Open your first case

A case in Okil sits under a client. One client can have any number of cases, and a case can belong to an area of law or stay free-form.

1. 1

   Create the client

   Create the client record with their contact details and the areas of law they come to you for. You can add a new area on the spot if yours is not in the list.

2. 2

   Check for conflicts

   Before accepting the work, run the conflict check. It searches your clients, parties and cases for the same name, so you find out early whether you are free to act.

3. 3

   Open the case

   Open a new case under the client, give it a title, and assign the advocate who leads it. You can reassign it later from the cases list.

4. 4

   Set the stages

   Lay out the stages the case will pass through, or start from a process template your firm has saved. Stages can carry a short note for the client.

5. 5

   Put the hearing in the calendar

   Add the next hearing on the calendar. Dates show in Bikram Sambat with the English date beside them. After the hearing, record the outcome so the timeline and the next date are filled in for you.

6. 6

   Add tasks

   Create tasks on the board for the work between hearings, assign them, and set due dates. Reminders reach people by app, email or SMS according to their settings.