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.

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.

Wakili CRM - The Ultimate Lawyer - Client Case Management Software

KEY FEATURES

Software Modules

Simplified Client Intake

Transform client onboarding with custom forms and seamless digital intake. Wakili CRM helps your firm capture client details effortlessly while keeping your operations organized.

Effortless Case Management

Stay on top of every case with intuitive matter management. From client meetings to document storage, Wakili CRM centralizes everything, giving you a complete view of your ongoing cases.

Streamlined Communication

Ensure timely follow-ups and never miss an important client message. Wakili CRM’s automated reminders and communication tools keep you connected with your clients at all times.

Secure Document Storage

Store all your case documents securely in one place. Wakili CRM offers encrypted document management that ensures your clients' sensitive data remains protected.

Actionable Insights

Track the performance of your practice with in-depth analytics. Wakili CRM helps you measure case progress, client engagement, and overall business health.

Client Self-Service Portal

Empowering clients to have a personalized portal to enable them can access case updates, upload documents, and communicate directly with their lawyers and law firm — all at their convenience.

Lead & Client Tracking

Track leads from initial contact to final conversion. With Wakili CRM, keep a full record of each client interaction and ensure you’re always a step ahead.

Billing & Payment Tracking

Effortlessly manage billing, payments, and invoicing for your clients. Wakili CRM integrates accounting tools that keep you on top of financials, ensuring a smoother workflow.

Ultimate Privacy

We understand how sensitive and legal practice is, and we help you continue that. Apart from encrypting and storing messages, case documents, and case details, we also go further to ensuring that files can only be access by those you choose to share with, ensurig you have ultimate control of your files.

Why Choose Wakili CRM

Wakili CRM offers an all-in-one solution tailored for law firms, ensuring streamlined operations, enhanced client interactions, and secure document management. Our software is scalable, flexible, and designed to grow with your organization’s needs.

User-Friendly

Intuitive interface that’s easy to navigate, even for non-technical users.
Secure & Reliable

Built with top-tier security measures to protect sensitive user and client information.
Cloud-Based

Access your data anytime, anywhere. No need for complex installations or maintenance.