Integrations
Built for firms that run on Clio and Google Workspace.
Kefilex doesn’t replace your tools — it sits on top of them and connects what they can’t see: every enquiry channel, your case management system and your marketing spend, joined into one pipeline with one set of numbers.
If your firm runs Clio and Gmail, you’re in the sweet spot — most firms connect everything below in under an hour of guided go-live. Nothing you connect is a black box: you can see exactly what each integration reads and writes, and switch any of them off without touching Clio.
Practice management
The system of record. Kefilex reads from Clio and — only where you allow it — writes back. Everything else on this page hangs off this one connection.
Matters, contacts, time entries, bills and matter stages are mirrored live through Clio’s webhooks, with a nightly reconcile that catches anything a webhook missed. Kefilex writes back only where you explicitly turn a write on — so Clio stays the single source of truth, always.
Powers → every dashboard, journey and report in Kefilex.
Kefilex sees who emailed whom and when, so response times and journeys are real — and never reads a word of the content.
An hourly, metadata-only sync records the fact that an email passed between a contact and your firm — sender, recipient, timestamp and subject line at most. Message bodies are never fetched, stored or shown to anyone, including us.
Powers → response-time SLAs and the email steps in every journey.
Phones & reception
Every inbound call — answered in-house, outsourced or by an AI receptionist — captured as an enquiry and attributed to its source, so nothing that rings the office goes uncounted. And with the optional Kefilex Switchboard add-on, reception can answer and control those calls inside Kefilex itself.
The optional in-app reception softphone. On your diverted main line, reception answers, holds and warm- or blind-transfers calls — with the caller’s record on screen and a wrap-up disposition — all inside Kefilex, and every call captured automatically. Inbound only; your existing phone system (for example VXT) stays connected as the fallback and kill switch.
Powers → in-app reception call control, screen-pop and instant capture.
Live call events, durations and outcomes flow in and attach to the right matter and fee earner — so a missed or unreturned call is visible the same day, not next quarter.
Powers → call-response SLAs, phone attribution.
Calls your outsourced reception answers arrive as first-touch enquiries — who called and why — so work handled off-site is never lost to the pipeline.
Powers → first-touch capture for outsourced calls.
Enquiries the AI receptionist answers — and everything it captured — feed straight into intake, ready for a human to pick up in the morning.
Powers → after-hours and overflow capture.
Advertising & attribution
This is where marketing spend stops being a leap of faith. Kefilex pulls spend and click data in, matches it to matters that actually opened and bills that actually got paid — and, the part most firms never manage, sends those real outcomes back to the ad platforms as conversions.
The feedback loop most firms never close
Closed loopFire a “conversion” the moment a form is filled and you teach Google and Meta to chase form-fills. Kefilex waits for the truth — did that enquiry become a billed matter in Clio? — and only then sends it back. That one change makes every bid and every audience smarter.
Spend, campaigns and click IDs come in; verified conversions — real, billed matters — go back out as offline conversions, so Google optimises bids toward the work that actually pays, not raw form-fills.
Powers → true cost-per-matter and smart-bidding feedback.
Facebook and Instagram spend is matched to matters that opened, and those outcomes are pushed back through Meta’s conversions API — so the algorithm learns from billed work, not clicks.
Powers → Meta CAPI conversions and channel ROI.
Tells Kefilex which campaign, keyword or ad drove each phone call, so calls attribute like clicks — nothing is sent to Ruler.
Powers → call-to-campaign attribution.
Only a hashed, irreversible match (email or phone) and the conversion value are ever sent — never client names, matter details or case information — and only to your own Google and Meta ad accounts, only when you turn it on.
Your website
Your own site is the first integration — every enquiry it produces arrives with its full origin intact.
A webhook fires on each form submission, and a lightweight first-party snippet preserves UTMs, click IDs and referrers from first visit through to enquiry — no third-party pixels, no cookie-wall gymnastics.
Powers → source attribution for every web enquiry.
A few things people ask.
Do I need to add all of the integrations above?
No. Clio is the only one Kefilex needs — everything else is optional and simply adds visibility wherever you connect it. Most firms start with Clio and their email, then add phones and ad platforms whenever they’re ready.
What if I have a different phone system?
The phone integrations listed are the ones live today. If yours isn’t there, tell us — many systems expose call events we can capture, and your email and web-form capture work regardless. Either way you won’t lose the enquiry.
Do I have to have an intake role?
No. Intake is a paid seat some firms use to run qualification as its own step; smaller firms route enquiries straight from reception to the fee earner. The pipeline works either way.
Can I request an integration?
Yes. Email hello@kefilex.com or use “Ask about your stack” below. We prioritise the integrations real firms actually ask for.
This exact stack runs a real firm.
Our pilot firm runs Clio, Google Workspace, VXT, Moneypenny and LexiDesk into one Kefilex pipeline — live for six months.
The exact stack at our pilot firm — Clio, Google Workspace, VXT, Moneypenny, LexiDesk, WordPress and Google & Meta Ads — into one pipeline. Illustrative — a stylised view, not a screenshot.