Overview

Advocate SaaS is a comprehensive multi-tenant legal practice management platform designed to streamline law firm operations through integrated case management, client relations, and business administration tools. The system features complete case lifecycle management, client management with multi-currency billing support, document management with version control and permission-based access, time tracking with billable hour calculations, and invoice generation with 30+ payment gateway integrations, including cryptocurrency support. Core modules include court and hearing management, task workflow automation, legal research project tracking with citation management, compliance monitoring with CLE tracking and professional license management, expense tracking with categorization, Email templates and comprehensive reporting dashboards. The platform supports role-based permissions, multi-language localization across 15+ languages, AI integration for document analysis and legal research assistance, media library management with cloud storage integration, and advanced features like user impersonation, referral systems, subscription management with coupon support, making it suitable for solo practitioners, small to large law firms, and legal departments seeking to digitize their practice management workflows.

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Demo

Url : Demo Link
Login as SuperAdmin : superadmin@example.com / password
Login as Company : company@example.com / password
Login as Client : michael_brown_2@example.com / password
Login as Team Member : linda_davis_2@example.com / password

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What to Expect from Advocate SaaS – Legal Practice Management

Comprehensive multi-role dashboard with tailored views for Super Admin, Company Admin, Team Members, and Clients
Advanced role-based permissions system with granular access controls
Complete case lifecycle management with timeline tracking
Multi-document upload to cases with document sub-types and version control
Court and hearing management with scheduling, notifications, and judge information
Comprehensive client management with auto-generated client IDs and multi-currency billing
Intelligent time tracking with automated time entry ID generation and multiple billing rate types (Hourly, Fixed, Contingency)
Advanced invoicing system with auto-generated invoice numbers and multi-currency support
Secure payment processing with 30+ payment gateways, including Bank Transfer, Stripe, PayPal, Mercado Pago, Razorpay, Paystack, Paytabs, Flutterwave, Skrill, Coingate, ToyyibPay, Payfast, Tap, and Xendit
Online bill payment through secure payment links with multiple payment options
Comprehensive expense management with categorization and fee structure management
Tax calculation and application with configurable tax rates per client
Task management with status tracking and team productivity monitoring
Calendar integration with scheduling capabilities and hearing management
Legal research management with knowledge base, and legal precedent database
Document management system with version control, permission-based access, and collaboration features
Professional license management with expiration alerts and CLE tracking
Compliance monitoring with regulatory body tracking and risk assessment
Communication system with internal messaging capabilities
Plan management with subscription tiers, storage limits, and automated plan requests
Multi-tenant SaaS architecture with complete tenant isolation
User management with password reset capabilities by Admin or Company
Email verification security with enable/disable options
User registration module control by Admin
Integration with cloud data storage: Local, AWS S3, Wasabi
SEO optimization with meta keywords and descriptions
Cookie consent feature for enhanced user experience
Multi-currency support with configurable currency settings
Multi-language support (15+ languages), including Arabic, Danish, German, Spanish, French, Italian, Japanese, Dutch, Polish, Russian, Portuguese, English, Chinese, Turkish, Hebrew, and Portuguese settings, including RTL on/off, primary color, sidebar style, and layout options
Multi-theme color options, including dark mode and transparent layouts
AI integration with multiple OpenAI models
Media library management with cloud storage integration
Email template customization for automated communications
Newsletter subscription management and landing page customization
Contact Functionality: Easily capture and track visitor inquiries for superadmin review.
Cookie Consent functionality: Display cookie popups and record user consent for compliance.
Referral system with tracking and coupon management
Comprehensive analytics and reporting with financial performance metrics
User impersonation feature for support purposes
Advanced security with data encryption and comprehensive audit logging
Responsive design with intuitive user interface optimized for all devices
Real-time advanced search filtering capabilities
Built with Laravel 12 for modern, scalable architecture

Salient Features of Advocate SaaS – Legal Practice Management

Multi-Tenant SaaS Architecture with Plan Management

Advocate SaaS features a robust multi-tenant architecture where Super Admin can create and manage subscription plans with customizable pricing, duration, and storage limits. Companies can request plans, and payments are processed through 30+ integrated payment gateways. Plans automatically manage access and features based on subscription status, with automatic renewal notifications and plan expiry management.

Customizable Theme and options

Fully branded product with white-label customization options including custom logos, company names, color schemes, and layout preferences. Features multiple theme color options, including dark mode, RTL support, and customizable sidebar styles for enhanced user experience.

Multi-Language and Localization Support

Support for 15+ languages, including Arabic, Danish, German, Spanish, French, Italian, Japanese, Dutch, Polish, Russian, Portuguese, English, Chinese, Turkish, Hebrew, and Portuguese (BR), with RTL (right-to-left) capability for Arabic and Hebrew languages.

Cloud Storage Integration

Secure cloud data storage integration with local and AWS S3 support for document storage, backup, and archiving. The system ensures data security, scalability, and reliable access to legal documents and case files.

AI Integration for Enhanced Productivity

Advanced AI integration with multiple OpenAI models for document analysis, legal research assistance, intelligent document processing, and automated content generation. The AI system helps streamline legal workflows and enhances decision-making capabilities.

Comprehensive Multi-Role Dashboard System

Advocate SaaS provides tailored dashboards for different user roles, including Super Admin, Company Admin, Team Members, and Clients. Each dashboard displays role-specific metrics, analytics, and quick actions. The dashboard features real-time data visualization, including case statistics, recent activities, financial summaries, and productivity metrics with interactive charts and progress indicators.

Advanced Role-Based Permission System

Sophisticated role and permission management allowing granular control over user access. Create custom roles with specific permissions for different modules, manage team member access levels, and implement company-specific security policies. The system supports user impersonation for support purposes and maintains detailed audit logs of all user activities.

Advanced Case Management with Journey Tracking

The case management system provides complete lifecycle tracking, timeline management, and milestone monitoring. Features include multi-document upload with sub-types, case team member assignment, priority management, opposing party tracking, court assignment, and comprehensive case journey documentation. Each case maintains detailed history, status updates, and associated documents with version control.

Court and Hearing Management

Comprehensive court management with judge information management, hearing scheduling, and hearing type classification. The system manages court details and hearing reminders and integrates with the calendar system for efficient scheduling and conflict management.

Intelligent Client Management System

Comprehensive client management with auto-generated client IDs, detailed client profiles, multi-currency billing support, and client type categorization. The system manages client documents, billing information, and tax configurations and maintains complete client interaction history. Clients have dedicated portals to view their cases, documents, and billing information.

Professional Time Tracking and Billing

Intelligent time tracking system, multiple billing rate types (hourly, fixed, contingency), real-time billable hour calculations, and automatic rate assignment based on user-client relationships. Features include time entry approval workflows, unbilled time tracking, and comprehensive time analytics for productivity monitoring.

Advanced Invoicing and Payment Processing

Robust invoicing system with auto-generated invoice numbers, multi-currency support, item management, tax calculations, and payment tracking. Secure payment processing through 30+ payment gateways, including cryptocurrency support.

Task and Workflow Automation

Advanced task management with status tracking, workflow automation, task type categorization, priority management, and team productivity monitoring. Features include task assignment, deadline tracking, comment collaboration, and automated workflow triggers for repetitive processes.

Legal Research and Knowledge Management

Comprehensive legal research system with research project organization, reference tracking, knowledge article management, legal precedent, and research source categorization. The system includes AI-powered research assistance and collaborative note-taking tools for enhanced legal research capabilities.

Document Management with Version Control

Sophisticated document management system with version control, permission-based access, document categorization and tagging, collaboration features, and workflow automation. Features include document comments, approval workflows, secure file storage with cloud integration, and advanced search capabilities.

Compliance and Regulatory Management

Comprehensive compliance monitoring with professional license management, CLE tracking, regulatory body monitoring, risk assessment and categorization, audit trail management, and deadline monitoring with overdue alerts. The system ensures legal professionals maintain compliance with professional requirements.

Communication and Collaboration System

Internal communication system with messaging capabilities, real-time notifications, and collaboration tools. Features include case-specific communications, document sharing, and team collaboration features to enhance productivity and coordination.

Media Library Management

Centralized media library system for managing all digital assets, including images, documents, videos, and other file types. Features include file organization with folders and categories, bulk upload capabilities, file preview, search and filtering options, file sharing controls, and integration with cloud storage providers. The media library supports various file formats and provides easy access across all modules for seamless asset management.

SEO and Marketing Features

Built-in SEO optimization with meta keywords and descriptions, landing page customization, newsletter subscription management, and a referral system with tracking capabilities. Features include customizable landing pages and marketing tools for law firm promotion.

Financial Management and Analytics

Advanced financial management with expense tracking, fee structure management, billing rate configuration, payment processing, and comprehensive financial reporting. The system provides detailed analytics, profit/loss tracking, and financial performance metrics with customizable reports.

Advanced Security and Audit Features

Comprehensive security system with data encryption, secure authentication, audit logging, and compliance tracking. Features include user activity monitoring, security alerts, and detailed audit trails for regulatory compliance and data protection.

Email Template & Notification Setting

Enhance communication with customizable email templates and automated notifications for key business modules. When a company enables email notifications, the system automatically sends updates for events such as Team Member Created, Invoice Created, Client Created, Case Created, Hearing Created, Judge Created, Court Created, Invoice Send, Task Created, License Created, CLE Record Created,Regulatory Body Created. Design and personalize templates with your brand style, ensuring clear, consistent, and professional communication across your organization. Monitor and analyze user login activity with detailed tracking for both company and superadmin dashboards. The system records every login event in the database, capturing essential information such as User, IP Address, Location, Device, Role, and Time. Superadmins can view login activity across all companies, while company admins can track the activity of their own users. This functionality provides enhanced security, transparency, and insights into user behavior, helping organizations stay informed and manage access efficiently.

Contact Management

Capture and manage visitor inquiries efficiently with the Contact feature. When a user submits their details including Name, Email, Subject, and Message from the landing page, all submissions are recorded and accessible to the superadmin. Each entry includes the Received At timestamp, allowing administrators to track and respond to inquiries promptly, ensuring effective communication with potential leads and clients.

Newsletter Subscription

Grow your audience with an easy-to-use Newsletter Subscription feature. When users enter their Email on the landing page and click subscribe, the information is securely recorded and displayed for the superadmin. Each subscription includes the Subscribed At timestamp, enabling efficient management of your subscriber list and seamless communication with your audience. Ensure compliance and transparency with the Cookie Consent feature. When enabled by the superadmin, a cookie accept popup is displayed across the landing page, authentication pages, company dashboard, and superadmin dashboard. When users Accept Cookie, their consent is securely recorded, and all details are saved into a .csv file for auditing and tracking purposes. This functionality helps organizations manage user consent efficiently while maintaining privacy compliance

Changelog

Here you can see what updates came out and did we brought new to the version.
View Changelog

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Support

Please send support request here for any issues, questions or suggestions. To save time and get quick feedback, please do not ask for support in the comments section.

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