Law Firms & Legal Services
Clients message asking where their matter has got to, because silence feels like neglect even when the file is progressing. Meanwhile the documents you asked for three times still have not arrived, and the enquiry that came in on Saturday was answered on Tuesday.
An enquiry arrives and is acknowledged
An automation replies immediately so nobody sits wondering whether they reached a real firm, while the file is still yours to open or decline.
Intake is collected once
A form gathers the details you always need, instead of six exchanges over a week.
The matter becomes a tracked item
Each one is a deal with a stage and an owner, so "where has this got to" is answerable without opening the file.
Documents get chased on a date
Set a follow-up date; the fee earner who owns it is emailed when it passes. The chase happens whether or not anyone remembered.
Shared inbox across the practice
Enquiries reach the firm rather than one solicitor’s phone, so cover during holidays is not a crisis.
Matters as pipeline stages
Enquiry, engaged, in progress, closed — visible rather than remembered.
Intake forms
Collect the standard details once, readable next to the conversation.
Follow-up reminders
An email to the owner when a matter passes its follow-up date.
Assignment and ownership
Every conversation and matter has a named owner, which is also how you answer who said what.
Official Meta API
Messages go through Meta’s Cloud API on a number registered to your firm, not a browser session logged into someone’s account.
That is a judgement for your firm and your regulator, not something a tool can settle. What is true technically: WhatsApp messages are end-to-end encrypted in transit, and once a message reaches PingPlug it is stored in the database like any other CRM record. If your obligations require specific retention, residency or disclosure controls, check them against that before moving client communication here.
Yes, with an approved template — after 24 hours of silence WhatsApp allows nothing else. A case-update template is a utility message, which is the cheaper category, as long as it does not also market other services.
Yes, and you have to: a number on the WhatsApp Business Platform cannot also be used in the WhatsApp app on a phone. Most firms register a separate number so personal accounts keep working normally.
Media sent through WhatsApp arrives in the conversation. There is no document management system here — no versioning, no matter-level file structure — so this complements a practice management system rather than replacing one.
Free plan, 100 contacts, no card. Connect WhatsApp and send a real message before you decide.
Start freeOther industries: Restaurants & Food Delivery · Real Estate · Salons & Spas · Clinics & Dental · E-commerce · Gyms & Fitness Studios · Education, Tutoring & Coaching · Travel Agencies & Tour Operators · Car Dealers & Service Workshops · Plumbers, Electricians & Home Services · Hotels & Guest Houses · Insurance Agencies & Brokers · Logistics & Courier Services · Event Planners & Wedding Services · Recruitment & Staffing Agencies · Wholesale & Distribution