Law firm management and CRM

Secretary connects clients, cases, hearings, tasks and financial records in a shared law firm CRM, updated by legal tracking automation.

A new document, hearing minute or UYAP payment becomes part of the relevant case record. The team can see the case history and current work together, reducing the need to copy information between separate lists or reconstruct events before taking over a task.

The records an office works with every day

• Clients and cases: contact details, parties, litigation and enforcement files, documents and case history.
• Tasks and dates: identified actions, suggested due dates, responsible team members and completion status.
• Hearing planning: a shared calendar with attending lawyers, participation arrangements, substitute counsel and excuse information.
• Financial records: case expenses, attorney fees, collections and enforcement balances linked to the relevant file.
• Detention and visits: client status, prison information and lawyer visit records.
• Team access: individual accounts with role and file permissions defining who can reach each record.
• Existing records: Excel import and support-assisted transfer of UYAP case data.
• Review and history: completed work, unmatched records and documents needing further attention remain visible.

The daily agenda reaches the team

Daily reminders bring together current-day hearings and due tasks. Run results are delivered through WhatsApp or Telegram. When a client needs to provide a document, make a payment or take another action, Secretary prepares a message using the relevant record; the team reviews it before sending it through WhatsApp.

The shared panel connects these records with the work that produced them. The office can assign responsibility and follow progress while keeping legal assessment and decisions with the lawyers.