Dashboard
Active Cases
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Active Clients
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Monthly Income
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Annual Income
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Outstanding Fees
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Case Type Breakdown
Revenue by Case Type
Today's Hearings Diary
View Full Diary| Case Details | Court | Stage |
|---|---|---|
| No hearings scheduled for today | ||
High Outstanding Dues
View Finances| Client Name | Total Billed | Pending Dues | Action |
|---|---|---|---|
| All balances settled | |||
Referral Network & Revenue Contributions
Summary of cases referred by contacts and their revenue contributions| Referrer Name | Referred Cases Count | Total Revenue Contributed (₹) | Referred Cases List |
|---|---|---|---|
| No referral details logged in system | |||
Onboard Client Wizard
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Client Directory
| Name | Type | Contact Info | Onboarded | Outstanding Balance | Actions |
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Unscheduled Cases
Monthly Income
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Annual Income
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Cumulative Income
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Professional Fees Billed
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Disbursements Billed
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Unpaid Dues
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Professional Income Analysis
View:
| Date | Client & Case Context | Description | Transaction Category | Debit / Billed (₹) | Credit / Paid (₹) | Actions |
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Views
Projects
My Team
All Tasks
All tasks in your practice space.
Practice Customizer & Identity
Change Account Password
Database Storage & Backup Manager
Data Backup (JSON Export)
Download your complete onboarding details, case notes, diary logs, and income ledgers. You can save this file securely on your computer as a database snapshot.
Restore Database (JSON Import)
Select a previously downloaded `.json` backup file to overwrite/restore the practice database. Warning: This will replace all existing entries.
No file selected
Factory Reset Practice Data
Completely erase all clients, cases, diaries, and transactions. Resets the application to fresh mock seed states. This action is irreversible.
Track My Chambers - Advocate Practice Playbook & User Guide
Welcome to your ultimate guide for maximizing efficiency, revenue tracking, client satisfaction, and case management using Track My Chambers. Follow these detailed chapters to master every capability of your digital chamber suite.
PWA Version 1.0.42 Active
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Practice Overview & Real-Time Dashboard
Command center for daily operations, revenue graphs, and quick actions
Real-Time KPI Cards
Monitor active clients, pending cases, monthly income, outstanding client dues, today's listed hearings, and pending delegated tasks in one centralized screen.
Adaptive Quick Action Button
The top-right header button dynamically transforms based on your active module (e.g. Log Payment on Dashboard, Register Case on Cases, New Task on Task Manager).
Global Search Bar (`Ctrl + K`)
Type any keyword into the top navigation search bar to instantly query clients by name, phone, or email, and cases by title, CNR number, or court forum.
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Client Onboarding, Dossiers & Public Access Portals
Manage client relationships, dossiers, and client portal access links
4-Step Onboarding Wizard:
Go to Clients $\rightarrow$ Complete the wizard steps to capture client contact details, select client type (Individual vs Corporate), link initial cases, and set retainer fee agreements.
Client Dossier View
Click Dossier on any client row to open their profile details, view all linked legal matters, inspect historical billing entries, or trigger a Write-Off Bad Debt action if a client defaults.
Secure Client Access Links
Click Copy Link to share a secure, read-only portal link (`/portal?token=...`) with your client. Clients can view hearing dates and case stages without needing a password.
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Case Registry & Chronological Hearing History
Register legal matters, log court hearings, and manage stages
Registering New Cases:
Click Register Case $\rightarrow$ Select the client, specify case title, CNR number, legal category (Civil, Criminal, Matrimonial, Consumer, Service, Legal Notice, Contracts, Consultation), court forum, current stage, and referral source.
Recording Hearing Outcomes:
Click Record Hearing on any case card $\rightarrow$ Input today's hearing date, stage/purpose (e.g. Arguments, Evidence), summary of court directions, and listed next hearing date.
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Daily Cause List & Interactive Calendar Diary
4 calendar view modes, color-coded court badges, and printable cause lists
4 View Modes:
Switch seamlessly between Month, Week, Day, and Year views to plan hearing schedules and court appearances ahead of time.
Day Pop-Up & Cause List Printing:
Click on any date cell to view all listed hearings for that day. Click Print Cause List to generate a clean paper cause list to carry to court.
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Accounts & Professional Fee Ledger
Record retainer billing, disbursed expenses, fee payments, and printable invoices
4 Entry Categories:
- Professional Fee Billed (Debit): Log legal fee invoices.
- Payment Received (Credit): Record retainer or installment payments.
- Disbursed Expenses (Debit): Record court fees, typing, or travel costs.
- Written Off / Bad Debt: Clear unrecoverable balances.
Printable Invoices & Receipts:
Click Invoice / Memo Statement on any ledger row to open a printable invoice equipped with your chamber logo, firm name, advocate signature, and itemized billing table.
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Task Manager, Sub-Delegation & Resolution Analytics
Delegate tasks to junior colleagues, build subtask trees, and track resolution lead times
Task Delegation & Sub-Trees:
Create tasks, assign priority levels (*High, Medium, Low*), and delegate them to chamber colleagues. Click Sub-delegate to build multi-level nested delegation trees.
Lifecycle & Chat Thread:
Click on any task to view its assignment timestamp, completion timestamp, total resolution time, and post internal updates inside the Collaboration Chat Thread.
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Universal Undo/Redo & Keyboard Shortcuts
Revert any major or minor edit across all modules instantly
Interactive Toast Banner:
Every client edit, case addition, hearing update, ledger transaction, or task completion displays a 4-second notification toast with an Undo button at the bottom-right corner.
Global Keyboard Shortcuts:
- Ctrl + Z: Revert last action (Undo)
- Ctrl + Y: Re-apply reverted action (Redo)
- Ctrl + K: Focus Global Search bar
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Account Security, OTP Registration & JSON Data Backups
Session cookies, 15-min registration OTP, and data backup snapshots
Strict Session Invalidation:
Clicking Logout completely destroys session cookies, clears local storage, resets memory tokens, and displays a green logout confirmation banner on the login screen.
JSON Backup Snapshots:
Go to Settings $\rightarrow$ Click Download Backup File to save a complete `.json` snapshot of your chamber records on your computer.
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