About this plugin
Legal Services Management is a powerful, all-in-one WordPress plugin designed specifically for law firms, solo attorneys, and legal service providers. Manage your entire practice workflow without leaving your WordPress dashboard.
Whether you’re a solo practitioner or managing a multi-attorney firm, this plugin gives you everything you need: client records, case tracking, appointment scheduling, document templates, invoicing, and frontend portals for both clients and attorneys.
Core Features
Client Management
* Complete client database with contact details, status tracking, and activity history
* Auto-link WordPress user accounts to client records
* Supports guest and logged-in client bookings
Case Management
* Track cases with case numbers, types (civil, criminal, family, corporate, immigration, real estate), priorities, and statuses
* Assign lawyers and link clients to each case
* Store court info and full case descriptions with the WordPress editor
Appointment Scheduling
* Book in-person, video call, and phone appointments
* Interactive monthly calendar view in the admin dashboard
* Automated email reminders via WP-Cron
* Frontend booking form via shortcode
Invoice & Billing
* Create professional invoices with subtotals, tax rates, and balance tracking
* Track invoice status: Draft, Sent, Paid, Overdue, and Cancelled
* Link invoices to specific cases and clients
* Stripe payment integration (configurable via settings)
Document Templates
* Create reusable document templates with placeholders ( {client_name}, {case_number}, {date} )
* Manage uploaded files linked to cases and clients
Client Portal (Frontend)
* Logged-in clients can view their cases, appointments, and invoices
* Accessible via [lsm_client_portal] shortcode on any page or post
Attorney/Lawyer Dashboard (Frontend)
* Attorneys can view their assigned cases, appointment calendar, and invoices
* Accessible via [lsm_lawyer_dashboard] shortcode
REST API
* Full RESTful API ( /wp-json/lsm/v1/ ) for integration with external tools
* Permission-controlled endpoints for clients, cases, and appointments
Cron Automation
* Hourly appointment reminder emails
* Daily cleanup of old activity logs and expired sessions
Activity Logging
* Records all create/update operations for audit trail purposes
Available Shortcodes
Shortcode
Description
[lsm_booking_form]
Frontend appointment booking form
[lsm_client_portal]
Client self-service portal
[lsm_lawyer_dashboard]
Lawyer/attorney frontend dashboard
[lsm_lawyer_list]
Display all active lawyers
[lsm_service_list]
Display all available services
[lsm_appointment_calendar]
Client appointment calendar view
Custom Roles & Capabilities
The plugin registers the following custom WordPress roles and capabilities:
- LSM Lawyer – Can manage cases, appointments, and view clients
- LSM Client – Can access the client portal
Custom capabilities: manage_clients, manage_cases, manage_appointments, manage_invoices
Security
- All form submissions protected with nonces (CSRF protection)
- All input sanitized with appropriate WordPress functions ( sanitize_text_field, sanitize_email, wp_kses_post, etc.)
- All output escaped before rendering ( esc_html, esc_attr, esc_url )
- Database queries use $wpdb->prepare() with placeholders to prevent SQL injection
- Direct file access protection on all PHP files
- Safe redirects via wp_safe_redirect()