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Quote, open a case, and close a case

Send a quotation with an engagement contract in chat, split fees into installments, share documents, and close the case

Quote to open a case

Available on the Pro and Firm plans only. See Lawyer membership plans

  1. In the chat room with the client, tap Quote to open a case (เสนอราคาเปิดคดี)
  2. Enter the case title, scope of work, and Total fee (THB) (ค่าจ้างรวม (บาท)). To split payment, turn on Pay in installments (แบ่งชำระเป็นงวด)
  3. Tap Create engagement contract (สร้างสัญญาการจ้างงาน), then review and edit the draft contract
  4. Tap Confirm and send contract and invoice (ยืนยันส่งสัญญาและใบแจ้งหนี้). The client receives a New quotation (เอกสารใบเสนอราคาใหม่) and a Draft lawyer engagement contract (ร่างสัญญาจ้างทนายความ) in the chat

You don't send a separate payment request for each installment. The client can transfer any installment straight to your account right away. Once the money arrives, tap Confirm payment received (ยืนยันได้รับเงิน) for each installment. The contract takes full effect once you confirm receiving the first installment. See Receive payments from clients

  • Upload case documents (อัปโหลดเอกสารคดี) — supports images and PDFs, up to 15MB per file
  • Client document access link (ลิงก์เข้าถึงเอกสารสำหรับลูกความ) — create a link that lets the client view selected documents

The chat room also has a Document Vault tab where you and the client can upload files together.

Close a case

  1. In the chat room, tap Close with summary (ปิดสรุปเคส), then tap Confirm closing the case (ยืนยันปิดคดี) in the confirmation dialog
  2. You're taken to the Send summary and close case (ส่งสรุปและปิดเคส) page. Write the Final summary and recommendations (บทสรุปและคำแนะนำสุดท้าย) and enter the Final fee (ค่าบริการสุดท้าย), the total for the whole case
  3. Tap Confirm and send summary to close the case (ยืนยันและส่งสรุปเพื่อปิดเคส)

The client receives the summary in the chat and by email, with an invitation to rate and review.

If the Final fee is higher than the original fee, the system sends the client a request to pay the difference and does not close the case yet. Once the client has transferred and you've tapped Confirm payment received (ยืนยันได้รับเงิน), close the case again.

Cancel a case

On the Send summary and close case page, tap Cancel case (no fee) (ยกเลิกเคส (ไม่รับค่าบริการ)), then Confirm, cancel case (ยืนยัน ยกเลิกเคส). Cancelling can't be undone.

If the client has already transferred fees, refunds are your direct responsibility, because the money went into your account, not through Lawslane.