Help & feature tour

Discover what you can do with VidhiSangh, or find help for a specific page.

Explore the product

Start with these prominent features. Availability depends on your role, plan and configured services.

DashboardStart your day with an overview of your practice.Matters and custom formsCreate and organise cases, hearings and matter records.Documents and e-signaturesDraft, upload, organise and send documents for signing.Calendar and hearingsPlan hearings and other practice events.CRM and leadsTrack enquiries through your intake pipeline.Clients and KYCMaintain individual and business client records.Billing and invoicesManage invoices and practice billing.My timesheetsRecord time spent on practice work.PaymentsReview payment activity for your practice.Legal ResearchFind judgments and case information.Knowledge LibraryBuild a shared library of practice resources.Bare ActsFind legislation, guides and exact text.Legal NewsBrowse legal news and open articles.Professional feedShare updates with your professional network.PeopleFind professionals and view their profiles.GroupsFind professional communities and discussions.MessagesContinue direct professional conversations.MarketplaceBrowse professional service listings.AnalyticsReview practice performance and trends.My profile and visiting cardManage your professional identity.SettingsConfigure your account and organisation.

All help topics

62 topics

DashboardStart your day with an overview of your practice.Matters and custom formsCreate and organise cases, hearings and matter records.Matter workspaceKeep the case record and related work together.Matter client portalManage the information shared through a matter’s client portal.Documents and e-signaturesDraft, upload, organise and send documents for signing.Document editorEdit and export a draft in the full document editor.Calendar and hearingsPlan hearings and other practice events.CRM and leadsTrack enquiries through your intake pipeline.Lead detailsReview an enquiry and move it toward an active matter.Clients and KYCMaintain individual and business client records.Client recordReview a client’s information and related work.Billing and invoicesManage invoices and practice billing.My timesheetsRecord time spent on practice work.Invoice and receiptsReview a billing document, balance and receipts.PaymentsReview payment activity for your practice.Legal ResearchFind judgments and case information.Judgment detailsRead and review a research result.Case detailsReview information for a case identified by its CNR.Knowledge LibraryBuild a shared library of practice resources.Bare ActsFind legislation, guides and exact text.Act readerRead legislation and inspect its context.Legal NewsBrowse legal news and open articles.Professional feedShare updates with your professional network.PeopleFind professionals and view their profiles.Professional profileReview a professional’s shared profile.GroupsFind professional communities and discussions.Group workspaceParticipate in a professional group.MessagesContinue direct professional conversations.MarketplaceBrowse professional service listings.AnalyticsReview practice performance and trends.My profile and visiting cardManage your professional identity.SettingsConfigure your account and organisation.AppearanceChoose a comfortable workspace appearance.Notification preferencesChoose how you receive updates.Account securityManage sign-in protection.Privacy and dataManage your personal data choices.Counsel ratesMaintain billing rates for counsel.Billing documents & brandingCustomise your billing documents.Feature flagsManage feature availability.SubscriptionReview the organisation’s plan.Users and rolesManage organisation membership and access.Audit logReview recorded organisation activity.System settingsReview organisation system configuration.WebhooksConfigure integrations that receive event notifications.API keysManage credentials for integrations.Sign a documentReview and sign a document shared with you.Client KYC formConfirm your client details.Client portalView case information shared by your legal team.Pay an invoiceReview an invoice shared with you.Verify an invoiceCheck a billing document’s verification record.Privacy noticeRead how personal data is handled.TermsRead the terms for using VidhiSangh.Security and privacy statusReview the published security and privacy status.Platform administrationManage authorised platform operations.Sign inAccess your VidhiSangh account.Create an accountAccess your VidhiSangh account.Complete sign-inAccess your VidhiSangh account.Forgot passwordAccess your VidhiSangh account.Reset passwordAccess your VidhiSangh account.Verify emailAccess your VidhiSangh account.Change passwordAccess your VidhiSangh account.Help and feature tourLearn what you can do in VidhiSangh.