Make follow-up ownership clear to your team

Assign office actions with clear owners and dates. See what is complete and what needs follow-up.

A legal team collaborating on their work
Inside this workflow
  1. Give daily work a clear owner and next step
  2. Organize the team and its responsibilities
  3. Keep track of file handovers
  4. Set up your organization’s working details
01

Give daily work a clear owner and next step

Create an action for a case or the office, then assign responsibility, dates and status along with the details needed to carry it out.

Case actions

Link a legal action to its case, responsible person, dates and status.

Office actions

Organize administrative work for the office, including actions that do not belong to a particular case.

Participants, time and cost

Record participants, working hours, direct costs and additional expenses associated with the action.

Priority and progress

Set the action’s priority and follow its status to distinguish active, pending, completed and overdue work.

02

Organize the team and its responsibilities

Staff records

Maintain Arabic and English names, professions, contact details and essential employment information.

Roles and responsibility

Use role templates to organize responsibilities across the team.

Departments and organizational levels

Define office departments and organizational levels, then link them to the cases and work they manage.

User profiles

Review the user’s available profile information, documents and password settings.

03

Keep track of file handovers

Record who holds a file, the custody dates, status and notes. Handover, receipt and approval requests document the transfer of responsibility between team members.

04

Set up your organization’s working details

Maintain the organization’s name, logo, licence, contact details and address. Manage departments, organizational levels and available settings in the administration area.

Details that support everyday work

Reports and statistics for a clearer view of work

Daily dashboard

Review hearing summaries, outstanding work and employee activity, then open records that need attention.

Case distribution statistics

View case distribution by court, status and client, using the available time periods and filters.

Case, hearing and judgment reports

Review case activity and history, hearing lists, issued judgments and hearing distribution across courts.

Action and client reports

Review office and case actions, and follow each client’s actions, hearings and cases in dedicated reports.

User, file custody and notification reports

Use user activity, file custody and notification reports to review team activity and file handovers.

Details that support everyday work

User permissions and data administration

User permissions

Review user permissions in the administration panel and organize access around each team member’s responsibilities.

Employee invitations and login status

Send an invitation to the employee’s email and monitor account status. An administrator can reactivate login after it is blocked following unsuccessful login attempts.

Legal assistant access management

Review which users have access to AI chat within employee settings.

Backup and recycle bin tools

The administration panel includes data backup and recycle bin tools. Walk through their operation and scope with the Sadeer team.

Your questions, answered

Frequently asked questions

Can an action be created without a case?

Yes. An action can belong to the office or be linked to a case, with responsibility, dates, status and relevant working details.

Can we see who currently holds a file?

Yes. The custody record includes the holder, dates, status and notes, with handover, receipt and approval requests.

Can staff be organized by department and role?

Yes. Sadeer includes staff records, role templates, departments and organizational levels.

Can time and cost be recorded for an action?

Yes. Actions can record working hours, participants, direct costs and additional expenses where relevant.

Explore Sadeer

See how your team can follow work through to completion

Tell us how you assign work and hand over files. We will walk through the workflows that fit your office.

Request a demo