Legal, audit & consulting
The client messages the partner. The firm never sees it.
Advice given on WhatsApp is still advice given. A shared inbox keeps the conversation with the firm — readable by the team on the matter, closed to everyone else, and still there when the partner is not.
The file is complete. The WhatsApp is not in it.
A client asks a question between meetings and gets an answer. It never reaches the matter file. Later nobody can reconstruct what was said or when, the associate doing the work does not know it happened, and the only copy is on a phone belonging to a person rather than the firm.
The conversation belongs to the firm
History stays in the workspace when someone is away, on another matter, or gone.
Internal notes on the chat
Record the advice given, the instruction taken, or the conflict check — visible to the team, never to the client.
Access per matter or per team
Access labels decide who sees which conversations. A conflicted colleague sees nothing at all.
Track what is owed back
A promised document or a callback becomes a ticket with a status rather than a mental note.
Email and WhatsApp in one thread
The client who emails the engagement letter and WhatsApps the question is one client, in one place.
When you would use it
- A client instruction given in a chat and recorded nowhere else.
- A partner on a flight when the client needs an answer today.
- An associate who needs the background before drafting.
- A conflict check that depends on knowing who has spoken to whom.
See it running
Six seconds, showing one thing.
What matters most here
Questions people ask
Is this a practice or document management system?
No. It handles the conversation — who said what, who owns it, what is still open. Documents and matter records stay where they are.
Can a conversation be kept from the rest of the firm?
Yes. Access labels control visibility, and a chat marked private is closed to everyone not on it, including an admin.
Can we export a conversation?
Export is on Pro ($49 a month).
Does the client see anything different?
No. Replies go from your normal number and look like normal WhatsApp.