Help Center
Comprehensive guides and tutorials to master the platform
Quick Start Guides
Generate Your First Pleading
Create a professional legal document in under 5 minutes
Send Your First Invoice
Bill clients and accept payments online
Set Up Client Portal
Enable secure client communication and document sharing
Integrate Your Calendar
Sync with Google Calendar or Outlook
Getting Started
Platform Overview & Navigation
Learn how to navigate the platform and understand the main modules
Setting Up Your Firm Profile
Configure your firm details, branding, and preferences
Adding Team Members
Invite staff and configure role-based permissions
Customizing Your Dashboard
Personalize widgets and quick access shortcuts
Cases & Matter Management
Creating Your First Case
Step-by-step guide to creating and configuring a new case
Auto-Generating Pleadings
Use smart templates to generate legal documents instantly
Managing Case Documents
Upload, organize, and version control case files
Setting Up Case Tasks & Deadlines
Create task workflows and automate deadline tracking
Case Collaboration & Team Communication
Use case channels and mentions for team coordination
Specialty Practice Areas (IP, Oil & Gas, etc.)
Advanced features for specialized legal practice
Client Management & CRM
Adding New Clients
Create comprehensive client profiles and contact information
Lead Tracking & Conversion
Manage leads from inquiry to signed client
Conflict Checking System
Run automated conflict checks for ethical compliance
Client Portal Setup
Enable clients to access documents and communicate securely
Onboarding Workflows
Automate client intake and document collection
Billing & Financial Management
Time Tracking Essentials
Capture billable time automatically and manually
Creating Invoices
Generate professional invoices with your firm branding
Expense Tracking
Record and bill client expenses efficiently
Payment Integration (Mobile Money & Cards)
Accept payments directly through the platform
Automated Invoice Reminders
Set up automatic payment reminders to reduce delays
Financial Reports & Analytics
Track revenue, profitability, and firm performance
Legal Library & Templates
Using Legal Templates
Access 600+ pre-built templates for all practice areas
Creating Custom Templates
Build your own templates with smart placeholders
Researching Case Law
Search verified precedents and ULII judgments
Document Generation Workflows
Automate complex document creation processes
Succession Planning Tools
Generate wills and trust deeds with guided wizards
Calendar & Scheduling
Calendar Basics
Navigate the calendar and create events
Google/Outlook Integration
Sync with your existing calendar systems
Setting Up Automated Reminders
Never miss court dates or client meetings
Team Availability Management
Coordinate schedules across your firm
HR & Payroll
Employee Management
Maintain comprehensive employee records
Running Payroll
Automated PAYE and NSSF calculations
Leave Management
Handle leave requests and approvals
Performance Reviews
Conduct structured employee evaluations
Practicing Certificate Tracking
Monitor advocate compliance requirements
Routes Legal Delivery
Creating Delivery Orders
Schedule document pickup and delivery
Tracking Deliveries in Real-Time
Monitor courier progress with GPS tracking
Service of Process Management
Coordinate legal document service with proof
Delivery Notifications
Automated alerts for all delivery milestones
Frequently Asked Questions
How secure is my data on Suites?
Enterprise-grade security with bank-level encryption, multi-tenant isolation, and comprehensive audit trails. Your data is hosted in secure data centers with 99.9% uptime.
Can I migrate my existing data?
Yes! We provide data migration tools and support. Contact suites.support@advocates-connect.com for assistance with bulk imports.
Is training included?
Absolutely! We provide comprehensive onboarding, video tutorials, and ongoing support to ensure your team gets maximum value.
Can I customize templates for my firm?
Yes, you can create unlimited custom templates with your firm's branding and standard clauses.
What payment methods are supported?
We support Mobile Money (MTN, Airtel), Visa/Mastercard, and bank transfers for client payments.
Can multiple people work on the same case?
Yes! Real-time collaboration with case channels, task assignment, and document co-editing.