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.

Help Center - Wakili CRM | Get Support & Assistance

How can we help you?

Choose the best way to get the support you need. Our team is here to assist you with any questions about Wakili CRM.

Submit a Support Ticket

Get personalized help by submitting a support ticket. Track your issue and get detailed responses.

Frequently Asked Questions

Find quick answers to the most common questions about using Wakili CRM platform.

View FAQs

Contact Us Directly

Speak with our support team directly via phone or email for immediate assistance.

Contact Info

Frequently Asked Questions

Quick answers to help you get started with Wakili CRM

What is Wakili CRM?

Wakili CRM is a comprehensive case management system designed specifically for legal professionals in Kenya. It helps law firms manage cases, clients, documents, and communications in a secure, compliant environment.

Who can use Wakili CRM?

Wakili CRM is designed for licensed attorneys, law firms of all sizes, legal professionals, and their clients. Whether you're a solo practitioner or part of a large firm, our platform scales to meet your needs.

How do I create an account?

Visit our registration page and provide your professional details. We verify all legal professionals before granting access to ensure platform security and compliance with legal standards.

Is there a free trial available?

Yes, we offer a 14-day free trial for new users. This gives you full access to all features so you can evaluate how Wakili CRM fits your practice needs.

What features does Wakili CRM offer?

Our platform includes case management, document storage, secure messaging, client portals, billing integration, calendar management, AI-powered legal research, and comprehensive reporting tools.

Can clients access the platform?

Yes, clients can be given secure access to their case information, documents, and communication history through our client portal feature, with permissions controlled by the attorney.

Is my data secure?

Absolutely. We use AES-256 encryption, comply with Kenya Data Protection Act, GDPR, and CCPA standards. All data is stored in secure, audited data centers with regular security assessments.

Who can access my case information?

Only authorized personnel you designate can access your cases. Our role-based access control system ensures strict permission management and maintains attorney-client privilege.

What are your pricing plans?

We offer flexible pricing plans for solo practitioners, small firms, and large enterprises. Visit our pricing page for detailed information about features and costs for each plan.

Can I cancel my subscription at any time?

Yes, you can cancel your subscription at any time. We provide data export options and a reasonable transition period to ensure you don't lose any important information.

Still need help? Get in touch with us:

Our support team is available during business hours to assist you

Phone Support

+254 700 000 000

Mon - Fri, 8:00 AM - 6:00 PM EAT

Email Support

support@wakilicrm.com

We typically respond within 24 hours

Need Personalized Support?

Login to your Wakili CRM account to submit support tickets, access your knowledge base, and get detailed assistance tailored to your account.

Support Center

How can we help you?

Submit a Support Ticket

Frequently Asked Questions

Contact Us Directly

Frequently Asked Questions

Still need help? Get in touch with us:

Phone Support

+254 700 000 000

Email Support

support@wakilicrm.com

Get the App

Company

Support

Quick Links

Newsletter