Managing My Firm

1. Adding Employees
   • Users can easily add new employees to their firm's profile.
   • They can fill in employee details such as name and contact information directly within the app.
   • Alternatively, users can upload a pre-filled Excel file containing employee information directly from their computer.
   • Added employees can only be deactivated from their profile by admin
   • The numbers of employees added is dependent on the subscription plan of the firm
2. Managing Clients
   • Users have the ability to add new clients to their firm's database.
   • They can input client details including name and contact information
3. Adding Guests
   • Users can add guest accounts for limited access to specific features or information within the app.
4. Court Divisions Management
   • The 'My Firm' feature allows users to manage court divisions relevant to their practice.
   • Users can input details such as court name and location of each division.
   • This information aids in scheduling and organizing legal proceedings effectively.
5. Bank Account Integration
   • Users can securely link bank accounts to their firm's profile within the app.
   • Bank account details such as account number, bank name, and branch information can be added for financial transactions and invoicing purposes.
6. Subscription Management:
   • Users can manage their subscription plans directly within the 'My Firm' feature.
   • They can view subscription details, upgrade plans, and renew subscriptions as needed.
   • Automatic reminders for subscription renewals ensure uninterrupted access to the platform's features.
7. Cloud Storage Integration:
   • The 'My Firm' feature seamlessly integrates with cloud storage services for efficient files storage
   • Files uploaded within the app can be saved on cloud storage ensuring data redundancy and accessibility.