Consultations
Legal consultations from request to answer: who the client is, which lawyers handle it and by when, approval or rejection, the written response and advice sent to the client, deadlines that turn late on their own, and reports.
Tutorial 1
Your first consultation
Open the consultations and remove the filter to see them all, record one for a client with its lawyers and deadline, approve it so the lawyers start drafting, and mark it done once the response and the advice are written.
How-to 6
Record a consultation
Record a consultation with its client, deadline and lawyers, the question and the other parties, choose who may see it, or register it straight from a client request of the Requests app.
Approve or reject a consultation
Accept a draft consultation so its lawyers start drafting the response, or reject it with a reason that stays on record; the reasons are a list the firm keeps and a manager edits.
Answer a consultation and close it
Write the response and the advice on an approved consultation, send the report to the client by email or print it, and mark the consultation done so it leaves the work in progress.
Bill a consultation
Create the client's invoice from the consultation itself with the amount of the fees, follow what is invoiced and unpaid on the consultation, and choose the product the fees are billed under.
Set deadlines and automatic activities
Let every new consultation remind its lawyers to approve or reject it, and every approved one remind them to draft it, each within the days you choose; overdue consultations turn late on their own.
Print consultation reports
Print the list of consultations for a period, lawyers, states or clients, and the list of consultations nobody has touched for a number of days.
Reference 8
Models and fields
Consultations defines 12 model(s) and 78 field(s) on Jaah 19.0. This page lists every model the app creates or extends and the purpose of each field. Generated from the installed database on 2026-10-14 for version 19.0.1.0.28.
Menus and actions
Consultations adds 9 menu(s) and 7 action(s). Each entry shows the full path as it reads in this language, what it opens and who can see it. Generated from the installed database on 2026-10-14 for version 19.0.1.0.28.
Views
Consultations ships 24 view(s) on 11 model(s), 9 of them modifying views of other modules. Implementers use this page to see which screens the app changes. Generated from the installed database on 2026-10-14 for version 19.0.1.0.28.
Security
Consultations defines 3 group(s), 15 access right(s) and 4 record rule(s). This page states who can see and edit what, in plain language, with the exact rules underneath. Generated from the installed database on 2026-10-14 for version 19.0.1.0.28.
Settings
Consultations adds 6 setting(s) to Settings. Each one names the option as it appears on screen, what it does and where the value is stored. Generated from the installed database on 2026-10-14 for version 19.0.1.0.28.
Automations and scheduled actions
Consultations runs 1 scheduled action(s), 0 automation rule(s) and 1 server action(s). This page tells you what happens on its own, how often, and what turns it off. Generated from the installed database on 2026-10-14 for version 19.0.1.0.28.
Reports and email templates
Consultations ships 3 printable report(s) and 1 email template(s). Generated from the installed database on 2026-10-14 for version 19.0.1.0.28.
Technical overview
Consultations is version 19.0.1.0.28 of the module `j_law_consulting`, depending on 1 other module(s). This page is the technical identity card: dependencies, licence, hooks and what the module contributes by kind. Generated from the installed database on 2026-10-14.
Explanation 1
How consultations work
A consultation moves from draft to approved, late, done or rejected; lawyers, deadlines and activities keep it moving, access levels and privacy decide who sees it, and it can start from a client request.