Your clients are on WhatsApp. Your case files should be too.

Document chasing is the slowest part of intake. Meeting clients in the chat app they already use turns week-long email threads into same-day uploads.

Every intake stalls at the same point: waiting for the client to send their health card, their pink slip, the police report number. Email portals ask people to find a scanner. Chat asks them to take a photo.

What a WhatsApp channel changes

• Clients reply to a message instead of logging into anything.
• A photo of a document sent in chat is filed to the right case automatically.
• Answers given in chat update the case file — and the forms — without staff retyping.
• Signed retainers and updates go back out on the same thread.

Kept professional

The channel runs on the firm’s own WhatsApp Business number, with every message logged to the case file. Staff see the whole conversation in the dashboard; nothing lives on anyone’s personal phone.