Overview
Advocate SaaS is a complete multi-tenant authorized observe administration platform designed to streamline regulation agency operations by built-in case administration, shopper relations, and enterprise administration instruments. The system options full case lifecycle administration, shopper administration with multi-currency billing assist, doc administration with model management and permission-based entry, time monitoring with billable hour calculations, and bill era with 30+ fee gateway integrations, together with cryptocurrency assist. Core modules embody court docket and listening to administration, activity workflow automation, authorized analysis undertaking monitoring with quotation administration, compliance monitoring with CLE monitoring {and professional} license administration, expense monitoring with categorization, and complete reporting dashboards. The platform helps role-based permissions, multi-language localization throughout 15+ languages, AI integration for doc evaluation and authorized analysis help, media library administration with cloud storage integration, and superior options like consumer impersonation, referral programs, subscription administration with coupon assist, making it appropriate for solo practitioners, small to giant regulation companies, and authorized departments looking for to digitize their observe administration workflows.
Demo
Url : Demo Link
Login as SuperAdmin : [email protected] / password
Login as Firm : [email protected] / password
Login as Consumer : [email protected] / password
Login as Workforce Member : [email protected] / password
What to Count on from Advocate SaaS – Authorized Follow Administration
- Complete multi-role dashboard with tailor-made views for Tremendous Admin, Firm Admin, Workforce Members, and Shoppers
- Superior role-based permissions system with granular entry controls
- Full case lifecycle administration with timeline monitoring
- Multi-document add to instances with doc sub-types and model management
- Courtroom and listening to administration with scheduling, notifications, and decide data
- Complete shopper administration with auto-generated shopper IDs and multi-currency billing
- Clever time monitoring with automated time entry ID era and a number of billing charge varieties (Hourly, Fastened, Contingency)
- Superior invoicing system with auto-generated bill numbers and multi-currency assist
- Safe fee processing with 30+ fee gateways, together with Financial institution Switch, Stripe, PayPal, Mercado Pago, Razorpay, Paystack, Paytabs, Flutterwave, Skrill, Coingate, ToyyibPay, Payfast, Faucet, and Xendit
- On-line invoice fee by safe fee hyperlinks with a number of fee choices
- Complete expense administration with categorization and price construction administration
- Tax calculation and utility with configurable tax charges per shopper
- Process administration with standing monitoring and staff productiveness monitoring
- Calendar integration with scheduling capabilities and listening to administration
- Authorized analysis administration with data base, and authorized precedent database
- Doc administration system with model management, permission-based entry, and collaboration options
- Skilled license administration with expiration alerts and CLE monitoring
- Compliance monitoring with regulatory physique monitoring and threat evaluation
- Communication system with inside messaging capabilities
- Plan administration with subscription tiers, storage limits, and automatic plan requests
- Multi-tenant SaaS structure with full tenant isolation
- Person administration with password reset capabilities by Admin or Firm
- Electronic mail verification safety with allow/disable choices
- Person registration module management by Admin
- Integration with cloud information storage: Native, AWS S3, Wasabi
- website positioning optimization with meta key phrases and descriptions
- Cookie consent function for enhanced consumer expertise
- Multi-currency assist with configurable forex settings
- Multi-language assist (15+ languages), together with Arabic, Danish, German, Spanish, French, Italian, Japanese, Dutch, Polish, Russian, Portuguese, English, Chinese language, Turkish, Hebrew, and Portuguese settings, together with RTL on/off, major shade, sidebar model, and structure choices
- Multi-theme shade choices, together with darkish mode and clear layouts
- AI integration with a number of OpenAI fashions
- Media library administration with cloud storage integration
- Electronic mail template customization for automated communications
- Publication subscription administration and touchdown web page customization
- Referral system with monitoring and coupon administration
- Complete analytics and reporting with monetary efficiency metrics
- Person impersonation function for assist functions
- Superior safety with information encryption and complete audit logging
- Responsive design with intuitive consumer interface optimized for all units
- Actual-time superior search filtering capabilities
- Constructed with Laravel 12 for contemporary, scalable structure
Salient Options of Advocate SaaS – Authorized Follow Administration
Multi-Tenant SaaS Structure with Plan Administration
Advocate SaaS contains a sturdy multi-tenant structure the place Tremendous Admin can create and handle subscription plans with customizable pricing, length, and storage limits. Firms can request plans, and funds are processed by 30+ built-in fee gateways. Plans robotically handle entry and options primarily based on subscription standing, with computerized renewal notifications and plan expiry administration.
Customizable Theme and choices
Absolutely branded product with white-label customization choices together with customized logos, firm names, shade schemes, and structure preferences. Options a number of theme shade choices, together with darkish mode, RTL assist, and customizable sidebar kinds for enhanced consumer expertise.
Multi-Language and Localization Assist
Assist for 15+ languages, together with Arabic, Danish, German, Spanish, French, Italian, Japanese, Dutch, Polish, Russian, Portuguese, English, Chinese language, Turkish, Hebrew, and Portuguese (BR), with RTL (right-to-left) functionality for Arabic and Hebrew languages.
Cloud Storage Integration
Safe cloud information storage integration with native and AWS S3 assist for doc storage, backup, and archiving. The system ensures information safety, scalability, and dependable entry to authorized paperwork and case information.
AI Integration for Enhanced Productiveness
Superior AI integration with a number of OpenAI fashions for doc evaluation, authorized analysis help, clever doc processing, and automatic content material era. The AI system helps streamline authorized workflows and enhances decision-making capabilities.
Complete Multi-Function Dashboard System
Advocate SaaS gives tailor-made dashboards for various consumer roles, together with Tremendous Admin, Firm Admin, Workforce Members, and Shoppers. Every dashboard shows role-specific metrics, analytics, and fast actions. The dashboard options real-time information visualization, together with case statistics, current actions, monetary summaries, and productiveness metrics with interactive charts and progress indicators.
Superior Function-Based mostly Permission System
Subtle position and permission administration permitting granular management over consumer entry. Create customized roles with particular permissions for various modules, handle staff member entry ranges, and implement company-specific safety insurance policies. The system helps consumer impersonation for assist functions and maintains detailed audit logs of all consumer actions.
Superior Case Administration with Journey Monitoring
The case administration system gives full lifecycle monitoring, timeline administration, and milestone monitoring. Options embody multi-document add with sub-types, case staff member task, precedence administration, opposing get together monitoring, court docket task, and complete case journey documentation. Every case maintains detailed historical past, standing updates, and related paperwork with model management.
Courtroom and Listening to Administration
Complete court docket administration with decide data administration, listening to scheduling, and listening to kind classification. The system manages court docket particulars and listening to reminders and integrates with the calendar system for environment friendly scheduling and battle administration.
Clever Consumer Administration System
Complete shopper administration with auto-generated shopper IDs, detailed shopper profiles, multi-currency billing assist, and shopper kind categorization. The system manages shopper paperwork, billing data, and tax configurations and maintains full shopper interplay historical past. Shoppers have devoted portals to view their instances, paperwork, and billing data.
Skilled Time Monitoring and Billing
Clever time monitoring system, a number of billing charge varieties (hourly, fastened, contingency), real-time billable hour calculations, and computerized charge task primarily based on user-client relationships. Options embody time entry approval workflows, unbilled time monitoring, and complete time analytics for productiveness monitoring.
Superior Invoicing and Cost Processing
Sturdy invoicing system with auto-generated bill numbers, multi-currency assist, merchandise administration, tax calculations, and fee monitoring. Safe fee processing by 30+ fee gateways, together with cryptocurrency assist.
Process and Workflow Automation
Superior activity administration with standing monitoring, workflow automation, activity kind categorization, precedence administration, and staff productiveness monitoring. Options embody activity task, deadline monitoring, remark collaboration, and automatic workflow triggers for repetitive processes.
Authorized Analysis and Data Administration
Complete authorized analysis system with analysis undertaking group, reference monitoring, data article administration, authorized precedent, and analysis supply categorization. The system consists of AI-powered analysis help and collaborative note-taking instruments for enhanced authorized analysis capabilities.
Doc Administration with Model Management
Subtle doc administration system with model management, permission-based entry, doc categorization and tagging, collaboration options, and workflow automation. Options embody doc feedback, approval workflows, safe file storage with cloud integration, and superior search capabilities.
Compliance and Regulatory Administration
Complete compliance monitoring with skilled license administration, CLE monitoring, regulatory physique monitoring, threat evaluation and categorization, audit path administration, and deadline monitoring with overdue alerts. The system ensures authorized professionals keep compliance with skilled necessities.
Communication and Collaboration System
Inside communication system with messaging capabilities, real-time notifications, and collaboration instruments. Options embody case-specific communications, doc sharing, and staff collaboration options to reinforce productiveness and coordination.
Media Library Administration
Centralized media library system for managing all digital property, together with photographs, paperwork, movies, and different file varieties. Options embody file group with folders and classes, bulk add capabilities, file preview, search and filtering choices, file sharing controls, and integration with cloud storage suppliers. The media library helps varied file codecs and gives quick access throughout all modules for seamless asset administration.
website positioning and Advertising and marketing Options
Constructed-in website positioning optimization with meta key phrases and descriptions, touchdown web page customization, publication subscription administration, and a referral system with monitoring capabilities. Options embody customizable touchdown pages and advertising and marketing instruments for regulation agency promotion.
Monetary Administration and Analytics
Superior monetary administration with expense monitoring, price construction administration, billing charge configuration, fee processing, and complete monetary reporting. The system gives detailed analytics, revenue/loss monitoring, and monetary efficiency metrics with customizable experiences.
Superior Safety and Audit Options
Complete safety system with information encryption, safe authentication, audit logging, and compliance monitoring. Options embody consumer exercise monitoring, safety alerts, and detailed audit trails for regulatory compliance and information safety.
Changelog
Right here you possibly can see what updates got here out and did we introduced new to the model.
View Changelog
Assist
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