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WhatsApp Packages
Legal WhatsApp playbook

WhatsApp Automation for Law Firm Client Intake

Respond to inquiries in 5 minutes, not 24 hours. Automated intake qualification, document collection, and case updates via WhatsApp.

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Message templates

Inquiry Acknowledgment

Trigger

New inquiry received

Message

Thank you for contacting {{firmName}}, {{name}}. We have received your inquiry regarding {{caseType}}. A legal coordinator will review and respond within {{responseTime}}. Reply URGENT if this is time-sensitive.

Timing

Within 5 minutes of inquiry

Consultation Booking

Trigger

Intake qualified

Message

Hi {{name}}, we would like to schedule a consultation about your {{caseType}} matter. Initial consultation: {{duration}} minutes, fee: AED {{consultationFee}}. Available slots: {{slots}}. Reply with your preferred time.

Timing

After intake qualification

Document Request

Trigger

Case documents needed

Message

Hi {{name}}, for your {{caseType}} case, please provide: {{documentList}}. You can photograph and send them here securely. Deadline: {{deadline}}.

Timing

After consultation

Case Update

Trigger

Case milestone reached

Message

Hi {{name}}, update on your {{caseType}} matter (ref: {{caseRef}}): {{updateDetails}}. Next step: {{nextStep}}. Reply CALL to schedule a call with {{lawyerName}}.

Timing

On case milestones

Automation workflows

Client Intake Qualification

Trigger

New inquiry received

  1. Acknowledge inquiry within 5 minutes
  2. Ask qualifying questions (case type, jurisdiction, urgency)
  3. Route to appropriate practice area
  4. Offer consultation booking if qualified
Outcome

Qualified lead booked for consultation

Document Collection

Trigger

Post-consultation engagement

  1. Send case-specific document checklist
  2. Collect documents via WhatsApp photos/PDFs
  3. Confirm receipt of each document
  4. Notify lawyer when package is complete
Outcome

Complete case file assembled digitally

Case Progress Updates

Trigger

Case milestone in practice management system

  1. Send status update to client
  2. Explain next steps in plain language
  3. Offer to schedule call if questions arise
  4. Collect client feedback or instructions
Outcome

Client informed without calling the office

Instant Inquiry Response

Acknowledge every inquiry within 5 minutes, 24/7. Qualify case type and urgency before routing to a lawyer.

Consultation Booking

Qualified leads book paid consultations directly in WhatsApp with available slots and fee information.

Digital Document Collection

Collect Emirates ID, contracts, court documents, and evidence photos via WhatsApp. No physical office visit needed.

Case Progress Updates

Automated updates on case milestones. Clients stay informed without calling the office repeatedly.

Practice Area Routing

Auto-route inquiries to the right department: corporate, family, criminal, real estate, or immigration.

Confidential Communication

WhatsApp end-to-end encryption for sensitive legal communications. All interactions logged for compliance.

FAQ

Is WhatsApp communication privileged for legal matters?

WhatsApp provides end-to-end encryption. We recommend disclaimers in templates and adherence to your firm's confidentiality protocols.

Does it work for DIFC and ADGM regulated matters?

Yes. Templates can reference DIFC Courts and ADGM jurisdiction specifics. Routing rules adapt to practice area.

Can it handle Arabic and English legal inquiries?

Yes. The system detects language preference and responds accordingly, with templates available in both languages.

Does it integrate with our practice management software?

We connect with Clio, LEAP, and other legal practice management systems for case updates and client data sync.

Related

Industries
Legal
Integrations
WhatsAppGoogle DriveGmail
Use Cases
WhatsApp SupportContract Lifecycle ManagementDocument Drafting Assistance
Automate
Contract GenerationDocument Approval Workflows
Blueprints
Proposal Approval and SendInbound WhatsApp to CRM

Never lose a lead to slow follow-up

Set up WhatsApp intake automation for your law firm.

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