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LN Services — User Manual

LN Services is the platform your team uses to manage client-facing legal and compliance services — trademark, copyright, GST, company registration, FSSAI, MSME, and similar filings. It tracks a client from the moment they're onboarded, through the paperwork ("draft") stage, through the case being worked on, to payment and completion.

This manual is written for both audiences at once:

  • If you're new to the software, just follow the numbered steps under each page — they tell you exactly what to click and what happens next.
  • If you're technical (a developer, or curious about what's happening under the hood), look for the collapsible Technical Notes box under each section — it names the API endpoint and data model involved, so you can trace behavior in the codebase.

Who this manual covers

RoleWho they areGuide
AdminRuns the whole platform — manages staff, services, cases, payments, and templatesAdmin Guide
EmployeeStaff who work assigned cases day-to-dayEmployee Guide
AgentOnboards clients and earns commission on enrollmentsAgent Guide
Associate (CA Partner)Same as Agent, but without commissionAssociate Guide

Every role logs in from the same page and lands on a dashboard tailored to what they're allowed to do. The left sidebar always shows only the sections your role has access to — if you don't see something mentioned here in your own sidebar, it's because your account doesn't have that permission.

How to use this manual

Each chapter follows the same shape:

  1. What it's for — a one-line summary of the page's purpose.
  2. Screenshot — a real capture of the page, with the main action button circled and numbered ①.
  3. Steps — what to click, in order, to do the common task on that page.
  4. A Technical Notes box (click to expand) for anyone who wants the API/data-model detail.

Start with the Admin Guide →