kancelaria-dms
# Kancelaria DMS — Apps Script Document Management for Polish Law Firms [](https://opensource.org/licenses/Apache-2.0) [](https://developers.google.com/apps-script) [](https://ai.google.dev/) A complete Document Management System for law firms, built on Google Workspace (Sheets + Apps Script + Drive + Gmail Add-on). Manages cases, clients, deadlines, correspondence, leads (CRM), and Polish Post tracking. Built and used in production by a Polish attorney (radca prawny) for his own practice (ktzr.pl). ## Features - **Case management** — cases, parties, courts, signatures, attorneys - **Task & deadline tracking** — calendar integration, email reminders - **Email integration** — Gmail Add-on, automatic email-to-case matching with Gemini AI - **Document AI** — automatic summarization of Drive documents (Gemini) - **CRM** — leads, contacts, follow-ups - **Polish Post tracking** — shipment book with status updates - **Dashboard** — modern responsive UI in sidebar / web app ## Tech Stack - Google Apps Script (V8 runtime) - Google Sheets (as database) - Google Drive (file storage) - Gmail API + CardService (add-on) - Gemini API (document summarization, email matching) - Bootstrap 5 + Chart.js (UI) ## Setup 1. Create a new Google Sheet — this will be your DMS database. 2. **Extensions → Apps Script** — paste contents of `Code.gs`, `Index.html`, and `appsscript.json` (you'll need to enable manifest editing in Project Settings). 3. **Project Settings → Script Properties** — add the following keys. The code reads these automatically — no further edits needed. - `GEMINI_API_KEY` — get one from https://aistudio.google.com/apikey - `CRM_DRIVE_PARENT_ID` — Drive folder ID where lead folders will be created - `DMS_DRIVE_PARENT_ID` — Drive folder ID where case folders will be created - `FIRM_DOMAIN` — Your firm's email domain (e.g. `yourfirm.com`). Used for incoming/outgoing email classification. If left unset, all emails will be classified as "incoming". 4. **(Optional) External users access** — If non-domain Google accounts need access to the web app, edit the `ALLOWED_EXTERNAL` array near the top of `Code.gs` with their emails. Leave empty for domain-only access. 5. **Deploy → New deployment → Web app** (Execute as: User accessing the web app). 6. First run will create all required sheets automatically. 7. Populate the `Prawnicy_DMS` sheet with your team's names and emails (the `PRAWNICY` array in code is just a fallback when the sheet is empty). 8. To use as a Gmail Add-on: **Deploy → Test deployments → Install** — the add-on icon appears in Gmail's right sidebar. ## Required OAuth Scopes This app requests broad scopes — review them in `appsscript.json` before deploying. The most extensive ones: - `mail.google.com/` — full Gmail access (labeling correspondence, threading emails to cases, reading attachments) - `drive` — full Drive (creating case folders, uploading documents) - `spreadsheets` — full Sheets (the DMS database) - `calendar` — full Calendar (deadline reminders) If your firm requires least-privilege OAuth, you'll need to scope these down and disable the corresponding features. ## Project Structure ``` . ├── Code.gs # All server-side Apps Script logic (~1050 lines) ├── Index.html # Single-page UI (Bootstrap 5 + vanilla JS, ~1550 lines) ├── appsscript.json # Manifest — scopes, add-on config ├── README.md # This file ├── LICENSE # Apache 2.0 ├── SECURITY.md # Security policy └── .gitignore ``` ## ⚠️ Disclaimer This is a personal project shared as-is, with no warranty. It was built for my own law practice and reflects Polish legal practice conventions (case numbering, court names, post tracking integration with Poczta Polska, etc.). **Before using in production:** - Run your own security audit - Ensure GDPR compliance for your jurisdiction - Verify alignment with your professional secrecy obligations - This is NOT a certified legal software product - All client data stays in YOUR Google Workspace — nothing leaves it except document content sent to Gemini API for summarization (consider whether this aligns with your data processing obligations) ## Roadmap This codebase is feature-complete for my own use. Future development focuses on automation tooling around it. ## Author Adam Piotrowski — radca prawny, [ktzr.pl](https://ktzr.pl) Contact: [email protected] ## License Apache License 2.0 — see [LICENSE](LICENSE).