Business Logic
Lead/Enquiry Architecture (The 3 Formats)
Format A: Regular Enquiry
1. General description The Regular Enquiry process represents the standard, full client life...
Format B: Paid Consultation
1. General description Paid Consultation is a consultation-only workflow in BackOffice where...
Format C: Direct Service Offer Enquiries
General Description Direct Service Offer is a workflow where the client is immediately offered a...
Statuses & Substatuses
Notification Emails & Templates
Enquiry Types
Enquiry Types in the BackOffice
Concept: Enquiry Type (ET) Enquiry Types (ETs) are a core structural element of the Advocate A...
Enquiry Types, Website Service Pages & Professional Structure in Laravel
Professional Structure – Overview The Professional Structure module in the Laravel platform de...
Invoicing & Financial Management
Standard Payments & Commission Lifecycle
1. Purpose & Audience This page defines how standard (non-recurring, non-shared) client paymen...
Accountant Convert Monthly Set-up to Monthly Client
1. General description The Set-up to Monthly Client process describes how a one-off Set-up O...
Admin Payments Management
1. General description The BackOffice Invoice Management area is where Admin manage monthly ...