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.
Five steps, none of them optional in a real firm — Kefilex just makes each one visible and hands it to the right person.
Web form, phone call or email — every channel lands in one place.
Names it and routes it — or automation routes it straight through.
One pipeline view; one click to call or email back.
Automatic sync, both ways — nothing re-keyed.
Attribution, cost per lead and credit control from the same record.
Who does what.
Seven roles, three of them free. Full seats — the ones your tier caps — are only for the people who work enquiries; everyone else gets in without touching your seat cap.
Reception
FreeThe enquiry inbox and calls — names new contacts and routes them to the right person.
Intake
PaidWorks the pipeline end to end and opens matters.
Fee earner
PaidTheir own enquiry queue — notified when something lands, measured on what happens next.
Manager
PaidThe pipeline plus firm-wide reporting.
Super user
PaidEverything, plus settings and the firm setup.
Billing-only
FreeInvoices and the plan — nothing else.
Reporting
FreeFirm-wide dashboards only — no lead access.
A well-set-up firm.
Take a six-fee-earner high-street firm. Six people work enquiries, so six paid seats — the Small tier — and everyone else joins for nothing.
Paid — 6 seats, Small tier
- 1 super user — the managing partner
- 4 fee-earner seats
- 1 intake seat — the new-business paralegal
Free — costs nothing
- 2 reception
- 1 cashier on billing-only
- 2 reporting seats — the equity partner, and a consultant who just wants the numbers
Consultant fee earners whose matters merely appear in the reporting are free too. A consultant who wants to log in and work those matters gets a seat of their own at £29/mo — unlimited, and outside the tier bands. Not sure where your firm lands? Tell us your numbers and we'll place you — no quote-form dance.
See the numbers, then see it running.
Or put numbers on the leak first — run your ROI →