Open the portal address in any browser. A laptop, an iPad or a phone all work. Enter your email and password.

Nothing in this system is visible without signing in. That is enforced by the database itself, not just by hiding pages: even if someone had the web address, a request without a valid session returns nothing at all.

• Forgot your password?. Sends a reset link to your email. The link expires after a short time.
• Sign out. At the bottom of the left menu. Use it on any shared or public computer.
• Staying signed in. Your session persists across visits on your own devices, so you rarely re-enter the password.

Treat your password as you would chamber keys. Anyone holding it can read every client file, invoice and salary figure in the practice.

The dark panel on the left is the main menu, grouped into Clients, Finance, Operations, Legal and Settings. On a phone or a narrow window it collapses; tap the ☰ button at the top left to slide it open.

The search box at the top of every page searches the whole practice at once. Clients, matters, invoices, agreements, employees, documents, tasks and Legal Radar items. Type at least two characters. It is the fastest way to reach anything you can half remember.

Throughout the portal colour carries one meaning only:

• Green. Settled, paid, complete. Nothing needed from you.
• Amber. Due soon, or awaiting something. Worth a look this week.
• Red. Overdue or urgent. Needs attention now.
• Grey. Neutral. A draft, an archived record, or simply information.

This is the page to open each morning. It answers three questions without you having to go looking.

• What money is moving?. Billed and collected this month, total outstanding, what is overdue, expenses, employee costs, and net operating income.
• What is happening in the practice?. Active matters, upcoming hearings, overdue tasks, approaching deadlines, client counts, and agreements needing renewal action.
• What needs me today?. Today's tasks, the next hearings, agreements expiring within 90 days, overdue invoices, invoices due soon, recent payments, and the latest Legal Radar items.

Every figure is a link. Click an amount to reach the records behind it rather than searching for them.

Everyone the firm acts for. Add a client before you can raise a matter, an invoice or an agreement against them.

1. 1Clients → New client.
2. 2Choose the type: individual, company, partnership, LLP or other.
3. 3Name is the only required field. Everything else can be filled in later.
4. 4PAN and GSTIN are optional. They appear on invoices when present.
5. 5Set the status: Active, Inactive or Archived.

The client page is the important one. Opening a client shows the complete picture on one screen: total billed, total paid, outstanding, expenses and net revenue, followed by every matter, invoice, payment, expense, agreement and document for that client, their open tasks, and everything coming up. Hearings, deadlines, renewals and invoice due dates.

When a client telephones, open this page and you have the whole relationship in front of you.

A matter is a single piece of work. One client may have many. Record the court, case number, jurisdiction, opposing party and counsel, judge, filing date, status and priority.

Statuses run: New, Active, Pending, Adjourned, Won, Lost, Settled, Closed, Archived. Priority runs Low, Medium, High, Urgent, and drives what surfaces on the dashboard.

The matter page gathers everything attached to that file. Hearings, deadlines, tasks, invoices, expenses and documents. Plus what has been billed and collected on it.

Hearings

Add hearings from the matter page: date, time, court, courtroom, judge, type. After the hearing, record the outcome and the next action.

Adding or removing a scheduled hearing updates the matter’s next hearing date automatically, which is what the dashboard and calendar read. You never maintain that date by hand.

Deadlines

Separate from hearings, for filing dates, reply dates, notice periods and client response dates. Add them from the Calendar page. Open deadlines appear on the dashboard and in Reminders, and turn red once past.

A month grid showing hearings and deadlines together. Move between months with Previous and Next; Today returns to the current month. Beneath the grid: today’s hearings, the next fifteen scheduled across all matters, and past hearings this month.

Click any hearing in the grid to jump to its matter. The panel on the right lists this month’s deadlines and is where you add new ones.

Anything the practice owes someone. A task can be linked to a client, a matter, a staff member, or nothing at all.

• Status. To do, In progress, Completed, Cancelled.
• Priority. Low, Medium, High, Urgent.
• Repeats. Daily, weekly, monthly, quarterly or yearly.

Completing a repeating task does not reopen it. It is marked complete and a fresh task is created for the next occurrence, so the history of what was done and when stays intact.

The list shows open tasks by default, overdue dates in red. Complete ticks a task off without opening it.

The most-used part of the finance side. Invoices → New invoice.

1. 1Choose the client, and the matter if it is matter-specific.
2. 2Set the invoice date and due date. The due date follows your default payment terms.
3. 3Add line items: description, quantity, rate. The amount calculates as you type.
4. 4Add a discount, a tax rate, and any reimbursable expenses being billed on.
5. 5Check the running total on the right, then Create invoice.

How the total is worked out

Tax defaults to 0%. The system never assumes any tax applies to your practice. Set the rate you actually charge in Settings → Invoice template, and override it on any single invoice where it differs.

Statuses and what you can do at each

The status updates itself as payments arrive and as due dates pass. You do not set it by hand, apart from marking a draft as sent, or cancelling.

Deleting versus cancelling

Only a draft can be deleted. Once an invoice has been issued it can only be cancelled, and it stays visible marked Cancelled. That is deliberate: an issued invoice is a record, and records should not silently disappear.

Invoice numbers are allocated once and never reused. Not after a deletion, not after a cancellation. If you delete draft ASA-2026-004 the next invoice is ASA-2026-005. A gap in the sequence is correct and expected.

Printing and sending

Open an invoice and click Preview / PDF. You see the invoice exactly as it will print, on your letterhead. Click Print / Save PDF and choose Save as PDF as the destination to get a file you can email.

Long invoices paginate properly: the letterhead repeats at the top of each page, the column headings repeat, and no row is split across a page break.

One invoice can receive any number of payments. Record each as it arrives. Date, amount, method (bank transfer, UPI, cash, cheque, card, other), reference number.

The outstanding balance is always calculated from the payment records, never typed in. An invoice of ₹1,00,000 with payments of ₹40,000 and ₹30,000 shows ₹30,000 outstanding automatically. Earlier payments are never overwritten by later ones.

Record a payment from the invoice itself, or from the Payments page. Leave the invoice blank on the Payments page to record a retainer or an advance on account.

Remove deletes a payment and recalculates the balance. Use it only to correct a genuine mistake.

What the practice spends. Each expense can be attributed to a client, a matter, an employee, or none of them.

• Reimbursable. Recoverable from the client, or repayable to an employee.
• Reimbursed. Tick once it has actually been settled.
• Categories. Court fees, filing fees, stamp duty, notary, travel, printing, courier, office supplies, software, rent, utilities, professional fees, employee expenses, miscellaneous. And any you add yourself under Categories.

Recurring expenses

For rent, internet, subscriptions and the like. Create a template with an amount and a frequency (monthly, quarterly, yearly), then use Generate a month to create that month’s entries in one go.

Generating the same month twice does nothing the second time. The system will not duplicate a charge you have already recorded.

Staff records hold designation, department, joining date, contact details, statutory numbers (PAN, UAN, PF, ESIC) and bank details. Nothing is filed or calculated automatically from these. They are recorded for your reference and for payslips.

Salary revisions

Never edit a salary to change it. Record a salary revision with the date it takes effect. The employee page keeps the full history.

A revision only affects payroll periods from its effective date onwards. Payroll already run for earlier months keeps the figures it was run with. This is what makes historic payroll trustworthy.

Running payroll

1. 1Employees & Payroll → Payroll runs → choose the month and year → Create run.
2. 2Every active employee gets a line, at the salary in force for that month.
3. 3Open a line to enter deductions, reimbursements and any adjustment.
4. 4Enter the amount paid and the payment date. The status follows the amount automatically.
5. 5When the month is settled, click Finalise to lock the figures.

Payslip on any line opens a printable payslip on your letterhead, ready to save as PDF and send.

Retainers, leases, engagement letters. Anything with an expiry date that would cost you money or goodwill to miss.

Record the start and expiry dates and the notice period in days. The system works out the date renewal work has to begin:

An agreement expiring 31 December with 30 days’ notice is flagged from 1 December. Alerts escalate at 90, 60, 30, 15 and 7 days, appearing on the dashboard and in Reminders. Once each, never repeatedly.

When a term rolls over, use Record a renewal rather than editing the dates. That keeps a history of every term and closes the open reminder.

Upload agreements, court filings, judgments, receipts, identity documents and correspondence, each linked to a client, matter, agreement or employee.

• Accepted. PDF, Word, Excel, plain text and images.
• Size limit. 25 MB per file.
• Categories. Agreement, court document, judgment, invoice, receipt, identity, correspondence, other.

Documents are stored privately. Each download generates a link that works for one minute and then stops working. Nothing you upload is reachable by a public web address, and nothing is indexed by search engines.

Filter by month, quarter or year, and narrow to a single client or matter.

• Revenue. Billed and collected, broken down by client and by matter.
• Expenses. By category, by client, by matter.
• Employee costs. Salaries plus employee expenses.
• Profitability. Revenue less operating expenses less employee costs = net operating income.

Invoice aging

The follow-up list. Every unpaid invoice sorted into Current, 1–30, 31–60, 61–90 and 90+ days overdue, totalled per client. It makes obvious at a glance who to chase first.

One page for everything with a date attached: invoices due and overdue, agreement renewals, hearings, filing deadlines, task deadlines and outstanding salary payments. Grouped into Overdue, Due today, Next 7 days and Later.

Reminders are worked out from your actual records each time you open the page, so they can never fall out of step or arrive twice. Dismiss hides one you have dealt with. You can also add your own reminder for anything the system cannot know about.

Recent legal developments, gathered from sources you choose. Under Sources, add the public RSS or Atom feed address published by a court, ministry or regulator, then click Refresh feeds.

Only feeds you configure are read; nothing is scraped and no third-party service is involved. Refreshing again adds only what is new and leaves your read and saved marks alone.

• Save. Keeps an item on the Saved Judgments page.
• Mark read. Clears it from the unread filter.
• Practice areas. Choose yours under Sources to filter the feed to what you actually practise.

You can also add items by hand. Useful for a judgment a colleague forwards.

Firm profile

Your name, address, contact details, Bar Council registration, PAN, GSTIN and bank details. These print on every invoice and payslip, so keep them current. Bank details and UPI appear in the payment block clients read.

Invoice template

• Logo. Upload your own artwork to replace the built-in mark.
• Numbering. Prefix, next number and zero padding. The page shows what your next invoice number will be.
• Defaults. Payment terms in days, tax label and rate, currency.
• Header and footer. Extra lines that print on every invoice, plus your default terms and payment instructions.

Users and security

Who can reach the portal, a summary of how your data is protected, and the audit log: a record of significant changes showing who did what and when. Audit entries cannot be edited or deleted by anyone, including you.

Invoices, payslips and this guide all print the same way: click Print / Save PDF, then choose Save as PDF as the destination instead of a printer. The menu bars and buttons are removed automatically; only the document prints.

A short list worth knowing, because these are the things that keep the records trustworthy. And the things you cannot override.

• Invoice numbers are never reused. Gaps in the sequence are normal after a deletion or cancellation.
• Issued invoices cannot be deleted. Only cancelled, and they stay on record.
• Payments are never overwritten. Outstanding is always recalculated from the payment records.
• Salary history is never rewritten. A revision affects future payroll only.
• Finalised payroll is locked. Reopen it only by deleting the run, which is blocked once finalised.
• Audit entries cannot be altered. Not by any user.
• Money is never rounded loosely. All amounts are held exactly to the paisa.
• No tax is assumed. Rates apply only where you have configured them.

• A page shows an error. Nothing has been saved or changed. Click Try again, or return to the dashboard.
• The portal will not load at all. The database pauses after a week of no use. Opening it again wakes it; give it a minute.
• A form will not submit. Look for red text under the fields. One entry needs correcting.
• You cannot delete a client or matter. Something is still attached to it. Remove or reassign those records first. This is a safeguard, not a fault.
• An upload fails. Check the file is under 25 MB and is an accepted type.