How do I upload documents to the platform securely?

To upload documents securely, you navigate to your case and click on the 'Upload' button on your dashboard. The platform automatically encrypts all documents uploaded to protect against unauthorized individuals accessing them.

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.

What types of documents can I upload to the system?

You can upload a range of document types, including PDFs, Word documents, and text files. Ensure the documents are well-formatted and free from harmful content like viruses or malware.

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

The platform provides a secure messaging system for communication, where all messages are encrypted to guarantee privacy and security. Access to the messages is restricted to authorized users only.

Can I use AI on the platform?

The AI tools on the platform are meant only for lawyers and may be used to assist with legal research, case management, and document analysis to improve workflow and productivity.

How are messages encrypted to ensure confidentiality?

Messages on the platform are encrypted using AES-256 encryption, ensuring that unauthorized access to communications is prevented and keeping your conversations secure.

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

If you accidentally upload a document with sensitive information, contact the support team. The platform respects sensitive data, and the support team will assist in resolving the issue with care.

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

Yes, you can modify the case description after it has been uploaded. You can update the case details, and all changes will be recorded to ensure transparency and traceability.

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.

Is the platform compliant with legal data protection regulations?

Yes, the platform complies with legal data protection regulations like the Kenya Data Protection Act, GDPR, and CCPA, ensuring your data is handled with the highest standards of privacy and security.

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

Both clients and lawyers can upload documents relevant to a case. As long as the document pertains to a case, either party can upload it.

What is the most suitable CRM for my case?

We ensure that your case documents, messages, and case details are encrypted and securely stored. The platform gives you complete control over who can access your confidential files.

Is Wakili CRM suitable for my large firm?

Yes, Wakili CRM is suitable for large firms. We prioritize the security and confidentiality of your legal practices, providing you full control over document and message access.

Features - Wakili CRM | Complete Legal Practice Management

Intuitive Dashboard

Overview of cases, clients & tasks in one glance—custom widgets let Kenyan firms prioritise matters by court date, billing status or jurisdiction.

Secure Client Portal

Clients across Kenya or abroad log in 24/7 to view updates, sign documents electronically and upload evidence—fully encrypted end-to-end.

MPESA & Trust Accounting

Automatic invoice generation in KES, accept MPESA payments directly into your trust ledger, reconcile with local banks and stay TSC-compliant.

Document Management

Store, version and search pleadings, contracts & affidavits. Full-text search across Swahili or English docs—never lose that critical court bundle again.

CLIENT PORTAL FEATURES

Empowering Your Clients

Seamless Registration & Login

Quick, secure sign-up with email or phone (+254…), plus social login. Enforced password rules and CAPTCHA keep bots out.

Profile & Preferences

Manage your personal info, contact methods, notification settings (SMS, email, WhatsApp) and preferred language (English/Swahili).

Matter Dashboard & Tracking

See all your active cases at a glance—status, next steps, court dates and assigned lawyer, with real-time progress updates.

Document Sharing & E-Sign

Upload evidence, review pleadings, sign affidavits electronically. Full-text search in English & Swahili keeps you compliant.

Appointment Booking

Pick available slots on your lawyer’s calendar, add meeting purpose, and get email/WhatsApp confirmations & reminders.

Secure Messaging & Support Tickets

One-on-one chat or file-attached support tickets with your firm. Read receipts, typing indicators, and ticket escalation ensure responsiveness.

Payment & Invoicing

View invoices in KES, pay retainers via MPESA or card, track payment history, and download receipts directly from your portal.

Case Notifications & Alerts

Instant email/SMS/WhatsApp alerts for filing deadlines, status changes, new messages and upcoming appointments—so you never miss a beat.

KEY FEATURES

Everything a Kenyan Law Firm Needs

Time Tracking

Log billable hours by matter or client on desktop or mobile—set reminders so no minute slips, even when you’re in court at Milimani or KICC.

Court E-Filing

Generate e-filing bundles that comply with Kenyan Judiciary specs. Submit directly to eCitizen portal or download PDFs ready for stamp duty.

Calendar & Tasks

Sync with Google/Outlook in EAT timezone. Automatic alerts for court dates, client meetings and filing deadlines across all Kenyans counties.

Advanced Reporting

Custom reports on revenue (KES), utilisation rates, case outcomes or partner performance—insights to grow your Nairobi, Eldoret or Kisii practice.

Mobile App

Access matters, track time and chat on the go, even in low-connectivity areas. Android & iOS apps optimised for Kenyan networks.

Local Integrations

Plug into KRA iTax, eCitizen, Google Drive, Dropbox—or build your own integrations using our API. Perfect for East African cross-border work.

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Mobile-First Design

Secure Messaging

MPESA Support

Custom Workflows

BUILT FOR KENYA

Manage Your Practice with Confidence

Wakili CRM is designed for Kenyan legal professionals—whether you’re in Nairobi’s CBD, Kisumu or upcountry. Simplify case loads, billing in KES, court e-filing and client communications all in one place.

Scalable from solo practitioners to full-service firms, with role-based permissions, audit trails, and 24/7 local support via chat or WhatsApp.

Register to Experience Wakili CRM

24/7 Kenyan Support

Knowledgeable local team on hand via WhatsApp, email or phone—ready to help with onboarding, customisation or troubleshooting.
Full-Text Search

Instantly find any file, note or invoice—search across English & Swahili records for faster research and compliance.
Encrypted Cloud Backup

Daily backups stored in multiple Kenyan data centres. Recover your entire practice in minutes after any outage or mishap.
Enterprise-Grade Security

End-to-end encryption, SOC-2 compliance, role-based access and full audit logs keep your client data safe & KBA-compliant.

Features