Advocate & law office management software for IndiaSupport: 7000667846   |   Sales / WhatsApp: 9516678465
Home / Client & Case Management
Connect every client with their matters

Client and case management software for advocates

Keep client identity, contact details, linked matters, documents, fee history and upcoming hearing work connected instead of maintaining separate registers.

See the client relationship and the individual matter together

Legal work is matter-centric, but client context still matters. VakilOnCloud keeps each case separate while preserving its link to the client who instructed the chamber.

C

Client Profile

Maintain client name, mobile, email, alternate contact, address, intake and KYC-oriented records.

M

Multiple Matters

Link multiple case records to one client while keeping each matter independently searchable.

⚖

Case Context

Store court, case type, number, parties, dates, purpose and history for each matter.

F

Client Ledger

Review professional fee charges, receipts and outstanding at the client level where finance access is enabled.

D

Documents

Keep client and case documents accessible from the relevant workflow.

T

Communication & Follow-up

Use communication timeline, tasks and reminders to retain follow-up context.

Reduce duplicate client information across matters

A client may have several matters over time. Reusing one client identity while keeping each case separate makes records cleaner and follow-up easier.

  • Avoid creating a new client record for every matter
  • Open the client and review linked cases
  • Keep case-specific hearings separate from client-level contact information
  • Maintain fee and receipt history at client level
  • Find KYC and intake records when a new matter starts
  • Preserve communication and follow-up context

VakilOnCloud connects this workflow with the rest of your chamber

Clients, cases, hearings, documents, fees, tasks and reminders remain linked instead of becoming separate records in different tools.

View all VakilOnCloud features →

Visit the product homepage →

Frequently asked questions

Can one client have multiple cases?

Yes. A client can be linked with multiple case records, and each case retains its own court, dates and history.

Can I store client KYC documents?

VakilOnCloud includes client intake and KYC-oriented document workflows.

Can I view client fee outstanding?

Where finance permissions are enabled, the client ledger can show fee charges, receipts and outstanding balances.

Are client and case documents kept separately?

The system supports client and case document workflows so files can remain associated with the appropriate record.

Move your chamber work to one secure digital workspace

Start free, add clients and cases, then manage hearing dates, fees, documents, tasks and reminders from web or Android.