FERNANDEZ LAW OFFICE
Secure office sign-in
Use the Google email approved for both the app and the assigned Drive folders.
Access requires an active staff record. Signing in does not automatically grant permission.Owner Control Center
Good morning, Atty. Donna
Owners see the whole office here.
Services, assigned tasks, meetings, bills, evidence and linked documents flow into one controlled owner view.
Priority queue
Needs your attention
Schedule
Today
Office accountability
Work by person
Service activity
Current work
Confirmed process only
Five connected services
Select a service to see the approved office workflow.
Same daily responsibility
Daily task workspace
Staff keep the familiar fields. Atty. Donna receives one consolidated view.
| Task | Owner | Service | Deadline | Status | Proof |
|---|
Every recorded client appears here
Client Master List
One client record can contain consultations, cases, drafting, document processing and notarial services without duplication.
ClientLatest serviceStatus
Private office communication
Atty. Donna and staff chat
Direct messages and team groups stay together with visible delivery, seen and unread status.
Atty. Donna's service calendar
Appointments and walk-ins
Keep scheduled meetings separate from clients who arrived without an appointment.
Selected day
Loading schedule…
App workspace + Google Drive source files
Documents & requirements
Staff work inside the app. Every saved form, upload and final document is filed in Google Drive and remains accessible from the client record.
Pilot structure created in Google Drive
How the app and Drive work together
1Work in the appCreate a service, edit a form, attach a photo or issue a bill.
2Save to DriveThe permanent source file is placed in the correct office or client folder.
3Open from the appThe app keeps a lightweight preview; the original remains safe in Drive.
Production connection: permanent source files are stored in the approved Google Drive structure and linked to their live client records.
Search across client files
Find where a file was saved
Try:
Search results will show the client, exact folder path and matching file.
01 - Client Master Files
Client folders
Requirement checklist
Client requirements
No fictional checklist is displayed.Open a client service or task to review its recorded requirements and missing evidence.
Atty. Donna's current forms
Editable document templates
Restricted to Atty. Donna and Shaira
Billing queue
Atty. Donna chooses the billing treatment. Shaira, as Billing In-Charge, issues the bill and records the client payment.
| Bill | Client | Service | Donna's instruction | Original amount | Discount | Final amount | Billing staff | Status | View |
|---|
Personal signature profile
Saved electronic signature
Each office user saves their own signature once. The system records when it was saved and when it is used on a service form.
AD
Signature for
Atty. Donna
No signature saved
Draw your signature here
Use a mouse, touch screen, or upload a clear image of the signature. Saving replaces only the current user's signature.
Office signature status
Authorized users
Private owner access
Owner Accounting
Maintain service prices and review collections, discounts and balances. This area is hidden from every staff account.
🔒
Owner-only financial view
Detailed collections, net revenue and balances are not visible in staff Billing or Daily Tasks.
Editable standard rates
Service & Notarial Price List
These are reference prices. Atty. Donna may still enter the actual amount on each client service.
| Entry | Client | Service | Original amount | Discount | Net amount | Paid | Balance | Accounting status |
|---|