Module M7
Keep every client in the loop, on WhatsApp & email.
WhatsApp and email connectors, client notifications and a full communication trail — with a client portal on the way.
Update Clients
WhatsApp and email connectors, client notifications and a full communication trail — with a client portal on the way.
For
Client-facing solos and firms
What's inside
Capabilities
- WhatsApp and email connectors
- Client notifications
- Communication trail UX
- Client portal (V2)
Questions, answered
- Does this send my clients legal advice over WhatsApp?
- No — it sends status updates and notifications about their matter (a hearing happened, a document is ready), through a connector on top of your own matter workspace. It's a communication channel, not a separate advice product.
- Do I need a special WhatsApp Business account?
- Connectors work through WhatsApp and email as delivery channels for notifications generated from your matters — you don't run a parallel messaging system, it plugs into what you're already using.
- Is there a record of what was sent to a client?
- Yes — every notification is kept in a communication trail against the matter, so there's a record of what the client was told and when, not just a message that disappears into a chat thread.
- Is a client-facing portal available?
- A dedicated client portal is on the roadmap (V2) — today, clients are kept updated through WhatsApp and email notifications rather than a separate login.
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