Does WakiliCRM have advocate-client matching?

Yes. Advocate or lawyer client matching is a key feature on WakiliCRM. Clients can search for lawyers based on their specialization and location, to find the best fit for their legal needs.

How do I ensure the documents I upload are only accessible by authorized personnel?

Wakili CRM uses role-based access control, allowing you to set permissions on who can view or edit documents. This ensures that only authorized users or groups can access sensitive information.

FAQ - Wakili CRM | Frequently Asked Questions

How do I upload documents to the platform securely?

To upload documents securely, navigate to your case and click the “Upload” button on your dashboard. All files are encrypted end-to-end on upload, ensuring only authorized users can access them.

What types of documents can I upload to the system?

You can upload PDFs, Word documents, text files and common image formats. Please ensure files are virus-scanned before upload to maintain platform security.

How do I communicate with my clients and colleagues on the platform?

Use the built-in Secure Messaging feature to start one-on-one or group chats. All messages are AES-256 encrypted and stored in your case’s activity log.

How are messages encrypted to ensure confidentiality?

All messages use AES-256 encryption both in-transit and at-rest, ensuring only authorized users can decrypt and view content.

What happens if a document is accidentally uploaded with sensitive information?

Contact our support team immediately. We will remove the document, purge encrypted copies, and help you re-upload a corrected version.

Can I use AI on the platform?

Yes. AI tools are available for licensed attorneys to assist with legal research, case summarization and document review—accelerating your workflow.

What is the most suitable CRM for my case?

Wakili CRM is designed for firms of all sizes. Whether you’re a solo practitioner or large firm, our modular pricing and role-based security adapt to your needs.

Can I modify the case description once it's uploaded to the system?

Yes—open the case details panel, click “Edit Description,” make your changes, and save. All edits are versioned for audit and traceability.

How do I ensure documents are only accessible by authorized personnel?

Wakili CRM’s role-based access control lets you assign view/edit rights per user or group—ensuring only approved staff can access sensitive files.

Can clients upload documents or is that restricted to lawyers only?

Both clients and attorneys can upload case-related documents. Permissions ensure each party only sees what they’re authorized to view.

Is the platform compliant with legal data protection regulations?

Yes. We adhere to the Kenya Data Protection Act, GDPR and CCPA standards, with regular third-party audits and compliance reports.

Is Wakili CRM suitable for my large firm?

Absolutely. We support enterprise deployments with SSO, advanced audit logs, custom SLAs, and dedicated account management.

Frequently Asked Questions

Have a question in mind? Call or email us:

+254 718 889 889

support@wakilicrm.com

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