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.

Wakili CRM - The Ultimate Lawyer - Client Case Management Software

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All Results Lawyers (12) Firms (0)

Lawyers (26471)

Kimurgor Dickson David

Advocate • Kipkorir Cheruiyot, Chivai & Kigen Advocates LLP

1 years
Nairobi

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Muiru Leah mumbi

Advocate • MUNYAGA GITHAIGA ADVOCATES LLP

1 years
Nairobi

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Marangu Terry kendi

Advocate

1 years

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Omolo Victor Odongo

Advocate

1 years

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Ngari Moses Mutugi

Advocate • LAW FIRM

Nairobi

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Wanjala Gilbert Masinde

Advocate • Omagwa Angima & Company Advocates

Nairobi

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Ng'ang'a James Kihoria

Advocate

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Korir Cynthia Jerop

Advocate

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Lweroh Vincent Okech

Advocate

Corporate Law Commercial Contracts Banking & Financial Law

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Odoyo Tom Rateng'

Advocate • BURUBURU

Commercial Contracts Criminal Law

Nairobi

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Shikanga Carl Weramondi

Advocate • KILIMANI

Corporate Law Commercial Contracts

Nairobi

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Achieng Paulette

Advocate • Lumallas Achieng' & Kavere Advocates

19 years
Nairobi

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Empower your firm with cutting-edge technology tailored to the unique needs of Kenyan law firms. From case tracking to client communications, Wakili CRM makes legal firm management simpler and more efficient.

Search Results

Lawyers (26471)

Kimurgor Dickson David

Muiru Leah mumbi

Marangu Terry kendi

Omolo Victor Odongo

Ngari Moses Mutugi

Wanjala Gilbert Masinde

Ng'ang'a James Kihoria

Korir Cynthia Jerop

Lweroh Vincent Okech

Odoyo Tom Rateng'

Shikanga Carl Weramondi

Achieng Paulette

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