Getting Started
Welcome to OctoGenie Help Center. Learn how to get started with the platform and understand the typical legal workflow.
How to Log In to the Partner Portal
- Navigate to https://partner.octogenie.com
- Enter your registered email address and password
- Click on the "Log In" button
- You will be redirected to your dashboard
Understanding the Left-Side Navigation
The left sidebar contains all the main modules of OctoGenie:
- Leads: Manage potential clients who show interest in your services
- Clients: Manage official client profiles and information
- Matters: Organize legal work into structured matters
- Cases: Track court cases from filing to resolution
- Calendar: Schedule and manage hearings and events
- Documents: Store and manage legal files
- AI Assistant: Get legal guidance and draft documents
- Invoices: Create and track client invoices
- Payments: Record and track payments received
- Expenses: Record and manage expenses
- Tasks: Assign and track legal work for your team
- Time Tracking: Log hours spent on cases for accurate billing
- Settings: Configure your account and preferences
Typical Legal Workflow
Follow this workflow to manage your legal practice efficiently:
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
Tasks
Assign and track legal work for your team to ensure deadlines are met
Time Tracking
Log hours spent on cases for accurate and transparent client billing
Invoice
Generate professional invoices and track billing for your services
Payment
Record payments, track collections, and manage your finances