Included in every plan
The brokers who send you work can see it moving.
Every firm knows the call: “any update on the Smiths?” The broker portal replaces it. Each introducer signs into their own portal and sees a live milestone timeline for the matters they referred — updated straight from your case management system, with nothing to remember and nothing to type.
Firms that make referrals effortless get more of them. This is the part of Kefilex your brokers see — and it looks like your firm, not ours.
Three steps, then it runs itself.
Invite your brokers
Passwordless sign-in to a portal carrying your firm’s name and look.
Clients consent
A broker only ever sees matters the client agreed their introducer can follow.
Matters report themselves
The portal and notifications update automatically as you progress the file.
Every matter, as a dated timeline.
Each matter reads as a plain, dated milestone timeline — instructed, searches ordered, enquiries returned, mortgage offer, exchange, completion. Brokers see where the file has got to and what’s next, without a phone call.
Milestones come from the case management system, so the timeline is never out of date and never depends on someone remembering to update it.
Laura Bennett
15 Priory Gardens, Chester
Conveyance (Sale)
Milestones
Greyed steps are still to come. A tick means the stage has been passed — where a date isn’t shown, it was completed on the way to a later stage.
Updates that find them.
Brokers pick the milestones they care about and whether they want them as-it-happens or as a daily digest. Emails send in your firm’s name, not ours.
Subject · 2 updates on your referrals — Fenbrook Law
Subject · An update on your referral — Fenbrook Law
Milestones only. That’s a promise with architecture behind it.
A broker never sees documents, correspondence or figures — only the milestones a client agreed to share. Broker access runs through a separate, fail-closed database role, so the boundary isn’t a setting someone can slip up on; it’s built into how the data is reached at all.