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Global Wakili

Modules

Global Wakili is made up of six modules that share the same matters, clients and ledgers. Firms can start with the modules they need most.

Legal Practice Management

Matters, hearings, court calendars, tasks and workflows in one place, with an audit trail on every action.

  • Matter lifecycle management

    Open, run and close matters with a clear owner and status at each stage.

    Available now
  • Court hearing registry and filing

    Record hearings and filings against the matter they belong to.

    Available now
  • Court calendars

    Firm and individual calendars built from matter dates.

    Available now
  • Deadline alerts

    Active matters are scanned and deadlines flagged 30, 7 and 1 day ahead.

    Available now
  • Tasks and workflows

    Assign work, track progress and see what is overdue.

    Available now
  • Tender management

    Track tenders alongside the firm's matters.

    Available now

Trust Accounting

Client money held in per-client sub-accounts, reconciled three ways, with overdraws stopped before they happen.

  • Three-way reconciliation

    Bank statement, trust ledger and client ledgers reconciled against each other.

    Available now
  • Overdraw prevention

    A payment that would take a client sub-account below zero is blocked.

    Available now
  • Pro-rata interest allocation

    Interest on pooled trust funds allocated across client balances.

    Available now
  • Real-time balances and alerts

    Live trust balances and alerts on exceptions.

    Available now
  • Tamper-evident audit trail

    Every trust transaction produces an audit record that cannot be silently altered.

    Available now

Finance & eTIMS

Legal accounting with double-entry enforcement, KRA eTIMS invoice submission and M-PESA payment collection.

  • KRA eTIMS invoice submission

    Paid invoices are submitted to eTIMS; the control number and QR code are stamped on the invoice.

    Available now
  • M-PESA STK Push payments

    Clients receive a payment prompt on their phone; receipts are recorded automatically.

    Available now
  • VAT and withholding tax

    VAT and WHT calculated for Kenyan invoices.

    Available now
  • Double-entry enforcement

    Journals must balance; chart of accounts and journals built in.

    Available now

Client Collaboration

A secure client portal for matter updates, documents and invoice payment, plus a prospects pipeline and issue tracking.

  • Secure client portal

    Passwordless access for clients to see their matters and timelines.

    Available now
  • Document vault

    Clients receive and upload documents without email attachments.

    Available now
  • Invoice payment from the portal

    Clients pay invoices, including by M-PESA.

    Available now
  • Prospects pipeline

    Track potential clients from first contact to instruction.

    Available now
  • Client issues

    Clients raise questions and issues that the firm tracks to resolution.

    Available now
  • SMS and email notifications

    Clients are kept informed by SMS and email.

    Available now

Analytics & Reporting

Executive dashboards, matter profitability and billing reports, with scheduled reports and data exports.

  • Executive dashboards

    Key figures for partners and management in one view.

    Available now
  • Matter profitability

    Profitability by matter and by client.

    Available now
  • Billing and revenue reports

    What has been billed, collected and is outstanding.

    Available now
  • Scheduled reports with role-aware access

    Reports delivered on a schedule to the people allowed to see them.

    Available now
  • Data export for BI tools

    Exports for analysis in business-intelligence tools.

    Available now

See Global Wakili with your own questions

Book a live walk-through with our team. Bring the questions your partners and accountants actually ask.

Or call +254 (0)724 178 878

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