OctoGenie Help Center

Everything you need to manage your legal practice

Self-serve tutorials and step-by-step guides for lawyers and legal teams. No external training required.

Get Started Create Your First Lead View Legal Workflow →

The Legal Workflow

Follow this path from initial enquiry to final payment

Lead

Capture potential clients who show interest in your legal services

Client

Convert qualified leads into official clients with complete profiles

Matter

Organize legal work into structured matters with parties and documents

Case

Track court cases from filing to resolution with full case management

Hearing

Schedule hearings, set reminders, and sync with your calendar

Invoice

Generate professional invoices and track billing for your services

Payment

Record payments, track collections, and manage your finances

Complete workflow!

Master each step to streamline your legal practice.

All Guides

Leads

Manage potential clients

Clients

Client information

Matters

Track legal matters

Cases

Manage court cases

Calendar

Schedule hearings

Documents

Store legal files

AI Assistant

Draft & analyze

Invoices

Bill clients

Payments

Track collections

Expenses

Record costs

Settings

Configure system

FAQs

Get answers

Quick Start Actions