WhatsApp Solutions for Legal Services
Automate client intake, streamline consultation booking, and manage case updates on a secure and confidential platform.
Modernizing the Legal Practice
For law firms and legal professionals, efficiency, accuracy, and confidentiality are non-negotiable. WhatsForm provides the tools to manage client communication and administrative tasks securely.
CLIENT INTAKE & CASE ASSESSMENT
A Structured and Confidential First Step
Use a secure, conversational WhatsApp form for new client intake. Guide potential clients through a series of questions to understand their case, collect initial details, and securely upload relevant documents, all before the first consultation.
- Secure, encrypted client intake forms
- Guided collection of case details
- Confidential document submission
- Automated initial case assessment
APPOINTMENT SCHEDULING & REMINDERS
Effortless Consultation Booking
Allow clients to book legal consultations directly on WhatsApp. An AI bot can check your calendar availability, schedule the appointment, and send automated reminders to reduce no-shows and ensure timely preparation.
- 24/7 automated appointment booking
- Integration with your firm's calendar
- Automated reminders for clients and lawyers
- Streamlined scheduling for depositions and meetings
Tangible Outcomes for Your Firm
Increased Efficiency
Automate client intake and scheduling, freeing up your paralegals and administrative staff for higher-value work.
Enhanced Client Experience
Provide a modern, convenient, and confidential communication channel that today's clients expect.
Improved Accuracy
Structured conversational forms reduce the risk of errors and ensure you collect all necessary information upfront.
Strengthened Compliance
Maintain a complete, auditable record of all client communications to support your compliance efforts.
Relevant Form Templates
Get started quickly with these pre-built forms. Experience them live on WhatsApp.
Ready to bring new efficiency to your legal practice?
Discover how WhatsForm can help you manage your firm more effectively.
Book a Confidential DemoReady to Transform Your WhatsApp Business?
Connect today for a personalized demonstration and see how WhatsForm can enhance your business communication.