Consultations

What this screen does

The Consultations screen lists client legal consultations. From here you can:

• Add, edit, and view consultations.
• Filter by client, time period, or consultation date.
• Download one consultation or all consultations as PDF or Word.

Where it is: Sidebar → Litigation → Consultations.

Open in AQL

Consultations on the web

Requires sign-in. If you are not logged in, you will be redirected to the login page first.

Screenshot

A real screenshot will be added soon. Use the link above to open this screen in AQL.

Tasks

How do I search for a consultation?

1. Open Filters and select a Client (ID or name from the list).

2. (Optional) Choose a Period: Today, Last 7 Days, or Last 30 Days.

3. (Optional) Set Consultation Date from and to.

4. Click Apply filters.

5. Or use the Search box above the table.

How do I add a consultation?

1. Click Create.

2. Fill in: client, subject, consultation date, numerations (optional), content, and attachments (optional).

3. Click Save.

How do I view consultation details?

From the row action menu, choose View. You see: client, subject, date, numerations, content, attachments, and created/updated timestamps.

How do I download PDF or Word?

1. Single consultation: From row actions — Download PDF or Download Word.

2. All consultations: From the toolbar above the table — Download PDF or Download Word (latest by consultation date).

Fields and buttons

Create / edit form

Element	Function
Client	Select client
Subject	Consultation subject (required)
Consultation Date	Received date (required)
Numerations	Numbering tags
Content	Consultation text (required)
Attachments	Multiple file uploads

Table filters

Element	Function
Client	Filter by client ID or name
Period	Today / Last 7 Days / Last 30 Days
Consultation Date	From and to

Row and toolbar actions

Element	Function
Download PDF	PDF for one consultation
Download Word	Word for one consultation
View	Detail page
Edit	Edit form
Delete	Remove consultation
Delete (bulk)	Delete selected
Download PDF (toolbar)	PDF for all consultations
Download Word (toolbar)	Word for all consultations
Create	New consultation

Table columns

Client, subject, content, numerations, consultation date.

Common issues

• Bulk download is huge? Toolbar export includes all consultations in the system — filter first if you need a smaller set (toolbar export is not limited by table filters).
• No results? Click Apply filters after selecting them.
• Attachment won’t open? The file may have been removed from storage.