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Table of Contents 
Legal ............................................................................................................................................................. 3 
1  Property List ......................................................................................................................................... 3 
1.1  Property ........................................................................................................................................ 3 
1.1.1  Property Details ........................................................................................................................ 3 
1.1.2  Land Details .............................................................................................................................. 4 
1.1.3  Sanctions .................................................................................................................................. 5 
1.1.4  Work Order............................................................................................................................... 5 
1.1.5  Documents ............................................................................................................................... 8 
1.2  Sub Property ................................................................................................................................. 9 
1.2.1  Details ....................................................................................................................................... 9 
1.2.2  Sanctions .................................................................................................................................. 9 
1.2.3  Documents ............................................................................................................................... 9 
2  Court Cases ......................................................................................................................................... 10 
3  Sanctions ............................................................................................................................................ 13 
4  Payments ............................................................................................................................................ 14 
5  Budget ................................................................................................................................................ 15 
5.1  Budget ........................................................................................................................................ 15 
5.2  Budget Comparison .................................................................................................................... 16 
6  Approvals ............................................................................................................................................ 17 
6.1  Work Order Payment ................................................................................................................. 17 
6.2  Other Payments.......................................................................................................................... 18 
6.3  Budget ........................................................................................................................................ 18 
6.4  Legal Lawyer ............................................................................................................................... 19 
7  Saleable Stock..................................................................................................................................... 20 
8  Documents ......................................................................................................................................... 20 
9  Masters ............................................................................................................................................... 21 
9.1  Master Tables ............................................................................................................................. 21 
9.1.1  Consulting Types .................................................................................................................... 22 
Creating Consultant Types ................................................................................................................. 22 
Edit Consultant Types ......................................................................................................................... 22 
Changing the Status ........................................................................................................................... 22 
Deleting the record ............................................................................................................................ 22 
9.1.2  Consultant/Lawyer rating ....................................................................................................... 23 
Creating Consultant/Lawyer Rating ................................................................................................... 23 
Edit Consultant/Lawyer Rating ........................................................................................................... 23 

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Changing the Status ........................................................................................................................... 23 
Deleting the record ............................................................................................................................ 23 
4.9.1.3  Court Case Status Master ....................................................................................................... 23 
Creating Court Case Status Master .................................................................................................... 23 
Edit Court Case Status Master ............................................................................................................ 24 
Changing the Status ........................................................................................................................... 24 
Deleting the record ............................................................................................................................ 24 
4.9.1.4  Legal Lawyer Expertise ........................................................................................................... 24 
Creating Legal Lawyer Expertise......................................................................................................... 24 
Edit Legal Lawyer Expertise ................................................................................................................ 25 
Changing the Status ........................................................................................................................... 25 
Deleting the record ............................................................................................................................ 25 
4.9.2  Manage Lawyers......................................................................................................................... 25 
4.9.3  Manage Consultants ................................................................................................................... 28 
4.9.4  Bulk Upload Lawyers .................................................................................................................. 30 
4.9.5  Bulk Upload Consultants ............................................................................................................ 30 
4.9.6  Bulk Upload Court Cases ............................................................................................................ 31 
4.10  Reports ............................................................................................................................................... 31 
4.10.1  Cash Flow ................................................................................................................................... 31 
4.10.2  Court Case .................................................................................................................................. 32 
4.10.3  Payments .................................................................................................................................... 33 
4.10.3.1  Property .............................................................................................................................. 33 
4.10.3.2  Land .................................................................................................................................... 33 
4.10.3.3  Project ................................................................................................................................ 34 
4.10.3.4  Sub Project ......................................................................................................................... 34 
4.10.3.5  Company............................................................................................................................. 35 
 

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4 Legal

4.1 Property List

The Property List section allows users to manage and view detailed information about properties and sub-

properties. This data is directly sourced from the Land module and maintains a consistent structure and

functionality with it.

4.1.1 Property

4.1.1.1 Property Details

The Property Details tab displays comprehensive details about the property, including location and size.

To view the details of a property, follow the below steps:

1. Navigate to Legal > Property List > Property List

2. Use the filter options such as Property, Location and Sub Property to search for the property.

Alternatively, click Go without filling any fields on the filter panel and it will list out all properties.

3. Click on Property to view property specifications and other details.

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4.1.1.2 Land Details

The Land Details tab contains information related to the land on which the property is situated, such as land

type, topographical data and ownership.

To view the details of a land, follow the below steps:

1. Navigate to Legal > Property List > Property List

2. Select a property from the first column labelled Property

3. Move the cursor to the Land Details tab and click on it.

4. Use the filter options, such as Certifying Company, Land Name, etc., to search for the land.

Alternatively, select the status of the process in the Status field and click Go to list all the land.

5. Click on the name of land in the first column.

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4.1.1.3 Sanctions

This section maintains a comprehensive list of NOCs (No Objection Certificates) and approvals required from

various government authorities, which are essential for property compliance and development. Additionally,

it tracks key dates related to each sanction, such as the Date of Filing, Due Date, and Date of Clearance,

ensuring that all necessary legal and regulatory requirements are met promptly and efficiently.

To view the details of sanctions, follow the below steps:

1. Navigate to Legal > Property List > Sub Property > Sanctions

2. Select a property from the first column labelled Property

3. Move the cursor to the Sanctions tab and click on it.

4. Use the filter options, such as reference number, NOC name, etc., to search for the sanction-related

documents. Alternatively, select the status of the process in the Status field and click Go to list all the

sanction-related documents.

5. Click on the Reference No. in the first column to view more details.

4.1.1.4 Work Order

In the Legal module, the Work Order functionality is used to create and manage work orders when a legal

case is assigned to a law firm, consultant, or advocate. This feature helps ensure that all legal engagements

are formally documented and tracked, providing clear guidelines and terms for the legal services to be

provided.

For example, if a property faces a legal issue such as a regulatory compliance matter or an accident on the

site, a work order would be created to engage a law firm or an individual lawyer. This work order would

outline the specifics of the legal case, including the scope of work required, such as filing legal documents,

representing the company in court, or providing legal consultancy.

To create a work order, follow the below steps:

1. Navigate to Legal > Property List > Choose a Property > Work Order tab > Click Create Work Order

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2. Click on Create Work Order in the top right corner.

Fields

Explanation

Property

This field, about the specific property associated

with the legal case, is automatically displayed. This

field links the work order to a property to ensure all

legal activities and costs are accurately tracked and

assigned to the correct asset.

Consulting Firm

The name of the consulting firm handling the legal

case. This is a mandatory field that identifies the

external firm contracted to provide legal services

for the specific case.

Consultant Name

The name of the individual consultant, advocate, or

lawyer from the consulting firm who will be

working on the case.

Work Category

The type of legal work being undertaken, such as

litigation, advisory, or regulatory compliance. This

mandatory field helps categorize the nature of legal

services and ensures appropriate tracking and

billing.

From Date

The start date of the work order. This mandatory

field defines when the legal services or activities are

expected to commence, providing a clear timeline

for the work order.

To Date

The end date of the work order. This mandatory

field specifies when the legal services or activities

are expected to be completed.

Work Order Value

The total agreed amount for the work order,

including all applicable taxes and fees. This field

represents the financial commitment made by the

organization for the legal services to be provided.

Work Order Base Value

This field displays the base value of the work order

before any taxes are applied.

Tax Addition

The total amount of taxes to be added to the base

value of the work order. This includes any

applicable taxes such as GST.

Total Tax Addition

This field displays the cumulative value of all tax

additions to the work order.

Gross Value

The gross value of the work order, calculated as the

sum of the base value and total tax additions. This

displays the total cost of the legal services before

any tax deductions.

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Tax Deduction

Add any taxes that need to be deducted from the

gross value. This may include withholding tax or

other deductible tax liabilities such as TDS.

Total Tax Deduction

The aggregate amount of all tax deductions from

the gross value.

Net Work Order Value

The final value of the work order after accounting

for all tax additions and deductions. This is the

actual amount that will be paid to the consulting

firm for the legal services rendered.

Work Description

Write a detailed description of the legal work to be

performed under the work order. This field outlines

the scope, nature, and specifics of the legal

services.

Document

Add any supporting documents related to the work

order, such as contracts, agreements, or terms of

service.

Grid

Terms and Condition Details

Enter the terms and conditions that will govern the work order, including payment terms, deliverables,

confidentiality clauses, and other contractual obligations. This field ensures both parties are aware of their

responsibilities and rights.

Payment Schedules

Enter the planned schedule for payments to be made to the consulting firm or advocate. This field outlines

the timing and amount of each payment.

3. Click Create

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4.1.1.5 Documents

The Documents tab is a repository for storing and managing all documents related to the property, such as

deeds, leases, permits, and legal notices.

To upload a document(s), follow the below steps:

1. Navigate to Legal > Property List > Choose a Property > Documents

2. Once you click Upload, you will be prompted to fill in the necessary details, including an option to

protect your document with a password.

3. Once you fill in the page with necessary details, click Submit.

Note:

1. A user can also subscribe to documents to receive notifications about updates or changes. To do so,

click on Subscribe button on the top right of the screen.

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2. A user can check details about a file / folder by clicking +Properties button on the top right of the

screen.

4.1.2 Sub Property

4.1.2.1 Details

Similar to the Property section, this displays detailed information specific to sub-properties, including their

subdivision from a larger property.

4.1.2.2 Sanctions

This section maintains a comprehensive list of NOCs (No Objection Certificates) and approvals required from

various government authorities, which are essential for property compliance and development. Additionally,

it tracks key dates related to each sanction, such as the Date of Filing, Due Date, and Date of Clearance,

ensuring that all necessary legal and regulatory requirements are met promptly and efficiently.

To view the details of sanctions, follow the below steps:

1. Navigate to Legal > Property List > Sub Property > Sanctions

2. Select a property from the third column labelled Sub Property

3. Move the cursor to the Sanctions tab and click on it.

4. Use the filter options, such as reference number, NOC name, etc., to search for the sanction-related

documents. Alternatively, select the status of the process in the Status field and click Go to list all the

sanction-related documents.

5. Click on the Reference No. in the first column to view more details.

4.1.2.3 Documents

The Documents tab is a repository for storing and managing all documents related to the property, such as

deeds, leases, permits, and legal notices.

To upload a document(s), follow the below steps:

4. Navigate to Legal > Property List > Choose a Sub Property > Documents

5. Once you click Upload, you will be prompted to fill in the necessary details, including an option to

protect your document with a password.

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6. Once you fill in the page with necessary details, click Submit.

Note:

3. A user can also subscribe to documents to receive notifications about updates or changes. To do so,

click on Subscribe button on the top right of the screen.

4. A user can check details about a file / folder by clicking +Properties button on the top right of the

screen.

4.2 Court Cases

The Court Cases section provides functionality to manage ongoing and past court cases, including case

details, statuses, and relevant actions.

To create a court case, follow the below steps:

1. Navigate to Legal > Court Cases > Court Cases List

2. Click Create Court Case in the top right corner

3. Add the following details:

Case Details

Fields

Explanation

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Case Name*

This is the title of the court case. It should clearly

identify the case and is typically used to reference

the case in documents.

Subject Matter of Case*

This field describes the nature or type of legal issue

being addressed in the case.

Title Document

Use this field to upload any document pertaining to

the case

Defendant/Respondent/Accused*

The individual or entity being accused or sued in

the case. This is the party against whom legal action

is taken.

Plaintiff/Appellant/Complainant*

The individual or entity bringing the case forward.

This is the party who has filed the case or appeal

seeking relief or remedy from the court.

Counsel Name - Defendant

The name of the legal representative or lawyer

representing the defendant. This person will handle

the defense in the court proceedings.

Counsel Name - Plaintiff

The name of the legal representative or lawyer

representing the plaintiff.

Coram (Name of Judge)

The name of the judge presiding over the case.

Case No.*

Enter the case number assigned to the case by the

court.

Court*

The name or type of court where the case is being

heard. This could be a specific court like a tribunal,

district court, high court or the apex court.

Lawyer Expertise

Choose from the drop-down list the specific area of

law or specialization of the lawyer handling the

case. This list comes from Legal > Masters > Master

Tables > Legal Lawyer Expertise

Defendant Law Firm

Choose from the drop-down the name of the law

firm representing the defendant.

Plaintiff Law Firm

Choose from the drop-down the name of the law

firm representing the plaintiff.

Case Related To*

Choose from the drop-down list a category that the

case at hand falls under, such as commercial

disputes, personal injury, etc.

Remarks

Any additional notes or comments relevant to the

case.

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Grid

Schedule of Hearing

Record the dates and times for court hearings related to the case in this grid. This field helps in tracking and

managing the court schedule.

To add a schedule, follow the below steps:

1. Click Add Row

2. Add the following details

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a. Date

b. Time

c. Status

d. Remarks

Reference Cases

Record details about other cases that are relevant or related to the current case in this grid. This can include

previous cases with similar issues or legal precedents.

To add a reference case, follow the below steps:

1. Click Add Case Ref

2. Add the following details

a. Case Id

b. Case No

c. Case Name

d. Defendant

e. Plaintiff

4. Click Create.

4.3 Sanctions

A Sanction is an official permission or approval granted by a government authority for a specific action. In

the In4Suite system, sanctions are created and managed under the Liaison module. However, the Sanction

sub-module also appears under the Legal module because It allows the legal team to manage and access

sanction-related documents, monitor compliance with the terms of sanctions, and handle any legal disputes

or challenges related to these approvals.

To view any sanction-related documents, follow the below steps:

1. Navigate to Legal > Sanctions > Legal Sanctions List

2. Once you are on the Legal Sanctions List, you need to input the required information to proceed

further. Begin by selecting the level at which the requisition is created—whether at the Project, or

Sub Project level—by using the radio buttons available on the filter panel.

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3. Next, within the same filter panel, specify additional details to refine your search. Choose the

appropriate Project / Sub Project (mandatory field), NOC Name, and NOC Sub Type from the

dropdown menus.

4. Once all the necessary filters and details have been set, click the Go button to proceed. This action

will apply your selections and display the relevant search result.

4.4 Payments

The Payments section helps manage all payments related to legal expenses. Payments under the Legal

module can be made at one of the five levels – Property, Land, Project, Sub Project or Company.

To create a payment request, follow the below steps:

1. Navigate to Legal > Payments > Legal Payments List

2. Once you are on the Legal Payments List, click Create Payment on the top right corner of the screen.

Fields

Explanation

Charge Type*

This field specifies the type of charge associated

with the payment request. It could include various

fees, penalties, or service charges related to legal

matters.

Certifying Company

Select a certifying company

Paying Company*

Choose the company responsible for making the

payment. It denotes which company within the

organization will handle the financial transaction

for this request.

Mode of Payment

This field specifies the method by which the

payment will be made, such as bank transfer,

cheque, or electronic payment.

Favouring*

Write the name of the party or individual to whom

the payment will be made.

Certified Amount*

Enter the amount to be paid by the certifying

company. This is the authorized amount agreed

upon after verification of the charges.

Round Off Difference Amount

This field, being any minor discrepancies between

the certified amount and the actual payment

amount due to rounding off calculations, is

automatically shown.

Net Amount Payable

The total amount to be paid after all calculations,

including deductions or additions. This field is

automatically calculated and showed.

Payment Due Date*

The date by which the payment must be

completed.

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Description

Enter a brief description or reason for the payment

request.

Payment Instructions

Any specific instructions related to the payment

process, such as special handling requirements,

contact information for follow-ups, or reference

numbers.

E-Invoice

Specify whether the invoice is an electronic invoice

(e-invoice) as per regulatory requirements. This is

often necessary for tax and compliance purposes.

Document

Any supporting documents that must be attached

to the payment request, such as invoices, receipts,

or certification letters.

3. Click Create.

4.5 Budget

4.5.1 Budget

The Budget section provides tools for planning and managing legal budgets. It allows both the finance and

legal teams to collaborate and allocate funds for various legal activities including case management,

sanctions, and property-related legal expenses, and monitor expenditures.

To create a legal budget, follow the below steps:

1. Navigate to Legal > Budget > Budget > Budget

2. Once you are on the Budget page, you need to input the required information to proceed with the

budget creation. Begin by selecting the level at which the budget will be created—whether at the

Property, Land, Project, Sub Project, or Company level—by using the radio buttons available on the

filter panel. In this example, Property has been created for budget creation.

3. Next, within the same filter panel, choose from the dropdown menus property and status.

4. Once all the necessary filters and details have been set, click the Go button to proceed.

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5. Click Create

6. Enter budget details such as Charge Type, From and To Date, and Budgeted Amount. You may add

multiple budgets. To add a new budget, click Add New and add the above details.

7. Once you add the budget details, click Submit. It involves an approval process i.e., once submitted, it

will move to the authority who has been authorized to approve it based on the design of your

approval hierarchy.

4.5.2 Budget Comparison

Budget Comparison functionality allows users to compare the planned budget against actual expenditures,

providing insights into budget adherence and financial planning.

To compare two budgets, follow the below steps:

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1. Navigate to Legal > Budget > Budget Comparison > Budget Comparison

2. Once you are on the Budget Comparison page, you need to input the required information to

proceed with the budget comparison. Begin by selecting the level at which the budget comparison

will be made—whether at the Property, Land, Project, Sub Project, or Company level—by using the

radio buttons available on the filter panel.

3. Next, within the same filter panel, choose from the dropdown menus property and versions of the

budget that you want to compare.

4. Once all the necessary filters and details have been selected, click the Go button to proceed.

4.6 Approvals

The Approvals section is where users can manage the approval process for various legal-related payments

and budgets.

4.6.1 Work Order Payment

This category involves the approval process for payments related to legal work orders. It ensures that all

payments for contracted legal services, such as consulting or litigation support, are reviewed and approved

by the authority who has been authorized to approve it based on the design of your approval hierarchy.

To approval the work order payment, follow the below steps:

Step 1: Navigate to Legal > Approvals > Work Order Payment > Work Order Payments

Step 2: Search for the work order using filter parameters such as Property, Status, and/or From/To dates.

Alternatively, you may select the current status of the work order under the Status field, click Go, and then

choose the work order from the list.

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Step 3: Once you find the result, click on the certificate number in the first column to land on the View

Payment page. Then, hover over 'Status,' click 'Change Status,' and select a status from the drop-down list.

Add any remarks if necessary.

Step 4: Click Update Status.

4.6.2 Other Payments

This category covers the approval of miscellaneous payments related to legal expenses that are not

specifically tied to a work order. This could include court fees, administrative costs, or settlement payments,

requiring a review to ensure they are justified and within the allocated budget.

To approve a miscellaneous payment request, follow the below steps:

Step 1: Navigate to Legal > Approvals > Other Payments > Legal Payments

Step 2: Search for the payment(s) using filter parameters such as Show Certificates For (Property, Project,

SubProject, etc.) Property, Status, and/or From/To dates. Alternatively, you may select the current status of

the payment under the Status field, click Go, and then choose the payment to be approved from the list.

Note: You can also approve all payments at once using the Bulk Approval feature. Select the From and To

status, add remarks, select from the list the payments you want to approve using checkmark and then click

Update.

Step 3: Once you find the result, click on the certificate number in the first column to land on the View

Payment page. Then, hover over 'Status,' click 'Change Status,' and select a status from the drop-down list.

Add any remarks if necessary.

Step 4: Click Update Status.

4.6.3 Budget

The budget approval category is used to review and approve financial plans related to legal activities. The

budget for legal expenditure once created either in Legal > Budget > Budget OR Finance > Budget > Legal

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comes here for the approval. The authority who has been authorized to approve it based on the design of

your approval hierarchy will approve the budget from here.

To approve a budget, follow the below steps:

Step 1: Navigate to Legal > Approvals > Budget > Budget Approval

Step 2: Search for the budget using filter parameters such as Budget For, which allows you to search for a

budget at the level it was created. Alternatively, you may select the current status of the budget under the

Status field, click Go, and then choose the budget to be approved from the list.

Step 3: Once you find the result, click on the name in the third column to land on the Budget Approval page.

Then, hover over 'Status,' click 'Change Status,' and select a status from the drop-down list. Add any remarks

if necessary.

Step 4: Click Update Status.

4.6.4 Legal Lawyer

This category involves the approval process for a lawyer profile once it is created within the Legal module of

the In4Suite system. After a lawyer profile is created, it moves through the approval process, where it must

be reviewed and approved by the designated authority based on the approval hierarchy.

To approve a lawyer, follow the below steps:

Step 1: Navigate to Legal > Approvals > Legal Lawyer > Lawyer Approval

Step 2: Search for the profile using filter parameters such as the name of the lawyer, contact number, email

ID, etc. Alternatively, you may select the current status of the profile under the Status field, click Go, and

then choose the lawyer id to be approved from the list.

Step 3: Once you find the result, click on the lawyer ID in the first column to land on the Lawyer Details.

Then, hover over 'Status,' click 'Change Status,' and select a status from the drop-down list. Add any remarks

if necessary.

Step 4: Click Update Status.

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4.7 Saleable Stock

Saleable Stock is a feature of the Sales module. The legal team will have need access to the stock when there

is a need to

• Verify title and conduct legal due diligence

• Handle regulatory compliance

• Manage disputes

• Assist in transfer of ownership

• And more

4.8 Documents

The Legal Documents sub module is a repository for storing and managing all documents related to the

property, sub property, land, project and sub project. The repository of documents can be maintained

category-wise.

To upload a document(s), follow the below steps:

1. Navigate to Legal > Documents

2. Choose from one of the categories using the radio button: Property, Land, Sub Property, Project and

Sub Project. Then, click Go.

3. Click Upload.

4. Once you click Upload, you will be prompted to fill in the necessary details, including an option to

protect your document with a password.

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5. After you fill in the page with necessary details, click Submit.

Note:

1. A user can also subscribe to documents to receive notifications about updates or changes. To do so,

click on Subscribe button on the top right of the screen.

2. A user can check details about a file / folder by clicking +Properties button on the top right of the

screen.

4.9 Masters

4.9.1 Master Tables

Real estate business processes are complex and detailed. Business records contain numerous fields at the

time of creation. Some fields are filled out by the user, while others are populated through drop-down lists

sourced from master tables within respective modules. These master tables provide the data for the drop-

down fields used during the creation process. Almost all modules have a master table each, and these tables

are created and edited based on business requirements.

Here are the various Master Table categories under the Legal module:

• Consulting Types

• Consultant/Lawyer rating

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• Court Case Status Master

• Legal Lawyer Expertise

4.9.1.1 Consulting Types

The master data added here will appear in

Creating Consultant Types

1. Navigate to Legal > Masters > Master Tables.

2. Select Consultant Types from the drop-down list and click Go.

3. Click on Create on the top right. The Consultant Types window will appear.

4. Specify the Name and click on Create to complete the step.

5. The new record will now be visible in the list of records.

Edit Consultant Types

1. Navigate to Legal > Masters > Master Tables.

2. Select Consultant Types from the drop-down list and click on Go.

3. All existing records under this master will be listed. To edit a record, click on the button,

which is an edit button.

4. The Edit Consultant Types window appears. Update Name and click on Update to complete

the step.

5. The changes will now reflect in the list.

Changing the Status

1. Navigate to Legal > Masters > Master Tables.

2. Select Consultant Types from the drop-down list and click on Go.

3. All existing records under this master will be listed. To change the status of a record, click

on icon, which is a status icon. A pop-window will appear asking for confirmation. Click

OK to complete the step.

4. The record will now indicate an inactive status with the icon.

Deleting the record

1. Navigate to Legal > Masters > Master Tables.

2. Select Consultant Types from the drop-down list and click on Go.

3. All existing records under this Master will be listed. To delete a record, click on icon,

which is a delete icon. A pop-window will appear asking for confirmation. click on OK.

Another pop-up window will appear displaying the message "Deleted Successfully."

This completes the step.

4. The deleted record will no longer appear in the list.

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4.9.1.2 Consultant/Lawyer rating

The master data added here will appear in

Creating Consultant/Lawyer Rating

1. Navigate to Legal > Masters > Master Tables.

2. Select Consultant/Lawyer Rating from the drop-down list and click Go.

3. Click on Create on the top right. The Consultant/Lawyer Rating window will

appear.

4. Specify the Name and click on Create to complete the step.

5. The new record will now be visible in the list of records.

Edit Consultant/Lawyer Rating

1. Navigate to Legal > Masters > Master Tables.

2. Select Consultant/Lawyer Rating from the drop-down list and click on Go.

3. All existing records under this master will be listed. To edit a record, click on the button,

which is an edit button.

4. The Edit Consultant/Lawyer Rating window appears. Update Name and click on Update to

complete the step.

5. The changes will now reflect in the list.

Changing the Status

1. Navigate to Legal > Masters > Master Tables.

2. Select Consultant/Lawyer Rating from the drop-down list and click on Go.

3. All existing records under this master will be listed. To change the status of a record, click

on icon, which is a status icon. A pop-window will appear asking for confirmation. Click

OK to complete the step.

4. The record will now indicate an inactive status with the icon.

Deleting the record

1. Navigate to Legal > Masters > Master Tables.

2. Select Consultant/Lawyer Rating from the drop-down list and click on Go.

3. All existing records under this Master will be listed. To delete a record, click on icon,

which is a delete icon. A pop-window will appear asking for confirmation. click on OK.

Another pop-up window will appear displaying the message "Deleted Successfully."

This completes the step.

4. The deleted record will no longer appear in the list.

4.9.1.3 Court Case Status Master

The master data added here will appear in

Creating Court Case Status Master

1. Navigate to Legal > Masters > Master Tables.

2. Select Court Case Status Master from the drop-down list and click Go.

3. Click on Create on the top right. The Court Case Status Master window will appear.

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4. Specify the Name and click on Create to complete the step.

5. The new record will now be visible in the list of records.

Edit Court Case Status Master

1. Navigate to Legal > Masters > Master Tables.

2. Select Court Case Status Master from the drop-down list and click on Go.

3. All existing records under this master will be listed. To edit a record, click on the button,

which is an edit button.

4. The Edit Court Case Status Master window appears. Update Name and click on Update to

complete the step.

5. The changes will now reflect in the list.

Changing the Status

1. Navigate to Legal > Masters > Master Tables.

2. Select Court Case Status Master from the drop-down list and click on Go.

3. All existing records under this master will be listed. To change the status of a record, click

on icon, which is a status icon. A pop-window will appear asking for confirmation. Click

OK to complete the step.

4. The record will now indicate an inactive status with the icon.

Deleting the record

1. Navigate to Legal > Masters > Master Tables.

2. Select Court Case Status Master from the drop-down list and click on Go.

3. All existing records under this Master will be listed. To delete a record, click on icon,

which is a delete icon. A pop-window will appear asking for confirmation. click on OK.

Another pop-up window will appear displaying the message "Deleted Successfully."

This completes the step.

4. The deleted record will no longer appear in the list.

4.9.1.4 Legal Lawyer Expertise

The master data added here will appear in

Creating Legal Lawyer Expertise

1. Navigate to Legal > Masters > Master Tables.

2. Select Legal Lawyer Expertise from the drop-down list and click Go.

3. Click on Create on the top right. The Legal Lawyer Expertise window will appear.

4. Specify the Name and click on Create to complete the step.

5. The new record will now be visible in the list of records.

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Edit Legal Lawyer Expertise

1. Navigate to Legal > Masters > Master Tables.

2. Select Legal Lawyer Expertise from the drop-down list and click on Go.

3. All existing records under this master will be listed. To edit a record, click on the button,

which is an edit button.

4. The Edit Legal Lawyer Expertise window appears. Update Name and click on Update to

complete the step.

5. The changes will now reflect in the list.

Changing the Status

1. Navigate to Legal > Masters > Master Tables.

2. Select Legal Lawyer Expertise from the drop-down list and click on Go.

3. All existing records under this master will be listed. To change the status of a record, click

on icon, which is a status icon. A pop-window will appear asking for confirmation. Click

OK to complete the step.

4. The record will now indicate an inactive status with the icon.

Deleting the record

1. Navigate to Legal > Masters > Master Tables.

2. Select Legal Lawyer Expertise from the drop-down list and click on Go.

3. All existing records under this Master will be listed. To delete a record, click on icon,

which is a delete icon. A pop-window will appear asking for confirmation. click on OK.

Another pop-up window will appear displaying the message "Deleted Successfully."

This completes the step.

4. The deleted record will no longer appear in the list.

4.9.2 Manage Lawyers

Manage Lawyers is a master that allows users to add, edit, and manage details of lawyers involved in legal

cases or employed for consultancy services.

To add details of a lawyer, follow the below steps:

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1. Navigate to Legal > Masters > Manage Lawyers

2. Click on the Add Lawyer button on the top right side of the screen. You will be directed to a form

where you will need to fill / select the necessary details.

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Lawyer Details

Add details such as Law Firm Name, Vendor Type, category of the firm (Constitution), etc. The following

fields, however, are mandatory to be filled:

• Law Firm Name

• Vendor Type

• Active (A dropdown where the user selects whether the law firm is currently active or inactive in the

system.)

Contact Details

Add Contact details of the lawyer / law firm. The following details are, however, mandatory:

• Phone

• Country

• State

• City

• Street

• PIN Code

Lawyer Expertise

In the Area of Expertise section, the user selects the specialty or legal domain in which the lawyer or law firm

specializes.

Specialty: A dropdown or selection list where the user can choose the lawyer or law firm's areas of

specialization. Common specialties may include:

• Corporate Law

• Tax Law

• Real Estate Law

• Criminal Law

• Intellectual Property (IP) Law

• Labour Law

• Environmental Law

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Rating: After selecting the specialty, the user assigns a rating to indicate the lawyer or law firm's

level of expertise in that field. Ratings are usually on a predefined scale, based on the rating

parameters you set, such as:

• 1 to 5 stars, with 5 being the highest level of expertise.

• Numeric scale (e.g., 1 to 10).

• Beginner, Intermediate, Advanced, Expert options.

3. Click Create.

4.9.3 Manage Consultants

Manage Consultants is a master that is used to manage external legal consultants, including contact

information, area of expertise, and active case engagements.

To add details of a lawyer, follow the below steps:

1. Navigate to Legal > Masters > Manage Consultants

2. Click on the Add Consultant button on the top right side of the screen. You will be directed to a form

where you will need to fill / select the necessary details.

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Consultant Details

Add details such as Consultant Firm name, Vendor Type, category of the firm (Constitution), etc. The

following fields, however, are mandatory to be filled:

• Consultant Firm name

• Vendor Type

• PAN No. / Tax Id

Contact Details

Add Contact details of the consultant firm. The following details are, however, mandatory:

• Phone

• Country

• State

• City

• Street

• PIN Code

Lawyer Expertise

In the Area of Expertise section, the user selects the specialty or legal domain in which the law firm

specializes.

Specialty: A dropdown or selection list where the user can choose the firm's areas of specialization.

Common specialties may include:

• Corporate Law

• Tax Law

• Real Estate Law

• Criminal Law

• Intellectual Property (IP) Law

• Labour Law

• Environmental Law

Rating: After selecting the specialty, the user assigns a rating to indicate the law firm's level of

expertise in that field. Ratings are usually on a predefined scale, based on the rating parameters

you set, such as:

• 1 to 5 stars, with 5 being the highest level of expertise.

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• Numeric scale (e.g., 1 to 10).

• Beginner, Intermediate, Advanced, Expert options.

3. Click Create.

4.9.4 Bulk Upload Lawyers

This facilitates the bulk uploading of lawyer data into the system. Users can import multiple lawyer records

in one go using pre-defined templates.

To upload details in bulk, follow the below steps:

1. Download the Excel template by clicking Download Excel Template

2. Arrange the details in the pre-defined format as given in the Excel template

3. Once the data has been organized in line with the template, click Choose File, upload the file and

click Upload.

4.9.5 Bulk Upload Consultants

This allows for bulk uploading of consultant data, making it easier to manage large teams or external

consultancy services efficiently.

To upload details in bulk, follow the below steps:

1. Download the Excel template by clicking Download Excel Template

2. Arrange the details in the pre-defined format as given in the Excel template

3. Once the data has been organized in line with the template, click Choose File, upload the file and

click Upload.

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4.9.6 Bulk Upload Court Cases

This facilitates the bulk uploading of court cases, streamlining the process of adding multiple legal cases to

the system via a structured import process.

To upload details in bulk, follow the below steps:

1. Download the Excel template by clicking Download Excel Template

2. Arrange the details in the pre-defined format as given in the Excel template

3. Once the data has been organized in line with the template, click Choose File, upload the file and

click Upload.

4.10 Reports

4.10.1 Cash Flow

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4.10.2 Court Case

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4.10.3 Payments

4.10.3.1 Property

4.10.3.2 Land

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4.10.3.3 Project

4.10.3.4 Sub Project

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4.10.3.5 Company