Practice-area questions
Explain the services and locations your firm has approved for public enquiries.
Help prospective clients understand your practice areas and request a consultation through a structured WhatsApp enquiry.
Business knowledge. Team handover. A clear next step.

THE RIGHT START
An open-ended message rarely tells a law firm which team should respond. Collect a broad matter category and contact preference without requesting confidential case material.
Explore the WhatsOS AI assistantExplain the services and locations your firm has approved for public enquiries.
Gather a broad matter type, preferred consultation format and callback preference.
Route complex, urgent or sensitive questions to an appropriate member of the firm.
FROM HELLO TO HANDOFF
Start with a natural question. Gather the details that matter. Let your team confirm the next step.
A PRACTICAL WAY TO START
Choose a focused starting point, check the information behind each answer, and test the handover before you go live.
Assign an owner to review these sources when your services, prices or opening hours change.
AI & business knowledgeThis is intake, not legal advice; conflict checks and advice require a qualified professional.
Check the exact connector and permissions you need. Without a live connection, collect a request for staff to verify.
Explore integrationsBring in your team for: Deadlines, substantive legal questions or confidential case documents.
Test missing information, a request for a person and a customer opt-out. Agree who owns the follow-up.
Explore the shared inboxQUESTIONS, ANSWERED
Have a workflow in mind? Talk to us about the details.
Speak with WhatsOSNo. It explains your firm and the consultation process. Legal advice, deadlines and case assessment remain with a qualified lawyer.
Avoid document collection in initial public intake. The firm should provide its approved secure process after reviewing the enquiry.
An enquiry is only a request for contact. Your firm should publish and apply its own engagement and conflict-review process.
Choose the enquiry flow, prepare approved business information and connect your WhatsApp number through the account setup. Agree who takes over, test typical and exceptional conversations, then publish the reviewed configuration.
Yes. WhatsOS provides a shared inbox for your team. Define who handles enquiries, when the assistant hands over and how the team follows up. Available roles and allowances depend on your plan and configuration.
Opted-out customers must be excluded from broadcast audiences and sending checks. Use the appropriate consent and message-template process for any outbound communication; a previous enquiry is not blanket permission to send promotions.
YOUR NEXT CONVERSATION
Start with one enquiry flow. Build it around your team.