Case Management System in PHP MySQLi Source Code

Case Management System in PHP MySQLi source code records, monitor and analysis involved in the processing of the data, procedures, and related content that comprise a case. A case can be an investigation that must be conducted, a service request that must be fulfilled or an incident or issue that must be resolved.

As opposed to business process management which focuses specifically on workflows and repeatable processes, case management is a more holistic technique for managing work and processes that aren’t repeatable. Case management solutions are designed to improve knowledge-driven work as well as to improve general processes to optimize outcomes in the firm. Legal Case Management System source code in PHP MySQLi keeps case record organized and easily accessible. Feature law office has all the value added features that a legal advocate always looks forward to meet his/her expectation to simplify law practices.

 

The YouTube Demo video is below

 

Features of Legal Case Management System source code in PHP source code

Client Management - Client Management stores client details like Name, Phone, Email, cases with case history.

Daily Case Board - The Dashboard gives you quick access to your Daily Case Board, Appointments, Pending bills and tasks.

Case Management - Case Management tracks all the details like Client name, Case number, judge, Court details, Case history and transfer history.

Account Management - Account management manages all your Income-Expense, Billing and Invoice along with pending bill notification feature to forecast your P&L.

Appointments - Manages all the Appointments with new and existing client.

Multiple Users - Multiple users can access the application and update their cases simultaneously.

 

Software Requirements

PHP >= 7.2.0

Xampp

BCMath PHP Extension

Ctype PHP Extension

JSON PHP Extension

Mbstring PHP Extension

OpenSSL PHP Extension

PDO PHP Extension

Tokenizer PHP Extension

XML PHP Extension

 

The Dashboard shows the summary of data and some more important information related to current record like Cases, Appointments and linked them to their pages. also showing the Case Filling No, Appointments in Calendar.

Notification

There are two different notification menu

Today’s Hearing Case

Pending Case

 

Today’s Hearing Case - Displays notification for the cases which has today’s hearing date. Also you can see that cases from dashboard.

Pending Case - Displays notification for the cases which has today’s hearing date. Also you can see that cases from dashboard.

Client - Client Section, you can see all details about client and add client through Add Client button.

Client List - The list of added clients are displayed. Details like client’s name, client’s mobile number and total No. of case will be displayed here.

Create Client - The user can add his clients by clicking on the add client button. Fields to be entered by user for any client are first name, middle name, last name, gender, email, mobile number, alternate mobile number, address, country, state, city, reference name and reference mobile number.

More person can be added by clicking on the checkbox of Add more person and there is a choice between single advocate and multiple advocate of that particular person. First name, middle name, last name, mobile number, address are the fields of single advocate person and first name, last name, mobile number, address, advocate name are the fields of the multiple advocate person.

Clients Detail Page

In Action, you can see all details about client history, client hearing history and client account history. When Clicking on client and the details of that particular client will be shown and details will be Name, Mobile number, alternate mobile number, reference name, reference mobile number email, address, city, state and country.

Client Cases

On ‘Case’ button, the cases of that particular client will be shown and details will be like Case detail, Court detail, Next hearing date and Case status etc.

Client Account

When clicking on ‘Account’ button, the account of that particular client will be shown and details will be like Invoice No., Client name, Total amount, Due amount, Status etc. when clicking on ‘Action’ button, client can add payment and see the payment history.

Case

In ‘Case Section’, you can see all details about case and add case through ‘Add Case’ button.

Case List

There are basically four sub sessions in case section, which are Running, Important, No Board Cases and Archived Cases. Client’s name, registration number, case type, court, court no, magistrate, petitioner and respondent name, next date, case status, assign to, edited by will be displayed in the list of the cases. Also, user can sort the cases according to the next date filter.

Create Case

The below picture are the fields to be entered for adding case. Once all the mandatory fields of this form are added, the case of that particular client will be added in the Running cases section. If the user has marked any case important then all those cases will be listed in Important cases, if any case is declared as No Board Case, then those cases will be listed in No Board case section. Those cases which are dismissed or say closed due to any reason will be displayed in the Archived case section of the Case section.

Fields to be entered by user for any case are Client Details, Case details, FIR details, Court details, Task assign. In the client detail section for add client name, respondent name etc. In the case detail section for add case no., case type, filling no., etc. In the FIR detail section for add FIR no., FIR date, etc. In the court detail section for add court no., court type, etc. In the task assigned section select users and also task assigned for particular user (team member).

 

Case Detail Page

In ‘Action menu’, when clicking on ‘view’, you can see three menus like case detail, hearing history and case transfer history.

Case Detail - When clicking on ‘view’ in action bar, particular case will be open and you can see the case details like Case type, filling number, filling date, registration number, CNR number, first hearing date, court no., judge, etc.

 

Case History - When clicking on history, you can see particular case history. In that you can see the history of hearing dates and etc.

Case Transfer History - When clicking on transfer, you can see particular case transfer history. In that you can see Registration number, Transfer date, From court number and Judge, To court number and Judge, etc.

Add Next Date - When Clicking on the ‘Add Next Date’ button and user can add next hearing date and change case status.

Case Transfer - When Clicking on ‘Case Transfer’ button, user can transfer case from current court to another court with the transfer date.

Task

In ‘Task Section’, you can see all details about task and add task through ‘Add task’ button.

Task List - In the below picture, the list of added tasks are displayed. Details like task name, start date, members, status, etc.

Create New Task - In the below picture, admin can add tasks related to cases or other extra tasks with the priority and deadlines. Also admin can assign the task to single or multiple user (team member).

Appointment - In ‘Appointment Section’, you can see all details about appointment and add appointment through ‘Add appointment’ button.

Appointment List

Advocate can list out or add his appointments with his existing clients or new clients by adding all the details of the appointment. Also, user can sort the appointments according to the date filter.

Create New Appointment - For adding any appointment, user has a choice between new client or the existing client. If user chooses new client, he needs to add client name and if user chooses existing client, he needs to select a client from a given list of clients. Other fields like mobile number, date, time, and notes(optional) has to be filled up for adding an appointment.

 

Update Appointment Status

When appointment is cancelled then admin can change the status of appointment like ‘cancel by client’ or ‘cancel by advocate’.

Team Members

There are two sections available

Role and Team Member

In Role Section, you can see all details about role and add role through ‘Add role’ button, all the roles added by the user is listed here. Details role name, action is displayed.

Add New Role - When clicking ‘Add role’ button, user can add role name and role description.

Permission - As mentioned in the below picture, after creating role, you can assign permissions from action menu.

Team Member - In ‘Team Member Section’, you can see all details about team member and add team member through ‘Add team member’ button.

Member List - In the below picture, all the team members added by the user is listed here. Details like team member name, email, contact number etc. are displayed

Add New Member - To add team members (juniors), fields like profile picture, first name, last name, email, mobile number, address, zip code, country, state and city, role should be filled up by the user.

Income There are two sections available, Service and Invoice, In Service Section, you can see all details about services and add service through Add service button.

Service List all the services added by the user is listed here. Details are name, amount, status, action are displayed.

Create New Service - You can add services through ‘Add Service’ button (like hearing fees, etc.) and you can use this service at the time of creating invoice.

Invoice - In Invoice Section, you can see all details about invoice and add invoice through ‘Add invoice’ button.

Invoice List - all the invoices added by the user is listed here. Details are invoice number, client name, total amount, due amount, paid amount, status and action are displayed.

Create New Invoice - You can create an invoice for your client by filling all the details.

 

Add Payment for Invoice - Admin can add invoice due payments when he receives due payments from client.

Invoice Payment History – when you click on ‘Action’ button, you can see invoice payment history.

Vendor - In ‘Vendor Section’, you can see all details about vendor and add vendor through ‘Add vendor’ button.

Vendor List - all the vendors added by the user is listed here. Details are vendor name, mobile number, status and action are displayed.

 

Create New Vendor - When clicking on ‘Add vendor’, fields like company name, first name, last name, email id, mobile number, alternate number, address, country, state, city, GSTIN, PAN will be shown and you can fill it.

Expense module

There are two sections available, Expense Type and Expense

Expense Type List - all expenses type added by the user is listed here. Details are expense name, status and action are displayed.

 

Create New Expense Type - You can add new expense type through ‘Add Expense’ button (like phone bill, stationary. etc.) and you can use this expense at the time of creating expense.

Expense List - all expenses added by the user is listed here. Details are vendor name, invoice number, total amount, due amount, paid amount, status and action are displayed.

Create New Expense - You can create expense for your own record by filling in all the details.

Case Type - In Case Type Section, you can see all details about case type and add case type through ‘Add Case Type’ button.

 

Case Type List - all cases type added by the user is listed here. Details are case type, case sub type, status and action are displayed. If you don’t want to use any ‘case type’ in the future, then you can disable the status.

Court Type – In the Court Type Section, you can see all details about court type and add court type through ‘Add Court Type’ button.

Court Type List - all courts type added by the user is listed here. Details are court type, status and action are displayed. If you don’t want to use any ‘court type’ in the future, then you can disable the status.

Create New Court Type – When you click Add Court Type button, admin can add court type.

Court - In Court Section, you can see all details about court and add court through ‘Add Court’ button.

Court List - All courts added by you is listed here. Details are court, court type, status and action are displayed. If you don’t want to use any ‘court’ in the future, then you can disable the status.

Create New Court – When you click on Add Court button, you can select court type and add court name.

Case Status - In Case Status Section, you can see all details about case status and add case status through ‘Add Case Status’ button.

Case Status List - case status added by the user is listed here. Details are case status, status and action are displayed. If you don’t want to use any ‘case status’ in the future, then you can disable the status.

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Case Management System in PHP - Dashboard

Case Management System in PHP Source Code

Watch the Demo Video on YouTube