Your role
Practice administrator or receptionist
The receptionist keeps the registry of post and files in and out, records new clients and their identification, and sends client requests.
Kila describes the role as: “Receives clients and documents: keeps the registry and the files, records new clients and their identification, and sends client requests.” At Mizani Associates it is Lucy Wambui, at the front desk.
When you sign in
Link to this section: When you sign inKila opens the Registry: “What comes in and goes out, numbered and passed on, and where each file is.” Each item is numbered by year, such as IN-2026-0005, with who it is from, what it is, the engagement it belongs to, and who it was passed to by when.
Your day
Link to this section: Your day- Log what comes in with Log received: who it is From, How it came, What it is, the engagement it belongs to, and who to Pass to, with an Action by date. “It gets the next number for the year.”
- Log what goes out with Log dispatch.
- Keep track of the paper files on the Files tab.
- Welcome new clients with Practice › New client, and their identification under Practice › Client identification.
- Send client requests for records from Practice › Records requests.
What you can do
Link to this section: What you can do- Keep the registry and the files.
- Add and change clients, and their identification.
- See the engagements, and the Returns and Deadlines pages.
Everything the role is allowed to do
- General
- View dashboard
- Customers
- View customers; Create and edit customers
- Services
- View services and bookings; Book and manage appointments
- Practice
- Keep the court diary and deadlines for every advocate and matter; Record and verify client identification (KYC) and risk ratings; Keep the registry: documents received and dispatched, and where the files are
What needs someone else
Link to this section: What needs someone elseNo approval limits: anything that needs approval goes to someone else.
Needs a manager
You are not on the firm’s team, so you do not log time. The Timesheets tab says so: “You are not on the team yet. Ask a manager to add you under Team so you can log time.”
Common questions
Link to this section: Common questionsA letter needs a partner’s answer. What do I do? Log it with Log received, choose the partner under Pass to and the date under Action by.
Where do I see what still waits? On the To action tab of the Registry.
Where are the firm’s deadlines? Under Practice › Deadlines.
- Engagement partner and Engagement manager.
- Professional services: how Kila works for an accounting firm.