A Legal firm is a business entity formed by one or more 'Lawyers’.The primary service provided by a
legal firm is to advise ‘Clients’ about their legal information and issues. The client can be either an
individual or a full-fledged business organization.
A legal firm must go through several operations for its well functioning. They need to dive deep into
the information about clients, lawyers, case, case registration, sitting details, bill generation, payment
of lawyers or more.
Odoo/Open ERP software is an excellent choice when it comes to the field of “Legal Case
This blog briefly discusses the advantages of using Odoo/Open ERP software for Legal Firm
1) Creating Lawyers and Clients.
2) Featuring Case Registration.
3) Arrange Sittings for the case.
4) Provision to add case related attachments
5) Invoicing and Payment of the case.
6) Offering a pivot report.
Creation Of Clients And Lawyers
One can create clients and lawyers from the menu under Masters. For creating a client we have to
mark him as a customer as shown in the figure below
And when creating a Lawyer one has to mark him as a lawyer like shown below.
After creating clients and lawyer, one can easily register a case in the legal firm management module.
For this, one needs to define certain information details like information about the client, lawyer, case
category, case details, sitting date and name of the court where the case proceedings will take place.
Multiple Sittings For The Case
In some cases we can’t get the final decision of the case, on such occasions we can arrange
multiple sittings of the case as shown below.
Adding Attachments and Internal notes
In this module, there is an option for adding the documents or attachments related to the case
and also marking internal notes if any.
Invoicing and Payment to the Lawyer
Soon after the case completion, the module provisions the client in making their payment towards
the hired lawyer. The end user can click on the button “Create Invoice” to build an Invoice.
Under the invoice form, one can add the description and the payment amount and later click on
the button “Validate” for validation of invoice.
After the invoice validation, the end user can make the payment to their respective lawyer via
clicking the button Register Payment.
After completing the payment, the state will change from open to paid.
Click here to read more about: Legal Case Management in Odoo