Title: Legal Services Management Author: Mati Ullah Published: May 4, 2025 Last modified: March 4, 2026 --- Search plugins ![](https://ps.w.org/legal-services-management/assets/banner-772x250.png?rev=3287262) ![](https://ps.w.org/legal-services-management/assets/icon-256x256.png?rev=3287262) # Legal Services Management By [Mati Ullah](https://profiles.wordpress.org/matiullahpro/) [Download](https://downloads.wordpress.org/plugin/legal-services-management.2.0.0.zip) * [Details](https://wordpress.org/plugins/legal-services-management/#description) * [Reviews](https://wordpress.org/plugins/legal-services-management/#reviews) * [Installation](https://wordpress.org/plugins/legal-services-management/#installation) * [Development](https://wordpress.org/plugins/legal-services-management/#developers) [Support](https://wordpress.org/support/plugin/legal-services-management/) ## Description **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()` ## Screenshots [⌊Admin Dashboard – Overview with stats cards and monthly appointment calendar.⌉⌊ Admin Dashboard – Overview with stats cards and monthly appointment calendar.⌉[ **Admin Dashboard** – Overview with stats cards and monthly appointment calendar. [⌊Client Management – Full client database with add/edit/delete support.⌉⌊Client Management – Full client database with add/edit/delete support.⌉[ **Client Management** – Full client database with add/edit/delete support. [⌊Case Management – Track cases with types, priorities, and statuses.⌉⌊Case Management– Track cases with types, priorities, and statuses.⌉[ **Case Management** – Track cases with types, priorities, and statuses. [⌊Appointment Scheduling – Schedule appointments with calendar integration.⌉⌊Appointment Scheduling – Schedule appointments with calendar integration.⌉[ **Appointment Scheduling** – Schedule appointments with calendar integration. [⌊Invoice System – Create and manage invoices with tax calculations.⌉⌊Invoice System– Create and manage invoices with tax calculations.⌉[ **Invoice System** – Create and manage invoices with tax calculations. [⌊Frontend Booking Form – Clean booking form rendered via shortcode.⌉⌊Frontend Booking Form – Clean booking form rendered via shortcode.⌉[ **Frontend Booking Form** – Clean booking form rendered via shortcode. [⌊Client Portal – Self-service portal for logged-in clients.⌉⌊Client Portal – Self- service portal for logged-in clients.⌉[ **Client Portal** – Self-service portal for logged-in clients. [⌊Settings Page – Configure company info, Stripe, and Twilio integrations.⌉⌊Settings Page – Configure company info, Stripe, and Twilio integrations.⌉[ **Settings Page** – Configure company info, Stripe, and Twilio integrations. ## Installation #### Automatic Installation 1. Log in to your WordPress admin panel. 2. Go to **Plugins Add New**. 3. Search for **Legal Services Management**. 4. Click **Install Now**, then **Activate**. #### Manual Installation 1. Download the plugin ZIP file. 2. Go to **Plugins Add New Upload Plugin**. 3. Upload the ZIP file and click **Install Now**. 4. After installation, click **Activate Plugin**. #### After Activation 1. Navigate to **LSM Settings** to configure your company name, Stripe keys, and Twilio SMS integration. 2. Create your first service under **LSM Services**. 3. Add client records under **LSM Clients**. 4. Add the `[lsm_booking_form]` shortcode to any page to enable online bookings. 5. Add the `[lsm_client_portal]` shortcode to a members-only page for client self- service. ## FAQ ### Does this plugin require WooCommerce? No. Legal Services Management is a standalone plugin and does not depend on WooCommerce or any other plugin. ### Can clients book appointments without creating a WordPress account? Yes. The `[lsm_booking_form]` shortcode supports guest bookings. Guest clients are automatically added to your client database. ### How do I set up the client portal? 1. Create a new page (e.g., “My Portal”). 2. Add the shortcode `[lsm_client_portal]` to the page content. 3. Make the page accessible only to logged-in users (use a membership plugin or WordPress login redirect if needed). 4. In the LSM admin, link each client record to their WordPress user account. ### How do I display my services on the frontend? Add `[lsm_service_list]` to any page or post. Services are pulled from **LSM Services** where `is_active = 1`. ### Does the plugin send appointment reminder emails? Yes. The plugin uses WordPress WP-Cron to send automated email reminders for upcoming appointments (within the next 24 hours). This requires your server’s cron to be running. ### Can I integrate Stripe for payments? Stripe API keys can be configured in **LSM Settings Stripe Integration**. Full Stripe payment processing requires additional customization using the stored API keys. ### Is the plugin translation-ready? Yes. All strings are wrapped in WordPress internationalization functions and the plugin includes a `/languages` directory for `.po`/`.mo` translation files. The text domain is `legal-services-management`. ### What database tables does the plugin create? The plugin creates the following tables: – `{prefix}lsm_clients` – `{prefix}lsm_cases`–`{ prefix}lsm_services` – `{prefix}lsm_appointments` – `{prefix}lsm_invoices` – `{prefix} lsm_documents` – `{prefix}lsm_notifications` – `{prefix}lsm_activity_logs` – `{prefix} lsm_sessions` All tables are removed on plugin uninstall. ### Will it work with my theme? Yes. The plugin renders standard HTML with minimal inline styles and enqueues its own frontend CSS. It is compatible with all standard WordPress themes. ## Reviews There are no reviews for this plugin. ## Contributors & Developers “Legal Services Management” is open source software. The following people have contributed to this plugin. Contributors * [ Mati Ullah ](https://profiles.wordpress.org/matiullahpro/) [Translate “Legal Services Management” into your language.](https://translate.wordpress.org/projects/wp-plugins/legal-services-management) ### Interested in development? [Browse the code](https://plugins.trac.wordpress.org/browser/legal-services-management/), check out the [SVN repository](https://plugins.svn.wordpress.org/legal-services-management/), or subscribe to the [development log](https://plugins.trac.wordpress.org/log/legal-services-management/) by [RSS](https://plugins.trac.wordpress.org/log/legal-services-management/?limit=100&mode=stop_on_copy&format=rss). ## Changelog #### 2.0.0 * Major release: Complete rewrite with improved architecture and security hardening * Added custom capabilities and role management (`manage_clients`, `manage_cases`,` manage_appointments`, `manage_invoices`) * Added interactive monthly calendar view in admin dashboard * Added lawyer frontend dashboard (`[lsm_lawyer_dashboard]` shortcode) * Added appointment calendar shortcode (`[lsm_appointment_calendar]`) * Added service list shortcode (`[lsm_service_list]`) * Added lawyer list shortcode (`[lsm_lawyer_list]`) * Added full REST API with permission callbacks * Added WP-Cron for automated appointment reminders and log cleanup * Added activity logging for audit trails * Added Stripe and Twilio settings fields * Replaced all `wp_redirect()` with `wp_safe_redirect()` * Added nonce verification to all form submissions * Added `wp_unslash()` + sanitization to all `$_POST`/`$_GET` inputs * Added `$wpdb->prepare()` for all dynamic database queries * Added `wp_cache_get/set` for all list-view database queries * Replaced `date()` with `gmdate()` throughout for timezone safety * Added ABSPATH direct file access protection to all PHP files * Added `sanitize_callback` to `register_setting()` * Removed discouraged `load_plugin_textdomain()` call (translations auto-load for WP.org plugins) #### 1.0.0 * Initial release ## Meta * Version **2.0.0** * Last updated **4 months ago** * Active installations **10+** * WordPress version ** 5.6 or higher ** * Tested up to **6.9.4** * PHP version ** 7.4 or higher ** * Tags * [appointments](https://wordpress.org/plugins/tags/appointments/)[case-management](https://wordpress.org/plugins/tags/case-management/) [client portal](https://wordpress.org/plugins/tags/client-portal/)[law firm](https://wordpress.org/plugins/tags/law-firm/) [legal](https://wordpress.org/plugins/tags/legal/) * [Advanced View](https://wordpress.org/plugins/legal-services-management/advanced/) ## Ratings No reviews have been submitted yet. [Your review](https://wordpress.org/support/plugin/legal-services-management/reviews/#new-post) [See all reviews](https://wordpress.org/support/plugin/legal-services-management/reviews/) ## Contributors * [ Mati Ullah ](https://profiles.wordpress.org/matiullahpro/) ## Support Got something to say? Need help? [View support forum](https://wordpress.org/support/plugin/legal-services-management/)