Shree Balaji Legal Consultancy Dashboard
One consolidated view of legal matters, property projects, documents and deadlines.
Recent Matters & Projects
Deadline Watch
Workflow Attention
Document Control
General Legal Matters
Litigation, advisory, drafting, notices, hearings, compliance and closure.
Property Legal Projects
Project-wise title search, sale deeds, mutation, Section 143, registry and post-registry control.
Controlled Workflow & Step-wise Documents
A stage should be marked complete only after mandatory documents are attached or the responsible advocate records an authorised reason.
Linked Tasks
Audit Trail
Tasks & Hearings
Hearing dates, drafting, compliance, follow-up and internal responsibility.
| Work | Task / Hearing | Assigned To | Due Date | Priority | Status | Action |
|---|
Employees
| Name | Role | Status | Actions |
|---|
Daily Employee Register
Record meaningful output, not minute-by-minute activity. Handwritten work pages may be uploaded as supporting evidence.
Employees Yet to Submit
| Date | Employee | Linked Work | Productive Work Done | Output / Result | Outcome | Handwritten Page | Action |
|---|
Document Library
Every document remains connected to its matter, project and exact workflow stage.
| Work | Workflow Stage | Document | Size | Status | Stored | Action |
|---|
Billing & Expenses
Professional fees, court expenses and reimbursements remain separately recorded.
| Date | Work | Category | Type | Reference | Amount | Action |
|---|
Physical File Register
Physical location, current holder, movement and return status.
| File Code | Label | Linked Work | Location | Current Holder | Due Back | Status | Action |
|---|
Automated Alerts
Deadlines, deficient stages, missing evidence and physical-file movement.
Attention Register
System Workflow
Both legal systems remain separate while sharing client, document, deadline and accounts control.
General Legal Matter
Property Legal Project
Status Discipline
Use Verified only where supporting evidence has been checked. Use Awaiting Documents where a record has been requested. Use Deficient for a specific documented issue. Do not use the tool to declare title clear or defective without the responsible advocate’s professional conclusion.
Backup, Data & Security
Move the complete office database and encrypted stored files between computers.
Full Office Backup
The full JSON backup contains all records and every online encrypted attachment. Large document libraries create a large backup file.
Checking local storage…
Data Safety
- Keep original signed or certified papers separately.
- Use PDF where practical and keep each file below 25 MB.
- Export a full backup after major document additions.
- Do not clear browser data before exporting a backup.
- Keep the backup on a secure office drive.
- Only the office administrator can import the first backup into an empty online office.
Document Vault Security
No vault password has been set.
Important: The password cannot be recovered. Keep it in a secure office password manager. Existing and future stored attachments are encrypted when a vault password is set.
Online Office
Approved members share office records through Supabase. Wait for “All changes saved online” before closing. Refresh office records before editing from another computer. Export a backup regularly.
Deleted Records
Restore accidental deletions. Attachments remain available in the vault.
| Type | Record | Deleted | Action |
|---|