Everyone in the firm, exactly the view they need.
An enquiry passes a lot of hands before it becomes a paid matter. Kefilex gives each person the part that is theirs — and nothing they shouldn't see. 4 of the roles below are free and never touch your seat count.
One enquiry, every hand it passes.
The same enquiry, from the moment it arrives to the moment it is billed — and who touches it along the way.
- 1Enquiry arrivesCall, web form, email or referral
- 2Reception catches itMatched to a file, routedFree seat
- 3Intake or fee earner works itChased, qualified, opened
- 4Owners & managers see all of itPipeline, matters, money
- 5Billing handles the moneyInvoices, what is owedFree seat
The roles you assign.
Your reception team
FreeEvery caller and web enquiry caught, matched to a file, and routed to the right person in seconds.
See what they get →Intake
PaidWorks the pipeline end to end and opens the matter in Clio when it is ready.
Fee earners
PaidTheir own queue of enquiries — measured on what happens next, not on chasing paper.
See what they get →Managers
PaidThe whole pipeline plus firm-wide reporting — without the keys to the settings.
See what they get →Owners & partners
PaidThe whole firm at a glance — every lead, matter and unpaid bill — plus who can see and do what.
See what they get →Consultants & locums
From £29/moA seat of their own — their matters, their messages, the intake form — so their work runs inside your firm, not around it.
See what they get →Billing-only
FreeInvoices and the plan. Nothing else — and no seat used.
Reporting
FreeFirm-wide dashboards only — no access to leads or client detail, and no seat used.
Technical contact
FreeA setup-only login for your web person during onboarding; access ends at go-live. No seat used.
You only pay for the people who work enquiries. Reception, billing, reporting and the setup login are free and uncapped — see the firm walkthrough.