A screened consultation becomes a case in the pipeline with fees left open, follow-up before the limitation period runs out and a record of who moved what.
40 enquiries a week on WhatsApp but only 5 have a case — and manual triage eats the trainee’s whole afternoon
The claimant sends 30 photos of payslips out of order, mixed with 5-minute voice notes, and nobody can find anything when it is time to draft the claim
A lead consulted right after being dismissed, vanished, and by the time they came back the 2-year limitation period had run out
The client asks "and my case, counsel?" every week — on the lawyer’s personal WhatsApp, at 10pm
Sensitive data (salary, health, harassment) circulating on the trainee’s personal phone, with no data protection controls
The claimant misses the hearing because nobody reminded them — case dismissed and the client blaming the firm
Copy and paste into CRPRO — variables between {{}} are filled in automatically with the contact's data.
Hello {{nome}}! This is {{escritorio}}, we specialise in employment law. So the lawyer can assess your case faster, tell me: 1) Are you still at the company or have you left? 2) If you left, in what month and year? 3) Were you formally employed? You can answer by text or voice note.
{{nome}}, to build your case I need these documents — you can photograph them and send them right here: 1) Employment record (physical or a screenshot of the digital version), 2) Recent payslips, 3) Termination form, if you have it, 4) Severance fund statement, 5) Timesheets or screenshots of the rota, if you have them. I will tick off what arrives ✅
Good news, {{nome}}: on the initial analysis there are grounds for {{verba}}. {{advogado}} would like to speak with you before any decision. I have {{data}} at {{horario}}, in person or by video. Which do you prefer?
{{nome}}, {{advogado}} has reviewed the information and, at this point, we do not see grounds to take your case to court — {{motivo_resumido}}. Your history stays on file here: if the situation changes (a new dismissal, late wages or unpaid severance fund), just message this same number.
{{nome}}, here is our proposal for the {{tipo_acao}} claim: fees of {{percentual}}% of what you actually receive, with nothing paid up front — we only get paid if you do. The detailed contract follows as a PDF. Any clause you are unsure about, ask me right here.
{{nome}}, your hearing in case {{numero_processo}} is on {{data}} at {{horario}}, at {{vara}} ({{formato}}). Your attendance is mandatory — not appearing can get the case dismissed. Arrive 30 minutes early and bring photo ID. Can you confirm? Reply 1️⃣ YES or 2️⃣ I NEED TO SPEAK TO THE FIRM.
Hi {{nome}}! This is {{escritorio}}. When we spoke, you had left {{empresa}} in {{mes_saida}}. A reminder: the deadline to bring an employment claim is 2 years after leaving — after that the right expires. There is still time to review your case with no obligation. Would you like to pick it up?
Automatic triage of enquiries: date of leaving, formal employment status and what happened — before the lawyer spends a minute
Organised collection of the claimant’s documents (employment record, payslips, termination form, severance fund statement) right in the chat, with a checklist
Hearing reminder 48h and 2h ahead, with the claimant confirming attendance
Standardised case-progress updates to cut the weekly "any news?"
Following up enquiries that did not convert before the 2-year limitation period expires
Employment Law: questions about WhatsApp CRM
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