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 interactive operational playbook for maximizing chamber efficiency, revenue tracking, client satisfaction, and case diary management. Use the real-time search engine or jump menu below to navigate features.
Chamber Suite v1.0.48 Active
Jump To:
🚀 Getting Started
📅 Daily Workflow
💰 Financial Ledger
👥 Client Management
📋 Team Tasks
🔒 Security & Backups
⚠️ Critical Warnings
❓ FAQ & Troubleshooting
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🚀 Getting Started & Chamber Setup
5-step quick start walkthrough to initialize your digital chamber suite
Quick Start Walkthrough Flowchart:
Step 1: Register Chamber
→
Step 2: Verify Email OTP
→
Step 3: Onboard First Client
→
Step 4: Register First Case
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Step 5: Dashboard Overview
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).
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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📅 Daily Workflow: Diary & Hearings
Court hearing diary, 4 calendar view modes, and printable daily cause lists
Registering & Tracking Cases:
Go to Case Registry → Click Register Case → Select client, specify title, CNR number, legal category (Civil, Criminal, Matrimonial, Consumer, Service, Legal Notice, Contracts, Consultation), court forum, and current stage.
Recording Hearing Outcomes:
Click Record Hearing on any case card → Input today's hearing date, stage/purpose (e.g. Arguments, Evidence), summary of court directions, and listed next hearing date.
4 Calendar 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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💰 Managing Money: Ledger, Invoicing & Payments
Retainer fee billing, disbursed expenses, payment receipts, and printable fee memos
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 into loss ledgers.
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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👥 Working with Clients: Onboarding, Dossiers & Portal Links
Client dossiers, fee retainers, and sharing read-only client access links
4-Step Onboarding Wizard Flowchart:
Step 1: Client Contacts
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Step 2: Individual / Corporate Type
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Step 3: Link Initial Cases
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Step 4: Set Fee Retainer
Client Dossier View
Click Dossier on any client row to inspect profile details, view linked legal matters, inspect historical billing entries, or execute bad debt write-offs.
Secure Client Access Links
Click Copy Link to share a secure read-only portal link (`/portal?token=...`). Clients can view hearing dates and case stages without needing a password.
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📋 Delegation & Team Tasks
Delegate tasks to junior colleagues, build subtask trees, and track 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 assignment timestamps, completion timestamps, total resolution time, and post internal updates inside the Collaboration Chat Thread.
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🔒 Data, Backup & Account Safety
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 System Settings → Click Download Backup File to save a complete `.json` snapshot of your chamber records on your computer.
⚠️
Critical Warnings & Irreversible Actions
High-risk administrative operations and their immediate data consequences
Factory Data Reset
Consequence: Irreversible Data Destruction
Typing `DELETE` in Settings erases all live clients, cases, diaries, and transactions, resetting the chamber to seed state.
Restore Database (JSON Import)
Consequence: Database Overwrite
Importing a JSON backup snapshot completely replaces current live chamber data with the records contained inside the JSON file.
Write-Off Bad Debt
Consequence: Permanent Balance Clearance
Executing a bad debt write-off zeros out a client's outstanding balance and posts a non-reversible debit loss transaction.
Delete Case or Client
Consequence: Record & Log Purge
Deleting a case card or client profile permanently removes the docket along with all linked court hearing history logs.
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FAQ & Troubleshooting
Verified answers for common operational scenarios based on app logic❓ What happens if my email registration OTP code expires?
Registration OTP codes are valid for 15 minutes. If your code expires, click Resend Code on the verification screen to trigger a fresh 6-digit verification code to your email address.
❓ What happens if a JSON restore file is invalid or corrupted?
The system validates the `.json` schema structure before importing. If the file structure is invalid or corrupt, the import is immediately aborted with an error message, and your current database remains 100% untouched.
❓ How do I remove a colleague's access to my chamber?
Go to System Settings → Scroll to Teammate Management → Locate the colleague's account link → Click Unlink Teammate to instantly revoke their chamber access.
❓ What can a client see vs. NOT see via a Client Portal link?
Clients visiting their tokenized link (`/portal?token=...`) can view: case stage, court forum, next hearing date, and public hearing notes. They CANNOT view advocate fee ledgers, private billing memos, internal dossier comments, or other clients' cases.
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