FIRM MANAGEMENT

Bring Your Firm
Together.

Manage your team, control access, streamline approvals, and keep your firm’s work organized in one secure place.

Get Started
Role-Based AccessReview & Approval OversightCentralized Team Directory
Chambers of Senior Advocate S. K. Mehta & Partners
18 Active Members
RA
Radhika AgarwalSenior Partner
Commercial Disputes & Arbitration Lead
Matter LeadPleadings OversightTeam Reassignment
PRACTICE CHALLENGES

Your Firm Has People, Matters, and Responsibilities. Keep Them Organized.

As a firm grows, managing who can access what, who is responsible for a matter, and who needs to review important work can become difficult. Firm Management gives your team a clearer way to manage roles, responsibilities, access, and oversight.

01

Growing Teams

Keep lawyers, associates, clerks, interns, and administrative staff organized.

02

Sensitive Information

Control access to important client and matter information.

03

Review & Approval

Keep senior lawyers involved where review and approval are needed.

04

Firm Visibility

Understand team activity and responsibilities across the practice.

CORE VALUE

Designed for the Way Modern Law Firms Work

Give your team the freedom to work while keeping responsibilities, access, and oversight clear.

Organized Team Structure

Map partners, senior advocates, associates, clerks, and support staff to clear organizational hierarchies.

Precise Access Control

Protect confidential client files, sensitive matter evidence, and financial billing records with appropriate permissions.

Structured Review & Approvals

Ensure court drafts, key filings, and fee quotes undergo senior review before external dispatch or submission.

Practice-Wide Oversight

Keep senior leadership informed of workload distribution, matter responsibilities, and key operational milestones.

ROLE CONFIGURATION

Manage Your Team, Your Way

Set up your team around the way your firm actually works. Give different members the access and responsibilities appropriate to their role.

Firm Leadership

Managing Partners

Practice-wide oversight, financial approvals, fee structures, and partner assignments.

Senior Advocacy

Senior Counsel

Lead strategist on key matters, final pleadings review, and hearing appearances.

Case Execution

Associates & Advocates

Drafting petitions, managing assigned matter timelines, client interactions, and legal research.

Research & Preparation

Paralegals & Interns

Case law discovery, brief preparation, note compilation, and preliminary draft assistance.

Registry & Filing

Legal Clerks

Registry filings, physical document service, cause list verification, and court filing coordination.

Operations

Finance & Billing Teams

Invoice generation, fee tracking, client billing statements, and retainer management.

CONFIDENTIALITY & PRIVILEGE

Keep Sensitive Work in the Right Hands

Control what different members of your firm can access, helping protect confidential client, case, and financial information.

Tailored Access

Ensure team members only view and work on the matters, documents, and tools relevant to their specific legal responsibilities.

Sensitive Matter Protection

Restrict high-stakes litigation, sensitive commercial arbitrations, or confidential advisory briefs to designated senior teams.

Client Confidentiality

Maintain distinct confidentiality boundaries between competing client files, specialized practice groups, and external co-counsel.

Clear Responsibility

Define who drafts, who reviews, who approves, and who files with unambiguous role clarity across every stage of a matter.

Matter Access ControlsMatter #2023-ARB-084 (Confidential Dispute)
Restricted Team
Team MemberRoleMatter Access Level
SM
S. K. Mehta (Lead)
Senior PartnerFull Access & Approvals
AK
Arjun Kapoor
Senior AssociateDraft & Research
RS
Ramesh Singh
Head ClerkFiling & Registry Only
General Practice Team
Other MembersNo Access
MODULAR PERMISSIONS

Set Access Around Your Firm’s Workflow

Different teams work differently. Configure access around the responsibilities of each role and the way your practice operates.

Role Permissions Configuration
Standard Chamber ConfigurationStandard
Feature ModulePartnerSenior CounselAssociateClerk
Cases & Matters
Full Control
Full Control
Edit & Work
View Only
Evidence Vault
Full Control
Full Control
Edit & Work
Restricted
Documents & Filings
Full Control
Full Control
Edit & Work
View Only
Drafting Lab
Full Control
Full Control
Edit & Work
Restricted
Legal Research
Full Control
Full Control
Edit & Work
View Only
Billing & Invoicing
Full Control
View Only
No Access
Restricted
Final Approvals
Full Control
Full Control
No Access
Restricted
TEAM DIRECTORY

Bring New Team Members Onboard Easily

Invite new members, manage active users, and keep your firm’s team directory up to date as your practice grows.

Firm Member Directory18 Members Total18 members
Member DetailsAssigned RoleStatusActivity / OnboardingActions
AS
Aditya Senaditya.sen@mehtalaw.in
Associate Advocate
Active
Joined 2 weeks ago
NR
Neha Royneha.roy@mehtalaw.in
Senior Associate
Active
Joined 3 months ago
KV
Kavita Vermakavita.v@mehtalaw.in
Legal Intern
Pending Invite
Invitation sent yesterday
QUALITY ASSURANCE & CONTROL

Keep Important Work Under Review

Give senior lawyers the visibility they need while allowing associates and junior team members to keep work moving.

Ready for Review

Pleadings & Draft Review

Special Leave Petition (Civil) — Draft v3M/s Apex Infrastructure vs State of Karnataka
Drafted by: Arjun Kapoor (Senior Associate)
Reviewer: S. K. Mehta (Senior Partner)
Approved for Filing

Court Submissions & Applications

Section 11 Arbitration Application & Interim ReliefConfidential Commercial Arbitration 2023
Drafted by: Pooja Sharma (Associate)
Reviewer: Radhika Agarwal (Partner)
Approved

Fee Structure & Invoicing Approval

Retainer Agreement & Senior Appearance QuoteCorporate Advisory Mandate #480
Prepared by: Finance Desk
Reviewer: Managing Partner Desk
OPERATIONAL VISIBILITY

Know What’s Happening Across Your Firm

Keep a clearer view of team activity and responsibilities so important work does not get lost.

Recent Firm Activity & Updates
Practice Activity StreamLive
AK
Document FinalizedDrafting25 mins ago

Arjun Kapoor uploaded Final Reply to Commercial Suit #482/2023

RA
Approval Signed OffApproval1 hour ago

Radhika Agarwal approved Section 11 Petition for Registry Filing

SM
Matter Access AssignedTeam Management3 hours ago

Pooja Sharma was assigned to Appellate Research in Special Leave Petition #1092

RS
Hearing Update RecordedRegistry SyncYesterday

Ramesh Singh updated next listing date for NCLT Company Petition #54

BUSINESS ADVANTAGES

Built to Help Your Firm Work Better

Four foundational advantages that empower modern law practices to scale seamlessly while maintaining high operational standards.

01

Better Organization

Keep people, responsibilities, and access organized as your firm grows.

02

Stronger Confidentiality

Help ensure sensitive client and matter information is only available to the right people.

03

Clearer Oversight

Give senior members better visibility into important work and approvals.

04

Easier Growth

Make it easier to manage your team as your practice expands.

ROLE-SPECIFIC VALUE

Useful Across Your Entire Firm

Tailored capabilities built to support every tier of modern legal practice administration.

Senior Lawyers
"Review important work and maintain oversight where it matters."
Review court drafts before registry filing
Lead strategic matter execution and team assignment
Direct supervision over junior associate submissions
Associates & Advocates
"Work on matters with access suited to your responsibilities."
Focused access to assigned client matters and case notes
Prepare pleadings, research briefs, and evidence indexes
Submit work seamlessly for senior review
Clerks & Support Teams
"Handle assigned administrative and filing responsibilities with clear access."
Manage court registry filings and physical document tracks
Synchronize hearing cause lists and daily appearances
Access only the operational data needed for filing tasks
ADMINISTRATIVE LIFECYCLE

From Team Setup to Daily Practice

A simple, straightforward progression that gets your law firm organized and running efficiently.

01

Add Your Team

Bring your firm members together into a unified directory.

02

Define Responsibilities

Set roles and appropriate access across cases and modules.

04

Review & Oversee

Keep senior-level visibility where needed before final submissions.

UNIFIED PRACTICE ADMINISTRATION

Give Your Firm a Better Way to Work Together.

Organize your team, manage access, and keep your practice running with greater clarity.

Centralized Team DirectoryTailored Matter AccessSenior Oversight & Review