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 arrives
Call, web form, email or referral
Reception catches it
Matched to a file, routed
FreeIntake or fee earner works it
Chased, qualified, opened
Owners & managers see it all
Pipeline, matters, money
Billing handles the money
Invoices, what is owed
FreeThe 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/moA 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.