File Management

To Open New File(s)
This module enables you to register and access all the files registered in the system. Also, assign the particular file(s) to the responsible advocate and L...
Tue, 30 Nov, 2021 at 2:51 PM
How to Add File Progresses and Bring Ups
This module enables you ta add file progress and bring Ups/ reminder of the activities done regarding the client matters being handled. Steps: 1. Log...
Tue, 30 Nov, 2021 at 2:51 PM
To Add File Progress Only
This module enables you to capture all the activities done or involved in when handling a particular client matter. Steps: 1. Log into the system 2....
Tue, 30 Nov, 2021 at 2:52 PM
To Add a File Bring Up only
This module enables you to add a reminder/ activity which is going to be done regarding file matter and to also send notification to users involved. Fol...
Tue, 30 Nov, 2021 at 2:52 PM
How to Book a Court Date
This module enables you to book a court date in the system, select the particular court to attend and get a reminder on the same when the the day approaches...
Tue, 30 Nov, 2021 at 2:53 PM
How to fill in Court Attendance Sheet
This module also enables you to fill a court attendance after attending a court session i.e. what transpired and the next action plan. Steps: 1....
Tue, 30 Nov, 2021 at 2:53 PM
How Send Internal Instruction(s)
Note that the internal instructions are only send to the internal users only. This section contains all instructions registered in the system. It gives dir...
Tue, 30 Nov, 2021 at 2:54 PM
How to Send External Instruction
Note that External instructions are only send to the external users i.e. law firms assigned to particular file matters and should be approved, accepted, exe...
Tue, 30 Nov, 2021 at 2:55 PM
How to Approve External Instructions
Note that once an External instructions has been send it needs Approval first before the external receiver gets it. Once approved they are able to accept, ...
Tue, 30 Nov, 2021 at 2:55 PM
How to view Instructions Report
This Report contains all the instructions captured in the system. Follow the below steps: 1. Log into the system 2. Go to "File Managemen...
Tue, 30 Nov, 2021 at 2:55 PM