| 1. | Lead Management (Incoming Inquiries) | Automation of incoming inquiries (leads) — online and offline:1.1. Integration with external sources (web forms, email, telephony/messengers). 1.2. Manual creation of leads (offline/phone inquiries). 1.3. Visualization of leads on a Kanban board with stages (New, Processing, Qualification, Converted/Rejected). |
| 2. | Full Client and Case Workflow | Ensuring a full workflow with the client and case:2.1. Automatic conversion of a lead into a Client and Case (Project). 2.2. Client Card: complete interaction history, contact details, linking to all related cases. 2.3. Case Card: case type, responsible lawyers, flexible stages (phases) of case progression. |
| 3. | Document Management and Control | Allows storing documents, versions, notes, deadlines:3.1. Centralized file storage linked to the Case. 3.2. Document version control (ability to track changes). 3.3. Notes/Comments module for internal communication. 3.4. Deadline and task management with automatic notifications. |
| 4. | Automatic Salary Calculation (KPI) | Automatic salary calculation for lawyers and managers for completed work:4.1. Setting up accrual rules (%, fixed rate per stage). 4.2. Automatic bonus calculation for managers/teams (based on branch/performance metrics). 4.3. Reports on accrued salary/bonuses. |
| 5. | Roles, Access, and Analytics | Providing roles with clear access rights and analytics for branches, teams, and case stages:5.1. Role-based access model: At least 5 roles (Administrator, Branch Manager, Lawyer, etc.). 5.2. Access restrictions to cases/clients according to role and branch. 5.3. Analytics Dashboard: Lead funnel, stage analytics, lawyer performance, financial analytics. |
| 6. | Client Personal Account (Portal) | Entry point for the client to obtain data on documents and track the case:6.1. Integration with a WordPress site (secure login). 6.2. The client sees a list of their cases and their current status. 6.3. Two-way document exchange: The client can upload documents, and the lawyer can publish completed documents. |
