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⚖️ Legal

WhatsApp CRM for lawyers: capture qualified cases without distracting the firm

AI captures case info, qualifies whether it fits your practice, books the consultation. Your team only works on qualified cases — no time wasted on consultations that go nowhere. Confidentiality and privacy compliant.

Automatic qualification
Confidentiality compliant
Only qualified cases
★★★★★ 4.9
Why Wazzap for lawyers

3 problems killing productivity at law firms

If you get 30+ inquiries a month, you've already lived this.

70% of inquiries don't qualify for your practice

Of every 10 inquiries, 7 are matters outside your specialty, with no budget, or expecting "free advice". You waste time on each one before disqualifying them.

AI qualifies before it reaches your team

AI asks for case type, urgency, budget, location. Only escalates cases that meet your criteria. Your firm only works on qualified cases.

Confidentiality: basic WhatsApp Business isn't secure

WhatsApp Business app or generic tools don't handle attorney-client confidentiality well. Regulatory risk, reputational risk.

Configurable attorney-client confidentiality

Encryption of sensitive conversations. Auditable logs. Granular permissions (junior sees basics, partner sees everything). Configurable for LFPDPPP, GDPR, bar requirements.

Case info capture is manual and messy

Client describes the case over WhatsApp, your paralegal copies info into Word/Excel/CRM. Errors, omissions, scattered info. By the time the lawyer reviews the case, context is missing.

Automatic structured capture

AI extracts key case data (type, parties, dates, amount, urgency) and structures it in your CRM. When the lawyer opens the case, everything is organized in a consistent format.

Law firm stack

Everything your firm needs in WhatsApp

🎯

Automatic case qualification

AI asks for area (labor, civil, criminal, commercial), urgency, amount in dispute, location. Assigns a score and only escalates cases that match your practice. 70% reduction in wasted time.

By areaBy urgencyBy budget
📋

Structured case capture

AI extracts key info (parties involved, dates, relevant facts, amounts) and structures it in your CRM (HighLevel, custom). Your team opens the case with everything organized.

Structured dataCRM syncConsistent format
📅

Books consultations in Calendly

Qualified case → AI proposes available slots → client books → confirmation + reminder 24h and 2h before. For paid consultations: pre-payment link (Stripe).

Calendly syncOptional pre-payReminders
🔒

Confidentiality + compliance

Messages with sensitive info encrypted. Auditable logs. Role-based permissions (paralegal/junior/partner). Configurable for LFPDPPP, GDPR, bar requirements. Optional digital NDA at start.

EncryptionAuditableRole permissions
How it works

From zero to capturing qualified cases in one afternoon

Without touching your current legal system.

1

Connect WhatsApp + define your practice areas

Scan QR. Define areas you DO handle (labor, civil, etc.) and areas you don't. AI uses this to qualify.

2

Configure questions + Calendly

Define qualification questions, configure Calendly for consultations, optionally Stripe for pre-payment. 30 minutes.

3

Activate multi-agent for your team

Invite paralegals, juniors, partners with granular permissions. Activate. Your capture system running in one afternoon.

Real cases

Firms that already qualify cases automatically

★★★★★

"We received 60 inquiries/month and only 12 qualified as paid cases. My paralegal spent 20 hours/week disqualifying. Now AI does it and my paralegal works on real cases."

Carlos Mendoza · Corporate firm

★★★★★

"Structured case capture saves me 30 min per consultation. When I open the case I already have parties, dates, amount, facts. My time focuses on legal analysis, not transcribing."

Andrea Solano · Labor lawyer

★★★★★

"Pre-payment of the consultation via Stripe changed our business. Before, 30% of appointments were no-shows. Now 0% — whoever pays upfront, shows up. Perfect seriousness filter."

Eduardo Salinas · Boutique firm

Comparison for lawyers

Wazzap vs legal CRM vs doing it manually

3 ways to handle legal leads.

WazzapLegal CRM (Clio, MyCase)Manual (paralegal)
Monthly cost$19/mo$50-$200/user/moParalegal salary
Automatic AI qualificationLimited
WhatsApp as primary channel✓ NativeEmail/web (no WA)Manual
Confidentiality / compliance✓ Configurable✓ Built-inVariable
Structured case capture✓ AutoManual with templatesManual
Book consultations (Calendly)✓ AutoVariableManual
Consultation pre-payment✓ StripeVariableManual
Time tracking + billing✗ (not that function)✓ Built-inManual

Wazzap does NOT replace a full legal CRM (Clio, MyCase) that handles time tracking + specific legal billing. Wazzap focuses on the prior layer: capturing qualified cases from WhatsApp and putting them into your already-organized legal CRM. They coexist perfectly.

Other industries

WhatsApp CRM for other verticals

If you know peers in other industries.

Complete firm stack

From $19/mo with everything included

Qualified capture, AI, multi-agent, Calendly, confidentiality — no add-ons, no per-user fees.

See plans and pricing

Frequently asked questions — lawyers

Does it comply with attorney-client confidentiality?+

Configurable to comply with LFPDPPP (Mexico), GDPR (EU), HIPAA (US if applicable), bar requirements. Sensitive info messages encrypted, auditable logs, role-based permissions. Optional digital NDA at the start of the chat.

Can the AI give legal advice?+

NO. You explicitly configure the AI NOT to give legal advice — only to capture case info, qualify and book a consultation. Any actual legal advice is given by the human lawyer. This avoids regulatory issues.

How does it qualify cases?+

Asks: case type, urgency, amount in dispute, jurisdiction, ability to pay. Assigns a 1-10 score based on your criteria. Only escalates cases >7. Your team only works on qualified ones.

Does it replace Clio / MyCase?+

No. Wazzap is the capture + initial communication layer. Once qualified, the case enters your legal CRM (Clio/MyCase) for time tracking + billing. They coexist — Wazzap fills the gap before the CRM.

Does it work with multiple partners and practice areas?+

Yes. Smart assignment by area: labor case → partner X, civil case → partner Y. Granular permissions: junior sees basics, partner sees everything. Multi-agent at no extra cost.

Consultation pre-payment via Stripe?+

Yes. For paid consultations, AI generates a Stripe link. Client pays, gets confirmation + Calendly link. Cuts no-shows to nearly 0% — whoever pays, shows up. Perfect seriousness filter.

Does it handle post-consultation follow-up?+

Yes. After consultation: sending proposal (PDF), reminders to sign engagement letter, payment reminders, case status updates. All configurable with templates.

Your firm handling only qualified cases this week

7 days free, automatic qualification from day 1, confidentiality configured.

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