.
• Edit existing tasks to update information or make adjustments as needed to ensure accuracy and relevance.
• View task details to access additional information or context related to each task, facilitating informed decision-making.

11.3 Streamlined Task Tracking:

• Easily monitor the status of your tasks, whether they’re pending, upcoming, or completed, enabling you to stay on top of your workload.
• Mark tasks as completed when finished, providing a sense of accomplishment and progress tracking.

11.4 Convenient Task Deletion:

• Remove tasks from your list when no longer needed, helping you maintain a clutter-free and organized task management system.

11.5 Enhanced Productivity:

• Prioritize tasks based on urgency or importance to ensure critical tasks receive the attention they deserve.
• Set reminders and notifications to stay on track and meet deadlines effectively.

11.6 Collaborative Task Management:

• Share tasks with colleagues and team members, promoting collaboration and facilitating teamwork on shared projects.
• Delegate tasks to specific individuals, assigning responsibility and accountability for task completion.

12.1 Dynamic Calendar View:

• Access an intuitive and interactive calendar view that displays all important dates related to your cases.
• Easily navigate through dates and months to view upcoming hearings, deadlines, and other key events.

12.2 Integrated To-Do Tasks:

• Seamlessly integrate your to-do tasks with the calendar, ensuring that all your case-related tasks are organized and visible.
• View upcoming tasks and deadlines alongside case events, enabling you to prioritize and plan effectively.

12.3 Customizable Views and Filters:

• Customize the calendar view based on your preferences, such as daily, weekly, or monthly views.
• Apply filters to focus on specific types of events or tasks, such as hearings, meetings, or deadlines.

12.4 Reminder and Notification System:

• Set reminders and notifications for important events and tasks to ensure that nothing falls through the cracks.
• Receive alerts in advance of upcoming deadlines and hearings, helping you stay prepared and on schedule.

12.5 Effortless Event Management:

• Add new events directly to the calendar with ease, providing details such as event type, date, time, and case association.
• Edit or delete existing events as needed, keeping your calendar accurate and up-to-date.

13.1 Effortless Document Creation:

• Create new documents with ease using the built-in editor or by uploading existing files.
• Customize document templates to suit your specific needs, ensuring consistency and professionalism across all your legal documents.

13.2 Seamless Document Viewing:

• Access and view all your documents in one centralized location.
• Navigate through documents effortlessly with intuitive browsing and search functionalities.

13.3 Convenient Document Editing:

• Edit documents directly within the platform, allowing for quick updates and revisions.
• Collaborate with colleagues by sharing documents and tracking changes in real time.

13.4 Secure Document Management:

• Maintain confidentiality and security of your documents with robust access controls and encryption measures.
• Track document versions and revisions to ensure compliance and accountability.

13.5 Efficient Document Deletion:

• Delete obsolete or unnecessary documents from your repository with ease.
• Ensure compliance with data privacy regulations by securely removing sensitive information when no longer needed.

21.1 Leads:

List View:

• View and manage a list of leads.
• Create new leads easily.
• Switch between list and grid view for a different perspective.

View Details:

• General Details.
• Sources and Emails List.
• Attach and manage files.
• List and manage calls.
• Manage Emails.
• Manage Clients.

21.2 Deals:

List View:

• View and manage a list of deals.
• Grid/list view available for flexibility.
• Quick stats on total deals, this month’s deals, this week’s deals, and last 30 days’ deals.

View Details:

• General Details.
• Task Details: Number of tasks, products, sources, and files.
• Sources and Emails List.
• Attach and manage files.
• List and manage calls.
• Manage Emails.
• Manage Clients.

22.1 Tickets Page:

• The Tickets page serves as a centralized hub where users can view a list of all support tickets submitted by clients.
• Each ticket entry includes details such as the ticket ID, subject, status, priority level, and assigned agent.
• Users can easily filter and sort tickets based on various criteria, ensuring quick access to relevant information.
• The Tickets page facilitates seamless communication between clients and support agents, allowing for timely responses and issue resolution.

22.2 FAQs Page:

• The FAQs (Frequently Asked Questions) page contains a comprehensive list of commonly encountered queries and their corresponding answers.
• Users can browse through the FAQs to find solutions to common issues without having to submit a support ticket.
• FAQs are organized into categories or topics for easy navigation, enabling users to quickly locate relevant information.

22.3 Knowledge Base Page:

• The Knowledge Base serves as a repository of informative articles, guides, and resources designed to assist users in resolving issues independently.
• Users can access a wide range of articles covering various topics related to the AdvocateGo SaaS platform, its features, functionalities, and troubleshooting tips.
• The Knowledge Base is regularly updated with new content to ensure that users have access to the latest information and resources.

Overall, the Support Ticket Module in AdvocateGo SaaS empowers users to efficiently manage client inquiries and provide timely support. Whether through submitting support tickets, browsing FAQs, or accessing the Knowledge Base, users have access to the tools and resources they need to resolve issues effectively and enhance the overall customer experience.

23.1 Court Categories:

• This page allows users to manage different categories of courts and tribunals. Users can view three main categories: Courts/Tribunals, High Court, and Circuit Division.
• Within each category, users can access a list of courts or divisions and add specific details relevant to each category, such as court names, locations, and contact information.

23.2 Tax Setup:

• In the Tax Setup page, users can effortlessly add new tax entries or view existing ones. This feature enables legal professionals to manage tax-related information specific to their jurisdiction or practice area.
• Users can input tax rates, codes, descriptions, and effective dates as needed, ensuring accurate and up-to-date tax calculations for billing and financial purposes.

23.3 Document Types:

• The Document Types page allows users to define and manage various types of legal documents used within their practice. Users can add, edit, or delete document types to accurately categorize and organize their documents.
• Each document type entry can include details such as the type name, description, associated templates or forms, and any specific attributes or properties required for classification.
• By customizing document types, users can streamline document management processes, ensuring consistency and efficiency in document handling and retrieval.

23.4 Document Subtypes:

• The Document Subtypes page allows users to customize document categorization within AdvocateGo SaaS. Users have the flexibility to add, edit, or delete document subtypes to align with their organization’s document management practices.
• Each document subtype can be tailored with specific attributes or properties, facilitating efficient document classification and retrieval.

23.5 Motion Types:

• The Motion Types page enables users to define and manage various types of legal motions relevant to their practice. Users can add new motion types and maintain a comprehensive list for reference and tracking purposes.
• Each motion type entry can include details such as motion names, descriptions, associated rules, and filing requirements, providing clarity and consistency in motion handling.

24.1 Brand Settings:

Customize the appearance of your product with logo choices for both dark and light themes, set favicons, define title and footer text, choose default language, and enable Right-to-Left (RTL) text direction. Tailor the theme customizer, sidebar settings, and layout settings to suit your preferences.

24.2 Payment Settings:

Customize your payment gateway preferences by adding API keys for various gateways such as Bank Transfer, Stripe, Paypal, Paystack, and more.

24.3 Google Calendar Settings:

Integrate Google Calendar seamlessly by adding Google Calendar ID and the required JSON file.

24.4 Email ID:

Set up email parameters, including mail driver, host, port, username, password, encryption, and mail-sending preferences. Options for sending text mail are also available.

In summary, the AdvocateGo SaaS Product user manual provides a comprehensive guide to leveraging its robust features for efficient management of advocacy programs. From campaign creation to performance tracking and advocate engagement, AdvocateGo offers intuitive tools to amplify brand reach and achieve business objectives. With dedicated support available, users can confidently navigate AdvocateGo, harnessing its power to cultivate strong relationships with advocates and drive tangible results in their advocacy efforts.