WhatsApp automation for Law firms
The channel where the sale happens is the only one with no record.
In practice, what changes for law firms: No conversation is left ownerless, and response time becomes visible.
Brazilian companies sell on WhatsApp and have no history, owner or deadline in any of those conversations. We wire WhatsApp into the CRM: every contact becomes a record with source, owner and next action, on the same number customers already know.
Automation here is not a bot answering everything. It is initial screening, routing to the right person, reminders for unanswered chats and re-engagement for people who went quiet.
The typical bottleneck in this sector
Client acquisition is limited by bar association rules, which removes the exact lever other businesses use: result promises and aggressive advertising. What is left is content, authority and a screening step that separates a real case from curiosity.
What changes in the pipeline
- Screening before the meeting: practice area, urgency and case viability
- Paid consultation as a separate conversion from signed retainer
- Source tracking per practice area, because cost per case varies widely
What is included
- WhatsApp integrated with the CRM, history inside the customer record
- Initial screening and automatic routing by service, region or rep
- Immediate first reply, even outside business hours
- Re-engagement cadence for contacts who stopped replying
- Dashboard of first-response time and ownerless conversations
What changes in your operation
No conversation is left ownerless, and response time becomes visible.
How we measure results here
Cost per booked consultation and consultation-to-retainer rate, per practice area.
What defines the cost: number of flows, integrations and migrating the number to the official API. The messaging platform license and per-conversation API cost are contracted by you, directly with the vendor.
Straight answers
Is advertising allowed for lawyers?
In Brazil, soliciting clients and commercializing the profession are prohibited; informative content is not. We work inside the OAB code of ethics: informative content, no result promises, no fee display, no client testimonials. Final review is always the firm.
Will I lose the number my customers know?
No. The number is migrated to the official API keeping the same contact. What changes is that several people can answer on it, with history recorded.
Will my customer talk to a bot?
Only for screening, and only if it shortens their path. A bot that blocks access to a human is why people hate chatbots.
Can I broadcast to my contact list?
Within platform rules and Brazilian data protection law: consent, approved template and an opt-out. Mass blasting outside those rules gets the number banned.