KLERQ Knowledge Base
Step-by-step guides to every part of KLERQ — from setting up your firm to submitting to the directories.
New to KLERQ?
Section titled “New to KLERQ?”KLERQ is one record of what your firm has done, used twice over: to pitch for work, and to submit to the legal directories. Almost everything else follows from that, which is why the setup order matters more than it looks.
- Describe your firm. Practices and industries are how work is categorised, so they come first — everything recorded later is tagged against them.
- Add your people. An office must exist before a specialist can belong to one. Specialists are who the work is credited to; they are not the same thing as users.
- Record the work. Matters are the base of everything, with companies and contacts hanging off them.
- Use it. Build a presentation to pitch, or a submission for a directory. Both are assembled from records you already have.
If something you expect to see is missing from a pitch or a submission, the answer is usually approval: bios, descriptions and work highlights stay in draft until someone approves them, and drafts do not appear on client-facing material.
Browse by section
Section titled “Browse by section”The sections below mirror KLERQ’s own menu, so what you see here is where you will find it in the app.
Everyday work
Section titled “Everyday work”The dashboardWhat each widget shows, including who is waiting on you and how to ask KAI a question.
AnalyticsTrends across pitching, submissions and events — and what every metric actually counts.
PresentationsHow a pitch is assembled from records you already have, and what each chapter is for.
SubmissionsWhat a directory submission involves and which parts take the longest.
EventsRecording appointments, and why they are evidence of a client relationship a year later.
Your firm’s record
Section titled “Your firm’s record”MattersWhat matters and work highlights are, and why they are the base of everything else.
CompaniesClient and prospect records, and why almost everything else hangs off them.
ContactsThe people at those companies — and why referee quality decides directory rankings.
SpecialistsYour fee earners, how they differ from users, and how credit flows to them.
PracticesHow work is categorised, how practices differ from industries, and what they drive.
IndustriesSector tagging, and how it drives referee matching and pitch content.
TestimonialsCapturing client praise, and why doing it immediately is the whole trick.
PublicationsThought leadership, and how directories weigh it.
Your firm's profileThe firm-level description that appears on pitches and submissions.
Administration
Section titled “Administration”Users and accessWho can sign in, what account status and source mean, and how to invite someone.
Permission groupsWhat each group of users is allowed to see and do. Membership is set on the user.
Firm settingsName, languages, time zone, date format and default currency.
OfficesYour locations — and why they must exist before you add specialists.
RolesJob titles for specialists. Deliberately not the same thing as permissions.
LabelsYour firm's own tags, and when to use one instead of a practice or industry.
Legal directoriesThe directories you submit to, and why the requirements field earns its keep.
IntegrationsWhat KLERQ connects to, what KAI does with your data, and how to switch one on.
Questions this manual answers most often
Section titled “Questions this manual answers most often”Why is this missing from my pitch?Bios, descriptions and work highlights stay in draft until approved, and drafts are never published.
Someone has access but sees nothingA signed-in user with no permission groups sees almost nothing. Membership is set on the user, not the group.
How do I give a colleague access?Inviting someone, and what to do when your firm provisions accounts through SSO instead.
How do I ask a colleague to check something?Send a message from the record itself, so the ask arrives with a link straight to it.
How do I get work into a directory submission?Building a submission from matters, referees and highlights you have already recorded.
Can I get the data out again?Exporting matters, contacts, presentations and submissions.