The WhatsApp CRM built for lawyers & law firm partners
You track filing deadlines, court appearances, and document submission dates in spreadsheets or calendars. One missed reminder = sanctions, continuances, or lost client trust. Alerts are reactive, not proactive. Yuktar fixes the structure: one official number, every chat on a contact record, every deal on a visible pipeline.
From chat chaos to a working system
You track filing deadlines, court appearances, and document submission dates in spreadsheets or calendars. One missed reminder = sanctions, continuances, or lost client trust. Alerts are reactive, not proactive. And the cost compounds: handovers fail, promises get lost, and nobody can say what the pipeline actually looks like this week.
Structure fixes it without changing how you sell. One official number the whole team answers from; every conversation attached to a contact with notes, tags and deal stage; automation firing the follow-ups nobody should have to remember. A play like "capture new client enquiries via whatsapp form or email, auto-tag by case type, and route to the right partner" becomes a stage-change trigger, not a sticky note.
Where legal services teams bleed deals
Manual deadline & court-date reminders
You track filing deadlines, court appearances, and document submission dates in spreadsheets or calendars. One missed reminder = sanctions, continuances, or lost client trust. Alerts are reactive, not proactive.
Slow case intake & qualification
Walk-in clients or form leads sit in your inbox. You manually message back, type case details into files, and re-ask questions. Promising cases slip through; unqualified leads drain your time.
Scattered chats → working pipeline
- 1
One number, whole team
Connect an official WhatsApp Business API number; everyone answers from a shared inbox with internal notes customers never see.
- 2
Chats become contact records
Tags, custom fields and a timeline of every WhatsApp, email and SMS touch — retrievable when the legal services client calls back months later.
- 3
Pipeline everyone can see
Drag-and-drop stages with lead scoring — deal state stops living in one person’s head.
- 4
Stage changes trigger follow-ups
Move a deal, fire a sequence. In practice: A prospect fills your contact form → Yuktar instantly replies via WhatsApp with retainer fees & a calendar link → partner tags them 'hot lead' in the pipeline → 48 hours before their scheduled consultation, an auto-reminder goes out..
WhatsApp messages lawyers & law firm partners can copy today
Copy, adapt the variables, and submit as WhatsApp templates — each maps to a real workflow below.
Instant enquiry acknowledgment
Hi {{name}}, thanks for reaching out. We've noted your {{caseType}} enquiry. Our team will review and send you retainer details & availability within 24 hours. For urgent matters, reply URGENT. —{{firmName}}
Court-date reminder
{{name}}, reminder: your {{caseType}} hearing is on {{date}} at {{courtTime}} in {{courtName}}. Please confirm receipt & let us know if you have questions. Reply with your contact number if changed. —{{lawyerName}}
Built for legal services team workflows
Shared WhatsApp inbox
Multiple teammates on one official number with assignment, notes and full history the business keeps.
Broadcast fee agreements and retainer
Broadcast fee agreements and retainer invoices with payment links; track acceptance in your sales pipeline — tracked on stages, not in memory.
Set up drip sequences: send
Set up drip sequences: send legal-checklist guides, status updates, and next-step instructions to clients on a case schedule, triggered automatically by pipeline movement.
Roles & audit trail
Role-based access and audit logs keep client conversations accountable and recoverable.
48 hours
before court date: auto-send reminder via WhatsApp with confirmation tracking
1 inbox
for email, WhatsApp, SMS & walk-in notes—no platform-switching
First workflows to move in
- Set up drip sequences: send legal-checklist guides, status updates, and next-step instructions to clients on a case schedule
- Run instant replies in WhatsApp chatbot: 'Got your enquiry — here's our retainer fee & availability calendar'
- Send court-date & filing-deadline reminders 7 days and 48 hours before via WhatsApp with one-tap confirmation
- Capture new client enquiries via WhatsApp form or email, auto-tag by case type, and route to the right partner
Frequently asked questions
What happens to chats when a team member leaves?
Nothing is lost — conversations belong to the workspace, not personal phones. Reassign their contacts and every thread, note and deal stays intact.
Can we automatically follow up with new leads who submit enquiries?
Yes. Use lead-capture webhooks to trigger instant WhatsApp or email replies, then drip sequences to send retainer details, your firm's experience, and a calendar link. Leads are auto-tagged and visible in your pipeline.
How do we manage walk-in clients and phone enquiries together?
Yuktar's shared team inbox consolidates WhatsApp, email, and SMS in one place. Assign enquiries to partners, add case tags and notes, and track pipeline stage. Bots auto-reply while your team triages urgency.
What’s included free?
The free forever plan includes the inbox, pipeline and core messaging; you upgrade only for higher volumes and deeper automation.
One WhatsApp your legal services team closes deals from
Inbox, pipeline and automation in one setup session. Set up in minutes, free to start.
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