Ferrer Associates Law Office Cms

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Ferrer & Associates Law Offices (Ferrer Law) is a full service Philippine law firm
composed of lawyers with exceptional academic and professional background,
well-experienced to provide the firms local and foreign (individual and corporate)
clients the best possible legal service. The firms legal team covers an expansive
range of specialization under a clear mandate of providing legal service that
addresses the concerns of its clients and safeguards their legal rights.
Ferrer & Associates Law Office Civil Case Management System Demo Kit
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Case Scenario 1: Ideal Process (Complete Process)
Lawyer: Atty. Jon P. Ferrer
Client: Mr. Juan Cruz
Case: Annulment Case of Juan Cruz with wife
Mr. Juan Cruz requested a meeting with Atty. Jon Ferrer to hire him for his annulment case
with his wife for 10 years, Mrs. Anna Cruz. As the meeting went well, they agreed to sign
the case contract. Atty. Jon Ferrer logs in to the Ferrer & Associates Law Office Case
Management System.
If the credentials are correct, Atty. Jon Ferrer will be redirected to his dashboard. To create
a case for Mr. Juan Cruz, Atty. Jon Ferrer will have to create an account for him first. To do
this, Atty. Ferrer will select the New Client option in the sidebar located at the leftmost part
of the system.
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Atty. Jon Ferrer, creates the clients account with the information of the client.
After creating the Client Account, it will automatically send a notification/authentication to

the e-mail account of the client.
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When Mr. Juan Cruz authenticated and verified his account,
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Atty. Jon Ferrer can now create Mr. Cruzs case in the system from the gathered case
information.
The system provides suggested lawyers which helps the user to choose which lawyer to
assign the case through. The system achieves this by identifying the lawyers who
specializes and have enough experience with the chosen civil case type.
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The system prompts the user to upload files right after a case is created. Since this is a
new case, no files are ready to be uploaded.
Atty. Jon Ferrer, will now view the case he just created. To do this, he needs to click the
view case option in the sidebar.
He will now be taken to the search page (for cases) to search for the recently created case
of the client. The user, Atty. Ferrer, will type the name of the client which is Juan Cruz.
Results for Juan Cruz will show as soon as he types. Aside from searching the clients
name, the user can search for the case name, attending lawyer, and the tags of the case.
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After clicking one of the results (Case). It will show the case details.
Atty. Ferrer will now update the progress and status of the case. To do this, he will click the
view workflow button at the top right of the page.
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Once clicked, he will be redirected to the workflow page. Atty. Ferrer will now update the
workflow based on what has already happened on the case.
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First, Atty. Ferrer, opens the case by clicking the open case button. This will change the
status of the case from new to open and will activate the preliminary stage.
Next, he will check the tasks that have been done already. Since Atty. Ferrer and Mr. Cruz
already had a meeting together and his case has already been created and assigned to a
lawyer, Set Appointment/Meeting and Assess and Delegate Case can now be checked or
marked as done.
To further discuss the case, Atty. Ferrer and Mr. Cruz will have to set meetings. To set
meetings, Atty. Ferrer will click the calendar option in the sidebar and create meetings and
schedules from there.
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Once Atty. Ferrer is in the calendar page, he will create a meeting between him and his
client by clicking the new event button in the upper right of the page.
Atty. Jon Ferrer will now input the necessary details for the event. Once he is done, he will
click the add event button
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and the event will now appear in his calendar.

Mr. Cruz will also receive a notification of the event. He may click the notification to view
the details.
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Atty. Ferrer will now update the workflow as he have accomplished a task in the
preliminary stage.
Atty. Ferrer will now start creating documents for the case. In gathering all the case
information, Atty. Jon Ferrer can look or reference other past cases of the firm that can be
used for the current case through the reference/research module. To access this module,
Atty. Ferrer will again click the research button from the view case page.
This will show the similar cases from Atty. Ferrers recent case (Annulment of Juan Cruz
with wife). Atty. Ferrer wants to add the Chen-Negro Annulment and Annulment of Lebron
James to his research space. He will click the add to research button to accomplish this.
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Atty. Ferrer will start to compare the case of Mr. Cruz with the Chen-Negro Annulment and
the Annulment of Lebron James case. He will have to go to the workflow page of the case
and click the research button in the upper right part of the page.
In the research page, Atty. Ferrer can view the strategy, strengths, weaknesses,
opportunities, and threats of the case referenced.
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Atty. Ferrer can also compare documents in his current case with the documents of the
referenced case but right now Mr. Cruzs case has no documents uploaded yet.
It is now time to make the petition for the annulment case of Mr. Juan Cruz and his wife,
Ms. Anna Cruz. The petition and other document/s created in this stage will be uploaded in
the Ferrer & Associates Law Office Civil Case Management System Database. To start
uploading files, Atty. Ferrer will go back to the case details page and click on the upload
files button.
Atty. Ferrer will be prompted to enter his password again before he can upload files for
security purposes.
To upload a file or files. Atty. Ferrer will click the add files button (green button) first and
select the file he needs to upload. The file he selected will appear and will be ready to
upload. Atty. Ferrer will click the upload button (blue button) to start uploading the file.
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Now that the petition is completed. Atty. Jon Ferrer can update the workflow again. Since
the preliminary stage is complete, the pre-trial stage is now active.
With the completion of the preparation of preliminary case documents stage, the collection
of the needed pre-trial documents is the next process. Atty. Jon Ferrer will ask for the
statement of willingness, statement of claims, admitted facts and proposed stipulation of
facts, evidences, and witnesses and affidavits from Mr. Juan Cruz. After collecting the
needed pre-trial documents it will be compiled which is called the pre-trial brief which will
be submitted to the court and saved in the Ferrer & Associates Law Office Civil Case
Management System Database.
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Atty. Ferrer and Mr. Cruz recently had a meeting that required Atty. Ferrer to change the
details in a document. He then views the files of Mr. Cruzs annulment case and clicks the
download button.
Atty. Ferrer is prompted to choose the purpose of the download. Reference will only
download the file for viewing purposes. But since Atty. Ferrer will do changes to the
document. He chooses the Change purpose.
The downloaded document for change is now highlighted light orange and is marked
revising.
Atty. Ferrer will now open the downloaded document using Microsoft Word 2013 and start
making changes. To track the changes he makes in the document (Statement of Claims),
he will need to activate the Track Changes option of Microsoft Word 2013 by clicking the
Review tab on top of the application and clicking the Track Changes button.
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Atty. Ferrer wants a detailed markup so he clicks the Review tab again and dropdown of
the Display for Review and selected All Markup
Now Atty. Ferrer starts typing the changes he and Mr. Cruz talked about. All changes will be
colored red. Erased texts will have strikethroughs and new texts will have underlines.
On the third paragraph, Atty. Jon Ferrer notices flaws on the statements of Mr. Cruz. So
Atty. Ferrer thought of adding a comment to the paragraph. He highlights the third
paragraph, clicks on the Add comment button on the Review tab and starts typing the
comment on the comment box that popped out. The commented paragraph will be
highlighted red and will have its corresponding comment box.
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Atty. Ferrer is now done applying the changes. He now logs in the system, access the case
files, and clicks the upload revision button on the file he just revised.
He clicks the changes option because he made changes to the document and selects the
recent version of the document. He then clicks the upload button to upload the most
recent version of the document.
If the file is uploaded successfully, the updated document will be in the files with a new
version.
After Atty. Ferrer and Mr. Cruz had a meeting about the possible flaws in the third
paragraph, Atty. Ferrer immediately downloaded the latest version of the Statement of
Claims and changed the third paragraph. Atty. Ferrer now logs in the system again and
uploads the revision. This time he chooses Final Version since there are no more changes
that will be made in the document.
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Once the file is successfully uploaded. All the subversions of the previous version (0.XX)
will be deleted and a new version will be created. The final version of the previous version
will be in pdf format and a docx format will also be created in case Atty. Ferrer have other
changes.
All the tasks accomplished in this stage will be tracked by the workflow module and the
progress will be updated.
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As the pre-trial brief is submitted to the court, Atty. Jon Ferrer and Mr. Juan Cruz will wait
for the Notice of Trial from the Court. After receiving the Notice of Trial, the creating of
schedule will be made through the scheduling module.
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After creating and settling their schedule, the creation of memoranda will be made
followed by the collection of evidences. Both Atty. Jon Ferrer and Mr. Juan Cruz will dig in
and look for evidences that will back-up the case. The next is the hearing of the case, Atty.
Jon Ferrer will present the petition and evidences that they have gathered to the court. A
hearing document summary will be issued every after hearing of case. If all the evidences
are presented, they will wait for the courts decision.
After a couple of weeks, the Regional Trial Court released a decision which is denying the
nullity of the annulment of Mr. Juan Cruz and Mrs. Anna Cruz. The decision wasnt in favour
of Mr. Cruz, so he asked Atty. Jon Ferrer if they can still appeal for the annulment case.
After studying the claims and evidences of Mr. Juan Cruz, Atty. Jon Ferrer told him that they
can still appeal for the case. Given that the physical and emotional abuse that Mrs. Cruz
caused Mr. Cruz can now be proven by the results of the physical and emotional tests that
they conducted with a Psychologist shows that Mr. Cruz is a battered husband and that
Mrs. Anna Cruz is psychologically incapable. Given the situation, Atty. Jon Ferrer and Mr.
Cruz filed for an appeal with the Motion for Reconsideration to the Regional Trial Court.
After 90 days, the RTC sent a notice of trial to the firm.
Atty. Ferrer now logs in on the system and updates the workflow of Mr. Juan Cruzs
annulment case. He clicked the appeal button which is the orange button on the right side
of the workflow page and the now the appeal stage is active.
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After receiving the notice of trial, they immediately prepared all the necessary claims and
evidences by meeting with the client. The meeting was set through the scheduling
module.
After the hearing the court finally grants the annulment of Mr. Juan Cruz and Mrs. Anna
Cruz. The side of Mrs. Cruz refused to appeal and accepted the decision. The case is
closed.
Atty. Jon Ferrer updates the workflow and is also now marked as closed in the system.
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Atty. Jon Ferrer will be prompted to do the assessment of Mr. Cruzs annulment case every
time he views the case. The assessment is important because the case will only be
available in the reference list if it is assessed already. Inputs needed to be filled up by the
lawyer are: strategy, strengths, weaknesses, opportunities, and threats of the closed case.
Case Scenario 2: Appealing Dismissed Case (defendant side)

Case: Annulment of Juan Cruz with wife
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If the court issued the dismissal of the case and Ana Cruz and her attorney decided to
appeal for the case, the workflow will stop on the trial stage and start again on the appeal
stage. To enable the appeal stage, the Appeal button must be clicked on the workflow
page. This process is the same with the appeal process of the plaintiff side.
The start of appeal stage means the over-all percentage of the case is back to zero
because it will start another process and will be given a different case number. Afterwards,
they will have to go on with the due process of the appeal stage starting from filing of the
necessary documents and evidences to waiting for the courts response which can either
be a notice of trial or refusal of the petition.
Case Scenario 3: Sharing of case
Lawyer: Atty. Jon P. Ferrer
Now that the case is on the appeal stage, stronger claims/evidences are needed to win the
case. Atty. Jon then seeks the help of the managing partner, Atty. Pedro Ferrer, in
strategizing and gathering the necessary documents. In doing so, he needs to share the
case to Atty. Pedro by going to the case details page and clicking the Share Case button.
A pop-up will appear asking for Atty. Jons user password for security purposes.
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After verifying the password, another pop-up, which consists of the possible lawyers to
share the case to, will appear. Atty. Jon will select Atty. Pedro Ferrer and then click the
Share button.
Atty. Pedros name will now be displayed as part of the users who can access the case.
Lawyer: Atty. Pedro Ferrer

In addition, Atty. Pedro will be notified directly that a case has been shared with him.
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Atty. Pedro can click on the notification message and he will be redirected to the case
details page. However, not all functions will be accessible to Atty. Pedro. He can only
upload files, view case files, and edit the case.
Case Scenario 3.1 Sharing a case via request

Lawyer: Atty. Evecar Cruz
Atty. Evecar Cruz heard about the situation of Atty. Jon, she then wanted to help out.
But first, she needs to have access to the case. She goes to the case details page
and clicks on the Request for access button.
A pop-up will appear after clicking the Request for access button. Now, she clicks
the Yes button to finalize her request.
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Lawyer: Atty. Jon Ferrer

Atty. Jon will be notified of Atty. Evecars request to access the case.
Atty. Jon will click on the notification message and he will be redirected to the case
details page where he will click on the button to grant the request of Atty.
Evecar.
Case Scenario 4: Adding two or more lawyers in an event

Lawyer: Mr. Jon Ferrer
Since Atty. Jon will be helped out by Atty. Pedro and Atty. Evecar in strategizing, he can
now ask both lawyers to join his meeting with Juan Cruz. Atty. Jon creates an event and
adds Atty. Pedro and Atty. Evecar as guests.
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User: Atty. Pedro Ferrer and Atty. Evecar Cruz

Once the event is added, it will appear on the involved parties calendar, weekly agenda
and notification.
Case Scenario 5: Viewing case activites

User: Mr. Juan Cruz
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Due to Atty. Jons busy schedule, he was not able to update Juan Cruz personally of the
progress made during the past few days. So to know the current progress of the case, Juan
Cruz logs-in to his account and looks at the Activities of case section of his dashboard.
Case Scenario 6: Case Researching - Comparing of documents

User: Mr. Jon Ferrer
In addition to seeking his colleagues help, Atty. Ferrer used the research module to
compare past cases with his current case to help him win the case at hand. In his research
space, he chooses to compare the case Annulment of Lebron James with Juan Cruzs
case.
At the bottom of the tab, Atty. Ferrer locates the files of the case (Annulment of Lebron
James). He selects a file to compare from the files table of the current case (Annulment of
Juan Cruz with wife) by clicking the Use to Compare button (check icon) of the file he
wants to be compared with. The currently selected file will also show in the File for
Comparison text box.
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Atty. Ferrer then clicks the Compare to Selected file button (target icon) of the file from the
Annulment of Lebron James case to compare it with the selected file from Mr. Cruzs case.
The system will now show a model with the selected documents side by side. Atty. Ferrer
now compares the documents he just selected.
Case Scenario 7: Generating Statement of Account

User: Secretary
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After a month of using Ferrer & Associates Law Offices service, it is now time to collect Mr.
Juan Cruzs payment dues. The secretary will click on the Payments option on her
dashboards sidebar.
She will then be redirected to the Payments page, but she needs to search for Juan Cruzs
name first from the search bar.
After clicking on Juan Cruzs name, a box with Juan Cruzs name will appear below the
Payments box. To add particulars (payments), the secretary needs to click the add button.
Once she clicked the button, she will be redirected to the Add Particulars page where she
can input the description of the particular, date (optional) and fee of the particular.
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If there are two or more particulars to be added, the secretary can click on the Add new
particular button to add the number of particulars field. The secretary can add up to 20
particulars.
The screen will now look like this after adding two additional particulars.
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On the other hand, if the secretary added a new particular section but figured out later on
that she doesnt need to input a second particular, she can remove Particular #2 by
clicking on the Remove particular section button.
After the adding of particulars, the secretary will be redirected back to the Payments page
where the new particulars will be shown.
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Next, in generating a Statement of Account (SOA), the secretary needs to click on the
Generate Statement of Account button.
A pop-up will then appear wherein the secretary needs to input the payment due date of
Juan Cruzs SOA.
Case Scenario 7.1 Informing and reminding client of SOA

User: Client
After generating Juan Cruzs SOA, Mr. Cruz will immediately be notified thru his
dashboard.
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Once he clicked on the notification message, the Statement of Account will appear
on his web browser. He can then opt to download the SOA as a PDF file or just view
it.
Also, the payment due has been automatically added to Juan Cruzs calendar so
once he logs in, he can see that for the week, he needs to pay his dues.
On the day of the payment deadline, Juan Cruz will be notified again thru his
dashboard.
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And for the firm to be reminded that Juan Cruzs payment is due that day, a
notification will also appear on the secretarys dashboard.
Case 7.2 Settling of payment

User: Secretary
Due to lack of funds, Mr. Juan Cruz decided to pay on an installment basis. He chose
to pay the Strategy meeting and Scheduled Appointment fee first. So the
secretary needs to update the status of the specific particulars by clicking the Paid
button on the Payments page.
Once the Paid button has been clicked, the selected particular will be updated.
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In addition, the particulars already paid by Mr. Juan Cruz will not be included in next
months Statement of Account, the only ones that will be included are the
particulars with the unpaid status.
Case Scenario 8: Case Termination
Lawyer: Mr. Jon Ferrer
During the duration of the case, Mr. Juan Cruz wasnt able to pay his overdue bills for a
year and is still refusing to pay his payment dues. Given this situation, Atty. Jon Ferrer will
revoke and terminate his services from the case by clicking on the Terminate Case button
on the workflow page.
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Once a case is terminated, a Terminated label will appear beside the case name and the
status of the case will now be Closed. All the workflow stages will not be accessible and
the Open case, Appeal and Terminate case button will not be clickable as well.
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After creating the Client Account, it will automatically send a notification/authentication to

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When Mr. Juan Cruz authenticated and verified his account,

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and the event will now appear in his calendar.

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Case Scenario 2: Appealing Dismissed Case (defendant side)

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Lawyer: Atty. Pedro Ferrer

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Case Scenario 3.1 Sharing a case via request

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Lawyer: Atty. Jon Ferrer

Case Scenario 4: Adding two or more lawyers in an event

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User: Atty. Pedro Ferrer and Atty. Evecar Cruz

Case Scenario 5: Viewing case activites

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Case Scenario 6: Case Researching - Comparing of documents

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Case Scenario 7: Generating Statement of Account

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Case Scenario 7.1 Informing and reminding client of SOA

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Case 7.2 Settling of payment

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