Kefilex.

Who uses it

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. Four 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.

Enquiry
01

Enquiry arrives

Call, web form, email or referral

02

Reception catches it

Matched to a file, routed

Free
03

Intake or fee earner works it

Chased, qualified, opened

04

Owners & managers see it all

Pipeline, matters, money

05

Billing handles the money

Invoices, what is owed

Free
Illustrative — one enquiry, handed from desk to desk.

The roles you assign.

Paid seats

The people who work enquiries and matters.

Intake

Works the pipeline end to end and opens the matter in Clio when ready.

Inside the intake seat →

Fee earners

Their own queue of enquiries — measured on what happens next, not on chasing paper.

The fee earner’s view →

Managers

The whole pipeline plus firm-wide reporting — without the keys to the settings.

The manager’s view →

Owners & partners

The whole firm at a glance — every lead, matter and unpaid bill — plus who can see and do what.

The partner’s-eye view →

Consultants & locums

from £29/mo

A seat of their own — their matters, their messages, the intake form.

How a consultant works →

Free seats

Everyone else who needs a view — never counted, never capped.

Your reception team

Every caller and web enquiry caught, matched to a file, and routed to the right person in seconds.

What reception sees →

Billing-only

Invoices and the plan. Nothing else — and no seat used.

Reporting

Firm-wide dashboards only — no access to leads or client detail.

Technical contact

A setup-only login for your web person during onboarding; access ends at go-live.

You only pay for the people who work enquiries. Reception, billing, reporting and the setup login are free and uncapped.

See it from your seat.