Run Your Entire Corporate Office on WhatsApp.
Projects. Tasks. Documents. Approvals. WhatsApp Groups. Calendar events. Everything your Chairman, CFO, and partners need — in one structured, searchable, auditable platform built for professional-grade Indian enterprises.
- ✓Structured document records — not scattered PDFs
- ✓Blueprint templates for every engagement type
- ✓WhatsApp-native — your teams already live here
- ✓Chairman-level dashboard visibility at any hour
Active Projects
Kapoor Family Trust — Estate Documentation
ActiveMehta Developers — Tower B Launch
In ProgressGST Filing Q3 — Sharma & Associates
Due SoonDOC-10234
Share Purchase Agreement
Client
Kapoor Holdings Ltd.
Project
PROJ-0421
Expiry
31 Mar 2027
Assigned
Adv. R. Sharma
47
Corporate Offices
across 5 industries
18,000+
Document Records
structured and searchable
3,200+
Projects Managed
from intake to closure
< 2 days
Avg. Onboarding
for a full office
Six Problems That Silently Cost You Crores
Most corporate offices run on email, personal WhatsApp, and spreadsheets. Here is what that actually costs.
Critical approvals buried in email chains that take days to resolve
Documents scattered across desktops, drives, and personal WhatsApps
No structured follow-up — deals and decisions stall because no one chased
Projects visible only to those who were there — no institutional memory
Chairman asking for updates; staff scrambling for the right file
Compliance deadlines missed because reminders lived in someone's head
The Shift Every CXO Office Needs
Email + phone tag for approvals
Structured document records with approval trails
WhatsApp personal chats, no context
Managed WhatsApp groups with purpose & members
Spreadsheets for project tracking
Blueprint-driven projects with tasks & milestones
Four Layers. One Unified Office.
WhatsForm gives every CXO office a structured operating system — not another chat app.
Project
The engagement or mandate — real estate deal, legal matter, audit cycle
Task
Action items assigned to individuals with due dates and accountability
Document Record
The structured meta-record — contract, brief, filing, agreement
Blueprint Template
Repeatable playbooks that spin up entire project structures in one click
Every Document Has Its Own Structured Record
Not a file in a folder. A living record — with context, history, linked contacts, linked projects, and a full audit trail. The Chairman can find the right document in under 10 seconds.
- ✓Document ID, type, status, and version in one view
- ✓Linked to contact, project, and responsible team member
- ✓Expiry alerts and renewal calendars built in
- ✓Searchable across the entire office — not just one drive
DOC-10234 · v2.1
Share Purchase Agreement
Document ID
DOC-10234
Type
Agreement — SPA
Client
Kapoor Holdings Ltd.
Project
PROJ-0421 · Estate Docs
Signed Date
12 Jan 2025
Expiry
31 Mar 2027
Responsible
Adv. R. Sharma
Status
Executed & Filed
Structured Groups. Not Personal Chats.
WhatsForm brings discipline to WhatsApp groups — with purpose, members, linked documents, and a full lifecycle.
Create Group
Spin up a named WhatsApp group inside WhatsForm — client matter, project site, or deal room.
Define Purpose
Tag the group type: Client, Vendor, Internal, or Regulatory. Set expected members.
Add Members
Link contacts from the CRM — clients, sub-contractors, advisors — with role labels.
Pin Documents
Attach Document Records directly to the group — always at hand, never lost.
Log Decisions
Key decisions get logged as notes inside the project — group chat stays clean.
Archive & Audit
Group lifecycle closes with the project. Full message history retained for compliance.
Launch a Full Project in One Click
Select a blueprint, fill in the client name, and WhatsForm creates the project, tasks, document checklist, and WhatsApp group — instantly.
Select Blueprint
Choose from your library of engagement types
Fill Client Details
Name, matter type, key dates, assigned team
Project Goes Live
Tasks, docs, group, calendar — all ready
Tailored for Five Corporate Verticals
Legal Matter Management
Every client brief, hearing note, and court filing exists as a Document Record. Counsel teams share WhatsApp groups per matter; paralegals log deadlines as calendar events. The Chairman sees live matter dashboards at any hour.
- Matter-specific WhatsApp groups with full audit trail
- Document records for briefs, filings, and agreements
- Hearing calendar with auto-reminder nudges
- Real-time matter status visible to senior partners
40%
Faster brief handover
0
Missed hearing dates
100%
Document traceability
From the Offices That Switched
Before WhatsForm, our Chairman would ask for a project update and three people would send three different files. Now one link opens everything — documents, tasks, messages, timeline.
Managing Partner
Top-10 Legal Firm, Mumbai
Our CFO finally has a single pane of glass. Every client's compliance status, every pending document, every upcoming deadline — without calling anyone.
Chief of Staff
Group CFO Office, Ahmedabad
We run 60 active sites. The site managers update via WhatsApp groups. I see it all from the project dashboard. That's the only kind of app that works for construction.
CEO
Infrastructure Group, Pune
47
Corporate Offices
18,000+
Document Records
3,200+
Projects Managed
< 2 days
Avg. Onboarding
Give Your Office the System It Deserves.
WhatsForm is built for Indian corporate offices. No complicated setup. No 6-month implementation. Your team is already on WhatsApp — we just give it structure.