WhatsApp for Firms and Professional Services

Four everyday situations

What happens to a firm, a consultancy or a practice, and how WhatsApp solves it

Lawyers, accountants, consultants, architects, clinics: the service changes, the problem doesn't. The client wants to know what is happening with their case and the professional wants to work without interruptions.

First enquiry“Do you take dismissal cases? How much do you charge for a consultation?”

A new enquiry can come in at any hour, and the person decides fast. If the firm replies tomorrow, they have already called someone else today. And not every enquiry is worth a meeting.

How it is handledThe AI agent explains which areas the firm covers and on what terms, asks three or four questions to understand the case and, if it fits, books the first meeting in the right professional's calendar. Whatever doesn't fit, it hands over or politely declines. The professional gets the summary before the appointment.

Lead qualification AI sales agent

AppointmentsThe 10 o'clock appointment didn't show up and nobody let you know

A no-show is a lost hour you never get back. Nobody makes the reminder phone call; nobody reads the email one.

How it is handledConfirmation when booking and a reminder the day before with a Meta-approved template, with buttons to confirm or reschedule. If the client reschedules, the calendar updates itself and the free slot is offered to the next person on the waiting list.

Templates Automation Integrations

Documents“I need the March invoice and the signed certificate by Friday”

Chasing paperwork is half the work of an accounting or law firm. It is requested by email, received on someone's personal WhatsApp and lost along the way.

How it is handledThe agent requests the list of documents for each procedure, receives them through the firm's chat, confirms what has arrived and what is missing, and sends a reminder as the deadline approaches. Everything stays in the client's conversation, visible to the team, not on one professional's mobile.

Multi-agent WhatsApp CRM

Follow-up“How is my case going? Has the ruling come out yet?”

The call that interrupts and almost always gets the same answer: “no news”. The client isn't calling to be a nuisance: they call because nobody tells them.

How it is handledEvery step forward in the case (filing submitted, hearing scheduled, ruling received) goes out as a one-line WhatsApp notice from your practice management system or from the inbox. If the client asks, the agent replies with the latest recorded status and, if a conversation is needed, books a call with the professional.

Customer service Official API

A single WhatsApp Business API number with the firm's verified name. Each professional serves their own clients from the same shared inbox, and when someone leaves, the conversations stay.

This is how it looks

From the first enquiry to a confirmed meeting

An example conversation with a law firm's AI agent. The details are sample data; the flow is the real one.

Ask whether they take your case.
Answer three screening questions.
Choose the day and time of the meeting.
Get the list of documents to bring.
Confirm with the reminder the day before.

🏪

Estudio Ferrer & AsociadosVerified business account

Good afternoon, I was dismissed without cause last week and I'd like to know if you take these cases17:20

Hi Andrés, I'm sorry to hear that. Yes, the firm handles employment law. So I can point you in the right direction: how long did you work at the company, and were you formally registered as an employee?17:20

4 years, registered. They only paid me for the last month17:23

Thank you. It's a case Dr Ferrer can review in a free first meeting. I have availability on Thursday at 11:00 or Friday at 16:30, in person or online.🗓️ Thursday 11:00 · Friday 16:3017:23

Meeting booked · Thursday 11:00 · Dr Ferrer

✅ Confirmed: Thursday 11:00 with Dr Ferrer. To make the most of the meeting, bring or send here: payslips, dismissal telegram and ID (DNI).📎 Send documents17:24

Andrés, a reminder of your meeting tomorrow at 11:00. We have received 2 of the 3 documents: the dismissal telegram is still missing.✅ Confirm · 🔁 RescheduleWed 10:00

What you need

Four pieces, combined to suit your firm

An independent professional starts with the official number and the reminders. A firm with several partners adds the shared inbox, the agent that screens enquiries and the connection to its practice management system.

✅

The firm's official number

WhatsApp Business API with the firm's verified name, without depending on each professional's mobile.

See the official API → 👥

Each professional, their own clients

A shared inbox with assignment by professional or practice area, full history and supervision.

See multi-agent → 🤖

An AI agent that screens and books

It explains what the firm handles, asks the screening questions and books only the enquiries worth a meeting.

See lead qualification → 🗓️

Reminders and notices

Appointments, outstanding documents and case updates with Meta-approved utility templates.

See templates →

Is your firm next?

Tell us how many professionals you are and how you book appointments today

No setup fee. We'll tell you what to automate first, how to share the number among the professionals and whether your calendar or practice management system connects directly or via API. Or try it now with the agent alongside.

Talk to sales on WhatsApp Go to the contact form

WhatsApp for professional services: confirmed appointments, documents on time and clients kept informed