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Preparing your Briefly screen…
Preparing your Briefly screen…
Daily cause lists, court calendar, court diary, client CRM, automated briefs, and e-filing sync.
Comprehensive walkthrough of all Legal OS sidebar modules: Command Center, Matters, Tasks, Cause List, Drafting (Paper Studio), Clients (CRM), Marketplace Leads, AI Copilot, Billing, and Reports.
Complete visual guide to the Individual Lawyer Home Page (/lawyer): global search (Ctrl+K), quick action buttons (+ New Matter, Schedule Hearing, Task), 4 KPI summary cards, Needs Attention priority queue, and Today's court hearing timeline.
Complete visual guide for advocates to generate itemized GST bills, track collections, record inward payments, log billable time, and manage Cashfree bank payouts.
Complete step-by-step walkthrough for advocates: why procedural workflows prevent missed statutory deadlines in Indian courts, how to deploy 1-click procedural blueprints (Civil Suits, Criminal Bail, Arbitration), enforce predecessor task dependencies, link case participants and evidence documents, and execute actionable dockets.
Step-by-step guide to drafting court-compliant pleadings, commercial agreements, and statutory notices with 1.75" left margins, dynamic variables, and AI assistance.
How advocates discover client representation inquiries, respond to time-critical emergency arrest and bail alerts, submit structured fee proposals, and onboard new matters instantly.
Monitor case resolution velocity, hearing realization rates, court workload distribution, billable recovery, and export executive chamber MIS reports.
Complete guide to Briefly's dual messaging architecture: Global Pre-Engagement Client Inquiry Threads (/lawyer/messages) vs Isolated Privileged Case Discussion Threads (/cases/[id]?tab=messages).
How to manage client onboarding, dispute conflict checks, log billable hours, and issue professional retainer agreements.
Complete operational guide on tracking Indian court deadlines, calculating statutory limitation periods, logging procedural dockets, and managing hourly consultation booking slots.
Standardized answers to the most frequent inquiries from Indian court advocates: CNR auto-sync, Section 126/132 privilege, GST RCM compliance, escrow payouts, and role delegation.
Complete guide to the advocate user profile dropdown: KYC & Bar Council verification, chamber settings & fee rate cards, 2FA security & active sessions, Cashfree billing payouts, and drafting studio templates.
Comprehensive guide to configuring your lawyer workspace settings: professional bio, 12 practice area tags, consultation rate card, chamber street address with live preview, KYC document management, notification preferences, and Cashfree client settlement bank account.
Master the dual-practice architecture: complete private matter isolation for solo practice, pooled firm AI credits, 100% direct client payouts vs firm fee splits, and seamless firm directory affiliation.
Comprehensive self-serve billing guide: real-time AI credits quota meter (4,000 monthly credits), Bar Council promotional voucher code activation (e.g. LAWYER100), solo practice tier comparisons, and Cashfree recurring autopay mandates.