Four flows that fit a professional firm
A professional firm's WhatsApp is mostly logistics wrapped around expensive human time. The flows below take that logistics off partners and case handlers without letting a bot anywhere near the advice itself.
Consultation booking. Trigger: a prospect messages from your website, an ad or a referral. Message: the bot asks which service — company formation, a legal matter, bookkeeping, recruitment, residency paperwork — and whether they prefer an office visit or a video call. Reply: the prospect picks a slot from Calendly or Zoho Bookings, and remote meetings get a Zoom link. Handover: the consultant receives the chat with the service and a short brief, and the client gets a reminder before the meeting.
Document collection. Trigger: the client signs the engagement. Message: the checklist for that service, taken from your own list — identity copies, proposed trade names, previous accounts, whatever the matter needs — plus a form for the structured details. Reply: the client sends files as attachments and completes the form. Handover: a case handler checks each document and tags what's missing, and the bot sends one reminder for the gaps rather than the whole list again.
File-status updates. Trigger: a matter moves stage in your practice system or CRM, or a handler marks it. Message: a utility template saying the file has moved and asking the client to reply to see the detail. Reply: the client taps 'show me', which opens a 24-hour window, and the update itself follows as a normal reply. Handover: questions go to the handler who owns the file.
Invoices and payment reminders. Trigger: an invoice or estimate is raised in Zoho Books. Message: the document on WhatsApp, with a reminder before and after the due date. Reply: the client pays through your gateway's link or asks a question. Handover: payment queries go to accounts, not to the consultant.