Legal
How law firms should automate WhatsApp
Potential clients message on Sunday evening with urgent-sounding stories that may or may not fit your practice areas. Partners who reply personally at midnight set bad expectations; firms that wait until Monday lose the matter.
Qualify new matters, book consults, and collect documents before a partner joins the thread.
How this works at your scale
Solo or owner led
Solo practitioner or boutique firm where the partner still does intake.
Small team
Firm with associates and legal secretaries. Matter-type branching routes family, commercial, and litigation enquiries to the right intake.
Multi site or larger
Regional firm with multiple departments. Conflict flags, document checklists, and consult fees collected before matter allocation at scale.
Problems law firms face on WhatsApp
- Urgent messages from non-viable matters waste partner time
- Practice area unclear when client sends long voice note
- Initial consult booked before basic documents received
- Conflict of interest discovered late because parties not captured upfront
- Retainer and fee discussion repeated on every new enquiry
- Documents sent as scattered photos without checklist tracking
Automation on Vermoss Flow
Intake flow asks matter type: family, commercial, litigation, property. Each branch asks jurisdiction-specific qualifying questions. Conflict branch captures opposing party names in customer details for manual review.
- Matter type branch with practice-specific qualification questions
- Opposing party capture for conflict check in customer details
- Paid initial consult booking on partner calendar with fee disclosure
- Document checklist: ID, contract, court papers with per-item tracking
- Urgent litigation branch routes to duty partner inbox
- 48-hour post-consult follow-up: proceed with mandate?
Legal intake & consult flow
Qualifies new matters, captures parties for conflict check, and books initial consults with document collection.
- Prospect texts: "Need help with employment dismissal, letter received Friday."
- Flow asks employer name, date of dismissal, and whether union involved.
- Opposing party stored; conflict flag set for secretary review in customer details.
- Qualified matter books 30-minute consult on labour law partner calendar.
- Checklist sent: dismissal letter, employment contract, ID document.
How to tune it
Have your compliance officer review intake wording before publishing.
Add disclaimer that intake is not legal advice until mandate signed.
Gate consult booking behind conflict cleared status in customer details.
Attach consult fee and cancellation policy PDF on confirmation.
Route property transfers to separate calendar from litigation.
Store assigned partner in customer details for consistent thread ownership.
Run this on your law firm WhatsApp
We help you import the flow, connect your number, and tune it for how you work.