A legal operations workspace for clients, cases, documents and payments.
BisnesPOS Legal Services centralizes client intake, organizations, case files, document vaults, tasks, reminders, calendar events, invoices and signed documents with controlled access.
Daily workspace
I-589 affirmative asylum
What it includes
Everything a legal-service team needs to operate from one place
The module is built for firms and service teams that need structured client records, deadline discipline, protected files and connected billing without moving between disconnected tools.
Client and organization records
Create people or organizations, store contact data, assign family members, add notes and keep every legal-service record searchable.
Guided intake
Use the step-by-step flow to create a client, open a case, generate an invoice and register the first payment in one session.
Case files
Track legal matters by area, status, priority, participants, permissions, billing state, documents, tasks, notes and events.
Document vault
Upload PDFs, images, Word, Excel, CSV and text files up to 25 MB, edit metadata, download files and protect deletion with elevated authorization.
Tasks and reminders
Create open work items with assignee, priority, status, notes and reminders by app, email, SMS or combined channels.
Calendar control
Coordinate deadlines, hearings, consultations, follow-ups and case events from the legal calendar and reminder views.
EOIR and asylum support
Store A-number context, nationality codes, EOIR monitor data, change history, asylum profile details and 180-day work-permit reminders when the workflow requires it.
Invoices and payments
Create legal-service invoices, track balances, register payments, use Square payment links or terminal flows and keep billing connected to the case.
Signed documents
Create, sync, retry, download and track signed-document workflows directly from the Legal Services area.
Access permissions
Assign viewer, editor or manager access and control document, note, task and event permissions per case.
Imports and cleanup
Preview and commit client imports, backfill protected fields and maintain legal records with structured tools.
Settings by practice
Configure legal areas, tags, policies, reminders and security controls for the way each team works.
Operating flow
From intake to paid case work
Intake
Create a person or organization and capture contact, family and case context.
Open case
Assign legal area, status, participants, permissions and billing rules.
Collect files
Upload supporting documents and keep metadata tied to the client and case.
Plan work
Create tasks, reminders and calendar events for deadlines and follow-ups.
Bill
Generate invoices, accept payments and track balances from the case.
Close loop
Monitor signatures, EOIR updates and case history until the matter is complete.
Product views
How Legal Services looks across the platform
These product views mirror the areas teams use daily: records, case files, documents, tasks, calendar, billing and signatures.
Client and organization workspace
Filter clients, organizations, open tasks, cases and document activity from a single legal-service dashboard.
Legal workspace
Case file command center
Keep case status, participants, permissions, EOIR/asylum context, billing and activity connected.
Legal case
Affirmative asylum - I-589
Primary client, family, documents, tasks and billing tied to the same case file.
Protected document vault
Upload, classify, download and manage legal files with elevated safeguards for sensitive actions.
Document vault
Tasks, reminders and calendar
Plan deadlines, consultations, hearings, follow-ups and team responsibilities in one workflow.
Tasks and calendar
Invoices, balances and payments
Create invoices, register payments, collect through Square and keep billing tied to each legal matter.
Legal billing
LS-1048
Signed-document tracking
Create, sync, retry, download and monitor signed documents from the legal-service workspace.
Signed documents
Examples
Where Legal Services fits best
Immigration workflows
Track A-number details, asylum profile fields, EOIR updates, reminders and client documents from the case record.
Family and civil matters
Manage clients, family contacts, deadlines, notes, hearings and shared case documents with role-based access.
Contract and claim work
Organize organizations, participants, document review, tasks, invoices and payment collection in one workspace.
High-volume service teams
Use imports, quick filters, reminders and billing tools to keep many client matters moving without losing context.
Controls
Administrative controls for legal operations
Case permissions
Define viewer, editor and manager capabilities for documents, notes, tasks and events.
Legal taxonomy
Configure areas, tags and policies so the module matches the team's practice structure.
Sensitive access
Protect credentials, documents and deletion flows with safeguards for elevated actions.
Billing connection
Legal Services follows plan entitlements and connects case activity with invoices, payments and balances.
BisnesPOS Legal Services
Run legal-service work with clearer records and fewer disconnected tools.
Give your team a single place for intake, case activity, documents, reminders, payments and signatures.