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Find step-by-step instructions and answers for every module in the Legalistik platform.
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Getting Started
How to Register on Legalistik
Create your free law firm workspace in under two minutes with pre-configured currency and office details.
How to Sign In to Legalistik
Sign in quickly from any browser using your firm credentials and preferred interface language.
Main Dashboard, AI Briefing & Copilot
Monitor daily revenue, urgent deadlines, upcoming hearings, and query your firm locally with the built-in AI Copilot.
Creating Your First Client, Case, and Task
Complete quickstart guide: add your first client, open a matter file, and schedule your first hearing or deadline.
How to Reset Your Password
Step-by-step instructions for recovering a forgotten Legalistik password via email.
How to Sign Out of Legalistik
Open the bottom-left user menu to securely end your session or switch between profile, support, and dark mode.
Account & Office Setup
Law Office Profile, Logo & Letterhead
Configure your firm legal name, tax IDs, address, contact channels, and logo for automated invoices and booking pages.
Case and Invoice Numbering Templates
Customize automatic case and invoice numbering tokens, default currency, VAT status, invoice footers, and booking slugs.
Associates: Roles, Invites & Deactivation
Invite attorneys, paralegals, and staff with granular RBAC module permissions and calendar colors.
Managing Courts & Judges Directories
Use the built-in regional directory of courts and presiding judges or add new institutions on the fly.
Custom Fields for Cases and Clients
Extend case profiles with firm-specific metadata such as physical cabinet numbers, claim IDs, or practice tags.
Cases & Matters
Cases & Matters: Intake, AI & Fee Schedule
Manage active litigation and advisory files with column search, Excel export, court fee calculators, and local AI pleading generation.
Table Column Display & Saved Views
Customize any Legalistik workspace table by toggling visible columns and saving custom filter presets.
Comments and Internal Discussion Inside Cases
Keep attorney-staff notes, call summaries, and strategy discussions directly attached to the matter timeline.
Client Email Alerts on New Case Intake
Automatically notify clients with their new internal file reference and lead attorney details as soon as a matter is opened.
Client Portal: Track Case Statuses Online
Activate the Client Web Portal so clients can securely check case milestones and approved documents anytime.
Calendar & Deadlines
How to Use the Calendar
Schedule hearings and deadlines visually with working-hours filtering and drag-and-drop rescheduling.
Shared Calendar, Month & Agenda Views
Switch to a chronological Agenda list or Month view to review daily court schedules across your entire team.
Two-Way Google Calendar Synchronization
Sync Legalistik hearings, tasks, and deadlines in real time with Google Calendar on desktop and mobile.
Tasks & To-Dos
Adding Tasks, Deadlines, and Hearings
Track statutory deadlines, to-dos, and court appearances across Table and Kanban views with smart filtering.
Task Priorities & Color-Coded Signals
Spot critical statutory deadlines and active hearings immediately across your task table and color-coded calendar.
Kanban Board (Visual Task Pipeline)
Organize deadlines and tasks into three visual columns with drag-and-drop status transitions.
Deadline Reminders & In-App Notifications
Enable daily email digests, bell notifications, @mentions, and pre-hearing reminder alerts.
External Associates in Tasks & Hearings
Maintain a directory of of-counsel attorneys, expert witnesses, bailiffs, and notaries under Other Contacts and track hearing assignments.
Activities & Time Tracking
Attorney Tariff & Service Catalog Setup
Configure standardized billable task types and default fee rates in your office tariff catalog for faster logging and invoicing.
Stopwatch & Manual Activity Logging
Capture billable time right from the top-bar stopwatch or log flat-fee tariff items and hourly work manually.
Converting Logged Activities into an Invoice
Turn unbilled time entries and flat-fee tasks for a case or client directly into a ready-to-send invoice or proforma.
Documents & Templates
Documents: Upload, Drive & AI Analysis
Upload files, search inside document contents, sync with Google Drive, and run local AI contract risk & deadline extraction.
Using Folders to Group Case Documents
Structure each electronic case dossier into organized subfolders such as Pleadings, Court Orders, Evidence, and Contracts.
Online Document Editing & AI Analysis
Edit Word (.docx) and Excel (.xlsx) filings straight in your browser via docs.legalistik.com or run instant AI Document Analysis.
Word (.docx) Templates & Automated Filings
Upload custom Word (.docx) templates for powers of attorney, pleadings, and demand letters and merge live case fields automatically.
Template Merge Fields for Word (.docx)
Reference table of all 18 Legalistik merge variables ([Predmet.*], [Klijent.*], [Protivnik.*], [Faktura.*]) used inside Word templates.
Invoicing & Retainers
Invoicing, Retainers & Office Finances
Track open receivables, paid revenue, outgoing/incoming bills, and monthly financial charts in one billing workspace.
Creating a New Invoice or Proforma
Step-by-step instructions for issuing a new invoice or proforma, pulling unbilled activities, and configuring VAT.
Converting a Proforma Quote to Invoice
Switch an approved proforma invoice into an official tax invoice while preserving all line items and client details.
Invoice Templates & PDF / Word Layouts
Pick from 3 built-in PDF invoice layouts or upload a custom branded Word (.docx) invoice template with your firm letterhead.
Default Currency & Cross-Border Billing
Configure your office billing currency (BAM, EUR, RSD, USD), IBAN/SWIFT footers, and 0% VAT / tax-exempt invoice lines.
Reports & Analytics
On-Demand Exports & Scheduled Periodic Reports
Export filtered Excel (.xlsx) or PDF reports instantly or schedule automated daily/weekly email digests for firm partners.
Daily & Weekly Team Task Summary Examples
Practical configurations for automated end-of-day and Friday digest emails tracking completed tasks across all firm staff.
Advanced Tools
Secure Web Portal Access for Clients
Step-by-step setup of isolated Client Portal logins from the client directory and profile.
Online Consultation Booking & QR Link
Configure public consultation slots, working hours, custom booking URLs, and printable QR codes for prospective clients.
Daily Activity Log & Team Discussion
Review a chronological timeline of daily actions across files and keep team notes directly inside case comments.
Mobile Application
Installing Legalistik on Mobile Devices
Get Legalistik from Google Play or install the responsive PWA web app straight to your iPhone or Android Home Screen.
Using the Legalistik Mobile App in Court
Navigate mobile Dashboard KPIs, AI Copilot, stopwatch timer, and responsive case cards right from your smartphone.
Mobile Calendar Agenda, Tasks & Billing
Check today’s court hearing Agenda, log next hearing dates outside the courtroom, and monitor open/paid invoices from your phone.
Frequently Asked Questions
What is Legalistik?
A modern cloud practice management platform for law firms featuring case tracking, deadlines, document automation, billing, and a local AI Copilot.
Search Across Clients, Cases & Documents
Find any matter, party, invoice, hearing, or document in one second using the global search bar.
How to Change Your Account Password
Update your active password and profile preferences inside My Profile -> Details.
Troubleshooting Password & Sign-In Issues
Quick troubleshooting checklist for failed logins, password resets, and account activation checks.
Subscription, Licenses & Data Export
Inspect your active Legalistik plan, seat limits, storage quota, billing receipts, and one-click firm backups.
Digitize your law practice with minimal cost
Join hundreds of attorneys and legal departments across the region saving hours of administrative work every day with Legalistik.
No credit card required • Full 30-day PRO trial • Cancel anytime
