Octexo
OCLegal Complete Legal Practice Management

Your Clients. Your Cases. Your Team. One Connected Legal Workspace.

OC Legal brings your law firm's daily operations into one secure and organized platform.

Manage detailed client records, cases, hearings, legal documents, compliance schedules, invoices, accounts, employees and reporting, while giving your team and clients dedicated portals for better collaboration.

OC Legal dashboard
Client Management
Case Management
Hearing Tracking
Compliance Management
Secure Documents
Legal Billing
Employee Management
Client Portal
Reports & Analytics

How OC Legal works

From Client Onboarding to Case Closure. Everything Stays Connected.

OC Legal keeps every stage of your legal workflow connected, giving your firm a complete record of clients, cases, hearings, documents, financial activity and internal operations.

Onboard Clients

Create detailed client profiles with all the information and records your firm requires.

Create Cases

Open cases against clients and keep case details, documents, notes and activity together.

Manage Hearings

Schedule hearings, record outcomes, set next hearing dates and keep a complete hearing history.

Track Compliance

Manage recurring client obligations and filing requirements across monthly, annual or custom periods.

Documents & Billing

Keep case documents, invoices, vouchers, charges and payments connected with the client or case.

Manage Your Team

Control employees, roles, permissions, attendance and internal access.

Review & Report

Clear visibility across cases, hearings, clients, employees, accounts and firm performance.

Grow Your Practice

Add modules, portals and team members as your firm grows.

Complete feature overview

Everything Your Legal Practice Needs in One Place.

Fifteen connected modules for clients, cases, compliance, billing, people and reporting.

Client Management

Complete, customizable client profiles with full activity history.

Case Management

Multiple cases per client with every related activity connected.

Hearing Management

Hearing dates, outcomes, extensions and upcoming proceedings.

Legal Calendar

Hearings, deadlines, extensions and key activities in one calendar.

Compliance Management

Recurring client filing and compliance requirements on your schedules.

Document Management

Securely upload, organize, exchange and access client and case documents.

Legal Billing

Case based or independent invoices with flexible billing structures.

Accounts

Client charges, invoices, vouchers, payments and financial activity.

Employee Management

Employee profiles, responsibilities, roles and operational activity.

Roles & Permissions

Custom roles that control access to areas and actions.

Smart Attendance

Attendance, working hours, leave, half days, absences and GPS attendance.

Activity Logs

Clear records of important user and system activity.

Client Portal

Secure client access to relevant cases, documents and invoices.

Employee Portal

A workspace for each employee based on role and permissions.

Reports & Analytics

Insights across cases, hearings, clients, billing and operations.

Archiving

Archive clients, cases and employees without losing history.

Client Management

Every Client Record, Organized Around Your Practice.

Legal practices often need far more client information than a standard CRM can handle. OC Legal gives you detailed client profiles that stay structured and accessible.

More importantly, the client data structure can be configured to your firm's requirements.

  • Detailed client profiles
  • Custom client information
  • Configurable data fields
  • Flexible field arrangement
  • Multiple cases per client
  • Client document records
  • Billing history
  • Compliance information
  • Complete activity history
  • Archive functionality

Your data structure. Your way. Different legal practices collect different information. OC Legal is configured around the data your firm actually needs instead of a fixed client structure.

Explore Client Management
AR

Ahmed Raza & Co.

Corporate client · Since 2023

Active

Cases

5

Hearings

3

Billed

Rs 820k

Linked cases

Tax appeal ITA-214

Next hearing 04 Nov

Active

Contract dispute

Next hearing 18 Nov

Active

Company registration

Filed 02 Sep

Closed

Case Management

Every Case Has a Complete Digital Record.

Create cases directly against your clients and keep everything related to the matter connected. From case information and documents to hearings, outcomes, notes, billing and activity, your team gets one record of the complete case journey.

  • Multiple cases per client
  • Detailed case information
  • Case status tracking
  • Related documents
  • Case notes
  • Hearing history
  • Extensions
  • Related invoices
  • Activity history
  • Case archiving
Explore Case Management
OC Legal Case Management

Hearing Management

Never Lose Track of What Happened or What Comes Next.

Keep a complete history of every hearing on a case: when it took place, what happened, the outcome, and whether another hearing is needed.

When a next hearing is required, create it directly from the existing case workflow.

Hearing heldOutcome recordedNext hearing scheduledHistory updated

Key features

  • Hearing dates
  • Hearing history
  • Hearing outcomes
  • Next hearing scheduling
  • Case connection
  • Notes and updates
  • Hearing status
  • Complete chronological record

Extensions

Keep Extensions Connected With the Matter They Belong To.

When an extension is needed, OC Legal keeps a clear record of the request and its related activity alongside the relevant case, so your team can see what has been requested and what still needs action.

Tracked with each case

Extension requestRelated caseStatusFollow-up actionsActivity history

Compliance & Filing

Keep Recurring Client Obligations Under Control.

Some legal and compliance work continues long after a client has been onboarded.

Manage recurring filing and compliance requirements across monthly, annual or custom schedules, with a clear record of what is required and whether it has been completed.

Key features

  • Recurring compliance tracking
  • Filing status
  • Monthly schedules
  • Annual schedules
  • Custom periods
  • Client specific obligations
  • Completed and pending visibility
  • Historical records

Documents

Keep Important Legal Documents Where They Belong.

Documents stay connected with the relevant client, case or legal activity instead of being scattered across systems. Upload, organize and exchange documents in a controlled digital environment.

Key features

  • Client documents
  • Case documents
  • Document uploads
  • Organized document records
  • Secure document access
  • Document sharing
  • Portal based document exchange
  • Permission controlled access

Security & Access

Legal Data Deserves More Than Basic Access Control.

OC Legal is designed around controlled access to sensitive firm and client information. Roles and permissions make sure users reach only the areas relevant to their responsibilities.

Document access follows the same permission structure, for a more controlled working environment.

Controlled Access

Role Based Permissions

Secure Documents

Activity Visibility

Invoice Templates

Your Firm. Your Documents. Your Format.

Choose from multiple invoice templates or configure a format around your firm's existing billing documents. Add your branding, firm details and preferred billing structure.

  • Multiple invoice templates
  • Firm branding
  • Custom invoice structure
  • Case based billing
  • Independent invoices
  • Flexible information fields
  • Custom document formats

Invoice

INV-L-318 · Billed to Ahmed Raza & Co.

Due 15 Nov
Tax appeal · HearingRs 60,000
Drafting & filingRs 25,000
Court expensesRs 5,000
TotalRs 90,000
Send invoiceDownload PDF

Vouchers & Accounts

Understand the Financial Side of Every Client Relationship.

Keep billing and financial records connected with the work your firm performs. See what a client has been charged, which invoices exist, what vouchers are recorded and the financial activity on their matters.

Key features

  • Client charges
  • Case related billing
  • Invoice records
  • Voucher management
  • Payment records
  • Client account history
  • Financial visibility
  • Account reporting

Client Portal

Give Clients Secure Access to What Matters to Them.

Clients get their own dedicated portal. Instead of contacting your team every time they need information or documents, they securely access what you make available.

Depending on your workflow, this can include case information, documents, invoices and other records.

Explore Client Portal

Key features

  • Dedicated client login
  • Relevant case information
  • Document access
  • Document uploads
  • Invoice visibility
  • Controlled information sharing
  • Secure communication environment

Employee Management

Manage Your Legal Team From the Same System.

Create employee profiles, assign roles and control what each employee can access throughout the platform.

  • Employee profiles
  • Role assignment
  • Custom permissions
  • Employee portal
  • Attendance integration
  • Activity monitoring
  • Archive functionality
  • Operational visibility

Lawyers

8

Associates

5

Staff

6

Team

NameRoleCasesStatus
Barrister S. KhanPartner14Active
Adv. H. AliSenior lawyer11In court
A. RehmanAssociate7Active
M. TariqClerk—On leave

Roles & Permissions

Complete Control Over Who Can Access What.

Different employees need different levels of access. Create your own roles and control access to specific modules, pages and actions so sensitive information stays with authorized users.

Administrator

Complete operational control based on configured permissions.

Lawyers & Legal Staff

Relevant clients, cases, hearings and documents.

Accounts Team

Permitted billing, invoice and account functions.

Custom Roles

Your own role structure based on how your firm operates.

Activity Logs

Know What Happened Inside Your System.

OC Legal keeps activity records for visibility and accountability across important system actions, giving a clearer operational history of your practice.

Better visibility. Better accountability. Better control.

Recorded

User actionsRecord changesDocument activityLogin activityOperational history

Smart Attendance

Manage Your Team Beyond Their Case Work.

Keep employee attendance connected with your internal management system, configured around your firm's working policies.

Where enabled, GPS based attendance connects attendance with employee location, and automated check in and check out workflows can follow your configured rules.

Present

42

Late

5

Absent

3

Today’s attendance

SKSara Khan08:57Present
HAHamza Ali09:24Late
ARAyesha R.08:49Present
BMBilal M.—Absent

Inside office area

GPS verified · Shift 09:00

Check in · 08:57

Present

Late

Half Day

Absent

Leave

GPS Attendance

Location based check in where enabled

The OC Legal connection

One Firm. One Connected Source of Truth.

Every part of your practice feeds the next, so nothing lives in a separate spreadsheet or inbox.

ClientCaseHearingDocumentsComplianceInvoiceAccountsReporting

Supported by

EmployeesRolesPermissionsAttendanceActivity LogsClient PortalEmployee Portal

That Is the OC Legal Difference.

Not just case management software. A complete operating system for your legal practice.

Built for legal practices

Your Clients. Your Cases. Your Team. One Connected Legal Workspace.

Bring clients, cases, hearings, compliance, documents, billing and your team together with OC Legal.

  • Secure by Design
  • Client & Employee Portals
  • Flexible Billing
  • Built Around Your Firm
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