sovratecdev

This plugin allows wordpress website to track and manage requests
<h3>Key Features</h3>
The plugin is packaged with the following features:
<ul>
<li>Users initiate case menagement by submitting requests. </li>
<li>requests go through workflow with each request assigned to right personnel </li>
<li>Each step is tracked with date is recorded. The plugin user perspective and admin perspective. </li>
<li>User will receive notification email when request is completed.</li>
<li>Website admin is able to assign request to right personnel based on case type</li>
</ul>
<h4>Need Support? We Got Your Back</h4>
All of our plugins come with free support. We care about your plugin after purchase just as much as you do. 
We want to make your life easier and make you happy about choosing our plugins. We guarantee to respond to every inquiry within 1 business day. 
Please visit our <a href="https://sovratec.com/plugin/CaseManagement" rel="nofollow ugc">plugin page</a> and ask us anything you need.
<h4>Additional Resources</h4>
<ul>
<li>Check out our other <a href="https://sovratec.com/plugins/" rel="nofollow ugc">WooCommerce plugins</a>.</li>
</ul>

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>

Legal Services Management

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

Plugin Name: Sovratec Case Management vs Legal Services Management