Scheduling
Confirm consultations and court dates with clear reminders.
WhatsApp Business for law firms
WhatsApp Business for lawyers and law firms
WhatsApp is end-to-end encrypted, but confidentiality for lawyers also depends on devices, backups and record-keeping. A separate business account is the starting point.
- Your own business only
- Refund if no SMS
- US · Canada · UK
Quick answer
Many clients prefer WhatsApp to email, so lawyers use WhatsApp Business for scheduling, quick updates and document requests on a professional number. Keep sensitive legal advice in channels your firm's policies allow, turn on a two-step PIN and disappearing messages only where record-keeping rules permit, and export important chats to the client file. Use a number the firm controls long-term.
Highlights
Document requests
Ask for scans and photos, then save them to the client file.
Professional profile
Show the firm name, address, hours and website.
Separate number
Keep client chats away from personal contacts.
Confidentiality basics
- Lock the phone and the app; set a two-step PIN.
- Check whether chat backups to cloud storage meet your firm's rules, and use end-to-end encrypted backups.
- Export chats that form part of the record to the case file.
What not to do on WhatsApp
Avoid detailed advice in voice notes that can be forwarded, and confirm the client's identity before discussing a case with a new number. Check your bar or law society guidance on messaging apps.
The number
Use a business number you'll keep. A Noir SMS number can verify a test or trial account of your own business, but the main account belongs on a long-term line, because WhatsApp asks for a new code when you change phones.
Step by step
- Set up the firm profileVerify a firm number in WhatsApp Business and add your details.
- Write templatesCreate quick replies for intake, fees information and document checklists.
- Secure devicesEnable a PIN, encrypted backup and linked devices only on firm computers.
Frequently asked questions
Is WhatsApp confidential enough for legal work?
Messages are end-to-end encrypted, but your obligations also cover devices and backups. Follow your regulator's guidance.
Can I take payments on WhatsApp?
Send a payment link from your firm's billing system rather than collecting card details in chat.
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Noir SMS is not affiliated with, endorsed by or sponsored by Meta Platforms, Inc. WhatsApp, Facebook and Meta are trademarks of Meta Platforms, Inc. Use virtual numbers only for your own legitimate business accounts and in line with Meta's terms and policies; spam, unsolicited bulk messaging and policy evasion are prohibited.