WhatsApp for Law Firms - Organized Client Communication

Use of WhatsApp for client communication depends on the rules that apply to the firm, the jurisdiction, client consent, confidentiality obligations, and the firm's internal policies. Law firms should confirm suitability with their own compliance or ethics counsel before deployment. Conversation history is available according to your account configuration. Law firms remain responsible for preserving confidentiality, privilege, and record-retention obligations under the rules that apply to them.

WhatsApp messages on the platform are subject to Meta's WhatsApp platform security. GoUltra adds: TLS in transit and database storage encrypted at the underlying disk level by our infrastructure provider, and the Admin and Agent role model so administrative tools stay with the owner or admin while agents have conversation-only access. Legal confidentiality obligations remain the responsibility of the firm. See our Security Statement.

Privilege depends on the communication being confidential and made for legal advice. The firm is responsible for confirming that its use of WhatsApp meets jurisdiction-specific privilege requirements. GoUltra does not use customer conversations to train the AI Bot. Law firms remain responsible for confidentiality, privilege, and record-retention obligations that apply to their work. The Admin and Agent role model is supported.

Yes. The WhatsApp CRM includes contact profiles with custom fields and tags configurable by your team. Conversation history is preserved and shared across the team according to your account configuration.

The AI Bot can collect initial intake details (name, opposing party, matter type) for your team to review. Conflict checks should remain inside the firm's approved process. No legal advice is given before the conflict check is complete. The AI Bot should be configured to avoid substantive legal questions and escalate those requests to staff for review.

Incoming messages can be reviewed by your team according to the firm's approved intake and escalation process. The AI Bot can collect basic intake details and escalate requests to staff for review according to your configured workflow. Non-urgent inquiries get a polite response: "Thanks for reaching out. Our office hours are X. We will respond during business hours." Customizable per firm.

GoUltra supports the Admin and Agent role model. Admins have full access. Agents have conversation-only access to assigned conversations. Conversation history is preserved across the team for handoff. Firms remain responsible for verifying that their use meets the professional, ethical, confidentiality, and record-retention obligations that apply to them.

WhatsApp conversations can be organized using custom fields and tags configured by your team. Contact and conversation records should be handled according to the firm's approved record-retention process. Direct integrations with named legal billing platforms (Clio, MyCase, PracticePanther) are not currently part of the product; the public REST API is currently scoped to WhatsApp authentication / OTP messages.