Lawyer firms

This setup is for lawyers firms. They represent their clients and defend their interest during juridical procedures.

Lawyers have open / public consultations for people to reach out and get advice on their situation.

When a case he opened and a contract is signed between them and their clients, they will typically execute a certain amount of tasks related to the case, and invoice their services on a given rate.

Business Flows

Flow 1: Get an appointment on the website

On the Website:

1. Visit the Appointment page where the open consultations slots for all the lawyers are accessible.
2. Select the domain, then the lawyer, and select an available slot.

In the Backend:

1. Check the created appointment.
2. Check the user agenda, a meeting is created.

Flow 2: Open a new file, start registering Timesheets.

From the Sales app:

1. Create a Sale Order using the Standard Lawyer service Quotation template.
2. Complete the Customer information.
3. Add another Sale Order line using the Administration fees product.
4. Confirm the Sale Order which will create the related Project and Tasks

Open the related Project:

1. Assign the responsible user.
2. Look at the available tasks, select the Lawyer Services task.
3. Put it In Progress, open it.
4. Go in the Timesheets tab, register a new Timesheet manually.

Open the Timesheet app:

1. Use the quick Timesheet functionality to start counting time on the Lawyer Services Task of the project.
2. Add a new line to register a new Timesheet on the Administration Task of the project manually.

Flow 3: Create an invoice of

From the Sales app:

1. Select the project SO.
2. Input the amount of delivered dactylographied pages and travel expenses incurred.
3. Create a Regular Invoice.