Question 1

How do I upload documents to the platform securely?

Accepted Answer

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.

Question 2

Does WakiliCRM have advocate-client matching?

Accepted Answer

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.

Question 3

What types of documents can I upload to the system?

Accepted Answer

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.

Question 4

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

Accepted Answer

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.

Question 5

Can I use AI on the platform?

Accepted Answer

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.

Question 6

How are messages encrypted to ensure confidentiality?

Accepted Answer

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

Question 7

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

Accepted Answer

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.

Question 8

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

Accepted Answer

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.

Question 9

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

Accepted Answer

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.

Question 10

Is the platform compliant with legal data protection regulations?

Accepted Answer

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.

Question 11

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

Accepted Answer

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.

Question 12

What is the most suitable CRM for my case?

Accepted Answer

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.

Question 13

Is Wakili CRM suitable for my large firm?

Accepted Answer

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.

Mandi J & Co. Advocates

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