Click Login on the landing page, enter your registered email and password, and click submit. If the credentials are incorrect, you will see a “Login credentials are wrong” message.

Click Sign Up, enter your name, email, and password. If details are valid and not already registered, your account will be created successfully.

You will be asked to log in or sign up. Once authenticated, you will receive limited-time access to platform features.

You can view all available modules like Client Case Intake, Legal Research, Document Generator, Case Strategy Engine, etc., and launch any module.

Click Schedule Demo, fill in your details (name, email, preferred date), and submit the form. You will receive confirmation.

You can access them directly from the landing page footer by clicking Privacy Policy or Terms and Conditions.

The Dashboard shows: • Total Clients • Total Cases • New Clients This Month • Total Hearings • Total Documents Drafted • Case Type Distribution (Pie Chart) • Document Usage (Bar Chart) • Upcoming Hearings

Click the Reload Data button to update statistics after adding clients, cases, hearings, or documents.

Scroll to the Upcoming Hearings section. If none exist, you will see “No upcoming hearings found.”

Go to Settings, edit your personal or professional information, and save changes.

In Settings → Account Information, click Change Password and enter a new secure password.

Navigate to Account Information in Settings and enable Two-Factor Authentication for additional security.

Yes. In the Advocate Specific Information section, you can update Bar Council Number and Bar Council State.

Use the Search clients… bar at the top of the Clients page. The list filters automatically.

Click the Action (Edit/View icon) next to the client name in the table.

You can see: • Client Name • Email • Contact Number • Case Name • Status

Go to the Plans page to see: • Current Plan • Billing Cycle • Credits Used • Credits Remaining • Validity Dates

Click Upgrade Plan, compare plans, then click Subscribe and complete payment.

Yes. Use Top-Up Plans to purchase additional credits.

Click the Payment History button in the Plans section.

Fill in case details and click Generate. The system will produce AI-based summary and legal insights.

Yes. Use Upload Case Facts or Evidence buttons to upload documents.

Click Add Timeline Event, enter event details, and save.

No events have been added to the case timeline yet.

The system performs OCR (Optical Character Recognition) and extracts text for AI analysis.

You can upload PDF and image-based legal documents.

Click Strategy Generator. The system analyzes case data and provides recommended legal strategy.

Click Risk Assessment. The system identifies weaknesses, procedural issues, and legal risks.

Use the Search Bar in Legal Search Engine. Enter section, keyword, or case name.

Go to the Compare tab, upload two documents, and click Compare Documents.

Go to the Courts tab and choose Supreme Court, High Courts, or Tribunals.

AI Analysis allows you to upload documents and automatically identify legal issues and precedents.

Select client type, enter case details, upload documents (if required), and click Generate Document.

Document Generator uses predefined templates. Custom Document allows fully customized drafting.

Go to My Drafts to view, edit, download, or delete documents.

It shows: • Probability of favorable outcome • Best case scenario • Most likely scenario • Worst case scenario

Click the Cross Examination tab in Case Strategy Engine.

Yes. Documents are securely stored, and 2FA can be enabled for additional protection.

Click Sign Out in the Settings or profile section.

Click Reload Data on the Dashboard.

Yes. Use the top Step Navigation Bar to move between module steps.

The system will validate fields and prompt you to complete missing mandatory fields.

Yes. The system displays upcoming hearings on the dashboard and can send reminder alerts before the scheduled hearing date and time.

Yes. The platform notifies users when AI credits are nearing exhaustion so they can top up or upgrade their plan.

Yes. Users can customize reminder timings such as 1 day before, 2 hours before, or same-day alerts.

Yes. Generated legal drafts can be downloaded in supported formats such as PDF and DOCX.

Yes. Documents can be shared directly with clients through secure download links, WhatsApp, or email integration, if enabled.

Yes. Admin users with the required permissions can reset, change, or manage passwords for team members.

Yes. Admins can track team activities such as document edits, uploads, case updates, and status changes.

Yes. Based on the case facts provided, the AI can suggest relevant IPC, CrPC, CPC, and other statutory provisions.

Yes. The AI-powered document generator assists in drafting notices, legal replies, petitions, and written statements.

Yes. More complete facts, evidence, and previous court orders improve drafting accuracy and legal analysis.

Yes. The legal research module can summarize long judgments and highlight key legal principles and findings.

Yes. Draft history allows users to access earlier versions of generated and edited documents.

No. Previous versions are preserved unless the original draft is explicitly replaced.

Yes. Cases can be updated with statuses such as Active, Pending, Disposed, or Archived.

Yes. Hearing records can be filtered using custom date ranges for easy tracking and reporting.

Yes. SMARTVAKHEEL.AI is specially designed for Indian legal workflows, court procedures, and statutory laws.

Yes. Users can start with a free trial directly from the landing page.

No. The platform is designed with a simple, user-friendly module-based workflow that does not require technical expertise.

Yes. Once you update your registered email in Settings → Personal Information, future logins must use the new email address. Existing active sessions may require re-authentication depending on security settings (especially if 2FA is enabled).

Yes. Once enabled in Account Information, 2FA applies to the entire platform including Dashboard, Document Generator, Case Strategy Engine, and Compliance modules.

Your historical data (clients, cases, documents) remains stored. However: • Access to premium modules may be restricted. • AI credit-based features may be limited. • Team Collaboration access may be reduced depending on the plan.

The Dashboard reflects real-time data but may require clicking Reload Data after adding new cases or editing case categories.

Yes. The summary cards dynamically calculate totals based on active records. Removing linked records updates Dashboard analytics accordingly.

The Upcoming Hearings Section shows only future-dated hearings. • Historical hearings remain accessible under Case Diary → Hearings Tab.

Yes. Each case will have independent: • Timeline • Documents • Hearings • Orders • Strategy analysis

No. Documents already generated remain unchanged. Updated details will reflect only in future documents.

All associated: • Timeline events • Uploaded documents • AI analysis data linked to that Case ID will be removed from active view.

Yes. You can navigate directly using the Step Navigation Bar. However, incomplete intake data may affect AI accuracy.

It analyzes: • Case Type • Petition Action • Case Facts • Uploaded Evidence and maps them to legal provisions.

You must click Generate again to refresh AI insights.

Yes. Events can be modified or refreshed after editing.

Yes. It helps AI detect: • Procedural gaps • Delay issues • Contradictions

OCR enables: • Issue identification • Evidence strength analysis • Precedent matching • Strategy refinement

The system stores the document, but AI analysis may be limited. Manual entry is recommended.

It considers: • Evidence Strength • Legal Precedents • Compliance • Case Type • Risk Factors

Yes, but results may be less precise.

It uses: • Precedent patterns • Litigation tactics • Detected weaknesses

Yes. Risk areas are used for targeted questioning.

Yes. Upload documents and use Compare Tool.

The system highlights: • Clause changes • Added/removed sections • Inconsistencies

It maps: • Binding precedents • Overruled judgments • Case hierarchies

Yes using: • Bookmarks • Notes • Saved searches

New documents reflect updated facts while keeping client identity.

Yes. AI uses them for context.

Yes via My Drafts → Edit → Download.

Yes. Each appears in My Drafts.

No.

Yes. Each includes: • Date • Status • Judge • Type

System requires case mapping.

Upload is blocked until fields are completed.

Yes. It checks: • Signature • Seal • Pagination • Case format

Yes.

Create multiple tasks.

Yes.

Yes for: • Junior • Associate • Intern • Admin

Yes using date filters.

No.

It shows: • Frequent docs • Practice areas • Inefficiencies

Yes.

Use: • Playback • Re-transcribe • Manual edit

Yes.

No. Regenerate analysis.

Yes for: • Document Generation • Legal Research • Strategy Engine

The system may: • Stop AI processing • Prompt credit top-up • Restrict access