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1. General description The Regular Enquiry process represents the standard, full client lifecycle for handling most legal and professional matters submitted via the Advocate Abroad website into BackOffice, from initial website form submission through prof...

1. General description Paid Consultation is a consultation-only workflow in BackOffice where a client pays for a scheduled time-slot (video or phone call) without committing to a full legal service engagement. Paid Consultation is used for exploratory or...

General Description Direct Service Offer is a workflow where the client is immediately offered a clearly defined service package (scope, fee, and payment instructions) rather than an exploratory consultation or open‑ended quotation process. This is preferable...

Main Statuses and Sub-Statuses The platform uses a dual-layer tracking system to manage the lifecycle and audit trail of every client. A. Main Client Statuses (Lifecycle & Visibility) Status Definition Visibility Rule Trigger Effects ...

1. General description The Email Notifications templates are the main library of system and workflow emails that the platform sends automatically or semi-automatically to Users and Clients, with subjects and bodies stored in Template.csv. They cover lead...

Concept: Enquiry Type (ET) Enquiry Types (ETs) are a core structural element of the Advocate Abroad ecosystem that define what kind of legal or professional service a client is seeking, in which jurisdiction, and under which commercial rules. Unlike simple ...

Professional Structure – Overview The Professional Structure module in the Laravel platform defines the catalogue of website Service pages and maps each one to an Enquiry Type (ET) and country or countries. It acts as the bridge between BackOffice ET config...

1. Purpose & Audience This page defines how standard (non-recurring, non-shared) client payments are recorded in the BackOffice CRM, how commission is calculated, aggregated, and invoiced to Users, and which control mechanisms ensure that all relevant payme...

1. General description The Set-up to Monthly Client process describes how a one-off Set-up Only enquiry (for example Autonomo (Set-up Only) ID 241 or Limited Company Set-up Service ID 206) is converted into an ongoing monthly accounting client using the c...

1. General description The BackOffice Invoice Management area is where Admin manage monthly commission invoicing to Users, track client payments collected directly by AA, record AA’s own expenses, and generate summary reports for the accounts department. ...