Manage clients, cases, appointments, invoices & documents for law firms directly from WordPress.

Jonathan Brinley

BuggyPress

A simple bug-tracking/issue-tracking/case-management system.

sovratecdev

Plugin Name:  Sovratec Case Management

Manage User requests and use simple workflow to work through each request

Mati Ullah

Legal Services Management is a powerful, all-in-one WordPress plugin designed specifically for law firms, solo attorneys, and legal service providers. Manage your entire practice workflow without leaving your WordPress dashboard.
Whether you’re a solo practitioner or managing a multi-attorney firm, this plugin gives you everything you need: client records, case tracking, appointment scheduling, document templates, invoicing, and frontend portals for both clients and attorneys.
<h3>Core Features</h3>
Client Management 
* Complete client database with contact details, status tracking, and activity history 
* Auto-link WordPress user accounts to client records 
* Supports guest and logged-in client bookings
Case Management 
* Track cases with case numbers, types (civil, criminal, family, corporate, immigration, real estate), priorities, and statuses 
* Assign lawyers and link clients to each case 
* Store court info and full case descriptions with the WordPress editor
Appointment Scheduling 
* Book in-person, video call, and phone appointments 
* Interactive monthly calendar view in the admin dashboard 
* Automated email reminders via WP-Cron 
* Frontend booking form via shortcode
Invoice & Billing 
* Create professional invoices with subtotals, tax rates, and balance tracking 
* Track invoice status: Draft, Sent, Paid, Overdue, and Cancelled 
* Link invoices to specific cases and clients 
* Stripe payment integration (configurable via settings)
Document Templates 
* Create reusable document templates with placeholders (<code>{client_name}</code>, <code>{case_number}</code>, <code>{date}</code>) 
* Manage uploaded files linked to cases and clients
Client Portal (Frontend) 
* Logged-in clients can view their cases, appointments, and invoices 
* Accessible via <code>[lsm_client_portal]</code> shortcode on any page or post
Attorney/Lawyer Dashboard (Frontend) 
* Attorneys can view their assigned cases, appointment calendar, and invoices 
* Accessible via <code>[lsm_lawyer_dashboard]</code> shortcode
REST API 
* Full RESTful API (<code>/wp-json/lsm/v1/</code>) for integration with external tools 
* Permission-controlled endpoints for clients, cases, and appointments
Cron Automation 
* Hourly appointment reminder emails 
* Daily cleanup of old activity logs and expired sessions
Activity Logging 
* Records all create/update operations for audit trail purposes
<h3>Available Shortcodes</h3>
 Shortcode 
 Description
 <code>[lsm_booking_form]</code> 
 Frontend appointment booking form
 <code>[lsm_client_portal]</code> 
 Client self-service portal
 <code>[lsm_lawyer_dashboard]</code> 
 Lawyer/attorney frontend dashboard
 <code>[lsm_lawyer_list]</code> 
 Display all active lawyers
 <code>[lsm_service_list]</code> 
 Display all available services
 <code>[lsm_appointment_calendar]</code> 
 Client appointment calendar view
<h3>Custom Roles & Capabilities</h3>
The plugin registers the following custom WordPress roles and capabilities:
<ul>
<li>LSM Lawyer – Can manage cases, appointments, and view clients</li>
<li>LSM Client – Can access the client portal</li>
</ul>
Custom capabilities: <code>manage_clients</code>, <code>manage_cases</code>, <code>manage_appointments</code>, <code>manage_invoices</code>
<h3>Security</h3>
<ul>
<li>All form submissions protected with nonces (CSRF protection)</li>
<li>All input sanitized with appropriate WordPress functions (<code>sanitize_text_field</code>, <code>sanitize_email</code>, <code>wp_kses_post</code>, etc.)</li>
<li>All output escaped before rendering (<code>esc_html</code>, <code>esc_attr</code>, <code>esc_url</code>)</li>
<li>Database queries use <code>$wpdb->prepare()</code> with placeholders to prevent SQL injection</li>
<li>Direct file access protection on all PHP files</li>
<li>Safe redirects via <code>wp_safe_redirect()</code></li>
</ul>

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