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WhatsApp for Legal & professional services
Professional services firms are judged on responsiveness as much as outcome. WhatsApp gives clients a channel that feels immediate, while the audit log and retention controls give the firm the record-keeping its own compliance obligations require.
What legal & professional services teams run into on WhatsApp today
Clients messaging individual partners' personal numbers with no firm-level record.
Document collection for matters spread across email threads.
No structured intake for new enquiries arriving out of hours.
Built for legal & professional services
Structured client intake
A Flow captures matter type, urgency and contact details before a fee earner spends time on the enquiry.
Document collection with OCR
Collect client documents securely against the matter record, with OCR extraction where the paperwork is structured.
Matter status updates
Send milestone updates as templates so clients stop calling for status, with everything logged against the record.
WhatsApp for legal & professional services: common questions
Does client communication stay with the firm rather than the individual?
Yes. Conversations sit on the firm's shared inbox and contact records, with an append-only audit log, rather than on a partner's personal phone.
How is a new enquiry captured out of hours?
A Flow captures matter type, urgency and contact details before a fee earner spends time on it, so out-of-hours enquiries are structured rather than lost in a message thread.
Can clients send documents securely for a matter?
Yes, documents can be collected against the matter record, with OCR extraction where the paperwork is structured, rather than scattered across email threads.
How do clients get status updates without calling the firm?
Milestone updates go out as templates so clients stop calling to check status, with everything logged against the matter record.
Is there an audit trail for regulatory or compliance purposes?
Yes, an append-only audit log records access and administrative actions, with configurable retention policies for firms with their own record-keeping obligations.
Do partners need to give clients their personal number?
No, conversations run through the firm's shared inbox and contact records, so clients get responsiveness without a partner exposing a personal number.
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