New matter intake
Client details, matter type and urgency captured over WhatsApp.
Law Firms · WhatsApp Automation
WhatsApp automation for law firms.
Intake, conflict checks and matter onboarding — handled on WhatsApp before a fee earner picks up the file.
Senior fee earners are expensive to spend on intake calls. Otomate handles the first conversation, captures the matter details, runs the conflict check prompts, and only routes to a fee earner once the basics are documented and the client is ready to instruct.
What you can automate
Six things automated from day one.
Conflict-check prompts
Counterparty and entity names flagged before take-on.
Engagement letters
Mandate and fee agreements signed digitally in the chat.
Document collection
ID, FICA and matter docs uploaded directly to your DMS.
Matter status updates
Clients get scheduled updates without asking — fewer status calls.
Invoice & payment reminders
Statements and reminders go out automatically.
How it works
See the full process- 01
Free assessment
We map your current lead flow and where customers drop out.
- 02
System design
We design every flow and you sign off before we build anything.
- 03
Build & connect
WhatsApp Business API, CRM and lead sources connected in days.
- 04
Go live & support
Training, go-live, then 30 days of monitoring and tuning.
Example scenario
A new client enquires on Friday at 6pm
A new client WhatsApps for help with an estate. Otomate confirms the matter type, runs conflict-check questions, sends the FICA list, captures ID and a power of attorney, and lands a fully documented file for the candidate attorney to review Monday morning. No partner had to spend an hour on intake.
Questions, answered.
Ready to see what an automated pipeline looks like for law firms?
Book a free 30-minute assessment and we'll map exactly where leads are leaking — and what we'd change.