Learn Okil one job at a time
Step-by-step guides for setting up your firm, running a case, inviting clients, researching with Bahas and billing.
New here? Start with these three
In this order, they take you from an empty workspace to a client looking at their own case.
- Step 1 of 3
Set up your firm workspace
From an empty workspace to a team that can work: details, invitations, roles and the owner's security.
6 steps5 min read
- Step 2 of 3
Open your first case
Client, conflict check, case, stages, hearing and tasks: the path from a first call to a running case.
6 steps5 min read
- Step 3 of 3
Invite a client to the portal
What an invitation needs, how clients sign in, and how to share documents and updates deliberately.
5 steps4 min read