How it works
How a firm runs on Kefilex.
The journey from first enquiry to matter opened in Clio — and who does what along the way. Two minutes to see where your people fit, which seats are free, and what a well-set-up firm looks like on day one.
The flow.
Who does what.
The roles that make up a firm — the ones that cost a seat, and the ones that never will.
Paid seats
The people who actually work the pipeline.
Intake
Qualifies leads and runs the intake pipeline end to end.
Fee earner
Works matters, sees their own pipeline and journey.
Manager
Oversees the team’s pipeline, SLAs and risk flags.
Super user
Configures rules, integrations and firm-wide settings.
Consultant solicitors
A seat of their own from £29/mo — their matters, messages and intake form.
Free seats
Everyone else who needs a view — never counted against your tier.
Reception
Answers, triages and routes enquiries.
Billing-only
Cashiers and accounts working invoices and credit control.
Reporting
Partners and consultants who read dashboards but don’t work the pipeline.
A well-set-up firm.
A typical six-fee-earner firm pays for six seats on the Small tier — and adds its reception, a cashier and its reporting partners for free. One small bill for the whole firm.
Consultants and locums sit outside the bands at £29/mo each.
See the numbers, then see it running.
Not sure what it’s worth? Run your ROI →