Kefilex.
For consultants & locums

Consultants working inside your process, not around it.

Consultant and locum fee earners are how a lot of firms grow now — but they usually work at arm’s length, opening files their own way and filing incomplete information straight into the practice-management system. Kefilex gives each of them a seat that is cheap enough to be an easy yes, and narrow enough to keep your process intact.

Every consultant is a gap in your quality control.

When a consultant works outside your intake process, the firm inherits whatever they choose to record — a half-filled contact here, a matter opened without the checks there. Multiply that across a bench of consultants and your data quality is only as good as your least careful contractor.

The usual fixes are both bad: pay for a full seat each and the cost discourages logins, or share credentials and break your own security rules. Neither gets consultants working the way the firm does.

What a consultant seat gives you.

  • A trivially easy yes at £29/moCheap enough that giving every consultant their own login is the obvious choice — not a cost you weigh matter by matter.
  • Files opened through your controlled intakeConsultants open matters the firm’s way, with the same checks — so the data that lands in Clio is clean by default.
  • A deliberately narrow surfaceTheir own matters, their own messages, the intake form — no leads, no pipeline, no firm-wide reporting. They see their work and nothing else.
  • Unlimited, on any planConsultant seats sit outside your tier’s bands, so a bench of twelve never forces you up a tier.
Consultant — my matters only
My open mattersTheir own files — nothing firm-wide7
Messages on my mattersOnly what relates to their work2
Open a new fileThrough the firm's controlled intake formStart

No leads, no pipeline, no firm-wide reporting — by design.

Illustrative — a stylised view, not a screenshot.

The result.

Consultants become part of your process instead of an exception to it. Their work runs inside the firm’s controlled intake, your data quality holds however many you take on, and the seat is cheap enough that there’s no reason to work around it.

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