The advocate portal

1. The big picture

Here is the whole path, from applying for empanelment to delivering a signed legal notice. Nothing is automatic: an admin empanels you, an admin assigns each matter, and you author and sign every notice yourself.

flowchart TB
  apply(["Apply for empanelment"])
  review{"Admin reviews — empanelled?"}
  wait["Fix and resubmit"]
  assigned[/"Admin assigns a matter"/]
  accept{"Accept the matter?"}
  draft["Author the legal notice no AI"]
  sign["Send for your own e-signature & sign"]
  done(["Signed copy delivered to customer"])
  apply --> review
  review -->|"yes, empanelled"| assigned
  review -->|"rejected / suspended"| wait
  wait -->|"resubmit"| apply
  assigned --> accept
  accept -->|"accept"| draft
  accept -->|"decline with reason"| assigned
  draft --> sign
  sign --> done

2. Get invited & sign in

Advocates do not create their own accounts. An admin adds you and sends an invite; you set a password from the email link and then sign in.

1. 1
   Accept your invite

   Open the invitation an admin sends and follow the link to set your password.

   Set password the invite email
2. 2
   Sign in

   Use your email and the password you set (plus a 6-digit code if two-factor is on).

   Sign in /auth/login

   → You land on your advocate workspace

3. 3
   Open the workspace

   Reach it any time from the account/user menu.

   Advocate workspace /advocate

3. Apply for empanelment

Fill the empanelment profile once. You can upload an enrolment, PAN or bank document to auto-fill readable fields, then submit for admin review. A status badge tracks your application.

1. 1
   Open the empanelment profile

   The profile form loads. If you have no profile yet it opens empty.

   Empanelment profile /advocate
2. 2
   Upload a document to auto-fill (optional)

   Pick a document type (e.g. Bar Council enrolment certificate), choose the file and upload; readable fields are pre-filled.

   Upload /advocate
3. 3
   Enter your full name (required)

   Type your name into the required Full name field.

   Full name * /advocate
4. 4
   Tick your forums of practice

   Check every forum you practise in — Mediator, DCDRC, SCDRC, NCDRC, High Court, Supreme Court of India.

   Forum of practice (tick all that apply) /advocate
5. 5
   Fill practice & Bar Council details

   Enter place of practice, enrolment year, Bar Council enrolment number and PAN.

   PAN /advocate
6. 6
   Add bank & contact details

   Enter bank account name, number and IFSC, contact email, WhatsApp and a short bio.

   Bank account number /advocate
7. 7
   Submit for review

   Submit; your profile goes to an admin and the status becomes under review.

   Submit for review /advocate

   → Status shows “under review”

flowchart TB
  open(["Open empanelment profile"])
  up[/"Upload doc to auto-fill optional"/]
  fill["Fill name, forums, Bar details, bank"]
  sub["Submit for review"]
  dec{"Admin decision"}
  emp(["Empanelled — can receive matters"])
  fix["Rejected / suspended — fix & resubmit"]
  open --> up
  up --> fill
  fill --> sub
  sub --> dec
  dec -->|"empanel"| emp
  dec -->|"reject / suspend"| fix
  fix -->|"update & resubmit"| sub

4. Receive & accept an assignment

Once empanelled, matters an admin pushes to you — legal notices, case tasks and mediations — appear under “Work assigned to you”. Accept or decline each one; case tasks and mediations then progress to completion.

1. 1
   See your assigned matters

   The “Work assigned to you” list loads; each card shows the matter kind and a status badge.

   Work assigned to you /advocate
2. 2
   Accept the matter

   Click Accept on a matter shown as “Assigned to you”.

   Accept /advocate

   → The matter becomes yours to work

3. 3
   Start & complete a case task or mediation

   For case tasks and mediations, click Start work, then Mark complete when done.

   Start work /advocate
4. 4
   Open the Resolution Room (if linked)

   When a matter is linked to a case, use the card link to open the case room.

   Open Resolution Room /cases/[caseId]/room

flowchart TB
  list(["Matter appears in your list"])
  dec{"Accept or decline?"}
  decl["Decline with a reason"]
  kind{"What kind of matter?"}
  notice["Legal notice — go to drafting"]
  task["Case task / mediation — start & complete"]
  done(["Matter done"])
  list --> dec
  dec -->|"accept"| kind
  dec -->|"decline"| decl
  decl -->|"admin reassigns"| list
  kind -->|"legal notice"| notice
  kind -->|"task / mediation"| task
  task --> done
  notice --> done

5. Draft & deliver the legal notice with e-sign

For an accepted legal-notice matter you personally author the notice text — there is no AI drafting here. Save it, send it for your own single electronic signature, sign, and the signed copy is delivered to the customer.

1. 1
   Open the notice in drafting

   On a legal-notice matter in the drafting state, the editor appears with the address-block format in the placeholder.

   Draft the legal notice (you author + sign it) /advocate
2. 2
   Author the notice text

   Type the full notice yourself. The placeholder shows the “To, The Grievance Officer, [Insurer]…” format.

   Draft the legal notice (you author + sign it) /advocate
3. 3
   Save the draft

   Click Save draft to persist the text without signing.

   Save draft /advocate
4. 4
   Send for your own signature

   Render the notice to PDF and send it for your single e-signature; the status moves to awaiting signature.

   Save & send for my signature /advocate
5. 5
   Sign the notice

   Open the signing link in a new tab and complete the e-sign; use Refresh to re-check the status.

   Sign the notice /advocate
6. 6
   Confirm delivery

   After signing, the card shows the delivered state and the customer can download the signed copy.

   Signed and delivered to the customer. /advocate

flowchart TB
  draft(["Author the notice no AI"])
  save["Save draft"]
  send["Send for my signature"]
  ready{"Signing link ready?"}
  wait["Preparing link — Refresh"]
  sign[/"Sign in the e-sign tab"/]
  done(["Signed & delivered to customer"])
  draft --> save
  save --> send
  send --> ready
  ready -->|"yes"| sign
  ready -->|"not yet"| wait
  wait -->|"Refresh"| ready
  sign --> done

6. How matters reach you (the admin side)

For context: an admin reviews your empanelment and assigns the paid legal notice — the ₹2,999 service — or pushes case tasks and mediations to you. That is what produces the matters in your list. You never set this price; it is shown to admins only.

1. 1
   Admin reviews your empanelment

   The admin filters by status, corrects any extracted details, then empanels, rejects or suspends you.

   Empanel /admin/advocates
2. 2
   Admin assigns the paid legal notice

   On a legal notice awaiting assignment, the admin picks an empanelled advocate and assigns it.

   Assign /admin/advocate-assignments
3. 3
   Admin pushes a case task or mediation

   The admin opens the new-assignment form, picks the kind, advocate and subject, and pushes it to you.

   New assignment /admin/advocate-assignments

7. Privacy & compliance notes

A few rules that govern everything you do in the portal.

• No self-empanelment — an admin must empanel you before any matter can reach you.
• You author, then you sign — legal notices are written by you (never AI) and signed with your own single e-signature.
• Customer sees only the signed copy — never your working draft.
• No fee-sharing or success fee — payout is on the fixed bank details in your profile; there is no percentage-of-claim or fee-splitting field.
• No outcome guarantees — do not promise a claim will be paid or a dispute resolved a particular way.
• No representation before Consumer Commissions — BimaHaq is not a law firm and creates no advocate–client relationship; the customer engages you as an independent advocate directly.