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Showing help for:

Your role

Paralegal

Your work as a paralegal at a law firm: the matters on your team, documents, the diary and your own time.

Kila describes the role: “Matters on their team, documents, the diary and their own time. No fees and no client money.” At Wanjiru & Otieno Advocates, Dennis Mutua is the conveyancing paralegal.

Kila opens My dashboard: your Overdue tasks, what is Due today, To sign off, My deadlines (3 weeks) and Approvals waiting, with Court this week, Recent documents and My tasks below.

Dennis Mutua's dashboard: My dashboard in the menu (1), his greeting (2), his counts, his recent documents and his tasks.Dennis Mutua's dashboard: My dashboard in the menu (1), his greeting (2), his counts, his recent documents and his tasks.

Your menu has My work (with Time and Inbox), Practice (Matters, Clients, Litigation, Documents, Knowledge and the AI assistant) and Practice areas. It has no Approvals and no Fees and client money.

Everything 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
Legal practice
Use the AI assistant on matters they can open

No approval limits: anything that needs approval goes to someone else.

Last checked on Kila on .

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