Picchat
Official WhatsApp + AI

WhatsApp for law firms

The AI takes the first contact, works out what the case is about and hands it to the lawyer in that practice area with a summary ready. Voice notes become text, documents stay in the client's history and the number belongs to the firm — not to whoever answered.

Meta's official API · your own number · Meta fees passed through at cost

CClienthandled by AI
Good afternoon. I was let go last week and haven't received my severance pay.
Good afternoon, and I'm sorry to hear that. So I can route you to our employment lawyer, could you tell me the date you were let go and whether you signed anything when you left?
October 2nd. I signed the notice but not the termination agreement.
Thank you. I've passed your case, with this summary, to Helena on our employment team. She'll reply here today. If you have any documents, you can send them in this chat.
Illustrative conversation — sample names and values

— [ the problem ]

What holds back WhatsApp for law firms

First contacts nobody qualifies

"I was fired, what am I entitled to?" lands on the same number as a civil-litigation client. Someone has to read it, understand it and pass it on — and meanwhile the prospect calls another firm.

Five-minute voice notes

Clients explain their case by voice note. Listening, taking notes and briefing a colleague eats the morning.

Client history on a lawyer's phone

Agreements, screenshots and documents live in the personal WhatsApp of whoever answered. When that person goes on holiday — or leaves the firm — the history goes too.

Staying within professional rules

Mass messages to people who aren't clients can count as solicitation, and unofficial tools risk losing the number. Communication needs to be sober and aimed at people who already have a relationship with the firm.

— [ how it works ]

Ready-made flows you can launch

Every flow uses features that already exist in Picchat — you set it up with your own copy, hours and rules.

1

First-contact intake

When: Someone new messages the firm's number

  1. →The AI agent asks what it needs to identify the practice area — without giving legal advice
  2. →Saves the answers to the contact and leaves a summary in the conversation
  3. →Transfers to the lawyer or team for that area, who continue on the same number
AI agentHuman handoffContact properties
2

Serving existing clients

When: A client sends a voice note, a document or a question about their case

  1. →Voice notes transcribed automatically for the lawyer to read
  2. →Documents and images kept in the client's conversation history
  3. →The copilot drafts a reply and summarizes the conversation when the lawyer asks
Audio transcriptionCopilotConversation summary
3

Tracking the case in a pipeline

When: The firm takes the case

  1. →The contact enters a pipeline with your stages — consultation, proposal, engagement, in progress
  2. →Team notes stay on the card
  3. →Client updates go out as Utility templates, with no promotional content
PipelinesNotesUtility templates

— [ templates ]

Message templates to get started

Messages that start a conversation need a Meta-approved template. Use these as a starting point — you create them, submit them for approval and track everything in Picchat.

meeting_confirmationUtility

Hello {{1}}. Your meeting with {{2}} is scheduled for {{3}} at {{4}}. Can you confirm you'll attend?

ConfirmI need to reschedule
document_requestUtility

{{1}}, to move your case forward we need: {{2}}. You can send them right here in this chat.

case_updateUtility

Hello {{1}}. There's an update on your case. Reply to this message to speak with {{2}}.

Talk to my lawyer

{{1}}, {{2}}… are variables filled in with each contact's data at send time. Meta charges per template message based on its category and the recipient's country.

— [ pricing ]

A plan sized to your operation

Pricing depends on your message volume and team size. Talk to our team and we'll show you Picchat running with your own flows.

Meta charges per message sent based on the recipient's country, passed through at cost.

Talk to sales

Frequently asked questions: WhatsApp for law firms

Is it acceptable to use AI in a law firm's intake?

In Picchat the AI handles intake and organization: it identifies the practice area, collects information and hands over to a lawyer. Legal advice stays with the lawyer, and you can instruct the agent never to give it. Check your bar association's rules on advertising and client communication.

Can I send mass messages to find new clients?

We don't recommend it. Unsolicited messages to people with no relationship to the firm may be treated as solicitation. Use broadcasts for your existing clients — confirmations, document requests and case updates — and the AI agent for people who reach out to you.

What about confidentiality?

Conversations live in Picchat, with individual logins, team-based permission profiles and two-factor authentication. The history stays with the firm, not on each lawyer's phone.

Can several lawyers use the same number?

Yes. Each lawyer has their own login and receives cases for their area by transfer, all on the firm's number.

Can we keep the number the firm already uses?

Yes. With Coexistence, the number keeps working in the WhatsApp Business app and also works in Picchat.

Put WhatsApp to work for law firms — on autopilot.

Connect your official number and see these flows working with your customers.