Your role
Secretary or receptionist
Your work at a law firm's front desk: new enquiries, the conflict search, the client's identification and the diary.
Kila describes the role: “Takes in new clients: records them, runs the conflict search (not the waiver) and captures their identification; keeps the diary. No rates or fees.” At Wanjiru & Otieno Advocates, Lucy Njeri is the receptionist and keeps the registry.
When you sign in
Link to this section: When you sign inKila opens Intake: “Enquiries from the first contact to the matter: follow-ups, consultations, the conflict search, the proposal and the engagement.” Its tabs are Enquiries, Consultations, Conflicts, Due diligence, Engagements and Intake forms, and New enquiry records someone who calls or walks in.
Your menu has My work (My dashboard, My work, Court diary, Deadlines and Inbox) and Practice (Matters, Clients, Intake, Litigation, Documents and Registry). It has no Time, no Approvals and no Fees and client money.
Your work
Link to this section: Your work- Run a conflict search: before the firm takes instructions. A partner or the compliance officer decides a possible conflict.
- Identify a client: the documents and the details the firm needs.
What you can do
Link to this section: What you can doEverything 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
- Legal practice
- Leads, consultations and intake forms
What needs someone else
Link to this section: What needs someone elseNo approval limits: anything that needs approval goes to someone else.
- Compliance officer (AML): who verifies the client’s identification.
- Legal practice: how Kila works for a law firm.