LexBridge Legal Services Admin App For Realty Finds
<h1>1. Application Overview</h1><p>The <strong>LexBridge Legal Services Admin App</strong> is designed as an internal administrative control center for managing a legal services platform that connects clients with solicitors.</p><p>The application is used only by Samira’s internal admin team and provides centralized management of <strong>clients, solicitors, legal services, categories, assignments, bans, documents, communications, and performance KPIs</strong>.</p><p>Its main purpose is to help administrators onboard clients and solicitors, match solicitors with appropriate services and clients, manage legal case assignments, enforce bans where required, and monitor platform performance through dashboards and reporting.</p><h2>2. Client Management</h2><p>The application allows administrators to onboard and manage clients using a dedicated client management area.</p><p>Client information includes:</p><ul><li><p>Client Name</p></li><li><p>Contact Information</p></li><li><p>Organization</p></li><li><p>Consent</p></li><li><p>Status</p></li></ul><p>Client status can be maintained as:</p><ul><li><p>Active</p></li><li><p>Inactive</p></li><li><p>Suspended</p></li></ul><p>From the client detail view, administrators can also review related assignments and any bans associated with that client.</p><h2>3. Solicitor Management</h2><p>Administrators can onboard and manage solicitors through the application.</p><p>Solicitor information includes:</p><ul><li><p>Solicitor Name</p></li><li><p>Practice Areas</p></li><li><p>Certifications</p></li><li><p>Capacity</p></li><li><p>Status</p></li></ul><p>Solicitor status can be maintained as:</p><ul><li><p>Active</p></li><li><p>Inactive</p></li><li><p>Banned</p></li></ul><p>The solicitor detail screen also provides visibility into related assignments, bans, and service eligibility.</p><h2>4. Solicitor Service Eligibility</h2><p>The application allows administrators to define which legal services each solicitor is eligible to handle.</p><p>A solicitor can be associated with one or more services, with additional information maintained such as:</p><ul><li><p>Eligibility Rules</p></li><li><p>Capacity Status</p></li></ul><p>Capacity status can be maintained as:</p><ul><li><p>Available</p></li><li><p>Full</p></li><li><p>Limited</p></li></ul><p>This helps administrators determine which solicitors are suitable and available for specific legal services.</p><h2>5. Service and Category Management</h2><p>Administrators can create and manage the legal services offered through the platform.</p><p>Each service contains:</p><ul><li><p>Service Name</p></li><li><p>Description</p></li><li><p>Active Status</p></li><li><p>Category</p></li></ul><p>Services are grouped under categories such as different legal practice areas.</p><p>The application also supports adding new categories directly from the service-management process through an inline popup or modal, allowing administrators to maintain service categories without leaving the current workflow.</p><h2>6. Assignment Management</h2><p>The application allows administrators to create and manage <strong>Assignments</strong> linking together:</p><ul><li><p>Client</p></li><li><p>Solicitor</p></li><li><p>Legal Service</p></li></ul><p>Each assignment can have a status such as:</p><ul><li><p>Pending</p></li><li><p>In Progress</p></li><li><p>Completed</p></li><li><p>Reassigned</p></li><li><p>Closed</p></li></ul><p>Assignments provide the central record showing which solicitor is handling a particular client and legal service.</p><h2>7. Reassignment Management</h2><p>When an assignment needs to be transferred to another solicitor, the application supports a structured reassignment process.</p><p>A reassignment creates a new assignment record while maintaining a reference to the previous assignment or brief.</p><p>This allows administrators to preserve assignment history while transferring responsibility to another solicitor.</p><h2>8. Assignment Communication and Activity History</h2><p>Each assignment provides access to related communication and activity information.</p><p>The application includes a <strong>read-only chat log</strong> for assignment-related messages.</p><p>Message information includes:</p><ul><li><p>Assignment</p></li><li><p>Author</p></li><li><p>Message</p></li><li><p>Timestamp</p></li></ul><p>The assignment detail area also includes an <strong>activity timeline</strong>, allowing administrators to review the history of actions and communications associated with the assignment.</p><h2>9. Assignment Document Management</h2><p>Each assignment can have a dedicated document folder within SharePoint Document Libraries.</p><p>The application allows assignment-related documents to remain linked to the relevant assignment.</p><p>Document information can include:</p><ul><li><p>File Name</p></li><li><p>File Link</p></li><li><p>Uploaded By</p></li><li><p>Uploaded Date</p></li></ul><p>Assignment folders are intended to use unique permissions to protect case-related documents and restrict inappropriate access.</p><h2>10. Ban Management</h2><p>Administrators can create and manage bans against either clients or solicitors.</p><p>Each ban can record:</p><ul><li><p>Banned Entity</p></li><li><p>Reason</p></li><li><p>Duration</p></li><li><p>Ban Type</p></li><li><p>Start Date</p></li><li><p>End Date</p></li></ul><p>Ban types include:</p><ul><li><p>Temporary</p></li><li><p>Permanent</p></li></ul><p>Bans are displayed directly within the relevant client or solicitor profile, allowing administrators to quickly identify any restrictions associated with that person or organization.</p><h2>11. KPI Dashboard</h2><p>The application includes a <strong>KPI Dashboard</strong> that serves as the main entry point for administrators.</p><p>The dashboard provides visibility into key platform metrics including:</p><ul><li><p>Assignment status breakdown</p></li><li><p>SLA compliance</p></li><li><p>Top requested services</p></li><li><p>Active bans</p></li></ul><p>Administrators can also filter dashboard information by:</p><ul><li><p>Date Range</p></li><li><p>Service</p></li><li><p>Category</p></li></ul><p>This provides management with a summarized view of platform activity and performance.</p><h2>12. Admin Navigation and User Interface</h2><p>Each major module follows a consistent application structure.</p><p>The application includes:</p><ul><li><p>Gallery screens for viewing and searching records</p></li><li><p>Form screens for creating and editing records</p></li><li><p>Detail screens for reviewing related information</p></li><li><p>Dashboard for KPIs and quick actions</p></li></ul><p>The interface is designed using Samira’s branding, with consistent layouts, simple navigation, and minimal clicks between key administrative functions.</p><h2>13. Security and Access Control</h2><p>The application is intended for <strong>internal admin use only</strong>.</p><p>Clients and solicitors do not log in to or use the Admin App directly.</p><p>Security requirements include:</p><ul><li><p>Restricting application access to authorized administrators</p></li><li><p>Applying unique permissions to assignment document folders</p></li><li><p>Storing only necessary personal information</p></li><li><p>Following required data retention and deletion policies</p></li></ul><p>These controls help protect legal case information and personal data maintained within the platform.</p><h2>Overall Application Workflow</h2><p>The process begins when an administrator accesses the LexBridge Admin App and manages the core platform information, including clients, solicitors, legal services, and categories.</p><p>Clients and solicitors are onboarded with their relevant details, while solicitor service eligibility and capacity are maintained to identify which solicitors can handle particular services.</p><p>When legal work needs to be assigned, the administrator creates an assignment linking the client, solicitor, and required service. The assignment then serves as the central record for tracking status, related messages, documents, and activity history.</p><p>If responsibility needs to change, the case can be reassigned while maintaining the original assignment history. Administrators can also apply temporary or permanent bans to clients or solicitors where required.</p><p>The KPI Dashboard provides ongoing visibility into assignment activity, SLA performance, popular services, and active bans, allowing the internal team to manage and monitor the overall legal services platform from one centralized interface.</p><p><strong>Onboard Client → Onboard Solicitor → Configure Services & Categories → Set Solicitor Service Eligibility → Create Assignment → Track Messages, Documents & Activity → Reassign if Required → Apply / Manage Bans → Monitor KPIs through Dashboard</strong></p>
Project Summary
<h1>1. Application Overview</h1><p>The <strong>LexBridge Legal Services Admin App</strong> is designed as an internal administrative control center for managing a legal services platform that connects clients with solicitors.</p><p>The application is used only by Samira’s internal admin team and provides centralized management of <strong>clients, solicitors, legal services, categories, assignments, bans, documents, communications, and performance KPIs</strong>.</p><p>Its main purpose is to help administrators onboard clients and solicitors, match solicitors with appropriate services and clients, manage legal case assignments, enforce bans where required, and monitor platform performance through dashboards and reporting.</p><h2>2. Client Management</h2><p>The application allows administrators to onboard and manage clients using a dedicated client management area.</p><p>Client information includes:</p><ul><li><p>Client Name</p></li><li><p>Contact Information</p></li><li><p>Organization</p></li><li><p>Consent</p></li><li><p>Status</p></li></ul><p>Client status can be maintained as:</p><ul><li><p>Active</p></li><li><p>Inactive</p></li><li><p>Suspended</p></li></ul><p>From the client detail view, administrators can also review related assignments and any bans associated with that client.</p><h2>3. Solicitor Management</h2><p>Administrators can onboard and manage solicitors through the application.</p><p>Solicitor information includes:</p><ul><li><p>Solicitor Name</p></li><li><p>Practice Areas</p></li><li><p>Certifications</p></li><li><p>Capacity</p></li><li><p>Status</p></li></ul><p>Solicitor status can be maintained as:</p><ul><li><p>Active</p></li><li><p>Inactive</p></li><li><p>Banned</p></li></ul><p>The solicitor detail screen also provides visibility into related assignments, bans, and service eligibility.</p><h2>4. Solicitor Service Eligibility</h2><p>The application allows administrators to define which legal services each solicitor is eligible to handle.</p><p>A solicitor can be associated with one or more services, with additional information maintained such as:</p><ul><li><p>Eligibility Rules</p></li><li><p>Capacity Status</p></li></ul><p>Capacity status can be maintained as:</p><ul><li><p>Available</p></li><li><p>Full</p></li><li><p>Limited</p></li></ul><p>This helps administrators determine which solicitors are suitable and available for specific legal services.</p><h2>5. Service and Category Management</h2><p>Administrators can create and manage the legal services offered through the platform.</p><p>Each service contains:</p><ul><li><p>Service Name</p></li><li><p>Description</p></li><li><p>Active Status</p></li><li><p>Category</p></li></ul><p>Services are grouped under categories such as different legal practice areas.</p><p>The application also supports adding new categories directly from the service-management process through an inline popup or modal, allowing administrators to maintain service categories without leaving the current workflow.</p><h2>6. Assignment Management</h2><p>The application allows administrators to create and manage <strong>Assignments</strong> linking together:</p><ul><li><p>Client</p></li><li><p>Solicitor</p></li><li><p>Legal Service</p></li></ul><p>Each assignment can have a status such as:</p><ul><li><p>Pending</p></li><li><p>In Progress</p></li><li><p>Completed</p></li><li><p>Reassigned</p></li><li><p>Closed</p></li></ul><p>Assignments provide the central record showing which solicitor is handling a particular client and legal service.</p><h2>7. Reassignment Management</h2><p>When an assignment needs to be transferred to another solicitor, the application supports a structured reassignment process.</p><p>A reassignment creates a new assignment record while maintaining a reference to the previous assignment or brief.</p><p>This allows administrators to preserve assignment history while transferring responsibility to another solicitor.</p><h2>8. Assignment Communication and Activity History</h2><p>Each assignment provides access to related communication and activity information.</p><p>The application includes a <strong>read-only chat log</strong> for assignment-related messages.</p><p>Message information includes:</p><ul><li><p>Assignment</p></li><li><p>Author</p></li><li><p>Message</p></li><li><p>Timestamp</p></li></ul><p>The assignment detail area also includes an <strong>activity timeline</strong>, allowing administrators to review the history of actions and communications associated with the assignment.</p><h2>9. Assignment Document Management</h2><p>Each assignment can have a dedicated document folder within SharePoint Document Libraries.</p><p>The application allows assignment-related documents to remain linked to the relevant assignment.</p><p>Document information can include:</p><ul><li><p>File Name</p></li><li><p>File Link</p></li><li><p>Uploaded By</p></li><li><p>Uploaded Date</p></li></ul><p>Assignment folders are intended to use unique permissions to protect case-related documents and restrict inappropriate access.</p><h2>10. Ban Management</h2><p>Administrators can create and manage bans against either clients or solicitors.</p><p>Each ban can record:</p><ul><li><p>Banned Entity</p></li><li><p>Reason</p></li><li><p>Duration</p></li><li><p>Ban Type</p></li><li><p>Start Date</p></li><li><p>End Date</p></li></ul><p>Ban types include:</p><ul><li><p>Temporary</p></li><li><p>Permanent</p></li></ul><p>Bans are displayed directly within the relevant client or solicitor profile, allowing administrators to quickly identify any restrictions associated with that person or organization.</p><h2>11. KPI Dashboard</h2><p>The application includes a <strong>KPI Dashboard</strong> that serves as the main entry point for administrators.</p><p>The dashboard provides visibility into key platform metrics including:</p><ul><li><p>Assignment status breakdown</p></li><li><p>SLA compliance</p></li><li><p>Top requested services</p></li><li><p>Active bans</p></li></ul><p>Administrators can also filter dashboard information by:</p><ul><li><p>Date Range</p></li><li><p>Service</p></li><li><p>Category</p></li></ul><p>This provides management with a summarized view of platform activity and performance.</p><h2>12. Admin Navigation and User Interface</h2><p>Each major module follows a consistent application structure.</p><p>The application includes:</p><ul><li><p>Gallery screens for viewing and searching records</p></li><li><p>Form screens for creating and editing records</p></li><li><p>Detail screens for reviewing related information</p></li><li><p>Dashboard for KPIs and quick actions</p></li></ul><p>The interface is designed using Samira’s branding, with consistent layouts, simple navigation, and minimal clicks between key administrative functions.</p><h2>13. Security and Access Control</h2><p>The application is intended for <strong>internal admin use only</strong>.</p><p>Clients and solicitors do not log in to or use the Admin App directly.</p><p>Security requirements include:</p><ul><li><p>Restricting application access to authorized administrators</p></li><li><p>Applying unique permissions to assignment document folders</p></li><li><p>Storing only necessary personal information</p></li><li><p>Following required data retention and deletion policies</p></li></ul><p>These controls help protect legal case information and personal data maintained within the platform.</p><h2>Overall Application Workflow</h2><p>The process begins when an administrator accesses the LexBridge Admin App and manages the core platform information, including clients, solicitors, legal services, and categories.</p><p>Clients and solicitors are onboarded with their relevant details, while solicitor service eligibility and capacity are maintained to identify which solicitors can handle particular services.</p><p>When legal work needs to be assigned, the administrator creates an assignment linking the client, solicitor, and required service. The assignment then serves as the central record for tracking status, related messages, documents, and activity history.</p><p>If responsibility needs to change, the case can be reassigned while maintaining the original assignment history. Administrators can also apply temporary or permanent bans to clients or solicitors where required.</p><p>The KPI Dashboard provides ongoing visibility into assignment activity, SLA performance, popular services, and active bans, allowing the internal team to manage and monitor the overall legal services platform from one centralized interface.</p><p><strong>Onboard Client → Onboard Solicitor → Configure Services & Categories → Set Solicitor Service Eligibility → Create Assignment → Track Messages, Documents & Activity → Reassign if Required → Apply / Manage Bans → Monitor KPIs through Dashboard</strong></p>
Location: Poole, Dorset, England
Industry: Real Estate / Property Investment / Property Consultancy
Challenge and Requirements
<h1>1.
Solution Delivered
CodeScale delivered a powerapps solution using PowerApps, PowerAutomate, SharePoint for Real Estate / Property Investment / Property Consultancy.
Technology Used
- PowerApps
- PowerAutomate
- SharePoint
Business Outcome and Impact
Solicitor Management</h2><p>Administrators can onboard and manage solicitors through the application.</p><p>Solicitor information includes:</p><ul><li><p>Solicitor Name</p></li><li><p>Practice Areas</p></li><li><p>Certifications</p></li><li><p>Capacity</p></li><li><p>Status</p></li></ul><p>Solicitor status can be maintained as:</p><ul><li><p>Active</p></li><li><p>Inactive</p></li><li><p>Banned</p></li></ul><p>The solicitor detail screen also provides visibility into related assignments, bans, and service eligibility.</p><h2>4.
Project Screenshots
