From client intake to closed matter — who does what, and what the system handles for you

1) Pick the default billing product (the “Legal Services” item every fee posts against) and the default hourly rate.
2) Choose the default tax code for invoices.
3) Set the reminder windows — how many hours before a hearing and a task deadline the system should notify, and how many days before a power of attorney expires.
4) Turn on Require conflict check if you want intake blocked until a check is run.

Fill in the small catalogs a case draws from, each on its own screen:
• Courts (المحاكم) — court, circuit and city.
• Case Types (أنواع القضايا) — civil, criminal, commercial…
• Practice Areas (مجالات الممارسة) — litigation, corporate… each can override the billing product.
• Case Stages (مراحل القضايا) — with colours and an “is closing” flag.
• Hearing Outcome Types (نتائج الجلسات) — each with a “requires next hearing” flag.
• Case Expense Types (أنواع مصروفات القضايا) — court fees, expert fees, transport…

1) Press New client.
2) Choose Individual (فرد) or Company (شركة).
3) Enter the name, national ID / commercial register, contact details and email.
4) Save.

1) Create a consultation for an existing client or a prospect (walk-in, website or portal).
2) Record the subject, the advising lawyer, the fee (if any) and notes.
3) Move it through its life: new → scheduled → completed, or cancel it.
4) When the matter is worth taking, press Convert to case.

1) Type the name, national ID or company of the prospective client and their opponents.
2) Read the results — the search scans every existing client and every party on every case.
3) Decide: accept, decline, or add a note and escalate.

1) Press New case and pick the client.
2) Choose the court, case type, practice area and the degree — first instance / appeal / cassation (ابتدائي / استئناف / نقض).
3) Set the opening stage and the claim amount, and enter the court case number if you have it.
4) On the case page add Parties (opponents, witnesses, experts) and assign Lawyers — a lead lawyer plus members or consultants.

1) Create a power of attorney: the principal (الموكِّل), the POA number and its notarisation/issue date.
2) Authorise one or more of the firm’s lawyers on it.
3) Attach it to the case, set an expiry date, and upload the scanned document.
4) If a POA is cancelled, press Revoke.

1) Create a hearing on the case: date and time, court, circuit and the attending lawyer.
2) Add the purpose or agenda for the session.
3) Save — it appears on the case, the dashboard and the caseload agenda.

After the session, open the hearing and press Record outcome:
1) Pick the outcome type (from your catalog — e.g. Adjourned / تأجيل, Judgment / حكم).
2) Write the court’s decision and your notes.
3) If the outcome adjourns the case, enter the next hearing date.

1) Open the matter and go to the Documents tab.
2) Press Attach document and pick or upload the file.
3) Give it a type (pleading, judgment, power of attorney, internal work product…) and a date, so it can be found later.
4) Press the share icon on a row to let the client see that one document — and press it again to take it back.

1) Once, write the office's precedents — a demand letter, an engagement letter, a case memorandum — in Arabic and English, dropping in placeholders such as {{case.number}} or {{client.name}} from the list beside the editor.
2) On a matter's Documents tab, pick a precedent and press Draft.
3) Read the draft, fill the gaps, then press Mark as final.

1) Create a task on the case: a title, an assignee, a type (a general task, a deadline, or a statute-of-limitations / تقادم date) and a due date.
2) Work from the Agenda view, which groups everything into Overdue · Today · Upcoming.
3) Press Complete when done — or Reopen if it comes back.

1) Add a time entry against the case: date, hours, a description of the work, and the hourly rate (defaulted from settings).
2) Mark it Billable (قابل للفوترة) or not.
3) Use the Weekly timesheet to enter a whole week at a glance.
4) If work should not be charged, Write off the entry.

1) Record a disbursement on the case: the expense type (court fee, expert fee, transport…), the amount and date.
2) Attach the receipt.
3) Mark it Billable if it should be passed on to the client.

1) Create an engagement for the client and case.
2) Choose the fee type: Fixed, Hourly, Retainer, or Contingency (نسبة من المطالبة).
3) Enter the amount / rate / percentage and the scope of work.
4) Save as a draft, then Activate it once agreed.

On the engagement page: press Send for signature. The client receives a link, signs online, and you press Refresh to pull the signed status. You can open the signing page or download the signed document.

1) On the engagement, press Deposit and record the advance the client pays up front.
2) As invoices are raised they draw down the retainer.
3) At the end, Refund whatever is left.

Press Generate invoice on the engagement. Review the draft — it gathers the engagement fee, all unbilled billable time, and all billable expenses on the case — then confirm.

On the case page:
• Change stage as the matter progresses (each change is timelined).
• Move to a closing stage (one flagged “is closing”) when the matter ends.
• Or press File appeal (رفع استئناف) to spin up the next-degree case.
• Refund any remaining retainer.

Open the module home to see five KPIs at a glance — Active cases, Hearings today, Unbilled WIP (أعمال غير مفوترة), Retainer balance, and Expiring POA — plus panels for upcoming hearings and open tasks. The Operations page is a “today at a glance” caseload agenda.

• The Executive Dashboard (/admin/lawfirm-executive) shows firm-wide KPIs, cases by status, practice area and lawyer, and time utilization — all filterable.
• The Reports hub (/admin/lawfirm-reports) holds five printable/exportable reports: Cases, Hearings Agenda, Revenue by Practice Area, Time Utilization, and the POA Expiry Register.

1) Make sure the client has an email on file.
2) On the client, press Send portal invite.
3) You can toggle a client’s portal access off at any time.

The client opens /client/login and signs in with their email or client number and the password they set from the invite. Forgot-password is self-service, and they can switch the portal between Arabic and English.

From the portal a client can:
• See a dashboard — open cases, upcoming hearings, outstanding balance, recent documents.
• Open My Cases — each with its stage timeline, hearings and the documents you shared.
• Watch My Hearings and download My Documents (only files you explicitly shared).
• View My Invoices and pay online.
• Read their engagement letters, and sign one electronically when you send it for signature.
• Open the Trust statement — every movement of money you hold on their account, in order, with a running balance. A client asking “where did my deposit go” is answered by the page, not by a phone call.
• Raise a Request (a support ticket) and update their profile and language.

Open My Day first thing. It answers the four questions you ask every morning:
• Which hearings do I have today and tomorrow?
• What is overdue, and what is due today?
• Which of my matters are at risk?
• Is my clock running, and on what?

Every line is a link straight into the record, so you work from this page rather than searching for things.

Press Start on a matter and work. The running clock follows you as a chip in the top bar on every page, so you never lose it by navigating away. Press Stop and the elapsed time becomes a draft time entry you can describe and correct before it is billed. Discard throws it away — a clock you forgot to stop should never quietly become an invoice line.

Open a case and use the tabs — Overview, Parties, Hearings, Tasks, Time, Expenses, Documents, Chronology, Billing. The Chronology tab merges everything that ever happened on the matter into one ordered stream: it opened, the stage changed, a hearing was held and what was decided, a task was completed, a document was filed, a power of attorney was issued, money moved. It is the tab to open before a hearing or when a colleague hands you a file.

Print the matter file to take the same story into court on paper.

When you have a dozen matters listed at the same court on the same day, do not open twelve forms. Enter the date, court, room, judge and lawyer once, tick every matter listed that day, and submit — one hearing is created per matter.

If the public site takes bookings, publish each lawyer's normal week — one window per bookable block, so a litigator who is in court every Sunday morning is simply not offered then. Two windows on a day leave the gap between them free of appointments.

Then add dated exceptions: leave, a court day, a public holiday. Leave the lawyer blank and the exception closes the whole office; name one and it overrides the office entry for that person.

Switch AI on, record the data-sharing consent, choose how much detail is masked before anything leaves the building, and set a monthly request budget with what should happen when it runs out — warn, or stop. Decide whether documents may be sent at all, and how large they may be.

Ask for a case brief and you get a headline, the procedural posture, the key dates, the risks and the suggested next steps — in Arabic and English together. Paste your corridor notes after a hearing and the outcome form fills itself in for you to correct. Ask for follow-ups and you get a checklist where rule-derived deadlines are marked as such and the assistant’s own ideas are marked as suggestions; you tick the ones you want and only those become tasks.

Analyse a scanned document and get its type, date, parties, obligations, amounts and risks — searchable afterwards, not just read once. On a judgment, extract the ruling and the date the appeal period starts, then let the rules engine compute the deadline. On a scanned power of attorney, read the principal, agents, scope, notary number and expiry straight into the form. On a receipt photo, read the vendor, date and amount into an expense.

A consultation that arrives from the website or the portal is triaged for you overnight — practice area, urgency, a suggested lawyer, and a list of what the client forgot to tell you.

On the confirm step before you bill, ask for a narrative review. It flags block-billing, vague verbs, duplicates, anything privileged that should not travel to a client, and breaches of that client’s own billing guidelines. Fix what you agree with; ignore what you do not.

Anywhere you are writing to a client, Explain to client rewrites a legal paragraph into plain Arabic and English. You read it, you edit it, you send it — the system never sends it for you.