Online demo / Training : Software for Legal / Lawyer firm

Chapter 5: Generate Group for Legal Cases
This section illustrated the way to maintain the group for legal cases as user able categorized their
client according to group.

5.1 Add Group for legal class

1. Go to General then Miscellaneous select
Group.

2. Click on Add.

3. Enter data according to Table 5.1
4. Click on Save
5. After completed, click on Close

5.2 Edit Group for legal class

Table 5.2 Edit Group

1. Select the group accordingly

2. Click on Edit

3. Edit information according to Table 5.2.

4. Click on Save upon done

Chapter 6: Generate File Categories for Legal Cases

This section covers the ways to maintain the file categories by group of legal cases.

6.1 Add File Categories

Table 6.1 Add File Categories

1. Go to Client then File Category

2. Click on Add

3. Enter information according to Table 6.1

4. Click Save upon complete

6.2 Edit File Categories

Table 6.2: Edit File Categories

1. Select data then click Edit

2. Edit information according to Table 6.2

3. Click Save upon complete

Chapter 7: Maintain Lawyer

This section going to provide guideline to maintain lawyer’s information so user able to assign a lawyer when user maintained client’s account

7.1 Add New Lawyer

Table 7.1: Add New Lawyer details

1. Go to Client then Lawyer

2. Click on Add 

3. Enter information according to Table 7.1 

4. Click on Save

Chapter 8: Maintain Client’s Accounts

This section going to provide guideline on the method to maintain client’s accounts with their file
categories.

8.1 Add new clients under file categories and group

1. Go to Client then File Category

2. Click on Add

3. Enter information according to Table 8.1

4. Click Save upon done.