Legal Case Management Module
A comprehensive legal case management solution for law firms.
Key Features
📁 Case Management
Complete management of legal cases with custom fields for different jurisdictions.
⚖️ Multi-Jurisdiction Support
Support for Civil Law, Common Law, and Mixed legal systems.
🌍 International Compliance
GDPR, AML, and international sanctions compliance.
📅 Deadlines & Calendars
Automatic deadline calculation based on legal system.
📄 Document Management
Secure document storage with version control.
Installation
1. Add the module to your addons path
2. Update the module list
3. Install the module from Apps menu
Configuration
1. Configure legal jurisdictions in Configuration > Legal > Jurisdictions
2. Set up court information
3. Define procedure types
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Calendar (calendar)
• Contacts (contacts) • Discuss (mail) • Project (project) |
| Lines of code | 3063 |
| Technical Name |
lga_legal_management_community |
| License | LGPL-3 |
| Website | https://www.eanda.tech |
Table of Contents
- User Manual - Legal Case Management Module
- Table of Contents
- Introduction
- Installation & Setup
- Dashboard
- Case Management
- Audience Management
- Deadline Management
- Document Management
- Time Tracking & Invoicing
- Client Portal
- GDPR Compliance
- Country Configuration
- Reports & Analytics
- Troubleshooting
- Keyboard Shortcuts
- Glossary
- Version History
Table of Contents
- Introduction
- Installation & Setup
- Dashboard
- Case Management
- Audience Management
- Deadline Management
- Document Management
- Time Tracking & Invoicing
- Client Portal
- GDPR Compliance
- Country Configuration
- Reports & Analytics
- Troubleshooting
Introduction
The Legal Case Management Module is a comprehensive solution for law firms and legal departments. It provides tools for managing legal cases, hearings, deadlines, documents, time tracking, and client communications.
Key Features
- Complete case lifecycle management
- Hearing and court date tracking
- Deadline and statute of limitations monitoring
- Document management with secure storage
- Time tracking and billing
- Client portal for self-service
- GDPR compliance tools
- Multi-country legal system support
- Multi-language interface
Installation & Setup
Installation Steps
1. Copy the module to your Odoo addons directory: .. code-block:: bash
cp -r lga_legal_management /odoo/addons/
- Update the module list: - Go to Apps → Update Apps List
- Install the module: - Search for "Legal Case Management" - Click Install
- Configure your country: - Go to Legal → Configuration → Configure Country - Select your country and click Apply Configuration
Initial Configuration
Create User Groups
| Group | Permissions |
|---|---|
| User / Lawyer | Create and manage own cases |
| Manager / Lead Lawyer | Full access to all cases |
| Legal Administrator | System configuration |
Create Employees (Lawyers)
- Go to Lawyers & Assistants
- Click New
- Fill in: - Name, work email, etc. - Is Lawyer (check this box) in Legal Tab - Hourly Rate in Legal Tab
- Save
Create Clients
- Go to Client & Parties
- Click New
- Fill in: - Name - Email - Phone - Is Client (check this box)
- Save
Dashboard
The dashboard provides an overview of your legal activities.
Accessing the Dashboard
Menu: Legal → Dashboard
Dashboard Components
| Component | Description |
|---|---|
| Active Cases | Number of cases currently in progress |
| Today's Hearings | Hearings scheduled for today |
| Urgent Deadlines | Deadlines due within 7 days |
| Recent Cases | Latest 5 cases created |
| Upcoming Hearings | Next 5 scheduled hearings |
| Urgent Deadlines List | Deadlines requiring immediate attention |
Quick Actions
From the dashboard, you can: - Click on any statistic to see details - Use the Quick Actions buttons: - New Case - New Hearing - Log Time - New Invoice
Case Management
Creating a New Case
Menu: Legal → Cases → Create
Required Fields:
| Field | Description | Example |
|---|---|---|
| Subject | Brief case description | "Commercial dispute - Contract breach" |
| Main Client | Client name | "ABC Corporation" |
| Lead Lawyer | Responsible attorney | "Me Jean " |
| Case Type | Legal domain | "Commercial Law" |
Optional Fields:
| Field | Description |
|---|---|
| Reference | Client's internal reference |
| Associate Lawyers | Additional lawyers on the case |
| Legal Assistants | Paralegals or assistants |
| Opposing Parties | Counterparties in the dispute |
| Lead Parties | Main parties involved |
| Jurisdiction | Court or arbitration venue |
| Dispute Amount | Value in dispute |
| Estimated Fees | Projected legal fees |
| Priority | Low/Normal/High/Urgent/Critical |
| Deadline Date | Target completion date |
Viewing Case Details
Menu: Legal → Cases → Click on any case
The case detail page has several tabs:
Information Tab
- Case reference and subject
- Client and lawyer information
- Opposing parties
- Dates (opening, closing, deadline)
Legal Tab
- Detailed description
- Facts and history
- Claims and demands
- Legal basis
- Applicable jurisprudence
- Legal strategy
Finance Tab
- Dispute amount
- Estimated vs actual fees
- Estimated vs actual costs
- Billing type
- Invoice summary
Audiences Tab
- List of all hearings for this case
- Add new hearing button
Deadlines Tab
- List of all deadlines for this case
- Add new deadline button
Documents Tab
- List of all documents for this case
- Upload new document button
Case Workflow
Draft → Pending → Active → Suspended → Closed → Archived
| Action | Button | When to use |
|---|---|---|
| Activate | Activate | When case is ready to start |
| Suspend | Suspend | When case is on hold |
| Close | Close | When case is resolved |
| Reopen | Reopen | When closed case needs attention |
| Archive | Archive | For completed cases (read-only) |
Searching and Filtering Cases
Menu: Legal → Cases
Search Options: - By reference number - By subject - By client name
Filters: - My Cases - Cases assigned to you - Active - Cases in progress - Urgent - High priority cases - Overdue - Cases past deadline
Group By: - Case Type - Lawyer - Status - Priority
Audience Management
Creating a Hearing
Menu: Legal → Audiences → Create
Required Fields:
| Field | Description |
|---|---|
| Case | Associated case |
| Type | Preliminary, Hearing, Judgment, Appeal, etc. |
| Date | Hearing date |
| Start Time | Beginning time |
| Purpose | Hearing objective |
Optional Fields:
| Field | Description |
|---|---|
| End Time | Estimated end time |
| Court | Jurisdiction name |
| Courtroom | Room number |
| Judge | Presiding judge |
| Clerk | Court clerk |
| Prosecutor | Prosecutor (if applicable) |
| Lawyers Present | Attending attorneys |
| Clients Present | Attending clients |
Hearing Workflow
Scheduled → Confirmed → In Progress → Held → Postponed → Cancelled
| Action | Description |
|---|---|
| Confirm | Confirm the hearing with all parties |
| Start | Begin the hearing (changes to In Progress) |
| Hold | Mark as completed |
| Postpone | Reschedule for another date |
| Cancel | Cancel the hearing |
Adding a Hearing Report
After the hearing, you can add: - Report - Detailed minutes of the hearing - Decision - Court's ruling or decision - Next Steps - Actions to take following the hearing
Hearing Calendar View
Menu: Legal → Audiences → Calendar
The calendar shows all scheduled hearings with color coding: - 🟢 Green - Confirmed - 🟡 Yellow - Scheduled - 🔴 Red - Urgent/Cancelled
Deadline Management
Creating a Deadline
Menu: Legal → Deadlines → Create
Required Fields:
| Field | Description | Examples |
|---|---|---|
| Case | Associated case | "DOS/2025/0001" |
| Title | Deadline description | "File appeal brief" |
| Type | Deadline category | Procedure, Appeal, Payment |
| Due Date | Expiration date | "2025-04-15" |
Optional Fields:
| Field | Description |
|---|---|
| Start Date | Beginning of the period |
| Responsible | Assigned lawyer |
| Priority | Low/Medium/High/Critical |
| Description | Detailed explanation |
| Consequences | What happens if missed |
| Required Action | What needs to be done |
| Legal Text | Applicable law reference |
Deadline Types
| Type | Description |
|---|---|
| Procedure | Court filing deadlines |
| Appeal | Time to file an appeal |
| Prescription | Statute of limitations |
| Deliberation | Judgment deliberation period |
| Judgment | Judgment pronouncement |
| Execution | Enforcement of judgment |
| Payment | Fee or cost payment |
| Communication | Document exchange |
| Expertise | Expert report submission |
Deadline Status
| Status | Color | Description |
|---|---|---|
| Draft | Gray | Not yet activated |
| Active | Blue | Currently counting down |
| Completed | Green | Successfully met |
| Extended | Yellow | Due date postponed |
| Overdue | Red | Past due date |
| Cancelled | Gray | No longer applicable |
Deadline Alerts
The system automatically creates reminders at: - 7 days before deadline - 3 days before deadline - 1 day before deadline
Alerts appear in: - Dashboard notifications - Email notifications - System activities
Document Management
Uploading a Document
Menu: Legal → Documents → Add Document
Required Fields:
| Field | Description |
|---|---|
| Name | Document title |
| Case | Associated case |
| Type | Contract, Pleading, Evidence, etc. |
| Category | Legal, Procedural, Financial, etc. |
File Upload: - Click Select File to choose a document - Supported formats: PDF, DOC, DOCX, XLS, XLSX, JPG, PNG - Maximum size: 50 MB
Document Types
| Type | Description |
|---|---|
| Contract | Agreements and contracts |
| Pleading | Court submissions |
| Brief | Legal memoranda |
| Evidence | Exhibits and proof |
| Correspondence | Emails and letters |
| Judgment | Court decisions |
| Order | Court orders |
| Expertise | Expert reports |
| Invoice | Billing documents |
| Note | Internal notes |
| Legal Basis | Laws and regulations |
| Jurisprudence | Case law |
Document Actions
| Action | Description |
|---|---|
| Download | Save document to your computer |
| Send by Email | Email document to client or colleague |
| Create Revision | Create a new version of the document |
| Delete | Remove document (requires confirmation) |
Document Tags
You can add tags to documents for better organization: - Confidential - Sensitive information - Urgent - Requires immediate attention - Important - Key document - To Archive - Ready for archiving
Time Tracking & Invoicing
Logging Time
Menu: Legal → Timesheets → Create
Required Fields:
| Field | Description |
|---|---|
| Case | Associated case |
| Date | Work date |
| Start Time | Beginning time |
| End Time | Ending time |
| Activity Type | Type of work performed |
| Description | Brief explanation |
Activity Types
| Type | Description |
|---|---|
| Consultation | Client meetings |
| Legal Research | Case law and legislation research |
| Drafting | Document preparation |
| Correspondence | Emails and letters |
| Hearing | Court appearances |
| Travel | Time spent traveling |
| Meeting | Internal meetings |
| Phone Call | Telephone consultations |
| Administration | Administrative tasks |
| Review | Document review |
| Negotiation | Settlement discussions |
| Expertise | Expert analysis |
Time Entry Workflow
Draft → Submitted → Validated → Invoiced → Rejected
| Action | Description |
|---|---|
| Submit | Send for validation (lawyer) |
| Validate | Approve time entry (manager) |
| Reject | Return with rejection reason |
| Invoice | Create invoice from time entry |
Creating an Invoice
- Go to Legal → Timesheets
- Select validated time entries
- Click Invoice
- Review invoice details
- Click Confirm
Invoice Status
| Status | Description |
|---|---|
| Draft | Not yet confirmed |
| Posted | Confirmed and sent |
| Paid | Payment received |
| Canceled | Invoice voided |
Client Portal
Overview
The client portal allows clients to: - View their cases - See upcoming hearings - Track deadlines - Download documents - Manage GDPR consent
Accessing the Portal
URL: http://your-odoo.com/my
Enabling Portal Access for a Client
- Go to Contacts → Select client
- Go to GDPR tab
- Check Portal Access
- Click Invite to Portal
The client will receive an email with login instructions.
Client Portal Features
Dashboard
- Case count
- Upcoming hearings
- Urgent deadlines
- Document count
My Cases
- List of all client cases
- Case details (subject, status, dates)
- Access to case documents
My Hearings
- List of scheduled hearings
- Hearing details (date, time, court)
- Hearing status
My Deadlines
- List of deadlines
- Days remaining
- Urgent deadlines highlighted
My Documents
- List of case documents
- Document download
GDPR Consent
- View consent status
- Give or withdraw consent
- Request data access
- Export personal data
- Request data deletion
GDPR Compliance
Overview
The module includes complete GDPR compliance tools:
- Consent Management - Record client consent
- Data Access Requests - Handle access requests
- Data Portability - Export client data (JSON)
- Right to Erasure - Anonymize client data
- Audit Logs - Track data access
Managing Client Consent
Menu: Legal → GDPR → Consentements
Giving Consent
- Go to client record
- Open GDPR tab
- Click Give My Consent
- Accept terms and privacy policy
- Submit
Withdrawing Consent
- Go to client record
- Open GDPR tab
- Enter withdrawal reason
- Click Withdraw My Consent
Data Access Requests
Menu: Legal → GDPR → Requests
Types of Requests
| Type | Description |
|---|---|
| Access | Request copy of personal data |
| Rectification | Request data correction |
| Erasure | Request data deletion (Right to be forgotten) |
| Restriction | Request processing restriction |
| Portability | Request data export |
| Objection | Object to data processing |
Processing a Request
- Request appears in GDPR Requests list
- Click Process
- For portability: Data is automatically exported (JSON)
- For erasure: Data is anonymized
- Request status changes to Completed
Audit Logs
Menu: Legal → GDPR → Audit Log
The audit log records: - Who accessed what data - When the access occurred - What action was performed (read, write, delete) - IP address and user agent
Country Configuration
Overview
The module supports legal systems from multiple countries. You can configure country-specific legal parameters.
Configuring Your Country
Menu: Legal → Configuration → Configure Country
- Select your country from the list
- Review the configuration: - Legal system (Civil law, Common law, Mixed) - Court system (Unified, Federal, Dual) - Statute of limitations (years) - Appeal deadline (days) - Cassation deadline (days) - VAT rate
- Click Apply Configuration
Pre-configured Countries
| Country | Legal System | Appeal Deadline | VAT Rate |
|---|---|---|---|
| France | Civil Law | 30 days | 20% |
| Germany | Civil Law | 30 days | 19% |
| United Kingdom | Common Law | 21 days | 20% |
| United States | Common Law | 30 days | 0% |
| Japan | Civil Law | 14 days | 10% |
| Brazil | Civil Law | 15 days | 0% |
| China | Socialist Law | 15 days | 6% |
Adding a New Country
- Go to Legal → Configuration → Country Configurations
- Click Create
- Fill in all legal parameters
- Save
- Click Activate to make it active
What Changes When You Change Country
| Component | Effect |
|---|---|
| Deadlines | Appeal and cassation deadlines update |
| VAT Rate | Invoice tax calculation updates |
| Court System | Available court levels update |
| Legal Texts | Procedure code references update |
| Language | Legal terms adapt to country language |
Reports & Analytics
Financial Reports
Menu: Legal → Finance → Financial Reports
Available reports:
| Report | Description |
|---|---|
| Case Profitability | Profitability per case |
| Lawyer Performance | Hours and billings per lawyer |
| Outstanding Invoices | Unpaid invoices |
| Revenue by Case Type | Revenue breakdown |
Profitability Analysis
Menu: Legal → Finance → Profitability Analysis
Parameters: - Date Range - Analysis period - Lawyers - Select specific lawyers - Case Types - Filter by case type - Group By - Lawyer, Case Type, Client, Month
Results include: - Total hours - Total invoiced - Total paid - Outstanding amount - Profitability percentage - Realization rate
Exporting Reports
Reports can be exported to: - Excel (.xlsx) - CSV (.csv) - PDF (.pdf)
Troubleshooting
Common Issues and Solutions
Issue: Cannot create a case
Solution: 1. Verify you have created at least one client and one lawyer 2. Check that you have the required user permissions 3. Ensure all required fields are filled
Issue: Client cannot access portal
Solution: 1. Verify client has an email address 2. Check Portal Access is enabled in client record 3. Resend invitation email 4. Check spam folder
Issue: Deadlines not showing alerts
Solution: 1. Verify the deadline is in Active status 2. Check that reminders are enabled in configuration 3. Run the scheduled action manually
Issue: Documents not uploading
Solution: 1. Check file size (max 50 MB) 2. Verify file format is supported 3. Check browser console for errors 4. Try a different browser
Issue: Time entries cannot be invoiced
Solution: 1. Verify time entry is Validated 2. Check that Billable is checked 3. Ensure client has a valid billing address 4. Check accounting configuration
Issue: GDPR data export not working
Solution: 1. Verify the client has given consent 2. Check that the request is in Processing status 3. Ensure the client has an email address 4. Check server logs for errors
Support
For technical support: - Email: support@eanda.tech - Documentation: https://eanda.tech
Keyboard Shortcuts
| Shortcut | Action |
|---|---|
| Ctrl + S | Save current form |
| Ctrl + Shift + D | Duplicate record |
| Ctrl + Shift + A | Add new line in list |
| Ctrl + Shift + R | Remove line from list |
| Alt + Enter | Save and edit next |
| Ctrl + E | Export current view |
Glossary
| Term | Definition |
|---|---|
| Case | A legal matter or dispute handled by the firm |
| Hearing | A court session where arguments are presented |
| Deadline | A date by which an action must be completed |
| Statute of Limitations | Time limit for filing a lawsuit |
| Appeal | Request to review a court decision |
| Cassation | Appeal to the Supreme Court |
| Prescription | Expiration of legal rights over time |
| GDPR | General Data Protection Regulation |
| DPO | Data Protection Officer |
| Lead Lawyer | Primary attorney responsible for a case |
| Associate Lawyer | Secondary attorney assisting on a case |
| Opposing Party | Counterparty in a legal dispute |
| Jurisdiction | Court's authority to hear a case |
Version History
| Version | Date | Changes |
|---|---|---|
| 1.0.0 | 2025-04-05 | Initial release |
| 1.1.0 | 2025-04-06 | Added GDPR compliance |
| 1.2.0 | 2025-04-06 | Added client portal |
| 1.3.0 | 2025-04-06 | Added multi-country support |
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