Legal Case Management - WorkDo Dash SaaS Industrial Solutions Add-On

Legal Case Management – Dash SaaS Add-On is a powerful tool designed for legal professionals and law firms to streamline their legal operations. This add-on enables users to manage cases, clients, tasks, documents, appointments, billing, and communications in a centralized platform. With features like automated reminders, case status tracking, and secure document storage, it improves productivity and enhances client service. Whether you're a solo practitioner or part of a large firm, this add-on ensures efficient legal practice management through Dash SaaS.

Note: This is an addon for WorkDo Dash SaaS, not a standalone script.

   WorkDo Dash SaaS - Open Source ERP with Multi-Workspace

The Legal Case Management Add-On centralizes and simplifies the tracking of legal workflows, including advocate and court hierarchy setup, case management, hearing scheduling, expense tracking, and invoice generation. It provides user-linked advocate profiles, detailed party and legal section records, workspace-based hearing logs, and transparent financial documentation. With structured case tracking and secure user access, it is ideal for legal firms, solo advocates, and judicial teams seeking organized legal operations.

Check here : How to Integrate Legal & Case Management with ERP | User-Friendly Module for Legal Practices

Efficient Court Case Tracking & Advocate Coordination

• Advocate Management
• Case Initiator Management
• Court Hierarchy Management
• Case Lifecycle Management
• Hearing Schedule Management
• Financial Management
• Invoice Management

Advocate Information

The system provides a complete advocate profile management module that includes personal, professional, and financial details. Advocates are linked with user accounts and organized by workspace to ensure access control and collaboration. Office and residential addresses, bank account data, and company details are securely stored for each legal professional.

• Link user accounts to advocates
• Add office and residential addresses
• Include bank and company information

Court Hierarchy Setup

The court management feature allows users to create and define different levels of courts including base-level courts, high courts, and sub-divisions. This setup helps maintain accurate jurisdictional data and improves the traceability of case assignments across court types.

• Add court types with location
• Link base courts to high courts
• Manage court divisions under high courts

Case Management

The platform offers end-to-end case tracking, from filing to judgment. Users can add party details, assign advocates, enter FIR information, and select applicable legal sections. Judiciary-related fields like judge name, case stage, police station, and court hall provide additional granularity for managing each case.

• Add case type, number, year, and filing date
• Manage opponent, party, and advocate details
• Include the FIR number and legal sections

Hearing Scheduling

This feature allows legal teams to add and manage hearing dates linked to specific cases. Notes and order sheets can be attached to each hearing to maintain a chronological log of proceedings. Hearing records are organized by workspace for easy access and coordination.

• Assign hearings to specific cases
• Add the order sheet and remarks
• Track hearing history by workspace

Financial Tracking (Expenses & Fees)

Manage all financial transactions related to legal cases in one place. Record both case-related expenses and client fee collections with details like payment method, purpose, amount, and internal notes. This unified system enhances financial transparency and simplifies reporting by associating every transaction with a case and user.

• Log case-specific expenses with method and notes
• Record client payments with date, amount, and context
• Track complete financial history per case and user

Invoice Management

Generate professional invoices for legal services with customizable templates. Users can add multiple services, apply tax and discounts, and set issue and due dates. Each invoice can be linked to a specific case initiator for complete traceability.

• Use pre-built invoice templates
• Add services with tax and discount
• Set invoice due dates and track status

Check here : View WorkDo Dash SaaS Documentations

Check here : Explore WorkDo Dash SaaS User Manual

Check here : How to install Dash Add-On