From WhatsApp to signed agreement: how no contact gets lost along the way

It's a common scene: dozens of WhatsApp conversations, some from clients, others from prospects, others personal. A message from someone who wanted to hire you gets buried and, by the time anyone notices, days have gone by.

A contact's ideal journey

1. The person sends their first message;
2. They get an immediate reply and are qualified (type of case, urgency);
3. The contact is automatically recorded as a lead, with its source;
4. An owner receives the follow-up task;
5. The consultation is booked and reminded;
6. The proposal is sent and followed up;
7. The agreement is signed and the client gets a case and folder in the system.

What to avoid

• Contacts recorded by hand, "when there's time";
• Conversations that exist only on one person's phone;
• Leads without a defined owner;
• No record of the reason when a contact doesn't sign.

Metrics that start to exist

• How many contacts came in this month;
• How many booked a consultation;
• How many signed an agreement;
• Average time from first contact to agreement.

How IntegraLegal solves this

In IntegraLegal, WhatsApp leads are recorded automatically in the CRM Hub. The bot qualifies and books, the smart workflow assigns the tasks and each person gets their own document folder. When the agreement is signed, the data flows into the case record with no retyping.

Never lose a WhatsApp contact again: try it free for 7 days.

Read also

• A WhatsApp bot for law firms: 24/7 service without losing the human touch
• Legal CRM: what it is and why a contacts spreadsheet isn’t enough
• Response speed: why the first firm to reply usually gets hired

Notice: this content is for information only. It does not replace a lawyer's analysis of the specific case. Always check the legislation, case law and rules in force on the date of your consultation.