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 (534)

Magwilu Hansen Omido

Advocate • Hansen Advocates LLP

Commercial Contracts Banking & Financial Law Intellectual Property

5 years
Nairobi

View Profile

Mukele Eugene

Advocate • P.S.C

Commercial Contracts Intellectual Property Criminal Law

5 years
Nairobi

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Moses Onyango Brian

Advocate • AVENUE 5 BUILDING, KILIMANI NAIROBI

Intellectual Property

5 years
Nairobi

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Gitia Sandra Josephine Wangu

Advocate

Family Law Commercial Contracts Intellectual Property

5 years

View Profile

Uhuru Phionah Achieng

Advocate • Lecturer

Commercial Contracts Intellectual Property

5 years
Nairobi

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Kiilu Joshua Mwonga

Advocate • Central Business District

Intellectual Property

5 years
Nairobi

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Onduso James Elijah

Advocate • ONDUSO JL ADVOCATES

Family Law Commercial Contracts Intellectual Property +1

5 years
Nairobi

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Ogola Sylvia Achieng

Advocate • M-KOPA Kenya Limited

Corporate Law Banking & Financial Law Intellectual Property

5 years
Nairobi

View Profile

Waweru Kevin Mbugua

Advocate • CHEGE KIBATHI & CO. ADVOCATES

Family Law Commercial Contracts Intellectual Property +1

5 years
Nairobi

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Vugutsa Velma

Advocate • Lavington

Corporate Law Commercial Contracts Banking & Financial Law +1

5 years
Nairobi

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Maina Shilah Wangui

Advocate

Commercial Contracts Intellectual Property

5 years

View Profile

Mongare Lisa Moraa

Advocate

Family Law Commercial Contracts Intellectual Property

5 years

View Profile

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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 (534)

Magwilu Hansen Omido

Mukele Eugene

Moses Onyango Brian

Gitia Sandra Josephine Wangu

Uhuru Phionah Achieng

Kiilu Joshua Mwonga

Onduso James Elijah

Ogola Sylvia Achieng

Waweru Kevin Mbugua

Vugutsa Velma

Maina Shilah Wangui

Mongare Lisa Moraa

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