Choose an app page from the guide menu to see clear actions, practical tips, and an Arabic screenshot of the live screen.
Five steps help a new office prepare its data and begin daily work.
Set the office identity, locations, time zone, currencies, and the lookup lists used by the rest of the system.
Create lawyers, employees, job titles, and the access permissions needed by each role.
Add clients first, then create cases or consultations and connect them to the correct people and office records.
Use My Page, Calendar, Tasks, sessions, and team chat to coordinate follow-up work.
Store documents, run approvals, record financial activity, and use reports to review office performance.
The guide follows the same groups as the app sidebar and top navigation.
A daily overview of cases, clients, sessions, tasks, revenue, and recent office activity.
Start here to identify what needs attention today.
Open Dashboard from the sidebar.
Review the summary cards and upcoming work.
Check charts and recent records.
Use a quick action to open the item you want to handle.
A lawyer-focused view of assigned cases, consultations, sessions, tasks, and performance.
Review only the legal work assigned to you.
Open My Page.
Choose the required time period or filter.
Review assigned cases, sessions, and tasks.
Open any record that needs an update.
A calendar for case sessions, consultations, and assigned tasks.
Plan your day, week, or month and avoid missed appointments.
Open My Calendar.
Choose day, week, month, or year view.
Move to the required date.
Show or hide event types.
Select an event to review its details.
One board for case, consultation, and general office tasks.
Prioritize assigned work and keep task statuses current.
Open My Tasks.
Choose a task category.
Filter by assignee, status, or date.
Open a task and update its progress.
Export the filtered list when needed.
Create and maintain cases, parties, sessions, documents, procedures, judgments, tasks, and financial records.
Register a new case or continue work on an active case.
Open Cases and search before creating a duplicate.
Select Add Case.
Enter the case number, client, court, lawyer, type, status, priority, and dates.
Save the main record.
Open the case details or Edit page to manage its related tabs.
Save each tab after making changes.
A firm-wide list of sessions across all cases, ordered from newest to oldest.
Review or filter case sessions and open the related case for full details.
Open Sessions under Case Management.
Filter by lawyer, date range, court, or office.
Review the matching sessions.
Select Open Case to go directly to the Sessions tab of the associated case.
A separate list for archived legal cases that are no longer active.
Find an older case or restore it to active work.
Open Cases Archive.
Search by case number, client, court, or date.
Open the required archived record.
Restore or review it according to your permissions.
Manage legal consultations, responsible lawyers, clients, fees, documents, correspondence, and follow-up tasks.
Register legal work that is not yet managed as a case.
Open Legal Work & Consultations.
Search before adding a new record.
Select Add Consultation.
Enter the client, type, subject, lawyer, date, status, fee, and notes.
Save the main record.
Use its tabs for documents, correspondence, tasks, and costs.
Archived legal work and consultations kept for reference.
Review or restore completed or archived consultation records.
Open the consultations archive.
Apply search and status filters.
Open the required record.
Review its history or restore it when allowed.
Register office correspondence and link it to a case or consultation with its attachments.
Track an official letter, email, notice, or delivered document.
Open Incoming & Outgoing.
Select Add.
Choose incoming or outgoing and enter number, date, subject, and party.
Link a case or consultation when relevant.
Attach the file and save.
Use search to edit or download it later.
Maintain client identity, contacts, addresses, legal work, documents, and account activity.
Add a client or review everything connected to an existing client.
Open Clients and search for the person or company.
Select Add Client if no record exists.
Enter identity, contact, address, and classification data.
Save the client.
Open View to review linked cases, consultations, documents, and financial activity.
Use Edit when the client information changes.
Manage lawyer profiles used for assignments, sessions, tasks, and reporting.
Add a lawyer or update professional and contact information.
Open Lawyers.
Search before adding a record.
Select Add Lawyer.
Enter account, professional, contact, and office data.
Save and confirm the lawyer appears in assignment lists.
Use Edit for later changes.
Maintain the courts directory used when registering cases and sessions.
Add or correct a court before selecting it in legal work.
Open Courts.
Search by court name or type.
Select Add Court.
Enter the Arabic and English names, type, location, and contact details.
Save, then edit the record when information changes.
Create manual approval or electronic-signature workflows and monitor every participant.
A document must be reviewed or signed in an ordered workflow.
Open Document Approvals.
Choose manual approval or electronic signature.
Upload the document.
Add participants in the required order.
Review the workflow details and start it.
Monitor status and download the final document when complete.
Manage employee accounts, jobs, compensation, contact details, and employment status.
Onboard an employee or update employment details.
Open Employees and search existing records.
Select Add Employee.
Enter account, personal, job, office, and compensation data.
Save the employee.
Open the employee details to review related HR information.
Use Edit for changes.
The list of job titles available for employee records.
Add a new role name or correct an existing title.
Open Job Titles.
Search for the title.
Select Add if it does not exist.
Enter Arabic and English names.
Save or edit the title.
Record compensation adjustments that affect an employee’s salary period.
Add a reward, deduction, allowance, or salary adjustment.
Open Salaries, Rewards & Deductions.
Choose the employee and period.
Select the adjustment type.
Enter the amount, date, and reason.
Save and review it before salary registration.
Prepare and review employee salary records by payroll period.
Calculate, confirm, or review payroll for a month.
Open Salary Register.
Select the payroll month and office.
Generate or load salary rows.
Review base salary and all adjustments.
Confirm the final amounts and save.
Submit and track employee vacation requests and approval status.
Request leave or review your submitted requests.
Open Vacations.
Select New Request.
Choose leave type and start/end dates.
Add the reason and any attachment.
Submit and monitor the approval status.
Review vacation requests that require tenant-admin approval.
Approve or reject pending employee leave requests.
Open My Approvals from the profile menu.
Review pending requests and their dates.
Open a request for full details.
Approve or reject it and add a note when needed.
Record regular and recurring office expense payments and review totals by period.
Pay or review an office expense.
Open Office Expenses.
Choose month, year, and office.
Select Record Payment.
Enter date, category, payee, treasury, amount, and notes.
Save and verify the totals.
Export the filtered report when needed.
Manage cash and bank treasuries, balances, deposits, withdrawals, and transfers.
Create a treasury or record movement between office funds.
Open Treasuries.
Select or create a treasury.
Review its current balance and entries.
Choose deposit, withdrawal, or transfer.
Enter amount, date, reference, and notes.
Save and verify the resulting balance.
Choose the base currency and configure additional currencies and exchange rates.
The office records financial activity in more than one currency.
Open Currencies.
Confirm the base reporting currency.
Enable required additional currencies.
Choose manual or global rates.
Enter or refresh exchange rates.
Save the configuration.
Analyze office expenses for a selected period, office, category, or currency.
Compare costs or prepare an expense report.
Open Office Expenses by Period.
Set the start and end dates.
Apply office, category, and currency filters.
Review totals and detailed rows.
Print or export the result.
Review client balances, revenues, payments, costs, and account statements.
Check what a client has paid or still owes.
Open Client Accounts.
Search for the client.
Review balance and summary values.
Open the account details.
Filter transactions by date or type.
Print or export the statement.
Compare case revenues and costs to understand profitability.
Evaluate the financial result of one or more cases.
Open Case Profits.
Choose date, client, lawyer, status, or office filters.
Review revenue, cost, and profit columns.
Open a case when details need investigation.
Export the result for review.
A consolidated view of office revenues, expenses, and net profit.
Review overall financial performance for a period.
Open Net Profit.
Select the reporting period, office, and currency.
Review revenue and expense totals.
Inspect the trend and detailed breakdown.
Export the report when needed.
Organize general office files in folders and subfolders.
Store a document that is not kept inside a specific case or consultation.
Open Documents & Archive.
Select the target folder.
Create a folder when needed.
Choose Upload File and select the document.
Enter its details and save.
Use Open, Edit, Move, or Delete to maintain the archive.
Upload Word templates, fill placeholders, preview, and generate finished documents.
Create a repeated contract or legal document from standard wording.
Open Contracts & Templates.
Upload a Word template or select an existing one.
Review its detected placeholders.
Choose Generate Document.
Fill client, case, date, and office values.
Preview and generate the final file.
The starting page for case, consultation, task, and financial reports.
Choose the report that answers your management question.
Open Reports.
Choose a report card.
Apply the available filters.
Review the generated results.
Print or export when ready.
Filtered and printable reporting for legal cases.
Prepare a case summary for management or follow-up.
Open Reports, then Case Reports.
Filter by date, client, lawyer, court, type, or status.
Generate the report.
Review totals and rows.
Print or export PDF.
Filtered reporting for consultations, fees, and payment status.
Review consultation activity or payment follow-up.
Open Reports, then Consultation Reports.
Filter by date, client, lawyer, type, status, or payment.
Generate the report.
Review the results.
Export the required format.
Analyze pending, completed, cancelled, and overdue work.
Review workload, progress, or overdue assignments.
Open Reports, then Task Reports.
Choose task type and date range.
Filter by assignee and status.
Generate and review the report.
Export or print it.
Configure the office name, logo, contact details, and public identity.
Set up the office or update its branding and contact information.
Open Settings, then Office Identity.
Enter Arabic and English names.
Add address and contact details.
Upload or replace the logo.
Review the preview and save.
Manage the main office and branch records used throughout the system.
Add a branch or update an office address and contact details.
Open Settings, then Offices.
Search existing offices.
Select Add Office.
Enter names, address, contacts, and status.
Save or edit the office.
Maintain country values used in addresses and lookup fields.
Add a country that is missing from a form.
Open Settings, then Countries.
Search for the country.
Select Add if missing.
Enter Arabic and English names and code.
Save or edit the value.
Maintain city values and connect them to the correct country.
Add a city that is missing from an address form.
Open Settings, then Cities.
Choose or search the country.
Search for the city.
Add Arabic and English names if missing.
Save or edit the city.
Define the legal roles used for clients, opponents, and other case parties.
A required party role is missing while editing a case.
Open Settings, then Legal Capacities.
Search for the role.
Select Add if missing.
Enter Arabic and English names.
Save or edit the role.
Define the categories available when registering legal cases.
Add or correct a case classification.
Open Settings, then Case Types.
Search existing types.
Select Add.
Enter Arabic and English names and required details.
Save or edit the type.
Define execution action types used when following judgments and enforcement.
A required enforcement action is missing from a case.
Open Settings, then Execution Procedures.
Search existing procedures.
Select Add.
Enter Arabic and English names.
Save or update the procedure.
Define categories used for legal work and consultation records.
Add a consultation category needed by the office.
Open Settings, then Consultation Types.
Search existing types.
Select Add.
Enter Arabic and English names.
Save or edit the type.
Set the time zone used for dates, sessions, reminders, and notifications.
Set up the office or correct displayed appointment times.
Open Settings, then Time Zone.
Search for the office region.
Select the correct time zone.
Review the current local time preview.
Save.
Configure when reminders are sent for sessions, tasks, and other events.
Change how early users are reminded about work.
Open Settings, then Notification Schedule.
Choose an event type.
Enable or disable its reminder.
Set the lead time and delivery options.
Save the rule.
Review important user actions and changes made inside the office account.
Investigate who changed a record and when.
Open Settings, then Audit Logs.
Select a date range.
Filter by user, action, or entity.
Open an entry for full details.
Export filtered results when required.
Control which team members can view sensitive revenue, cost, and profit information.
Grant or remove financial visibility for a staff member.
Open Settings, then Financial Permissions.
Find the lawyer or employee.
Review the available financial access switches.
Enable only the required permissions.
Save and ask the user to refresh their session.
Manage the office public website content, services, branding, and published information.
Update what visitors see on the office website.
Open Website CMS.
Choose the content area to update.
Edit bilingual text, images, services, or contact information.
Preview the result.
Save and publish the changes.
Exchange direct messages with lawyers and employees inside the office.
Coordinate office work without leaving SmartLawyer.
Open Team Chat.
Search for a team member.
Open or start the conversation.
Type the message and add an attachment when needed.
Send and monitor delivery or unread status.
An AI assistant panel for drafting, summarizing, and exploring legal-office questions.
You need a starting draft or a quick explanation that you will review.
Select ALMostahsr AI from the navbar or sidebar.
Describe the task and include necessary context.
Review the answer carefully.
Ask a follow-up question or copy the useful result.
Verify legal content before using it.
Review appointment requests submitted through the office public website.
Confirm, update, or follow up a visitor reservation.
Open Online Reservations from the navbar.
Filter or open an unread request.
Review visitor, service, date, and message details.
Update the reservation status.
Contact the visitor or add follow-up details.
Create and follow conversations with the SmartLawyer support team.
Report a technical issue or request product assistance.
Open Support from the navbar.
Search existing tickets before creating another.
Select New Ticket.
Enter a clear subject, description, priority, and attachments.
Submit the ticket.
Open it later to read or send replies.
Update your personal name, contact information, and profile image.
Your own account details or picture need changing.
Open the profile menu, then Profile.
Review your personal and contact data.
Change the required fields.
Upload or replace the profile image.
Save and verify the navbar information.
Review the office subscription, enabled features, usage limits, and renewal information.
Check plan access or prepare for subscription renewal.
Open the profile menu, then My Plan.
Review plan name and status.
Check enabled features and current usage.
Review expiry and renewal information.
Use the available action if a plan change is needed.
Replace your current password with a new secure password.
Update your password regularly or after a security concern.
Open the profile menu, then Change Password.
Enter the current password.
Enter and confirm the new password.
Submit the change.
Sign in again if the session is ended.
