Getting started with Kefilex
Kefilex sits on top of your Clio account and turns it into one connected view of your firm — every lead, every matter, every unpaid bill. Getting there takes four steps, and none of them asks you to move off Clio or change how your fee earners work.
1. Try it first, free
Start with a 48-hour trial. No card, no sales call, no slide deck — a real working copy of the product with realistic sample data, so you can make up your own mind in the product rather than in a meeting. Nothing you do in the trial touches a real client or your live Clio account.
If it is a fit, you subscribe when you are ready. If it is not, the trial simply ends.
2. Connect your Clio account
When you subscribe, you connect your Clio account in a couple of minutes. Kefilex reads your matters, contacts, time entries and bills and builds your dashboards from them — so the numbers are meaningful from the first day, not empty until you have entered a month of data by hand.
By default Kefilex only observes Clio. It writes back to a matter only where you explicitly turn on or trigger a write-back — opening a file, logging a note, and the like. Clio stays your system of record.
3. Invite your team
You decide who gets in and what they see. Reception, billing-only and reporting people get in free and never count against your plan's seat limit; the people who actively work enquiries take a full seat. Everyone lands on the view built for their role — see who uses Kefilex for what each person gets.
4. Guided go-live
Every firm gets a guided go-live: a named person who wires up your phone lines, web forms and website tracking, imports your full Clio history so the dashboards are complete, trains your team, and stays with you for the first 30 days. It is a one-off — tier changes never re-trigger it, and on annual billing it is included.
Once your setup is signed off, the app unlocks for your whole firm.
What comes next
Once you are in, the step-by-step how-tos for your role live inside the app, where they can be specific to your firm's actual setup. This help centre stays focused on the essentials that apply to everyone.