Client App Module Documentation

Introduction

The Client App Module is used by law firms to manage and communicate with their clients through a dedicated client portal. This module enables lawyers to maintain client communication, share newsletters, showcase expertise, and manage lawyer profiles that clients can access through their separate mobile app and web portal. All pages in this module can be found in the left menu under the "Client App" section and directly impact what clients see and access in their dedicated client interface.

Accessing Client App Module

1. Navigate to Client App from the left side menu
2. Select the desired page from the submenu options

Managing Client App Pages

The Client App module consists of four main management pages that control different aspects of the client portal experience: Lawyer Expertise, External Lawyers, Newsletter, and Messages.

Lawyer Expertise

Introduction

Lawyer Expertise is used to manage the expertise categories that can be assigned to lawyers and displayed in the client portal. These expertise areas help clients understand the specializations and capabilities of the law firm's legal professionals.

Accessing Lawyer Expertise

1. Navigate to Client App from the left side menu
2. Click on Lawyer Expertise from the submenu options

Managing Existing Lawyer Expertise

The Lawyer Expertise page displays all expertise categories in a table with:

• Expertise name (English and Arabic)
• Action dropdown with Edit and Delete options

You can:

• Add new expertise by clicking the Plus (+) button in the top right corner
• Search across all columns to find specific expertise
• Edit an expertise by clicking the Edit option in the action dropdown
• Delete an expertise by clicking the Delete option in the action dropdown

Existing lawyer expertise grid

Adding a New Lawyer Expertise

1. On the Lawyer Expertise page, click the Plus (+) button in the top right corner
2. In the form, enter:
   • Expertise (English): Enter the expertise name in English
   • Expertise (Arabic): Enter the expertise name in Arabic
3. Click Submit to create the new expertise

Form showing expertise creation

Lawyers

Introduction

Lawyers is used to manage lawyer profiles that are displayed to clients in the client portal. This module allows administrators to showcase the law firm's legal team with comprehensive professional information, expertise areas, and contact details that clients can view through their portal interface.

Accessing Lawyers

1. Navigate to Client App from the left side menu
2. Click on Lawyers from the submenu options

Managing Existing External Lawyers

The External Lawyers page displays all lawyers in a table with:

• Profile picture thumbnail
• Lawyer name with status indicator
• Role/position
• Expertise areas (comma-separated)
• Mobile number
• Email address
• Gender
• Priority ranking
• Action dropdown with Edit and Delete options

You can:

• Add new lawyers by clicking the Plus (+) button in the top right corner
• Search across all columns to find specific lawyers
• Edit a lawyer by clicking the Edit option in the action dropdown
• Delete a lawyer by clicking the Delete option in the action dropdown

External lawyers grid view

Adding a New External Lawyer

1. On the External Lawyers page, click the Plus (+) button in the top right corner
2. In the form, configure the following sections:

Basic Information

• Name (English): Enter the lawyer name in English
• Name (Arabic): Enter the lawyer name in Arabic
• Role (English): Enter the lawyer's position or title in English
• Role (Arabic): Enter the lawyer's role in Arabic

Contact Details

• Mobile: Enter the mobile number
• Email: Enter the email address
• Gender: Select Male or Female using radio buttons

Professional Details

• Expertise: Select multiple expertise areas from available options
• Priority: Enter numeric value to determine display order in client portal

Description

• Description (English): Enter detailed description in English using rich text editor
• Description (Arabic): Enter detailed description in Arabic using rich text editor

Profile Image

• Choose File: Upload lawyer profile picture for client portal display
  • Supported formats: .gif, .png, .jpg, .jpeg, .jp2

Status Configuration

• Active: Toggle button set to "Active" (default) or "Inactive"

3. Click Submit to create the new lawyer profile

Form showing lawyer edit with comprehensive fields including rich text editors and file upload

Reference:

• Expertise field references the Lawyer Expertise Master

Newsletter

Introduction

Newsletter is used to manage newsletter content that is published to the client portal. This module allows law firms to share updates, legal insights, and firm announcements with their clients through professionally formatted newsletter articles with rich content and imagery.

Accessing Newsletter

1. Navigate to Client App from the left side menu
2. Click on Newsletter from the submenu options

Managing Existing Newsletters

The Newsletter page displays all newsletters in a table with:

• Header image thumbnail
• Heading (English and Arabic)
• Publication date
• Reading duration in minutes
• Action dropdown with Edit and Delete options

You can:

• Add new newsletters by clicking the Plus (+) button in the top right corner
• Search across all columns to find specific newsletters
• Edit a newsletter by clicking the Edit option in the action dropdown
• Delete a newsletter by clicking the Delete option in the action dropdown

Newsletter grid view

Adding a New Newsletter

1. On the Newsletter page, click the Plus (+) button in the top right corner
2. In the form, configure the following sections:

Header Information

• Heading (English): Enter the newsletter title in English
• Heading (Arabic): Enter the newsletter title in Arabic
• Date: Select the publication date using the date picker
• Duration: Enter estimated reading time in minutes

Content

• Body (English): Enter the full newsletter content in English using rich text editor
• Body (Arabic): Enter the full newsletter content in Arabic using rich text editor

Header Image

• Choose File: Upload header image for the newsletter

Status Configuration

• Active: Toggle button set to "Active" (default) or "Inactive"

3. Click Submit to create the new newsletter

Newsletter creation form with rich text editors for bilingual content and header image upload

Messages

Introduction

Messages is used to manage communication threads between law firm lawyers and their clients. This module enables secure messaging through the client portal, allowing lawyers to maintain professional communication with clients regarding their cases, projects, and general inquiries.

Accessing Messages

1. Navigate to Client App from the left side menu
2. Click on Messages from the submenu options

Managing Client Communications

The Messages page displays all communication threads in a table with:

• Client name
• Related entity (Case/Project)
• Case number or project number (clickable links)
• Client user name
• Unread message count
• Last communication date
• Last communication sender
• Thread owner (responsible lawyer)
• Archive status
• Action dropdown with Open Chat and Archive/Restore options

Filtering Communications

The page includes comprehensive filtering options:

• Client: Filter by specific client
• Related To: Filter by Case or Project
• Case/Project: Filter by specific case or project
• Client User: Filter by specific client user
• Thread Owner: Filter by responsible lawyer
• Show Unread Messages Only: Checkbox to display only threads with unread messages
• Show Archived Only: Checkbox to display only archived conversations
• Sort By: Multiple sorting options including client name, communication date, and unread count

Messages gridview with filtering options and communication thread management

Creating New Communication

1. On the Messages page, click the Plus (+) button in the top right corner to create new chat
2. In the modal form, configure:

Communication Type

• Select between Cases or Projects using radio buttons

Client and Matter Selection

• Client: Select the client from the dropdown
• Case/Project: Select the related case or project based on the selected type

Recipients and Priority

• Client User: Select the client user who will receive the message
• Priority: Select Low, Medium, or High priority level

Message Content

• Message: Enter the message content in the text area
• Choose File: Upload files if needed (multiple files supported)

3. Click Create to send the message and establish the communication thread

Modal form showing communication creation with type selection, client details, and message content

Reference:

• Client field references the Client Master
• Case field references the Case Master
• Project field references the Project Master
• Thread Owner field references the User Master