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Contracts

Client contracts from template to closing: the agreement filled from a template, signatures in the back office and on the portal, invoicing by instalments, the link to cases, consultations and projects, and cancelling, closing or renewing.

  • Version 19.0.1.0.26
  • Updated
  • 15 pages
  • 100% verified

Tutorial 1

Your first contract

Draft a retainer for a client from a template, with its dates, then take it through Drafting and Draft until it is Valid and ready to invoice.

How-to 5

Prepare contract templates

Keep the firm's standard agreements as templates, with a default value and placeholders for the firm, the client and the value, so each new contract starts from the right text.

Sign and validate a contract

Send a draft contract to the client, collect the client's and the firm's signatures in the back office or on the portal, and let the contract become Valid.

Bill a contract

Split the contract's amount into instalments, each invoiced on its date, per consultation or at a project milestone, let the system draft the invoices, or invoice one line at once.

Close, cancel or renew a contract

Cancel a contract with its reason, close one whose work is done, follow the ones that expire, and renew a contract for a new term.

Link a contract to its work

Give a contract its type, then let the cases or consultations it governs name it, or tie it to a project whose progress drives its invoicing.

Reference 8

Models and fields

Contracts defines 7 model(s) and 58 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 19.0.1.0.26.

Menus and actions

Contracts adds 6 menu(s) and 5 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 19.0.1.0.26.

Views

Contracts ships 19 view(s) on 7 model(s), 5 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 19.0.1.0.26.

Security

Contracts defines 3 group(s), 10 access right(s) and 3 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 19.0.1.0.26.

Settings

Contracts adds 9 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 19.0.1.0.26.

Automations and scheduled actions

Contracts 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 19.0.1.0.26.

Reports and email templates

Contracts ships 2 printable report(s) and 4 email template(s). Generated from the installed database on 2026-10-14 for version 19.0.1.0.26.

Technical overview

Contracts is version 19.0.1.0.26 of the module `j_law_contract`, depending on 4 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 contracts work

The life of a contract from drafting to closing, why signing happens in Draft, how instalments become invoices, how contracts tie to cases, consultations and projects, and who sees which contracts.