VakilBoxWe check for conflicts while you add a client.
Take on a client in five short steps: who they are, whether you can act, your fees, the vakalatnama and the portal invite. After that, we draft every message to the client and file it to the case.
Take on a new client in five steps
Check for conflicts, agree fees and get the vakalatnama signed before you start work.
Start with six fields
Start with a few details. Ask for identity proof and bank details only when something needs them.
Check for conflicts before you act
VakilBox looks for close name matches across clients, opposite parties, directors, related companies, prospects and restricted files. If it matches a former client, a partner must record that the former client gave written consent. Only then can you go on.
Agree fees before work starts
Choose per appearance, lump sum per stage, monthly retainer, hourly or mixed. You record the fees before work starts, so the first invoice is never a surprise.
Get the vakalatnama signed and invite the client
Make the vakalatnama from the file. The client e-signs it in the portal, and you invite them in the same step. At the end, we record the DPDP consent: purposes, notice version, channel and how the client gave consent.
Inform your client after every hearing
We draft the update, send it on the right channel and file it to the case.
Notify your client in one tap
Record the outcome and we draft a message in the client's language, in Hindi if they prefer. You check it and send it.
Send by WhatsApp, SMS or e-mail
WhatsApp uses templates and needs the client's opt-in. Without opt-in, we send the message by SMS and show you why. Delivery receipts give you a delivery rate on Today.
File every call and visit to the case
We file every message, call and visit to the case, not to someone's personal phone. Whoever takes a call logs it, and records any witnesses.
Keep client updates apart from notes
Client updates and privileged notes are different types of content. So you can't send a note to a client by mistake.
Follow up on enquiries and missing papers
Set a follow-up for every walk-in. See missing consent records and unsigned engagement letters.
Note walk-in enquiries
Note a walk-in enquiry on your phone and set a follow-up. A report shows enquiries that didn't become clients and had no follow-up. So you don't lose leads.
See missing consents and unsigned letters
A compliance panel lists clients taken on without a consent record. It also lists engagement letters not yet signed.
What this looks like on a real day
A walk-in already on the other side
A company asks you to act against a business linked to a director you represent.
A client who reads only Hindi
The hearing is over and you must send the update.
A client who never opted in
The client hasn't agreed to WhatsApp messages.
Signing from another city
The client is travelling when the vakalatnama needs a signature.
These are example stories. The names and matters are made up. The features are real.