Receiving firm consultations and assigning them to the team
Clients choose your firm or branch directly; the manager sends the fee offer and assigns an employee to follow up.
Who this guide is for
The law firm's general manager and the firm's employees.
Before you start
- A law firm account approved by the admin team.
- The general manager's account, to send offers and assign employees.
The firm dashboard
Shows your branch's requests in four tabs.
“New”
Requests you haven't replied to yet.
“Offer sent”
You sent your offer and are waiting for the client to accept.
“Active”
The client paid and work is under way — the chat is open and “Complete consultation” is available.
“Completed”
Finished consultations.
Replying to a new request
Open the request and press “View details”
The consultation details and the documents the client attached.
Submit the fee offer
Enter the fee in IQD, the delivery time in days, and a “Note to the client” (for example: includes a document review and a consultation session), then “Send offer to client”. Or press “Decline request” if it doesn't suit you.
💡 Send the offer or decline within 3 days of the request arriving, or it's canceled automatically.
Assign an employee to the request
The “Assign employee” button hands the consultation to a team member, and it appears on their dashboard.
After the client pays
The firm's chat with the client opens
You're notified and the request moves to “Active” with its due date. Don't start before the payment notification, and never accept payment outside the platform.
Complete the consultation
The “Complete consultation” button (manager or assigned employee) notifies the client, and your share is transferred within 3 business days.
Employees
Add your employees from the firm dashboard
“Add a new employee”: name, email, and password. The number of users depends on your plan.
Employees see only their own tasks
The employee dashboard shows the tasks assigned to them and the services available to them.
Statuses you'll see and what they mean
- New
- A request waiting for your reply.
- Waiting for the client's payment
- You sent the offer and the client hasn't paid yet. It's canceled automatically after 3 days.
- Paid — in progress
- The client paid; work is under way and the chat is open.
- Completed
- The consultation is finished.
- Canceled
- The request was canceled.
Cost
- The client pays your full fee to the platform before work starts. The platform keeps 10%, and the rest is transferred to you within 3 business days of completing the consultation, via ZainCash or FIB.
- The manager sets the payout method in the “Fees and payouts” card on the firm dashboard.
Full details in the plans and points guide.
Frequently asked questions
What happens if we miss the due date?
You get a reminder a day before. If you're late, we notify you, the client, and the admin, and the client may request a refund; if the admin refunds them, the consultation is canceled and no payout is due.
Why can't I see another branch's requests?
The manager's dashboard shows their own branch's requests. The client picks the branch when requesting, if the firm has more than one.
I got “Maximum reached” when adding an employee?
You've reached the number of users allowed on your plan. Contact us to raise it.
Ready? Put the steps into practice now.
Firm dashboard →