AdvocateGo SaaS – Legal Practice Management

Description

AdvocateGo SaaS – Legal Practice Management

Overview

AdocateGo SaaS optimizes legal practice management by overseeing lawyers’ tasks, case particulars, and payment processing. It facilitates smooth collaboration throughout the entire workflow, enabling legal professionals to effectively manage every facet of their practice. With AdvocateGo SaaS, you can streamline your operations, enhance efficiency, and focus on delivering exceptional legal services to your clients. With the AdvocateGo SaaS version, you can manage every aspect of your business under one tool.

 

What to Expect from AdvocateGo SaaS – Legal Practice Management

• A comprehensive dashboard with all requisite information under one tab
• Roles and Permissions
• Creation of Court, High Court, and Bench
• To-Do List and Calendar view
• Generation of Documents
• Generation of Bills
• Bill Payment options through Bank Transfer, Cash, Cheque, and Online Transfer
• Online Bill Payment through a Link with multiple payments options
• Facilitates the Partial Bill Payment
• Timesheet Management
• Expenses Management
• Fees Received Management
• Tax Settings
• The Company can send plan requests & Admin can accept or reject plan requests (Manually Payment Gateway)
• Passwords can be reset for users by the Admin or Company
• Email Verification Security in the User Registration
• Email Verification Security Enable/ Disabled Feature
• Enabling/Disabling User Register Module by the Admin
• reCaptcha in Login & Reset Password Page
• Integration of Cloud Data Storage like Local, AWS, and Wasabi
• Meta Keywords and Descriptions for SEO Purposes
• Cookie Consent settings to make the next visit easier and more useful
• Cache Clear Settings
• Settings to Add Currencies according to the requirement
• Availability in multiple languages to be accessible on global platforms
• Customized settings options for RTL on/off, Primary Color, Sidebar, Layout
• Themes Color Setting, Transparent Layout, and Dark Layout under Theme Customizer
• Attractive PDF Templates and a Color Palette to customize your Invoices & Bills
• A user-friendly RTL experience for customers using Arabic, Hebrew, and Urdu-like languages
• Any of the plans’ payments can be made using diverse payment gateways namely Stripe, PayPal, Paystack, Flutterwave, Razorpay, Paytm, Mollie, Skrill, MercadoPago, CoinGate, Paymentwall, toyyibPay, PayFast
• Built with Laravel 9

Salient Features of AdvocateGo SaaS – Legal Practice Management

Create Plans and Get Payment – A Special SaaS Feature

With a Super Admin Login, create plans that are most feasible for your business model. Select appropriate pricing and duration for the created plan. Make payments using various payment gateways. The plan would be disabled if not renewed after its expiry.

Dashboard

AdvocateGo SaaS boasts a comprehensive and well-organized dashboard, featuring an array of visual elements and information. It offers a summarized view of essential data, including the total cases, advocates, generated documents, team members, and to-dos. Moreover, it presents a specific day’s case diary, encompassing the cases and to-dos for that day. The dashboard also highlights upcoming hearing dates and pending to-dos, ensuring users stay informed and prepared for future events. This user-friendly display enhances efficiency and enables effective management of legal tasks and schedules.

Constant settings for Causes, Tax, and Document Type

AdvocateGo SaaS offers a set of pre-defined settings to help users organize and manage information efficiently. These settings, known as fields, allow information to be organized in a logical and structured manner, making it easier to analyze and utilize large amounts of data efficiently. When adding or updating any information, users can select from these settings, which correspond to different types of data that need to be stored and tracked. Among these settings, users can create specific causes like Court, High Court, and Bench, generate Taxes for billing purposes, and define Document Types for adding relevant documents. These settings enhance data management and streamline workflows within AdvocateGo SaaS.

Staff Role

Our multi-user role and permission tool allows you to assign roles to each of your staff. By managing their permissions gain control over their access to certain parameters.

Member

From the member feature, you can create members and assign already created roles to them. The member’s details can be updated manually from the edit option.

Group

From the group feature, you can create and manage groups with the members.

Advocate

The advocate module of AdvocateGo SaaS empowers you to effortlessly generate comprehensive advocate profiles. These profiles encompass essential personal details, along with both the advocate’s office and home addresses, as well as the designated Point of Contact for reference purposes.

Cases

In the cases module of AdvocateGo SaaS, you can easily create a case by providing essential details related to your side. This includes specifying the court where the case will be fought, providing a case title and description, identifying the judges involved, setting the case priority, associating the case with relevant acts and sections, and entering the opponent party and opponent advocates’ information. This comprehensive feature ensures that all necessary information is captured and organized efficiently within AdvocateGo SaaS.

To-Do

With the to-do module of AdvocateGo SaaS, you can effectively manage your tasks from their start date and time to their end date and time. This module allows you to associate specific to-dos with related cases and assign them to specific team members. The Pending and Upcoming sections within the to-do module display filtered to-dos, highlighting those pending in the past and those upcoming in the future. You have the option to update the status of your to-dos as completed directly from the All, Pending, and Upcoming sections, ensuring seamless task management.

Calendar

The calendar module in AdvocateGo SaaS enables efficient management of scheduled To-Dos and Case Hearings. You can easily view them on a monthly, weekly, or daily basis, allowing for a comprehensive overview of your agenda. The primary purpose of the calendar is to help you organize and plan future matters effectively by referencing the already scheduled events. It serves as a valuable tool for ensuring a well-coordinated approach to your legal tasks and facilitating proactive management of upcoming engagements.

Documents

The documents module of AdvocateGo SaaS is to streamline the management of legal documents, providing a centralized repository for efficient organization and access. You can upload, store, and categorize various types of documents, such as contracts, pleadings, agreements, and more. Additionally, it offers search and retrieval functionality, allowing you to quickly locate specific documents based on keywords or filters. The document module enhances collaboration and productivity, ensuring easy and secure document management.

Bill

The bill module in AdvocateGo SaaS simplifies the management of service charges for both advocates and other involved parties. It allows you to efficiently handle billing amounts paid by parties using manual methods such as bank transfer, cash, cheque, or online payments. The module also manages details of partial payments or payments made through manual methods. In case of pending payments, you can share a unique link generated for the specific bill, enabling convenient payment through various payment gateways. This feature streamlines billing processes, ensuring accurate tracking and seamless transactions within AdvocateGo SaaS.

Timesheet

The timesheet module in AdvocateGo SaaS provides detailed information about the worked hours of team members assigned to a specific case on a particular day. It enables efficient tracking of the time dedicated by team members to individual cases. This module helps maintain a record of the time spent on each case by each team member, offering valuable insights into resource allocation and workload distribution. By utilizing the timesheet module, members can effectively monitor and manage the time invested in different cases.

Expense

The expense module in AdvocateGo SaaS enables you to meticulously monitor expenses incurred on specific cases by team members on a given day. It facilitates efficient expense tracking and management, allowing you to keep a record of all relevant financial transactions. Moreover, the module supports various payment methods, including Stripe, PayPal, and Paytm, making it convenient to track payments made through these channels. With the expense module, you can easily maintain financial transparency and accurately account for case-related expenses within AdvocateGo SaaS.

Fee Received

The fee received module in AdvocateGo SaaS assists you in effectively tracking fees received for specific cases handled by team members on a given day. It streamlines the management of received fees and ensures accurate financial monitoring. The module also accommodates payments made through popular payment methods such as Stripe, PayPal, or Paytm, allowing for seamless payment tracking and reconciliation. With the fee-received module, you can efficiently manage and keep records of case-related fees and payments, promoting financial transparency and streamlined operations within AdvocateGo SaaS.

Integration of Cloud Data Storage like Local, AWS, and Wasabi

Protection of your is indeed mandatory. This feature of Cloud Data Storage helps the user with the same.
It facilitates both the internal and external data storage space for backup and archiving, disaster recovery, cloud data processing, and storage tiering based on a range of costs, availability, performance, recovery, and migration requirements. AWS and Wasabi are third-party authenticated Cloud Data Storage providers that safeguard the data from hacking and are cost-efficient.

Meta Keywords and Descriptions for SEO Purposes

The purpose of SEO is to improve the visibility of your business. Here, the process is done with the help of Meta keywords and descriptions which are the meta tags that you can use to give the search engine more information about your business’s content with appropriate results. The Settings option from the Super Admin side lets you add/update the Meta keywords and descriptions related to your business.

Cookie Consent settings to make the next visit easier and more useful

The Cookie Consent settings is an authenticated one that helps the users to save their personal information in the browser for future online service logins only with their permission. Because the initial log-in process will be skipped and the user will be taken directly to the landing page, this will save time.