🔒 Expense will be submitted for partner approval. Client-recoverable expenses will be flagged for billing.

🎯 Smart Scan (auto-detect & capture)Open Camera / Browse

⚠ Scanned documents are saved as Draft and require partner approval before being shared with clients.

🔒 Client receives OTP email to access. Document is watermarked with their name and session ID. Full access log maintained. WhatsApp notification sent if enabled.

Requires partner approval before court submission

Upload the .txt file exported from eCourts portal. The system will match by CINO and update court-sourced fields only — your internal notes and history are never overwritten.

Advocate Applying

BCI Note: Advocates are independent professionals. Leave is subject to hearing schedule and Partner approval. Hearings during leave period require confirmed coverage.

BCI Rule 26: Client funds must be kept separate from office funds. All receipts and applications must be documented.

BCI Note: A retainership agreement (not employment) must be executed before system access is granted. All 9 onboarding steps will be created as pending.

This starts the 7-step offboarding checklist: termination notice, matter handover, document return, final fee settlement, access revocation, Bar Council notification, and NOC issuance.

Current role:

Role changes are recorded in the audit log. Managing Partner role grants full admin access.

Select two or more scanned documents to combine into a single PDF (in listed order). Only in-session scanned PDFs can be merged.

Rows with a blank name/amount are skipped. Existing clients with the same name are not duplicated. Everything imported is saved to the cloud immediately.