Skip to main content

Step 6: Manage Orders

Lawyer Orders - Manage Active Matters

Where to Find Your Orders​

Lawyer Portal → My Orders

Each order shows the matter reference, client name, total value, escrow status, and milestone progress.

Submitting a Milestone​

When you complete a piece of work:

  1. Go to My Orders → [Order] → Milestones
  2. Find the milestone to submit
  3. Click Submit Milestone
  4. Add a description of what you delivered
  5. Upload any relevant documents
  6. Click Submit for Client Review

The client has 14 days to review. If they do not respond, funds auto-release.

Milestone Deadlines​

Each milestone has a due date set in the scope. If you need more time:

  1. Go to the milestone
  2. Click Request Extension
  3. Enter the number of additional days needed and the reason
  4. The client must approve

Maximum: 5 extensions per milestone, 14 days total, 7 days per request.

Communicating with Clients​

All client communication must go through the platform messaging system:

Lawyer Portal → Messages → [Client Thread]

Do not give clients your direct email or phone number until contact details are released after Proceed with Scoping.

Logging Hours (Hourly and Retainer Milestones)​

For hourly block or retainer drawdown milestones:

  1. Go to the milestone
  2. Click Log Hours
  3. Enter hours worked and a description
  4. The running total updates automatically

Adding a Disbursement​

If you incur an out-of-pocket expense for the client:

  1. Go to My Orders → [Order] → Disbursements
  2. Click Add Disbursement
  3. Enter description, amount, and category
  4. Upload a receipt
  5. Send to client for approval

The client approves, then pays the disbursement directly via Stripe. Do not pay a disbursement and then seek reimbursement - wait for client approval first.

Next: Get Paid →