Legal Services
(+91) 9876543210
(+91) 9876543210
Organize your legal practice with client-focused management tools
Handle more cases with less stress by keeping all client information organized. ⚖️ Our straightforward system helps track case details, deadlines, and client communications without complicated setup. Used by legal practices across India to deliver better service. 📋
A Journey Worth Sharing
How one Legal Services business found a better way to work
- 📅 Missed hearing because date was not updated
- 📁 Searching old case files through piles of papers
- 📞 Client calls asking status — no one sure
- 🧾 Confusion over who paid advance and who didn’t
- 📎 Misplaced important affidavits or ID proofs
- 🧑⚖️ Don’t remember which lawyer handled which case
- ✍️ Arguments and notes written on loose papers
- 🤯 Can’t track deadlines for multiple clients
- 📞 Last-minute rush to get documents from clients
- 📬 Clients saying they were not informed
- 📉 No idea which service brings most revenue
- 📎 Staff storing client info in personal phones
- 🧠 Senior lawyer knows all details, juniors confused
- 🧾 Bill raised but not acknowledged
- 🧍 New matters handled without proper intake
- 🔍 Can’t find past judgments or references used
- 📤 Repeating the same contract draft each time
- 😓 Late updates from interns or junior staff
- 📞 Staff left, and client handover became messy
- 🧾 Difficulty in tracking ongoing vs closed matters
- 📆 Auto-reminders for court dates, filing deadlines, and meetings
- 📂 Case files stored with tags: party name, matter, court, year
- 📲 Case status, last update, and next action visible in seconds
- 💰 Payment status logged client-wise — no need to ask again
- 📸 Scan and upload documents under each matter
- 👨💼 Each case assigned clearly with notes and task updates
- 📋 Save drafts, arguments, and comments securely with version
- 📊 Dashboard shows all upcoming dates in one place
- 📥 Auto-reminders sent to clients to upload pending files
- 📤 Updates shared via email/WhatsApp with date logs
- 📈 Track earnings by legal service: documentation, court, advisory
- 🔐 Centralized system with role-based access and control
- 📘 Notes and history available for smooth team collaboration
- ✅ Invoice view status and follow-up tracker available
- 📄 Intake form and checklist saved with client approval
- 📚 Past case references tagged and linked to each matter
- 📑 Save reusable templates for affidavits, contracts, notices
- 📋 Task board shows status per staff — with comments
- 🔁 Full matter log stays in system, no dependency on individual
- 🚦 Matter status tagged as Draft, Filed, Ongoing, Closed
We used to maintain case dates manually in diaries or Excel. If someone was on leave, it created chaos. Now, the CRM handles reminders, calendar sync, and updates — no matter who is present.
- • Case-wise timeline with hearing dates
- • Auto-reminders to assigned lawyers and team
- • No more rescheduling due to oversight
Earlier, if one paper went missing, it caused panic. Now every draft, filing, and submission is uploaded against the case. We find what we need in seconds — even years later.
- • Folder structure by case/client
- • Searchable and downloadable anytime
- • Safe from accidental deletion or loss
If a client calls suddenly, we used to scramble — “Who’s handling it? What’s the status?” Now we just open their profile and speak clearly, calmly, professionally.
- • Notes from past meetings saved
- • Filing status, hearing outcome, all in view
- • Builds client trust and improves communication
Earlier, staff noted fresh cases in random notebooks. Now, every new matter is added to CRM with client name, nature, deadlines, and assigned team — all in one go.
- • Standardized matter intake form
- • Auto-link to client and staff
- • Avoids missing important details
With multiple lawyers and clerks, we used to guess who is busy and who is free. Now, we assign tasks based on actual load — and everyone gets notified without needing meetings.
- • Task panel for each staff member
- • Live status: Pending / In Progress / Done
- • Brings fairness and better planning
For retainer clients or company matters, we used to miss renewal dates or compliance filings. Now, the CRM handles all alerts — before the client reminds us.
- • Contract expiry tracked by date
- • MCA / GST / ROC due reminders
- • Helps in delivering reliable long-term service
Senior partners used to ask junior staff daily for updates. Now they just log in, see progress, and intervene only if needed. Saves time, reduces stress on everyone.
- • Dashboard of active and paused cases
- • Hearing results, notes, next steps recorded
- • Better case oversight without micro-managing
Whether it’s hourly billing or fixed project fees, earlier we lost track. Now every session, filing, or draft is logged — and billing takes minutes, not hours.
- • Time logs linked to tasks
- • Invoice generator with itemized summary
- • Helps justify every rupee with proof
Earlier, new team members had to rely on seniors for case history or next steps. Now, they access the CRM, see past work, and get oriented faster — which improves our efficiency.
- • Full activity log by case
- • Tasks marked with context notes
- • Lowers training effort, improves consistency
Previously, a last-minute client meeting meant scrambling for updates. Now, we carry full case history, upcoming tasks, and billing status — so the meeting feels calm, confident, and clear.
- • Client-wise matter list
- • Printable summaries on demand
- • Strengthens firm image with sharp preparation
We used to maintain case dates manually in diaries or Excel. If someone was on leave, it created chaos. Now, the CRM handles reminders, calendar sync, and updates — no matter who is present.
- • Case-wise timeline with hearing dates
- • Auto-reminders to assigned lawyers and team
- • No more rescheduling due to oversight
Earlier, if one paper went missing, it caused panic. Now every draft, filing, and submission is uploaded against the case. We find what we need in seconds — even years later.
- • Folder structure by case/client
- • Searchable and downloadable anytime
- • Safe from accidental deletion or loss
If a client calls suddenly, we used to scramble — “Who’s handling it? What’s the status?” Now we just open their profile and speak clearly, calmly, professionally.
- • Notes from past meetings saved
- • Filing status, hearing outcome, all in view
- • Builds client trust and improves communication
Earlier, staff noted fresh cases in random notebooks. Now, every new matter is added to CRM with client name, nature, deadlines, and assigned team — all in one go.
- • Standardized matter intake form
- • Auto-link to client and staff
- • Avoids missing important details
With multiple lawyers and clerks, we used to guess who is busy and who is free. Now, we assign tasks based on actual load — and everyone gets notified without needing meetings.
- • Task panel for each staff member
- • Live status: Pending / In Progress / Done
- • Brings fairness and better planning
For retainer clients or company matters, we used to miss renewal dates or compliance filings. Now, the CRM handles all alerts — before the client reminds us.
- • Contract expiry tracked by date
- • MCA / GST / ROC due reminders
- • Helps in delivering reliable long-term service
Senior partners used to ask junior staff daily for updates. Now they just log in, see progress, and intervene only if needed. Saves time, reduces stress on everyone.
- • Dashboard of active and paused cases
- • Hearing results, notes, next steps recorded
- • Better case oversight without micro-managing
Whether it’s hourly billing or fixed project fees, earlier we lost track. Now every session, filing, or draft is logged — and billing takes minutes, not hours.
- • Time logs linked to tasks
- • Invoice generator with itemized summary
- • Helps justify every rupee with proof
Earlier, new team members had to rely on seniors for case history or next steps. Now, they access the CRM, see past work, and get oriented faster — which improves our efficiency.
- • Full activity log by case
- • Tasks marked with context notes
- • Lowers training effort, improves consistency
Previously, a last-minute client meeting meant scrambling for updates. Now, we carry full case history, upcoming tasks, and billing status — so the meeting feels calm, confident, and clear.
- • Client-wise matter list
- • Printable summaries on demand
- • Strengthens firm image with sharp preparation
Curious Minds Ask, We Answer
Yes. You can save case type, client background, court dates, and meeting notes — everything in one clean and secure place. 📂
Definitely. You can add hearing dates, assign tasks to team members, and get alerts before deadlines — no missed appearances. 📅
Yes. Upload contracts, affidavits, IDs, or evidence files — all stay linked to the right client and are ready whenever needed. 🧾
100%. Whether you’re a senior advocate or just starting your private practice, it helps you stay organized without paperwork overload. 🧑⚖️
Yes. You can set monthly plans, track hours or services used, and send reminders or invoices on time. 💼
You can tag cases by court (civil, criminal, family, etc.), and sort clients by case stage or type — gives you a better overview. 🏛️
Yes. You can set follow-up tasks, send soft reminders, and maintain consistent communication — builds trust with every client. 🤝
Yes. You can assign case tasks, set internal deadlines, and even track who completed what — great for team collaboration. 👨💼
Your data is secured with user roles. You decide who can access what — perfect for sensitive cases or restricted documents. 🔐
Absolutely. It’s flexible for any legal service — from property registration to business compliance. Just tag accordingly and get reports when needed. 📊
Yes. You can manage clients, contracts, deadlines, uploads, and feedback — all streamlined for legal process outsourcing work. 🖇️
Yes. Keep a full record of advances, balances, payment history, and invoice status — simple and clear billing. 💳
Yes. No matter how long the case is, you’ll always have complete history, updates, and related documents saved safely. 🔁
Yes. You can add personal notes, instructions for hearing day, or client concerns — so you always walk into court prepared. 📝
All data stays with your account. You can remove their access and still keep all records safe and intact. No loss. 👮♂️
Legal Services
(+91) 9876543210
Legal work is all about timing, details, and trust.
But when your desk is full of case files, deadlines, client calls, follow-ups, and hearings — it gets harder to remember everything.
Whether you’re a solo advocate, part of a legal firm, or managing multiple clients in civil, criminal, tax, or property matters — you know the pain of missed updates.
“Date galat note ho gaya.”
“Client pooch raha tha status… file mil nahi rahi.”
“Matter ready tha, par junior ko bataana bhool gaya.”
This CRM is your court-friendly assistant — quietly tracking every matter, every date, every document — so you don’t miss anything that matters.
📁 Here’s how we make your daily legal life easier:
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Save client info with contact, case type, party name, file no.
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Add court hearing dates — system reminds you 1-2 days before
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Upload documents like vakalatnama, notices, orders 🧾
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Record payments — advance taken, fees pending
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Assign juniors or clerks to matters — with status tracking
Whether you’re at court, at home, or between client meetings — you’ll have full control in your phone.
No more calling office to ask for “file kaha hai?”
⚖️ For advocates and law firms:
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Track multiple clients and cases easily
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Know which staff handled which file
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Get automated reminders before hearing or filing dates
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Store judgments, PDFs, drafts — all in the system
📝 For legal consultants and tax advisors:
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Store client KYC and PAN
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Track document submission status
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Note pending clarifications or follow-ups
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Generate simple client reports during meetings
✨ Benefits that lawyers appreciate most:
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No more forgotten dates
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Zero paper mess
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Team works smoother — everyone knows what’s assigned
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Clients trust you more — because you never miss an update
Even if you manage 50+ matters a month — this system keeps up.
You don’t need to be “tech-savvy” to use it.
If you can send a WhatsApp, you can handle this.
🧠 Many Indian lawyers now say:
“Pehle kaam yaad rehta tha, ab system yaad rakhta hai.”
📱 Use from mobile
🔐 Confidential and safe
⏱️ Built for Indian legal professionals
And no one else sees your data — this is your system, your way.
If you’ve ever felt —
“Kaam manage toh ho raha hai, lekin sab loose loose lagta hai.”
Then this is what helps you pull everything into place.
📞 Let us show you. Because a good system gives you more time to focus on your arguments — not your admin.
