Documentation

User manuals

Reference guides for every module of the platform, kept in step with the product as it's built.

How the platform fits together: main menu structure, core workflows, and where to go for help or troubleshooting.

Trust vs. firm funds, daily posting operations, trust management, bank reconciliation, and financial reporting.

Opening and maintaining client profiles and matters — the operational centre for every legal file in the system.

Collections and the debtor ledger — payment plans, judgments, enforcement, and the in duplum rule.

Statutory obligations for companies and close corporations — entity tracking, compliance items, and CIPC reports.

Running South African payroll for firm staff — employee records, payruns, and SARS-facing outputs.

A matter-scoped evidence register for litigation — promoting material into evidence, timelines, and bundles.