Daftra for Law Firms

See how a law firm or legal consultancy runs its work in Daftra: clients, cases, appointments, invoices, the client portal and reports.

Duration: 58 minutes; Video content
Instructors: Daftra Academy; Daftra Education Team

About this course

This course shows how Daftra is used to manage a law firm or legal consultancy, through a detailed recorded session and a short summary of it.

The sessions cover:

Multiple branches, users and lawyers with their own permissions, and multiple "Treasuries", payment methods and online payment gateways.
Adding clients, assigning a responsible lawyer to each, and archiving files and notes at client level.
Client appointments, automatic send rules for appointment reminders, and email and SMS messages.
Creating a file for each case with its details and documents.
Issuing e-invoices, setting their statuses and sharing them with the client.
The client portal and what clients can see there, and reports including profit per case.

You can start with the summary for a quick picture, then return to the detailed session to follow each step.

What you will learn

Understand which parts of Daftra a law firm uses
Add clients and assign a responsible lawyer to a client or a group of clients
Archive documents, notes and attachments in a client's file
Create a file for each case with its number, court details and responsible lawyer
Set up automatic appointment reminders for clients with a send rule
Issue e-invoices, set their statuses and share them with clients
Preview the client portal and read case and accounting reports

Who this is for

Owners of law firms and legal consultancies
Lawyers and administrative staff
Accountants handling the firm's invoicing and collections

Before you start

An active Daftra account
A basic understanding of how a law firm's work is organised

Course content

2 lessons • 58 minutes

1Course lessons2 lessons • 58 minutes
- Managing a law firm in Daftra: full walkthrough48 minutes
- Daftra for law firms: summary10 minutes

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FAQ

What language are the videos in? Are translations available?

The videos are in Arabic. Every lesson has an English transcript and English captions.

Should I start with the detailed session or the summary?

The summary (about 9 minutes) gives a quick picture of the system. The detailed session (about 48 minutes) walks through setup, cases, invoices and the client portal step by step.

Can clients follow their own cases?

Yes. A client signs in with their email and password to see their cases, invoices, appointments, account statement, notes and attachments. You can preview what they see with the "Login as Client" option.

How do I remind a client about a hearing?

Create an automatic send rule that sends the reminder on the day of the appointment or a set period before it, as shown in the detailed session.