Build Client Trust, Automate Case Updates & Never Miss a Hearing—All on WhatsApp

Handle 30+ "what's the status?" calls daily without losing focus. Professional case updates, automated hearing reminders, and systematic client communication.

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45%
Faster client response
Automated replies keep prospects engaged
30%
More consultations booked
Automated scheduling makes it effortless
6+ hrs
Saved per week
No more manual follow-ups and reminders
4x
More client testimonials
Automated requests capture feedback consistently
The Problem

Challenges Law Firms Face

Missed Client Inquiries During Court — Potential clients call while you're in hearings. By the time you call back 3 hours later, they've already engaged another advocate.

Clients Arrive Without Documents — First consultation scheduled, but client forgets property papers. Vakalatnama signing delayed, case filing delayed, court dates pushed.

Clients Forget Hearing Dates — You're at court waiting, client isn't there. Called 3 times - "Sorry sir, I forgot." Case adjourned for 3 weeks. Professional embarrassment.

"What Happened in Court?" All Day — After hearings, your phone explodes. 15 clients calling for updates. Junior staff busy explaining the same "case adjourned" to everyone.

Awkward Fee Conversations — Stage payment due but client isn't replying. You don't want to chase for money - you're a lawyer, not a bill collector. Outstanding fees pile up.

License & Agreement Renewals Missed — Corporate clients' trademarks expire, agreements lapse, compliance deadlines missed. You're their lawyer but have no system to track and remind them proactively.

Solutions

10 Ways WhatsApp Automation Transforms Your Legal Practice

Professional client communication, automated updates, and systematic follow-ups

1

Instant Inquiry Response & Lead Qualification

Rule Starter+ $29

When potential clients message during court hours, instantly acknowledge and gather case basics so you can call back informed.

TRIGGER: Any new message from unknown contact
ACTION: Send instant response with firm details
THEN: Tag contact as "New Inquiry"
THEN: Add to "Property" or "Family" list based on keywords
THEN: Notify lawyer via internal alert
How it works: Immediate acknowledgment shows professionalism. While you're in court, the system collects case basics so when you call back, you're prepared. The booking link captures serious clients who want to schedule immediately. Tagging by practice area helps you prioritize callbacks.

Workflow tip: Include your Bar Council registration number and office address to establish credibility immediately.
2

Practice Area Auto-Replies

Rule Starter+ $29

When clients ask about specific legal matters, instantly send detailed practice area information, typical process, and consultation fees.

TRIGGER: Message contains "divorce" or "498a" or "maintenance"
ACTION: Send family law services message
---
TRIGGER: Message contains "property" or "sale deed" or "title"
ACTION: Send property law services message
---
TRIGGER: Message contains "business" or "contract" or "partnership"
ACTION: Send commercial law services message
How it works: Create separate auto-replies for each practice area: Family Law, Property Law, Criminal Law, Business Law, etc. Include services, typical timeline, approach, fees. This educates prospects while you're busy, making the eventual consultation more productive.

Workflow tip: Track which practice area auto-replies trigger most - that's where demand is highest.
3

Pre-Consultation Document Checklist

Journey Starter+ $29

After consultation booking, automatically send case-specific document requirements so clients arrive fully prepared.

JOURNEY: Consultation Preparation
TRIGGER: Contact tagged "consultation-booked-property"
DAY 0: Send property document checklist
DAY -1: Send reminder with office directions
2 HOURS BEFORE: Send "Looking forward to meeting you" message

EXIT: When consultation completed (tag "consultation-done")
How it works: Different practice areas need different documents. Create separate Journeys for Property, Family, Business, Criminal cases. When you book a consultation and add the relevant tag, the client automatically receives the right checklist. They arrive prepared, making your consultation efficient and billable.

Workflow tip: Create separate tags like "consultation-property", "consultation-divorce" to trigger the correct document list.
4

Court Date Reminder System

Sequence Starter+ $29

Multi-stage hearing reminders at 3 days, 1 day, and morning-of to ensure clients show up prepared and on time.

SEQUENCE: Court Hearing Reminders
DAY -3: "Your hearing is in 3 days - mark your calendar"
DAY -1: Detailed reminder with what to bring, timing, agenda
MORNING OF: "Your hearing is today at [time] - see you at court"
DAY +1: Send case update after hearing

EXIT: After hearing (move to "hearing-done" tag)
How it works: When a hearing is scheduled, add the contact to "Hearing on [Date]" tag. The Sequence automatically sends reminders. Morning-of reminder is critical - catches people before they forget. The confirmation request lets you know if they're coming. Reduces no-shows by 80%+.

Workflow tip: Include your junior advocate's number for day-of coordination - clients shouldn't be calling you during arguments.
5

Post-Hearing Case Update

Rule Starter+ $29

After each court appearance, send structured case updates so clients know exactly what happened and what's next.

TRIGGER: Staff tags contact "hearing-done-today"
ACTION: Send hearing update template
THEN: Prompt staff to fill case-specific details
THEN: Send personalized update to client
THEN: Log update in CRM notes
How it works: Create a template with standard sections: What Happened, Next Steps, Action Required, Current Status. After hearings, junior staff fills in the specifics and sends. This cuts "what happened?" calls by 90%. Clients feel informed and valued. Your phone stays quiet post-hearings.

Workflow tip: Send updates same evening as hearing. Next morning, clients start calling. Beat them to it.
6

Professional Fee Reminders

Sequence Starter+ $29

Dignified, professional payment reminders that maintain advocate-client relationships while ensuring timely fee collection.

SEQUENCE: Fee Collection
DAY 0: Polite payment request when stage completed
DAY +5: Gentle reminder with invoice
DAY +10: Firm reminder - mentions next stage delayed
DAY +15: Final reminder - professional but clear urgency
DAY +20: Notify lawyer for personal follow-up

EXIT: When payment received (tag "stage-paid")
How it works: Automated sequence maintains professionalism while being systematic. Each reminder is progressively firmer but never aggressive. Including bank details, PayPal, and invoice makes payment easy. The escalation ensures you don't forget to follow up, but it happens automatically without you appearing desperate.

Workflow tip: Always reference the engagement letter and specific stage to remind them they agreed to this payment structure.
7

Document Collection Follow-up

Journey Starter+ $29

When waiting for client documents, systematic reminders ensure you get what you need without constant calling.

JOURNEY: Document Collection
TRIGGER: Contact tagged "documents-pending"
DAY 0: Send list of required documents
DAY +3: Gentle reminder if not received
DAY +7: Urgent reminder with consequences of delay
DAY +10: Final reminder, mention case will be delayed
DAY +14: Notify lawyer for personal intervention

EXIT: When all documents received (tag "docs-received")
How it works: When you need documents, add "documents-pending" tag and the Journey starts. Progressively urgent reminders without you lifting a finger. The "Why This Is Urgent" section creates genuine urgency - clients respond faster when they understand consequences. Reduces document delays by 60%+.

Workflow tip: Show what's received vs. pending - gives them a clear checklist and sense of progress.
8

Case Milestone Celebrations

Rule Starter+ $29

When favorable orders come or cases conclude successfully, celebrate with clients and naturally encourage referrals.

TRIGGER: Staff tags contact "case-won" or "matter-closed-success"
ACTION: Send congratulatory message with next steps
THEN: Add to "Success Stories" list for testimonial request
THEN: Tag as "Referral Source" for future campaigns
How it works: Happy clients refer. But they forget. This message reminds them you're available for referrals without being pushy. The post-registration checklist adds value even after the case is done - clients remember this thoughtfulness. The subtle mention of "family or friends" plants the referral seed naturally.

Workflow tip: Send this same day as success. Emotions are high, they're grateful, and they'll remember to refer you.
9

Compliance Deadline Alerts

Campaign Starter+ $29

Proactively remind business clients about trademark renewals, agreement expirations, annual compliances, and filing deadlines.

CAMPAIGN: Trademark Renewals
TARGET: Contacts tagged "trademark-client"
TIMING: 60 days before expiry date
MESSAGE: Renewal reminder with timeline
FOLLOW-UP: 30 days before, then 15 days before
---
CAMPAIGN: Company Annual Filings
TARGET: Contacts tagged "company-director"
TIMING: March 1st (for March 31 deadline)
MESSAGE: ROC filing reminder
How it works: Most lawyers only handle cases when clients approach. Proactive compliance reminders position you as a trusted advisor, not just a case lawyer. Tag clients by service type: trademark-client, company-director, trust-client. Send timely campaigns before deadlines. This generates additional business from existing clients - the most profitable kind.

Workflow tip: Create annual calendar of common deadlines: 31 March (company filings), 31 July (ITR), trademark anniversaries.
10

Client Onboarding Sequence

Journey Starter+ $29

When a client engages your services, welcome them professionally and set expectations for communication, process, and timeline.

JOURNEY: Client Onboarding
TRIGGER: Contact tagged "client-engaged"
DAY 0: Send welcome message with team & process
DAY 2: Check if documents submitted, remind if not
DAY 7: First week update on progress
DAY 14: Midpoint update
DAY 21: Near completion update

EXIT: When matter completed (tag "matter-closed")
How it works: First impression matters. This welcome message shows organization, sets clear expectations, and makes clients feel valued. The timeline prevents "how long will this take?" questions. Regular updates in the Journey keep them informed without you remembering to update. Clients feel taken care of, leading to better reviews and referrals.

Workflow tip: Include your Bar Council registration and years of experience to reinforce their decision to hire you was correct.
CRM

Track Every Client Journey

From first inquiry to case resolution to repeat client

Inquiry
First contact
Consultation
Meeting booked
Engaged
Vakalatnama signed
Active Matter
Case ongoing
Resolved
Case closed
Referral Source
Satisfied client
Capabilities

What You Can Achieve

Capability Starter
$29/mo		 Pro
$99/mo		 Business
$470/mo
Instant inquiry responses ✓ ✓ ✓
Practice area auto-replies ✓ ✓ ✓
Consultation document checklists ✓ ✓ ✓
Court date reminders ✓ ✓ ✓
Post-hearing case updates ✓ ✓ ✓
Professional fee reminders ✓ ✓ ✓
Document collection follow-up ✓ ✓ ✓
Case milestone celebrations ✓ ✓ ✓
Compliance deadline alerts ✓ ✓ ✓
Client onboarding sequence ✓ ✓ ✓
Client contacts Up to 500 Up to 5,000 Up to 25,000
Team members 2 5 15

Prices in USD. View pricing in your local currency →

RECOMMENDED FOR LAW FIRMS

Pro Plan - $99/month

Prices in USD. View pricing in your local currency →

Perfect for established advocates and small law firms handling multiple practice areas. Includes team access for junior advocates, compliance reminders for existing clients, and multi-stage fee collection.

Up to 5,000 contacts
5 team members
Fee collection automation
Compliance alerts
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Solo practitioner handling under 50 active matters? Starter Plan ($29/mo) covers inquiry responses, hearing reminders, and basic case updates.

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