User guide
User guide for the Basenet staff app and the client portal.
Nederlandse versie: /handleiding
This guide explains how to work with Basenet — no technical background needed. Each page opens with a short “What is this?” explanation, then numbered steps with the exact button names as they appear on screen. The Basenet interface ships in Dutch; these English pages describe every flow and quote the on-screen (Dutch) labels in quotation marks, so you can follow along in the app.
There are two separate applications:
- Staff app — for lawyers, partners, and secretaries. This is where you manage matters, relations, documents, email, calendar, tasks, deadlines, time writing, and billing.
- Client portal — a separate, secure environment where the firm’s clients see their own matter, documents, messages, appointments, and invoices.
New office? Start here
- Getting started: office setup — from empty environment to your first matter, time entry, and draft invoice.
- Getting started — logging in, navigating, and searching, for any new user.
- Glossary — what do terms like matter, deadline, four-eyes principle, WIP, and Wwft mean?
All topics
| Page | Who it’s for |
|---|---|
| Getting started: office setup | The administrator setting up the firm |
| Getting started | Anyone logging in for the first time |
| Matters | Lawyers and secretaries working with cases day to day |
| Relations | Anyone recording clients, opposing parties, or contacts |
| Documents & email | Anyone filing correspondence or documents to a matter |
| Office add-ins | Staff working with Basenet from Outlook or Word |
| To be filed | Staff assigning documents, tasks, or time entries to a matter |
| Calendar & tasks | Anyone scheduling appointments or tracking tasks |
| Deadlines | Lawyers and secretaries guarding fatal dates |
| Time & billing | Lawyers writing time, partners creating invoices |
| Reports | Partners and firm managers |
| Client onboarding | Secretaries and lawyers taking on new clients |
| Portal administration | Staff managing client access and onboarding per matter |
| Client portal | The firm’s own clients — feel free to share this page |
| Office configuration | Administrators configuring defaults, matter variants, rates, and templates |
| Settings | Firm administrators |
| Glossary | Everyone |
Examples refer to personas from the demo environment: Petra Partner, Aart Advocaat, Rosa Raadsvrouw, and Sam Secretaresse. Their role mostly affects which sections they see — the basic actions are the same for everyone.
One principle to remember
Wherever Basenet uses AI (for example, to extract a deadline from a document or draft a reply email), the AI always makes a proposal. Nothing is finalized automatically — you review, adjust, and confirm. AI content is marked with an AI badge and the message “AI-gegenereerd — controleer dit altijd aan de hand van de brondocumenten” (AI-generated — always verify this against the source documents).