Professional Compliance Tracker
Master your deadlines, clients, cases, filings, and fee records in one intelligent space.
Built for advocates, chartered accountants, company secretaries, tax consultants, and professional teams managing recurring client obligations.
Document custody: Personal Practice
Document custody
Where do case papers live?
LegalMitra manages custody by your chamber’s operating model — practice intelligence first, not a public document dump.
Does this chamber use a shared office file server for case papers?
Document register
Case papers metadata
Sign in to register matter documents. Full PDF upload is not required in this step.
Paste extract (P2)
Intelligence comes from approved extracts, not full PDF upload. Select a registered document, paste text, then review suggestions before applying.
Suggested case-card fields
Practice data
Clients and matters
Tenant-backed records are the system of record. Browser preview rows are only used when signed out.
Matter Intelligence
Matter Intelligence Brief
Open a matter to generate or load a grounded brief with sources and limitations.
Morning Brief
What should I do today?
Sign in to generate today’s practice brief.
Practice alerts
Deadlines, hearings, and gaps
Deterministic watches from your tenant matters. Snooze or dismiss with audit — never invents court dates.
Inbox
Practice notifications
In-app notices from new alerts. Open a matter without leaving this workspace.
Guided Workflow
Prepare Matter Response
Start from a Morning Brief priority action, or open a matter and prepare a response.
Advisory working draft only. Approve research and drafts before any filing. This flow never files or sends.
Practice Fees
Fee ledger
Sign in to load outstanding fees.
LegalMitra-native billing. MitraBooks posting is optional and requires explicit confirm — this product stays separate from MitraBooks ERP.
Daily Board
Upcoming Deadlines and Hearings
| Date | Reference / Case No | Authority / Court | Purpose | Status | Action |
|---|
Case and matter register
Maintain case number, client, court, next date, filing stage, limitation status, documents, and responsible owner.
Client follow-up register
Track contact person, document requests, pending approvals, billing status, and last communication.
Fees and receivables
Record professional fees, retainers, invoices, collections, pending dues, and matter-wise billing notes.
Case Master
Case and matter register
Select a register card to review the working fields and sample records.