Services Documentation
Services Services are used to manage service data throughout the system for Legal Service Requests (LSR) creation and processing. Each service belongs to a category and contains comprehensive details including requirements, fees, and optional lawyer assignments. Services define the specific legal offerings that clients can request and help standardize service delivery systematically across the platform.
Accessing Services
- Navigate to the Settings section by clicking the settings icon in the header bar on the left side.
- Under the LSR section, click on Services
Navigating to Services in Settings
Managing Existing Services The Services page displays all services in a table with:
- Service name (English and Arabic)
- Service category
- Description
- Requirements
- Fee description and amount
- Selected user (if any)
- Status
- Action buttons (Edit and Copy Link)
You can:
- Add new services by clicking the Plus (+) button in the top right corner
- Search across all columns to find specific services
- Edit a service by clicking the edit button in the action column
- Copy Link to generate a direct URL for the service that can be shared externally. When clicked, it opens the LSR creation page with this service pre-selected
- Change status by editing and updating the active toggle
Existing Services Grid View
Adding a New Service
- On the Services page, click the Plus (+) button in the top right corner
- In the popup form, configure the following sections:
Basic Information
- Service Category: Select the service category from the dropdown using single selection
- Service Name (English): Enter the service name in English
- Service Name (Arabic): Enter the service name in Arabic
- Service Description (English): Enter a detailed description of the service in English
- Service Description (Arabic): Enter the detailed description in Arabic
Requirements (collapsible fieldset) This section allows you to add multiple requirements for the service:
- Requirement (English): Enter the requirement text in English
- Requirement (Arabic): Enter the requirement text in Arabic
- Click Add to include the requirement in the service
- You can add multiple requirements which will be displayed in a list format
- Use the edit icon to modify existing requirements
- Use the delete icon to remove requirements from the list
Fees (collapsible fieldset) This section allows you to add multiple fee structures for the service:
- Fees Description (English): Enter the fee description in English
- Fees Description (Arabic): Enter the fee description in Arabic
- Fees Amount: Enter the fee amount in numeric format
- Click Add to include the fee in the service
- You can add multiple fees which will be displayed in a table format
- Use the edit icon to modify existing fees
- Use the delete icon to remove fees from the list
Assignment
- Select the Lawyer: Optional dropdown to pre-select a lawyer for automatic assignment, This dropdown shows only active users with the lawyer role
- If a lawyer is selected, all Legal Service Requests (LSRs) for this service will be automatically assigned to the chosen lawyer
- This field is optional and can be left unselected for manual assignment during LSR processing
Status
- Active: Toggle button set to "Active" (default) or "Inactive"
- Click Save to create the new service
Adding a new Service with requirements and fees configuration
Reference:
- Service Category field references the Service Categories Master
- User field references User Master
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