Your role
Advocate
Your work as an advocate at a law firm: your matters, your time, the court diary, documents and client money requests, and what waits for a partner.
Kila describes the role: “Works on the matters on their team: logs time and expenses, keeps their diary, documents and client money requests. Payments out wait for a partner.” At Wanjiru & Otieno Advocates, the associates (Brian Kiplagat, Cynthia Achieng and Peter Omondi) have this role.
When you sign in
Link to this section: When you sign inKila opens My dashboard, with your Overdue tasks, what is Due today, what is To sign off, the Deadlines to verify and the Approvals waiting. Below are Sent up to you, Court this week (“Your court dates, today first”) and your Deadlines.
Your menu has My work (with Approvals, Time and Inbox), Practice (Matters, Clients, Intake, Litigation, Documents, Knowledge and the AI assistant), Practice areas and Client money. It has no Billing: partners draft the fee notes from your time, and billing issues them.
Your work
Link to this section: Your work- Open a matter and Record your time.
- Receive client money and ask to Pay out of client money.
- Send a message to a client.
- Review drafts others wrote: Draft a document from a template.
- Deadlines you set are verified by someone else: Verify a deadline.
What you can do
Link to this section: What you can doEverything the role is allowed to do
- General
- View dashboard
- Catalog
- View products and services
- Stock
- View stock
- Customers
- View customers
- Services
- View services and bookings; Book and manage appointments; Work on assigned job cards
- Practice
- Record and verify client identification (KYC) and risk ratings
- Legal practice
- Leads, consultations and intake forms; Verify calculated deadlines as a second person; Approve documents in review; Share documents outside the firm and publish them to the client portal; Approve messages to clients before they are sent; Give clients and their representatives portal access and manage what they see; Use the AI assistant on matters they can open
- Finance
- View the client account: balances held per client and matter, and the client ledger; Receive client money, pay out of it and transfer fees to office against a fee note; Submit expenses
What needs a partner
Link to this section: What needs a partnerNo approval limits: anything that needs approval goes to someone else.
A payment out of client money, a fee note and a matter’s lifecycle decisions go to a partner: Decide the firm’s approvals lists them.
- Partner, Pupil and Paralegal.
- Legal practice: how Kila works for a law firm.