CrestDex is legal practice management software for Kenyan law firms, built natively on Microsoft 365. Clients, matters, documents, conflict checks and billing; all organised, traceable, and entirely inside your own tenant.
CrestDex practice dashboard
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.
Onboard clients with KYC status, source of funds records and a dedicated SharePoint workspace created automatically on registration.
Open matters with auto-generated references, team assignment and a complete workspace covering everything from engagement terms to billing.
Every new matter runs an automatic conflict search and emails fee earners. Replies flag conflicts; silence clears the matter after a set window.
Generate letters of engagement, fee notes and standard documents straight from matter data using your own DOCX templates. No rekeying.
Record court dates, case references, directions and next steps. Task instructions are sent to assigned advocates from within the platform.
A live view of active matters, pending conflicts and client activity. Produce client status reports and export the full matter register as CSV.
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.
SECURITY & DATA CUSTODY
Client confidentiality is the profession. CrestDex is engineered so that your firm's data lives only in your own Microsoft 365 SharePoint environment. Swancrest never holds it, never processes it, and has no access once you are deployed.
All data is stored in your own SharePoint. Swancrest has no tenant access after deployment.
Authentication, storage, email and collaboration all run on the Microsoft 365 subscription your firm already has. No new cloud, no migration.
Each firm gets its own isolated instance with its own configuration. There is no shared database. Your matters never sit beside anyone else's.
HOW IT WORKS
CrestDex deploys onto your firm's existing Microsoft 365 environment. No server to provision, no data to migrate, no IT team required.
Grant Microsoft 365 admin consent to the app. One approval, no infrastructure.
The wizard creates all SharePoint lists, libraries and folder templates for your firm in minutes.
Add staff, departments, matter types and bank accounts.
Register your first client, open a matter, and let CrestDex handle the administration.
PRICING
Every firm runs its own dedicated instance. Talk to us about a pilot; we'll scope it to the size of your practice.
Entirely in your firm's own Microsoft 365 tenant. CrestDex runs in the browser and reads and writes your data using your team's own permissions. Swancrest stores nothing.
No. Once your instance is deployed, Swancrest has no access to your tenant. All access uses delegated authentication through the signed-in user's own Microsoft credentials. There are no shared logins or stored secrets on our side.
A Microsoft 365 subscription with SharePoint; most firms already use M365 for email and documents. No new servers, no separate database, no data migration.
Deployment and provisioning take hours, not weeks. A guided setup wizard builds your workspace and walks your admin through firm configuration. We provide onboarding support throughout.
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 compliance with the Kenya Data Protection Act 2019.
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