Connecting Clio to Kefilex
Kefilex is built for firms on Clio. Connecting the two takes a couple of minutes and, from then on, Kefilex reads your practice and turns it into the firm-wide view Clio does not give you on its own.
It takes minutes, and it is reversible
You connect Clio once, from inside Kefilex, by authorising it the way you would any Clio add-on. There is nothing to install and nothing to export by hand. You can disconnect at any time from your settings — the connection is yours to end, not something you have to ask us to undo.
Read-only by default
By default, Kefilex only reads from Clio. It does not change your matters, your contacts or your billing. It observes — so connecting it cannot disturb the system your firm already runs on.
Kefilex writes back to Clio only where you turn on or trigger a write-back yourself — opening a file from an enquiry, logging a note, and similar actions you take on purpose. Nothing is written behind your back.
Current in real time, checked every day
Two mechanisms keep your view accurate:
- Real-time updates. As things change in Clio, Kefilex hears about them and updates, so your dashboards reflect what just happened rather than last night's snapshot.
- A daily reconcile. Once a day, Kefilex re-checks its picture against Clio end to end, so nothing drifts out of step even if a single update is ever missed.
What Kefilex reads
Enough to build the connected picture: your matters and their status, contacts, time entries, bills, and the people in your firm. From day one your history is imported, so the dashboards are meaningful immediately rather than empty until you have entered a month of data.
What it does not do
Kefilex does not replace Clio, and it is not a second place to run your matters. Clio stays your system of record; Kefilex is the layer on top that answers the questions Clio does not — where your leads come from, what they convert to, and what is genuinely owed.
See the wider picture of what Kefilex connects to, or how it all fits together in the approach.