Initial civil-case screening
Hi {{nome}}. I am from the {{escritorio}} team. To guide you: 1) Type of case (contract, damages, family, inheritance, real estate)? 2) Do you have basic documentation? 3) Is there already a court case?
📜For Civil lawyers
WhatsApp CRM and Pipeline for Civil Lawyers
Every consultation becomes a case on the pipeline — contract, damages, family law — with open fees and an alert on what stalled.
Civil lawyers: real pain points
Recognize any of these problems?
1
A client messages "can this be solved?" at 11pm with no prior screening
2
A case update always depends on the lead attorney
3
Documentation for review takes weeks because it gets lost in email
4
Fees fall behind for lack of organized billing
Ready-made templates for Civil Lawyer
4 ready-to-use messages
Copy and paste into CRPRO — variables between {{}} are filled in automatically with the contact's data.
Document request
Hi {{nome}}. For the initial review of your {{tipo}} case, I need: {{lista_documentos}}. You can send it right here (encryption guaranteed).
Case update
Hi {{nome}}. Update on case {{numero}}: {{andamento}}. Next step: {{proximo}}. Estimate: {{prazo}}.
Installment fee billing
Hi {{nome}}. Fee installment {{numero}}/{{total}}: R$ {{valor}}. As per contract. PIX/invoice: {{link}}. Due {{data}}.
Frequently asked questions
Civil Lawyer: questions about WhatsApp CRM
How do I comply with legal advertising rules?▾
Do not run active mass solicitation. Reply only to those who reached out. CRPRO keeps a consent log.
Does history stay in the CRM even if a paralegal leaves?▾
Yes. Everything is stored in CRPRO, not on the team member’s phone.
Can I handle a variety of civil practice areas?▾
Yes, tags per practice area let you organize separate pipelines and reports.
Recurring fee billing?▾
Yes, via a payment gateway integration. Installments and contracts with automated billing.
Civil Lawyer: what people also look for
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