Sarfaesi

Power up your legal process with AI-driven efficiency—streamline, automate, and win cases faster than ever!

Revolutionise your case management with our powerful, all-in-one solution designed for seamless case onboarding, preparation, and filing. Effortlessly track workflows, manage evidence, and securely store legal documents with AI-powered automation. Enhance collaboration through integrated chat, video conferencing, and real-time notifications while simplifying billing, invoicing, and financial tracking. Gain deeper insights with real-time reports and analytics, ensuring smarter decisions and compliance. Boost efficiency, accelerate resolutions, and take control of legal cases like never before.

Case Onboarding & Filing

Simplify case intake, organize documents, and automate allocation for a seamless filing process.

• Individual Case/Appeal Filing: Register and file cases or appeals digitally.
• Bulk Case Import: Upload multiple cases at once for streamlined processing.
• Upload Supporting Documents with Customizable Folders: Organize case files efficiently.
• Case Linking (Related/Duplicate Cases): Connect similar or duplicate cases for reference.
• Smart Case Grouping (Class Action): Automatically group cases with common issues.
• UID Generation: Assign a unique identifier to each case.
• Save Draft: Save case details and retrieve them later for completion.
• Auto Allocation: Assign cases based on jurisdiction, dispute type, availability, and claim amount.
• Case Invitation: Invite relevant stakeholders to join a case.

Case Preparation & Management

Organize, track, and manage case workflows, team roles, and hearing schedules efficiently.

• Team Management & Allocation: Assign roles and responsibilities to team members.
• Case Transfer: Seamlessly move cases between teams or jurisdictions.
• Case Reassignment: Reallocate cases based on updated requirements.
• Track Case Status: Monitor the progress and updates of a case.
• Case History: Maintain a chronological record of case actions.
• Case Record: Store and access case details anytime.
• Case Register: Maintain an official record of cases.
• Case Log: Document all interactions and actions taken on a case.
• Cause List Tracking: Keep an updated list of cases scheduled for hearing.
• Cause List (Calendar View): Visualize hearing schedules in a calendar format.

Filing Builder

Customize, streamline, and automate the case filing with integrated payments and notifications. 

• Customizable Case Filing Builder: Tailor case filing forms as per requirements.
• Customizable Event Filing Builder: Configure event-based filing structures.
• Payment During Filing: Enable secure fee payments at the time of filing.
• Automated Notifications During Filing: Send real-time alerts and updates.
• Fee Calculator During Filing: Auto-calculate filing fees based on case details.
• Customizable Role Management: Define and assign roles dynamically.
• Customizable Party Management: Manage involved parties with flexible settings.
• Filing as an Individual & Organization: Allow dual-role filing in a single process.

Document Management

Securely store, organise, track, and collaborate on legal documents efficiently. 

• Secure Document Storage & Indexing: Store, categorize, and index legal documents for quick retrieval.
• Version Control & Document Review: Track changes, maintain multiple versions, and enable seamless reviews.
• Smart Document Templates: Use dynamic, predefined legal filings and notices templates.
• Automated & Manual Document Upload: Allow uploads by lawyers, witnesses, or system-generated documents.
• Document Production & Summarization: Generate, summarize, and manage legal documents efficiently.
• Fixed Template & Legal Database Integration: Standardize legal documents with access to acts, regulations, and rules.
• Translation & Categorization: Upload, tag, and manage translated legal notices in predefined folders.

Communication & Collaboration

Secure, seamless chat, email, video, and task management interaction. 

• Client Portal & Mobile Access: Secure portal for clients with mobile-friendly accessibility.
• Email & SMS Integration: Seamless email/SMS communication with tracking capabilities.
• Collaboration & Discussion Tools: Internal/external discussions, chat, and document sharing.
• Task & Calendar Management: Create, assign, and track tasks with calendar integration.
• Virtual Court & E-Court Integration: Real-time digital court access with hearing links.
• Voice/Video Conferencing: Secure virtual meetings for hearings and case discussions.
• Notifications & Alerts: Customizable reminders for case events and legal updates.

Case Repository & Documentation

Securely store, organise, track, and retrieve case documents with advanced search and integration.

• Centralized & Secure Storage: Store case files securely with role-based access.
• Advanced Search & Indexing: AI-powered search with smart filters and indexing.
• Version Control & Audit Trail: Track changes, version history, and access logs.
• Customizable Organization: Organize files with folders, tags, and categorization.
• OCR & Digital Annotations: Convert scans to text and enable document markups.
• Integration & Interoperability: Link documents with case dashboards and legal tools.

Billing & Financial Management

Generate, customize, and process invoices efficiently.

• Time Tracking & Compensation: Monitor billable hours and automate compensation calculations.
• Trust Accounting & Tax Management: Manage client funds and tax compliance seamlessly.
• Expense & Budget Tracking: Track legal expenses with budgeting and forecasting tools.
• Customizable Billing & Payment Integration: Tailor billing, invoicing, and payment workflows.
• Legal Spend & Invoice Processing: Monitor, approve, and optimize legal spending.
• Payment Flow & Financial Training: Streamline payment processes with structured training support.

Report & Analytics

Gain real-time insights, track case performance, and generate custom legal reports with data-driven visualization.

• Real-Time Dashboard: Access live case insights and performance metrics.
• Customizable Dashboards: Personalize reports based on user roles and needs.
• Data Visualization: View key reports using charts, graphs, and KPIs.
• Case Disposal Metrics: Track case resolution rates across different courts.
• Performance Evaluation: Assess internal and external lawyer effectiveness.
• Case Severity Reporting: Categorize cases based on complexity and urgency.
• Judgment Compliance Tracking: Monitor court order enforcement and compliance.
• Case Disposal & Adjournment Analysis: Measure resolution timelines and delays.
• Settled Issues Records: Maintain records of resolved legal disputes.
• Mediation vs. Arbitration vs. Litigation: Compare case resolutions across dispute mechanisms.
• Custom Report Generation: Generate tailored reports for deeper legal insights.