Help Center- Matter/Case

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LegoDesk provides you with the feature to handle all your matters and cases. You can track your cases and intake forms from the user, which makes it easier for you to handle all your cases.
1. On the left sidebar, select the 3rd option, Matters.

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Adding a New Matter

2. A drop-down open has 3 options. Click on All Matters to view and add your court cases and other matters.

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3. To add a new court case/matter, click on add on the top left side.

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4. You will see 2 options, matter, and court case. Click on court case to add a new court case.

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5. You can add a matter by clicking on add and selecting a matter.

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Adding a New Case

1. From your dashboard, select Matters on the sidebar, then click on Case Tracking
2. Now click on +Cases to add a new case

3. You can add Cases by Party Name Search, which allows you to search for cases using names only
4. You can click on View to view the details of your case.

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5. You can track your cases by selecting the Case Tracking option.

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6. You can intake forms by selecting the Intake forms option.

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7. In the Intake forms, you can create a new form by clicking on create a new form option.

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7. You can also invite your clients to edit/fill the forms by selecting options and then copying the URL.

We invite you to explore the free trial today!
The trial version is available for a month, and you may choose your plan later

Frequently Asked Questions

How does the 30-day trial period work?

You will be provided complete access to the platform after signing up with us. After the completion of the trial period, we will try to charge your card or account and upon failure would suspend your account. Refer to T&C for more details.

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You may cancel your subscription anytime you want. You will have access to the platform until your Subscription period expires. Post to which, you may try to re-subscribe or proceed with cancelling your subscription.

How does the subscription period work?

We have a monthly subscription model where you get access to 30 days including the day in which you have subscribed to our product. You will have to pay in advance to use the application after the completion of the trial period. We do not allow nor entertain Use First and Pay later requests.

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You receive payments via all popular payment methods like Net banking, UPI, Wallets, PayPal, Credit cards & Debit cards. You may choose your preferred payment method to pay for your subscription.

Do you accept Wire transfers?

Yes, we accept wire transfers only for our Half Yearly and Annual subscription plans.

Can I downgrade or upgrade my plans anytime?

Yes, you can downgrade or update your plans based on our requirements anytime. If you are upgrading or downgrading then the unused credits in your current plan will be adjusted in your subsequent billing cycles.

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