Professional automatic first reply
Hello {{nome}}. I am from the team at {{escritorio}}. I have received your message. To speed things up, could you briefly tell me what it is about? We work in: {{areas}}.
Fee proposals with automatic follow-up, every case in the pipeline with open value, and the history out of a personal phone.
Clients message a personal WhatsApp and mix the practice with private life
Risk of breaching data protection law with sensitive data on a personal WhatsApp
Forgetting to follow up on a fee proposal
No way to prove when a deadline or a fee was agreed with the client
The trainee has no way of seeing the conversations in progress
Copy and paste into CRPRO — variables between {{}} are filled in automatically with the contact's data.
Hello {{nome}}. I am from the team at {{escritorio}}. I have received your message. To speed things up, could you briefly tell me what it is about? We work in: {{areas}}.
Hello {{nome}}. Confirming our meeting tomorrow ({{data}}) at {{horario}}, at the office ({{endereco}}) or online via {{link_meet}}. Please bring: {{documentos}}.
Hello {{nome}}, as agreed, here is the fee proposal for the {{tipo_caso}} matter: R$ {{valor}} ({{condicoes}}). Can I clarify anything? I look forward to your reply within {{prazo}}.
Hello {{nome}}. Update on case {{numero_processo}}: {{andamento}}. Next step: {{proximo_passo}}. Any questions, I am here.
Hello {{nome}}. Reminder: the payment for {{servico}}, of R$ {{valor}}, was due on {{data_vencimento}}. Shall I resend the invoice or payment link?
Initial case triage by practice area (employment, civil, criminal and so on)
Formally sending a fee proposal with a response deadline
Updating clients on case progress
Chasing overdue fees
Reminders for hearings and meetings
Law Firms: questions about WhatsApp CRM
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