Law Firm Management

A law office must keep track of which lawyer handles which client case, when hearings are scheduled and which documents belong to a case. This module adds lawyer profiles created from employees, cases with a status workflow, hearings and attached documents. It plugs into Employees, Contacts, Sales and Chatter. Lawyers and managers use it to follow open cases and print case reports.

1. 1

   Register practice areas and lawyers

   On the employee form, fill the BAN number and practice areas, then press Create Lawyer Profile. The system creates the lawyer record and links it back to the employee. Lawyers appear under the Lawyer menu.

   • Fields: BAN, Practice Area
   • Button: Create Lawyer Profile
2. 2

   Open a case

   Under Case, create a case with name, customer, practice area and date. The reference number comes from a sequence. The case is followed in chatter with activities.

   • Customer is required
   • Sequence-based reference
3. 3

   Assign a lawyer

   Select the assigned lawyer on the case. A constraint checks the assignment against the case state so a case in progress cannot lack a lawyer. The lawyer sees it in their cases.

   • Field: Assigned lawyer
   • Constraint on state and lawyer
4. 4

   Record court details

   Fill court name, judge, docket number and date of judgment on the case. These are stored for later reports. Parties are added as contacts.

   • Court Name, Judge, Docket Number
   • Date of judgment
5. 5

   Schedule hearings

   On the Hearing tab add lines with scheduling date, party and note. Each hearing supports activities and messages. Users follow upcoming dates from the case.

   • Fields: Scheduling Date, Party, Note
   • Activities on each hearing
6. 6

   Attach documents

   On the Documents tab add lines with a name and a file. Documents are deleted with the case. They keep evidence in one place.

   • Document Name, File
   • Cascade delete with case
7. 7

   Move the case workflow

   Use the header buttons to move a case from Open to Work in progress, Done and Closed. The status bar shows the current stage. Each change is logged.

   • Statuses: Open, Work in progress, Done, Closed
   • Buttons per transition
8. 8

   Link cases to sales

   Products can be flagged as requiring a case, and the sale order view is extended for it. This connects fees to case work. Invoicing then follows the normal sales flow.

   • Product field: Required Case
   • Sale order view extended
9. 9

   Print case reports

   Under Reports, open Cases Report or Lawyer Cases Report, choose the filters in the wizard and press Print Report. A PDF lists the cases. Managers use it for follow up.

   • Wizards for case and lawyer reports
   • Buttons: Print Report, Cancel

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