Solutions Law, accounting & consulting
The WhatsApp inbox for professional firms.
Clients message their partner directly, at all hours, about matters nobody else in the firm can see. A shared inbox makes the relationship the firm’s without making every conversation everybody’s.
Sound familiar?
What this looks like today
- 1
The client belongs to one partner
Every instruction, every question and every deadline arrives on one person’s number. Cover is impossible, and so is a second opinion.
- 2
Advice given in a chat is still advice
The message that mattered sits in a personal thread with nothing on the file. Six months later nobody can show what was said, or when.
- 3
Confidentiality cuts both ways
Some matters genuinely should not be visible to the whole firm — which is the real reason the number is never shared, and why everything stays stuck on it.
- 4
Deadlines arrive as messages
A filing date mentioned in passing on a Friday is not a task anywhere. It depends entirely on somebody remembering.
What changes
One inbox, and a record that stays.
Access by matter, not all or nothing
Labels decide who sees which conversations, so a junior sees the matters they are on and nothing else. This is what makes sharing the number possible at all.
The firm keeps the record
When a fee earner leaves, the conversations stay in the workspace. Their successor reads back rather than starting the relationship again.
Private where it needs to be
A conversation marked private leaves the shared list entirely and is visible only to its owner. Client numbers can be masked from staff who do not need them, on Pro.
A clock on every commitment
Raise a ticket from the message where the date was given, with a due date and an SLA clock on it.
A day in the inbox
A matter, two years later
The client questions what was agreed about fees. The exchange happened on WhatsApp with a partner who has since left. It is in the workspace, labelled to that matter, searchable by the client’s name, with the partner’s own note from the day attached to it.
The conversation below is illustrative — it is the real product interface, with an example thread in it.
Pricing
Put the whole desk in it. Same price.
Team members are unlimited on both plans, so every person who answers customers can be in the inbox without changing what you pay.
Starter
$19 /month
+ VAT where applicable
For a team running one line.
- 1 WhatsApp number
- Unlimited team members
- Shared inbox across your whole team
- Assignment and ownership
- Private notes and @mentions
- Labels, canned replies, search and scheduled sends
- Contact directory with owners and notes
- Follow-up reminders on any conversation
- Private chats and access by label
- Notifications — bell, email digest and push
- Full history sync on connect
Pro
$49 /month
+ VAT where applicable
For a desk with real volume.
- 3 WhatsApp numbers
- Unlimited team members
- Everything in Starter, plus:
- Tickets, SLA clock and ticket board
- Deals, pipeline board and CSV contact import
- Automation rules and routing
- AI summaries and suggested replies
- Number masking on any conversation
- HubSpot and Pipedrive sync, webhooks and API
- Analytics, exports and reporting
- Roles and granular permissions
Questions
Law, accounting & consulting — questions
Can a junior see only their own matters?
Yes. Access labels scope the inbox per person, so someone sees the matters they are assigned to and nothing else. Search obeys the same rules.
Do we keep the record if a fee earner leaves?
Yes. Conversations belong to the workspace, not to the person. Removing their access does not remove the history.
Is this a case or practice management system?
No. It handles the conversation, not the matter file. It sits alongside whatever you already use for time, billing and documents.
What matters most here
The four capabilities law, accounting & consulting lean on hardest, in detail.
Other industries
Stop running your best channel off a phone in a drawer.
Connect your first number in five minutes. Keep the number, keep the history, and finally see the whole thing.
No credit card required.