CRM - Law Firm Management Software

Cases, hearings and clients,
kept in one place.

Clients, cases, hearings, tasks, documents and invoices, in one place and built for how Nepali advocates work: dates in BS, reminders by SMS, and a portal your clients can follow.

Run your practice free See pricing

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Active cases

Hearings this week

Tasks due

Ram Bahadur v. Nepal Govt.Supreme Court२०८३/०६/२८

Sharma Traders — contractKathmandu District२०८३/०७/०२

Writ no. 082-WO-0311High Court Patan२०८३/०७/०५

Ram Bahadur v. Nepal Govt. · case stages

Hearing tomorrowReminder sent by SMS and email

What you can do with CRM.

Clients and conflict checks

Start every engagement from a proper client record, and find out early whether you are free to take it on.

One record per client. Contact details and the areas of law they come to you for. One client can have any number of cases.
Conflict check before you commit. Search a name across your clients, case parties and past cases. If they already appear on the other side, you see it before you say yes.
Your own practice areas. Common areas of law are built in. If yours is missing, add it from the client form.

Cases that follow your process

Lay out the stages that make sense for each case, or start from a template your firm has saved.

Stages you define. Filed, reply, evidence, hearing, judgment. Move the case along as the work happens.
Hearing outcomes in one step. Record how a hearing went and the result lands on the timeline, the next hearing is scheduled and the stage can advance.
A team, and privacy when needed. A lead advocate and a team on every case. Mark a case sensitive and only the owner and its team can open it.

A diary in Bikram Sambat

Dates in Nepal are BS dates. The diary works in them, so you never convert in your head.

BS dates throughout. Hearings and deadlines are entered and shown in Bikram Sambat, BS 2000 to 2099.
Reminders with a fallback. Each person picks app, email or SMS. If one fails, it is retried and then sent on the next channel down.
Morning summary and missed-deadline warnings. A 7am summary of your day. If a limitation or filing deadline passes unmarked, the advocate and firm owners are warned every morning for two weeks.
Google Calendar, optional. Sync with Google Calendar if you want it. It is optional.

Tasks for everything around the hearing

The drafting, the filing, the call to a witness: the work between hearings gets its own board.

Numbered tasks on a board. Every task gets a number such as TSK-12, and moves across statuses on a board. The order you leave it in is kept.
Checklists, comments and history. Break a task into steps, discuss it in comments and see who changed what and when.
Tied to the case, with reminders. Link a task to its case. The assignee is reminded when it is due and nudged daily for a week if it runs over.

Documents, time and client billing

The file, the hours and the invoice belong with the case, not in three different places.

Documents keep their versions. A new upload never overwrites the old one. Documents stay private to your team until you share them with the client.
Invoices from your fee arrangement. Hourly, fixed, retainer, percentage, per hearing or milestone, plus logged time and expenses. VAT is optional per firm.
Payments, receipts and credit notes. Numbered per fiscal year, with receipts for payments, credit notes for corrections and an advance balance for deposits.

Your team and your clients

Your team gets the access its work needs, and your clients get a view of their own case.

Roles that match a firm. Owner, admin, advocate, clerk, accountant, receptionist and more. Advocates see only the cases assigned to them, and the owner chooses which areas each member can use.
A portal for clients. Invite a client by email. They follow progress, read the documents and explanations you share, and send documents back.
Handover and cover. When an advocate leaves, hand their cases, tasks and clients to someone else with a signed report. For leave, give a colleague temporary cover.
Sign-in protection. Two-factor sign-in, new-device alerts, and Bar Council licences verified by our team before an advocate can invite clients.

A case, from first call to judgment

1
A client comes in
Create the client record with their details and the area of law they come for.
2
You check for conflicts
Search your clients, parties and cases for the same name before you accept the work.
3
You open the case
Open the case, assign an advocate and lay out its stages, or start from a template.
4
The work runs
Hearings go on the BS calendar, tasks go on the board, and reminders go out without anyone chasing.
5
The client is kept informed
Invite the client to the portal and share progress, documents and the next step when you choose.

Questions we get asked.

Is it only for firms?

No. A workspace can be solo, with one seat, or a firm with a team. You can start solo and switch to a firm later.

Can everyone in my firm see every case?

It depends on their role. Owners and staff see the whole firm. Advocates see the cases assigned to them, plus the clients, tasks, events and documents tied to those cases. A case marked sensitive is visible only to the owner and the assigned advocate.

What happens after the 14-day trial?

Every new workspace gets 14 days with everything switched on, no card needed. After that you choose a plan. If you have not, your account, billing, settings, documents and time tracking keep working, while the case, calendar and Bahas areas pause until a plan is active.

How do we pay?

By eSewa, Khalti or bank transfer. We record your payment and switch your plan on. There is no card checkout.

Also from okil.ai

Bahas AI

A research assistant for Nepali law. Ask in Nepali or English and it answers from the legal library, with a numbered source beside each claim so you can open the passage and read it yourself.

Explore Bahas AI

Try everything free for 14 days.

No card required. Pick a plan when you are ready.

Get started for free See pricing

Cases, hearings and clients,kept in one place.