MD-Lawyers Management Directory for lawyers

1. MD-Lawyers Management Directory for lawyers -EmBusTech

2. ? • Why ? • What ? • How ?

3. Providing Features: An Overview • C.M Case Management • B & R Billing and Receipts • A.M Appointment Master • M.D Master Details • P & R Planner and Reminders • Q.D Quick Document • Tools Tools

4. Quick Overview To MD-Lawyers • Related Documents • User can add new documents specific to any case ,client,file. • User can modify and delete the existing documents. • User can search various documents based on the search criteria like File no,Client,Subject. • User can view the document both in preview as well as full screen mode. • Address Book • User can add the details of the company information, contact person,designation and other details of the clients. • User can modify,delete the details of existing client Notepad and Calculator User can open the notepad and calculator from the application itself. • Diary • User can browse the existing Information about the client. • User can modify,delete any existing information about client. • User can add information about any new client • Reminder • User is reminded of all the appointment that has not been checked. • There is a blinking text which displays which tells the user about the number of appointment not checked. • User can change the status of any appointment • User Setup • This screen allows the administrator to give/deny permission to access the menus. • The administrator can add new username; edit the existing user name and password. • This screen allows the user to change the password by entering existing username, password and new password. • Case Details • User can add details of a new case. • User can modify ,delete or change status of any existing case. • User can search the details of any case based on various search criteria like case no ,Case type,File no ,Client,Court etc. • User can view the Details of Last interim order and hearings using this module. Master Details User can give the name of courts, cases, subject, purposes etc to be used by this application User can modify,delete any existing details from the master • Appointments • User can note down the private appointments using this module for future references. • User can delete an existing appointment.

5. Getting Started:Master Details • Master Details • Before creating new case user have to enter all master details. • Master Details can be opened in two ways: • Go to Case Management click Master Details • Click on the icon displaying the computer image

6. Master `Details Master Details Clicking on courts will open the screen shown on left. This screen displays the existing master information, if present. User can add new details or delete an existing details. Removing Existing Court Information: Click on the court detail you want to delete. On clicking on the grid containing court detail, the contents of court are automatically displayed in the bottom grid Click ‘-‘: Record will be removed from the list. In the similar fashion, Details about the type of subject, purpose,Interim order,case and party can be added or deleted. Adding New Court Information: Enter Court Name and Code the same way as Session Court is written in the image on left + : Pressing this button, Information will stored information will be displayed in the grid .

7. Case Details • You can select this screen in three ways • Through Menu • Menu ‘Case Management’ • Click on ’Case Details….” • 2. Through Planner • Button ‘Case Details’ • 3. Through Tool Bar • Tool Bar. Click on image Add a new Case Detail Click on NEW Button Fill all the information required . Click on the button save to save the case details • To view or update the existing case details • Select the criteria on the basis of which you want to view the case details.The criteria could case no,court,advocate name,case type,client etc. • In the screen shown case no is selected. • Click on any case to view or update the details. Make all the changes you want to do After making all the changes Click Update button to update the case details.

8. Bills & Receipts To generate a new bill Click on the button new bill A new sub window will open up • Fill the date,Details and amount as shown in the picture • User can add remarks for reference in the future • Click button SAVE to save this bill • User can also print this bill to give to client using Generate Invoice button. • In the similar Fashion, Receipts can be generated • Click on the New Receipt Button . • A window will pop up as shown on the left hand side • Click on the Save Button to Save it and Generate Receipt Button to print it . • Select the criteria by which you want to generate a bill.You can select File no,Client,Subject. Here File no is selected. • Click on the + sign to view the various files/clients. • There are three ways to open this screen • Through Menu • Case ManagementClick on Billing and Receipts • 2. Through Case Details Screen. • Click the Button Bills and Receipts • 3. Through Tool bar • Click the image

9. Related Documents To Create a document,Click on create document Button. User can add an existing document by clicking the add button. When user clicks on the add button a new window will pop up To add a new document Click on image button in the sub window. Give the location where the file is stored. User can also add remarks about the document for the future references. Click close button.The sub window will disappear and the document will be displayed in the grid. • To view or update an existing document • Double Click on the file path in the grid • The document will get opened in a new window.This is a preview mode. • Again double click on this window,full document will be opened • User can view as well as modify the contents of the document. • There are three ways in which this screen can be opened. • Through Menu. • ‘Case Management’. Click on Related Document. • 2. Through Case Details Screen. • Click on Related Document Button in the Case Detail Screen • 3. Through Tool bar • Click on the image

10. Appointments This screen helps to fix appointment (With client/Private) Before Task Done Details: Date: Appointment fixing date Time: Appointment fixing time After Task Done Details: Date: Which date Appointment fixed. Time: What time Appointment fixed. Task Done Date: Actual task done date. Select Case number.Click ‘Appointments’ button.The appointment will be fixed with particular client. The case number will displayed on top of the border (ex: In picture “F0009”) Without selecting any case if you click ‘Appointments’ button then that appointment will be consider as a private appointment. The “Private” message will be displayed on top of the border.

11. Planner • This is one of the amazing tools in this product; this screen handles all the activities of appointment activities. • The screen shows all the unchecked appointments on the bottom left corner. • In the grid, the Appointments scheduled for today's date is shown. • There is a calendar provided on the screen for the ease of date handling. • There are three ways to open this screen • Through Menu • Go to Case Management-Planner • 2. Through Case Detail Screen • In case Detail Screen, Click on Planner button. • 3. Through Tool bar • Click on image

12. User Setup • User Setup • This screen allows the administrator to give/deny permission to access the menus,create username , change password. • 1 means yes and 0 means no.That is the fields having 1 will only be displayed to administrator created by user.

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