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
- Settings: Configure your account and preferences
Typical Legal Workflow
Follow this workflow to manage your legal practice efficiently:
1
Lead
Capture potential clients who show interest in your legal services
2
Client
Convert qualified leads into official clients with complete profiles
3
Matter
Organize legal work into structured matters with parties and documents
4
Case
Track court cases from filing to resolution with full case management
5
Hearing
Schedule hearings, set reminders, and sync with your calendar
6
Invoice
Generate professional invoices and track billing for your services
7
Payment
Record payments, track collections, and manage your finances