Law Management User Access
The Law Management access level can be configured from the Odoo user form. Administrators can assign one of three access levels - Officer, Manager or Administrator based on the user's responsibilities and required permissions within the Law Management module.
Area of Practice Configuration
Under Law Management > Configuration > Area of Practice, the law administrator can configure different areas of legal practice, such as Corporate Law, Civil Law, Property Law and Common Law.
Courts Configuration
Under Law Management > Configuration > Courts, the law administrator can configure different court types, such as Supreme Court, High Court and District Court.
Judges Configuration
Under Law Management > Configuration > Judges, the law administrator can configure and maintain judge records, such as James Davis, Andrew Miller and Emily Jackson. These judge records can be used to assign or track judges in relevant legal matters within Odoo.
Acts and Articles Configuration
Under Law Management > Configuration > Acts and Articles, the law administrator can create and maintain legal acts and articles with details such as the article name, type, reference number and description.
Victim Configuration
Under Law Management > Configuration > Victim, the law administrator can create and manage victim records.
Favor Configuration
Under Law Management > Configuration > Favor, the law administrator can create and manage favor records. These records can be maintained in Odoo and used to organize favor-related information for legal matters.
Opposite Party Configuration
Under Law Management > Configuration > Opposite Party, the law administrator can create and manage opposite party records.
Matter Category
Under Law Management > Matter > Matter Category, the law administrator can create and manage matter categories such as Criminal Matters, Family Law Matters and Labour Matters.
Matter Type
Under Law Management > Matter > Matter Type, the law administrator can create and manage different matter types and link them with the relevant Matter Category.
Client Request Menu
Under Law Management > Client Request > New Request, users can view existing client requests and create new requests. This menu helps the law team manage incoming client requests and track their current state and type of matter in Odoo.
Approve Client Request
Under Law Management > Client Request > Request For Approval, the law manager can review client request details, including the client information, address, matter type and matter description. After reviewing the request, the law manager can click “APPROVE” to approve the client request and move it to the next stage.
Lawyers
Under Law Management > Law Management > Lawyers, users can create and manage lawyer profiles in Odoo. To identify an employee as a lawyer, enable the “Is Lawyer?” option, then configure the Wage Per Trial, Wage Per Case, Wage Per Hour and assign the relevant Practice Area.
Matters
Under Law Management > Law Management > Matters, users can create and manage legal matters in Odoo. From a matter record, users can review the client, matter type, category, assigned lawyer, payment terms and matter status, then click “APPROVE” to move the matter forward.
Users can also manage related information from the matter record, including Description, Opposition, Evidence, Victims, Trials, Acts and Articles and Timesheets, keeping the key details of each legal matter organized in one place.
In Progress Matter
After a matter is approved, the user can click “IN PROGRESS” to move the matter to the In Progress stage. This allows the law team to continue working on the matter and manage related evidence, trials, invoices and other matter details from the same Odoo record.
Add Evidence
From the matter record, the user can click “ADD EVIDENCE” to add evidence related to the matter. Evidence can also be created and managed from Law Management > Law Management > Evidence, making it easier to keep important case evidence organized in Odoo.
Add Trial
From the matter record, the user can click “ADD TRIAL” to add a trial to the matter. Users can also create and manage trials from Law Management > Law Management > Trials, keeping trial details linked to the related matter in Odoo.
Create Invoice
From the matter record, the user can click “CREATE INVOICE” to create an invoice for the selected matter. This allows the law firm to generate and manage matter-related billing directly from the Odoo Law Management workflow.
Customer Document
Users can view the related documents and records linked to the customer of a matter.
