Initial contact
The client goes into the register. From the NIP or KRS number the system suggests registry data, and duplicate blocking ensures that no client is created twice.
Consilaris does not change the way your firm works. It puts it in order: the client, proceedings, deadline and invoice stay with the matter they concern.
FROMINITIAL CONTACTTOINVOICE
The client goes into the register. From the NIP or KRS number the system suggests registry data, and duplicate blocking ensures that no client is created twice.
The matter is given a number, type, status, lead lawyer and relationship partner. From that point on it is the reference point for proceedings, deadlines and invoices.
You assign lawyers, trainees and assistants to the matter. Only people with the appropriate access scope can see it.
A contentious matter has proceedings and instances: court or authority, division, case reference number, judge, parties and their representatives.
The system calculates the last day from the date of service. A second person approves preclusive deadlines, and reminders arrive in advance.
The invoice for the client and matter goes to KSeF; the KSeF number and UPO come back to the system.
Each area has a dedicated page describing its functions, workflow, and a visual overview.
EVERYAREAONESYSTEM
Client register and matter register with team, status and history.
VIEW FEATURES ⟶ 02Proceedings with instances, case reference numbers and the client's role; a register of parties.
VIEW FEATURES ⟶ 03Matter documents in folders, with document type and versions; team notes you can pin.
VIEW FEATURES ⟶ 04Deadlines with a last-day calculator, approval and reminders.
VIEW FEATURES ⟶ 05Team time on matters: timer, approval, write-offs and a draft invoice.
VIEW FEATURES ⟶ 06VAT and corrective invoices sent to KSeF, with UPO and offline mode.
VIEW FEATURES ⟶ 07Accounts, roles, module permissions and the scope of visible matters.
VIEW FEATURES ⟶ 08A summary since your last visit and answers to questions about deadlines and matters.
VIEW FEATURES ⟶Register your firm before the launch, and after the launch run one real matter in the system. You will see how the team works when the client, matter, deadlines and invoices are in one place. The trial lasts 90 days with no commitment.
Licence from PLN 249 net a month, all features included.