Your role
Practice manager
Your work as a law firm's practice manager: the firm's dashboards, its configuration, workloads, office expenses and the compliance calendar.
Kila describes the role: “Runs the firm’s operations: practice configuration, workflows and templates, workloads and handovers, the firm’s dashboards, office expenses and the compliance calendar. No client money and no legal sign-offs.” At Wanjiru & Otieno Advocates, Daniel Mutiso is the practice manager.
When you sign in
Link to this section: When you sign inKila opens Firm insights: “The firm at a glance: matters, fees, work at risk and compliance. Every figure opens the list behind it.” Its tabs are The firm, Matter health, People and capacity, Money, Clients, Compliance and Reports, and Managing partner report (PDF) downloads the summary.
Your menu has My work (with Approvals, Court diary and Deadlines), Practice, Practice areas and The firm (Firm insights, Compliance, Compliance calendar, Practice configuration and Money). It has no Billing, no Client money and no Time.
Your work
Link to this section: Your work- Decide office expenses in Approvals: Decide the firm’s approvals.
- Set how the firm works in The firm › Practice configuration: its offices and teams, matter types, practice rules, templates and communications.
What you can do
Link to this section: What you can doEverything the role is allowed to do
- General
- View dashboard; Approve or reject requests
- Customers
- View customers
- Services
- View services and bookings
- Practice
- See every matter, not only those on their team (restricted matters stay with their team)
- Legal practice
- Hand matters and work over from one person to another; Leads, consultations and intake forms; Design and publish workflow templates; Curate the knowledge library, precedents and document templates; The compliance centre: policies, rules, privacy requests, incidents and practising records; The audit trail explorer; Firm-wide management dashboards and reports; Practice configuration: practice areas, matter types and fields, numbering, templates and rules
- Finance
- Submit expenses; Approve and pay expenses
- Reports
- View reports
- Staff
- View staff records, attendance and leave
- Compliance
- View the compliance calendar and its documents; Add obligations, record renewals and filings, and add documents
Your limits
Link to this section: Your limits| Approval limit | Up to |
|---|---|
| Expenses | KES 100,000.00 |
- IT and systems administrator and Partner.
- Legal practice: how Kila works for a law firm.