Legal Services Management

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.

Core Features

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 ({client_name}, {case_number}, {date}) * Manage uploaded files linked to cases and clients

Client Portal (Frontend) * Logged-in clients can view their cases, appointments, and invoices * Accessible via [lsm_client_portal] shortcode on any page or post

Attorney/Lawyer Dashboard (Frontend) * Attorneys can view their assigned cases, appointment calendar, and invoices * Accessible via [lsm_lawyer_dashboard] shortcode

REST API * Full RESTful API (/wp-json/lsm/v1/) 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

Available Shortcodes

Shortcode Description

[lsm_booking_form] Frontend appointment booking form

[lsm_client_portal] Client self-service portal

[lsm_lawyer_dashboard] Lawyer/attorney frontend dashboard

[lsm_lawyer_list] Display all active lawyers

[lsm_service_list] Display all available services

[lsm_appointment_calendar] Client appointment calendar view

Custom Roles & Capabilities

The plugin registers the following custom WordPress roles and capabilities:

• LSM Lawyer – Can manage cases, appointments, and view clients
• LSM Client – Can access the client portal

Custom capabilities: manage_clients, manage_cases, manage_appointments, manage_invoices

Security

• All form submissions protected with nonces (CSRF protection)
• All input sanitized with appropriate WordPress functions (sanitize_text_field, sanitize_email, wp_kses_post, etc.)
• All output escaped before rendering (esc_html, esc_attr, esc_url)
• Database queries use $wpdb->prepare() with placeholders to prevent SQL injection
• Direct file access protection on all PHP files
• Safe redirects via wp_safe_redirect()