> ## Documentation Index
> Fetch the complete documentation index at: https://docs.bizaxl.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Introduction
> Complete operational guide for client handling, matter processing, appointment scheduling, payments, and case management on Bizaxl BAS.
The **Bizaxl BAS Legal Practice Management** system is designed to help advocates, law firms, clerks, reception teams, and accounts departments manage the complete lifecycle of legal operations digitally.
This system provides a structured workflow starting from Client Registration, Matter Creation, Appointment Scheduling, Consultation Billing, Matter Approval, Case Filing, Hearing Tracking, Evidence Management, Legal Document Tracking, Legal Library Management, and Final Disposal.
***
## Workflow Overview
The core legal workflow from client registration to case management.
Register the client - the person or organisation the firm acts for.
Open a matter (client file) and assign it a type, court, and status.
File a court case within the matter with its CNR number and court details.
The scheduling workflow from availability setup to client meeting.
Define categories of meetings (e.g. Initial Consultation, Case Review).
Configure physical or virtual rooms available for client meetings.
Set each lawyer's available days and time slots, including video conferencing.
Book a client meeting against a lawyer's schedule and room.
The library workflow from catalogue setup to book lending.
Create categories for the library collection (e.g. Legislation, Commentary, Bare Act).
Add each title to the library catalogue with author, publisher, and ISBN details.
Record when a book is borrowed by a staff member or guest, and when it is returned.
***
## What Law Management Does
Open and manage client files from intake to closure, with tasks, timelines, and billable service entries.
Record court cases with CNR numbers, log every hearing, and manage parties, evidence, and applications.
Define lawyer availability and book client meetings, including video conferencing support.
Draft legal notices from reusable templates and track every postal dispatch to the other side.
Record services rendered against matters and raise invoices through BAS.
Upload case documents, ask the AI questions about them, and generate structured reports.
***
## Key Concepts
These four records form the backbone of Law Management. Every other record traces back to one of them.
| Record | What it is |
| ---------- | -------------------------------------------------------------------------------- |
| **Client** | A person or organisation the firm acts for. Every file starts here. |
| **Matter** | The client's file - the main unit of work. One client can have multiple matters. |
| **Case** | A specific court proceeding within a matter, identified by CNR number and court. |
| **Party** | An individual named in a case - the client, the opposing side, or a third party. |
***
## Who Uses What
| Role | What they do in Law Management |
| --------------------------------------- | ------------------------------------------------------------------------------------------- |
| **Administrator** | Configures masters, manages billing catalogue, quality goals, library, and system settings. |
| **Legal Staff** (Advocates, Paralegals) | Opens matters, files cases, records hearings, books appointments, sends notices. |
| **Staff** (Front Desk, Support) | Books client appointments and views schedules. |
| **Client** | Read-only portal access to their own matters and cases. |
***
## Next Steps
Learn the workspace layout, shortcuts, and navigation groups.
Configure masters and settings before your team starts working.
Open client files, manage tasks, and record billable work.
File court cases, add parties, and log hearings and evidence.