For intake
Every enquiry worked to a decision — nothing left sitting in an inbox.
Intake is where a curious caller becomes a real matter — or is let go cleanly. It only works if every enquiry is in one place, in priority order, with the full story attached. Kefilex gives intake exactly that, and opens the matter in Clio the moment it is ready.
The pile no one owns.
Enquiries arrive by phone, form and email, land in different places, and the ones that need a second touch are the ones that quietly vanish.
Without a single worked queue, qualifying is guesswork — and the good enquiries end up waiting behind the dead ones.
What intake gets.
- One worked queueEvery enquiry, every channel, in one list ordered by what needs you next.
- The whole story attachedSource, first contact, calls and emails already on the record before you pick up.
- Qualify with a rhythmClear stages and nudges so nothing stalls between “new” and “instructed”.
- Open in Clio in a clickWhen it is ready it becomes a Clio matter — no re-keying, no double entry.
The result.
Intake spends its time on the enquiries worth winning, not on hunting for them. Fewer good leads go cold, and every matter that opens carries a clean, complete history from its very first touch.