Skip to content
WhatsOSTry free
Professional services

WhatsApp Chatbot for Lawyers & law firmsA better first brief for your legal team.

Help prospective clients understand your practice areas and request a consultation through a structured WhatsApp enquiry.

Business knowledge. Team handover. A clear next step.

A professional consultant and client meeting in a bright office
Built around your businessHelpful answers. Thoughtful follow-up.

THE RIGHT START

Make the first
conversation count.

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 assistant
01

Practice-area questions

Explain the services and locations your firm has approved for public enquiries.

02

Consultation intake

Gather a broad matter type, preferred consultation format and callback preference.

03

Partner handoff

Route complex, urgent or sensitive questions to an appropriate member of the firm.

FROM HELLO TO HANDOFF

A useful enquiry.
A team ready to help.

Start with a natural question. Gather the details that matter. Let your team confirm the next step.

  1. Understand the enquiryAnswer from the business information you approve.
  2. Collect relevant detailsService category · Consultation format · Callback preference
  3. Bring in your teamShare the context and make any pending confirmation clear.
Explore a starting template
Your business assistantIllustrative WhatsApp conversation

I would like to speak with someone about a business contract.

Would you prefer a video consultation or a visit, and when?

A video consultation later this week would be helpful.

Thanks. With your permission, I can pass your enquiry to our team. They will confirm the next step.

An enquiry is captured. Any booking, quote or account change still needs confirmation.
Example only · Adapt the questions to your business

A PRACTICAL WAY TO START

Your knowledge.
Your team. Your workflow.

Choose a focused starting point, check the information behind each answer, and test the handover before you go live.

01 / PREPARE

Give it reliable information

  • Service coverage and working hours
  • Survey or consultation process
  • Approved scope, exclusions and cancellation terms

Assign an owner to review these sources when your services, prices or opening hours change.

AI & business knowledge
02 / CONNECT

Confirm what can be completed

This 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 integrations
03 / HAND OVER

Keep a person in the loop

Bring 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 inbox

QUESTIONS, ANSWERED

FAQs for
lawyers & law firms.

Have a workflow in mind? Talk to us about the details.

Speak with WhatsOS
Will the chatbot give legal advice?

No. It explains your firm and the consultation process. Legal advice, deadlines and case assessment remain with a qualified lawyer.

Should prospects upload case documents?

Avoid document collection in initial public intake. The firm should provide its approved secure process after reviewing the enquiry.

Does submitting an enquiry create a client relationship?

An enquiry is only a request for contact. Your firm should publish and apply its own engagement and conflict-review process.

How do we get started with WhatsOS?

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.

Can a team member take over the conversation?

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.

What happens when a customer opts out?

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

Make WhatsApp work
for lawyers & law firms.

Start with one enquiry flow. Build it around your team.