Approach
How Kefilex works.
Clio stays the system of record. Kefilex builds the visibility layer Clio doesn’t have — catching what’s slipping in your pipeline, showing what’s actually paying off in your revenue.
Clio stays the system of record.
Kefilex reads from Clio over its API and writes back only when you take an action — opening a matter, booking a consultation, or taking a consultation payment. It never writes automatically, and never touches your billing. Your matters, contacts, time and bills stay exactly where they are.
There’s no second source of truth, no migration and nothing to unpick later. Turn Kefilex off and Clio is untouched.
What Kefilex keeps is a metadata-only ledger — the record that an email arrived, never its content. Enough to see the journey, nothing you’d rather we didn’t hold.
Clio stays the system of record and feeds Kefilex live — Kefilex adds the visibility layer. Illustrative — a stylised view, not a screenshot.
Nothing dropped.
A rules engine turns “we should have followed up” into “you’ll be alerted.” It watches the pipeline so no one has to remember to.
Thirteen curated rules, written for how a UK firm actually runs: AML deadlines, response SLAs, billing cycles, stalled matters, silent clients and aged debtors.
Rules fire where you’ll see them — an email digest, a Slack message, or the daily summary. No new dashboard to remember to open.
The four pillars.
Four jobs working together. Each one solves a question Clio alone can’t answer.
Lead Management
Capture every channel — web, phone, email, referral — into one normalised ledger, with multi-touch attribution across the whole journey.
It pushes ‘unattributed’ from the usual 80–90% down under 20%, and does it with no new tracking pixels on your site.
Lifecycle Management
The rules engine: matter and lead state machines, SLA monitoring, risk flags and nudges, all running quietly in the background.
It turns “what’s slipping right now?” from a standing meeting into a glance.
Journey Mapping
Every touchpoint from first click to bill paid, drawn as a visual journey rather than a spreadsheet.
Used both for diagnosis — where do matters stall? — and for showing prospects how a typical journey with your firm unfolds.
Revenue Reporting
Profit by source, practice area and fee earner — with CPL, CAC and ROAS measured against the hours actually worked, not headline revenue.
So you can finally answer: is family law making money, or quietly burning time?
Built for UK law firms — proven inside one.
Kefilex is built by Kefilab and proven inside a working UK law firm — the practice we run marketing for, where it has run daily through every phase of its build. Not a demo — a working practice that already depends on it.