Good morning, Wamuyu ๐
Active Clients
0
No clients yet
Open Matters
0
No matters yet
Revenue MTD
KES 0
0 invoices outstanding
Pending Tasks
0
0 overdue
Deadlines This Week
0
No upcoming deadlines
๐ Urgent Reminders
No reminders yet
New reminders will appear here as you add follow-ups.
๐ Recent Activity
No activity yet
Your latest client and matter activity will show up here.
โ
My Tasks
No tasks yet
Create your first task to start tracking work.
Client Portal
Clients can view their matter progress, balances, service requests, and meeting bookings.
๐ณ Outstanding Balance
KES 0
No invoices issued yet.
Basic Portal
Standard access for matter updates and service requests.
๐ File Status
๐๏ธ Request More Services
๐
Book a Meeting
Access Control & Staff Accounts
Create Team Account
Email is the login identifier. One email = one account.
Tenant Workspace
casesync-logo.svgFirms can use their own logo, while the platform remains branded as CaseSync.
Client Database
All clients, contact information, and matter history in one place.
| Client Name | Type | Contact | KYC Status | Matters | Since | Actions |
|---|
Matters
Track all legal matters from intake to closure.
Kanban View
List View
| Ref | Client | Description | Area | Status | Deadline | Fee (KES) | Actions |
|---|
Task Manager
Assign, track and complete tasks across all matters and staff.
| Task | Matter | Assigned To | Due Date | Priority | Status | Actions |
|---|
Calendar
Court dates, deadlines, client meetings, and leave in one view.
๐ Upcoming Events
Document Management
Upload, organise and retrieve all client and firm documents.
Click to upload or drag & drop
PDF, DOCX, XLSX, JPEG, PNG โ max 50MB
Storage Summary
Client Documents0 MB
Firm Templates0 MB
Total:0 MB of 50 GB
๐ All Documents
Email Workspace
Connect several inboxes, view a unified feed, reply, and summarize threads in one place.
Connected Accounts
AI Summary
Select an email to generate a smart summary
Spark-style summaries, action items, and suggested replies will appear here.
๐ฅ Unified Inbox
๐ค Sent
Invoices & Payments
Raise invoices, track payments, monitor outstanding fees.
Total Invoiced MTD
KES 0
0 invoices
Paid
KES 0
0 invoices
Outstanding
KES 0
0 invoices
Overdue 30+ days
KES 0
0 invoices
| Invoice No. | Client | Matter | Fee | VAT | Total (KES) | Issued | Due | Status | Action |
|---|
Accounting
Chart of accounts, journal entries, purchases, petty cash, invoicing, payments, and financial statements.
๐ Chart of Accounts
| Code | Account | Type | Action |
|---|
๐งพ Journal Entry
๐ Direct Purchases
๐ต Petty Cash
๐งพ Accounting Invoices
๐ณ Payments Received
๐ Accounting Reports
Trial Balance
Balance Sheet
Profit & Loss
Asset Registry
Track company assets, acquisition details, ownership, and status.
๐ Asset Reports
| Asset | Category | Date | Cost | Assigned To | Status |
|---|
Payroll (Kenya)
Manage employees, statutory deductions (PAYE, NHIF, NSSF, Housing Levy), and payroll runs.
๐ค Payroll Employees
๐งฎ Payroll Run
๐ Payroll Reports
Calls & Conversions
Track phone calls, follow-ups, matter discussions, and conversion outcomes.
๐ Calls Reports
| Date | Caller | Client | Matter | Outcome | Follow-up | Notes |
|---|
Company Reports
Management reports over time across finance, operations, HR, assets, clients, and calls.
๐ Trend Over Time
Backup & Recovery
Automated daily backups, rolling 7-day recovery points, monthly archives, and restore tools.
๐พ Backup Controls
๐
Daily Backups
๐งท Rolling 7-Day Backups
๐๏ธ Monthly Archives
๐ ๏ธ Manual Backup History
๐๏ธ Deleted Data Review Queue
Non-admin deletions are held here for admin review. Admins can restore or archive each item.
HR & Leave Management
Employee records, leave applications, reviews, notices, and login discipline in one place.
๐ฅ Staff
๐ Leave Applications
๐
Leave History
| Employee | Leave Type | From | To | Days | Status | Balance |
|---|
๐๏ธ Review Bookings
๐ Review Results
โ ๏ธ Warnings & Discipline
๐ข Notices & Announcements
๐ผ Salary Reviews
๐ Staff Activity & Session Durations
Recent Activity
Session Durations
Reminders & Deadlines
Court dates, filing deadlines, KYC follow-ups, payment chasers.
Newsletters & Client Bulletins
Send legal updates and firm announcements to your client database.
โ๏ธ Compose Newsletter
๐ Click to attach a document
๐ Stats
Newsletters sent0
Last sentโ
Average open rate0%
Client email database0 contacts
๐ Sent History
Website Enquiries
Messages submitted from the public website contact form appear here in the CRM.
Incoming Enquiries
CRM Notes
Centralized lead capture
Website enquiries are recorded here for follow-up by the firm.