CrestDex is legal practice management software for Kenyan law firms, connected to Microsoft 365. Bring clients, matters, tasks, documents, correspondence and fee notes into one practice workspace. Choose Lite or Enterprise to suit your firm.
Illustrative CrestDex practice dashboard — sample data
THE PLATFORM
From the first client intake to the final fee note, CrestDex keeps every matter organised, traceable and under control with the administration handled so your team can handle the law.
Register clients, maintain KYC records and organise supporting documents in SharePoint, with workspace setup configured for your firm.
Open matters with auto-generated references, team assignment and a complete workspace covering everything from engagement terms to billing.
Check potential conflicts, circulate notices to your team and track responses before progressing a matter. Enterprise adds verification of conflict responses to support the clearance process.
Generate letters of engagement, fee notes and standard documents straight from matter data using your own DOCX templates. No rekeying.
Track case references, court attendances and transaction details. Assign tasks and organise workflows so your team can follow each matter through.
Review matters, client activity and practice insights. Keep tasks, calendars and fee notes connected to the work behind them.
THE MATTER WORKSPACE
Open any matter and find everything in one place: engagement terms, billing, the timeline, documents and the court diary. Your team spends less time searching and more time on the law.
CONFIDENTIALITY & ACCESS
Keep client records, matter documents and correspondence organised around your work. CrestDex connects with Microsoft 365 and supports access arrangements tailored to your firm. We explain how your information is handled before you get started.
Your firm retains ownership of its records and documents. Storage and service arrangements are explained during onboarding and in your subscription documents.
Use your work Microsoft account and connect the documents, correspondence and calendars your team already relies on.
Set staff roles and matter access to reflect how your practice works. We help your administrator review access as part of onboarding.
HOW IT WORKS
We scope your edition, Microsoft 365 connections and data services, then configure and test the workflows your team needs. Timing depends on your environment and any migration requirements.
Confirm your Microsoft 365 environment and arrange the required administrator consent and access.
We prepare your firm’s workspace and connect the Microsoft 365 services needed for your chosen edition.
Add staff, departments, matter types and bank accounts.
Validate access and workflows with your team, complete onboarding and agree the pilot scope.
EDITIONS & PRICING
Start with your firm's work and priorities. We will scope a demo, pilot and quotation for the edition that fits.
Enterprise AI supports evidence-based queries with citations where available. Available information and features depend on your firm’s setup; explore them during your demo. Review AI outputs against the underlying records before relying on them.
Your records and documents are held using the Microsoft cloud services agreed for your edition. Documents connect with your firm’s SharePoint environment. We explain storage, service access and retention arrangements during onboarding. See our Privacy Policy for more information.
Your team signs in with work Microsoft accounts. Staff roles and matter permissions help manage who can use the workspace and view records. Your firm’s administrator agrees access settings with us, including any access needed for support.
A work Microsoft 365 subscription with SharePoint, and an administrator who can help connect your firm. We confirm any additional subscription or setup requirements for your chosen edition before you commit.
We agree a timeline after reviewing your edition, tenant permissions, data migration and workflow requirements. Setup includes configuration, access checks and a supported pilot.
Yes. CrestDex is built by Swancrest Limited in Nairobi, Kenya, specifically for how Kenyan law firms and advocates work — from KYC and conflict checking to configurable matter references, court attendance tracking, and workflows tailored to local practice. Your firm remains responsible for its professional decisions and applicable obligations.
GET STARTED
Bring CrestDex to your firm. Tell us a little about your practice and we'll arrange a demo and a pilot scoped to your size.
Request a demo