⚖️For Lawyers and law firms

WhatsApp CRM for Law Firms

Fee proposals with automatic follow-up, every case in the pipeline with open value, and the history out of a personal phone.

~50%
Lawyers who lose a client to a slow first reply
Lawyers and law firms: real pain points

Recognize any of these problems?

1

Clients message a personal WhatsApp and mix the practice with private life

2

Risk of breaching data protection law with sensitive data on a personal WhatsApp

3

Forgetting to follow up on a fee proposal

4

No way to prove when a deadline or a fee was agreed with the client

5

The trainee has no way of seeing the conversations in progress

Ready-made templates for Law Firms

5 ready-to-use messages

Copy and paste into CRPRO — variables between {{}} are filled in automatically with the contact's data.

1

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}}.

2

Meeting / hearing confirmation

Hello {{nome}}. Confirming our meeting tomorrow ({{data}}) at {{horario}}, at the office ({{endereco}}) or online via {{link_meet}}. Please bring: {{documentos}}.

3

Sending the fee proposal

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}}.

4

Case update

Hello {{nome}}. Update on case {{numero_processo}}: {{andamento}}. Next step: {{proximo_passo}}. Any questions, I am here.

5

Chasing fees

Hello {{nome}}. Reminder: the payment for {{servico}}, of R$ {{valor}}, was due on {{data_vencimento}}. Shall I resend the invoice or payment link?

Use cases

Law Firms: what CRPRO solves

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: recommended integrations

Frequently asked questions

Law Firms: questions about WhatsApp CRM

Does using WhatsApp for legal work breach professional privilege?▾
A personal WhatsApp does, and it is risky. But on official WhatsApp for business (which CRPRO uses), the conversation reaches the CRM from Meta over an encrypted connection (TLS), is stored encrypted at rest and has auditable logs in the CRM. It is the safest way to serve clients over WhatsApp while respecting data protection law.
Does the CRM comply with bar association rules on legal advertising?▾
Yes. The Brazilian bar’s advertising rules (Provimento 205/2021) restrict proactive bulk messaging for client acquisition. CRPRO lets you reply only to people who contacted you and keep a consent history — in line with the rules.
Can I share the conversation with a trainee or another lawyer?▾
Yes, with granular permissions. A trainee can see and answer initial conversations; the lead lawyer sees everything. History is unified per client.
Does the CRM record the messages? Is there a backup?▾
Messages are kept in CRPRO, in the history of each client, with date and time. Useful as evidence of deadlines, agreed amounts and instructions given to the client.
How does data protection law work for WhatsApp support?▾
A client who contacts you on WhatsApp is already giving implied consent for that communication. To send campaigns (a legal newsletter, say) you need explicit opt-in — CRPRO has a consent field and a log of when it was given.

Comparing WhatsApp CRMs?

See how CRPRO compares with the most searched options on the market.

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Law Firms: start using CRPRO today

Multi-agent inbox, AI, kanban, and the official Meta API. R$ 249,90/mo or R$ 499,90 with AI — try free for 7 days, no card required.

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