Case Study is used to create reference cases for future use. User can create unlimited case studies along with attachments of multiple Case Categories and can update / delete existing case studies.
Reports will show the earnings of the Law Firm. It can be viewed By Month, By Week, By Year and By Client Using Graph.
In Messages Section, User is able to reply the messages of another user. if there is any unread messages then it shows the count of messages highlighted.
To Do List:
To Do List defines list of tasks needs to remind on particular date, User is able to create unlimited To Do Tasks and can update / delete existing To Do Tasks. In Header User will get notification on particular date.
In Contacts Section, User is able create unlimited contacts and update / delete existing contacts. User is able to bulk import and can export as well. Contacts will be used in appointments section. It can be your personal contact or any client.
In this Section, User is able create unlimited fields for particular forms ( Ex. Clients, Case, To Do, Contacts, Appointments, Employees and Tasks ), fields type can be Text Box, Dropdown List, Radio Button, Checkbox, Textarea, URL, Email and Phone.
In this Section, User is able create unlimited appointments with their contacts. To add appointment first you need to create contacts. User will get appointment notification based on their notification setting in header.