Seamlessly connect legal clients who prefer WhatsApp with legal teams who use email & Microsoft Teams

Clients want to communicate with you from their preferred messaging app, such as WhatsApp and WeChat. But this creates significant challenges as messages on standalone phones lead to compliance issues, loss of managerial oversight and unrecorded time. ClientWindow solves all these challenges by integrating client WhatsApp and WeChat messages with your business email and Teams accounts

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Some of our happy customers include

Delight accountancy and bookkeeping clients who increasingly prefer the convenience of messaging apps.

Build better client relationships

ClientWindow helps you build strong client relationships by offering client communication on the modern channels they prefer.

Clients use their preferred messaging app, such as WhatsApp and WeChat, and business teams continue to use their email, without any disruption.
Manage client conversations more efficiently and effectively with team-wide visibility and proper management oversight.
Client messages are not siloed, lost or forgotten on standalone phones.
Create strong client relationships with convenient, personalised communications.

Boost billing and give your firm the competitive edge

Your time tracking and billing relies on an accurate representation of how your teams spend their time. By using ClientWindow, you will ensure that all time and conversations, across all channels, is captured.

Track your time more effectively for accurate billing.
Streamline your processes and save management time with a single view of client communications across all channels.
Effortlessly scale your client chat messaging offering whilst continuing to use business level tools internally.

Solve your compliance, data retention and privacy challenges

By connecting clients who send chats on messaging apps with business teams using email and industry software, ClientWindow allows firms to offer modern communications without compromising on compliance.

Meet regulatory and privacy requirements including those set by the SRA/BSB (UK) and GDPR.
Securely manage communication history for legal audits and effective e-discovery.
Integration with third-party storage systems, such as email archiving software.
Centralise all messaging app data to ensure it is robustly managed and stored securely to help prevent data leaks and loss, especially when employees exit.
Send documents and attachments securely from your business email to your clients' messaging apps.

Solve your communications challenges with ClientWindow.

Scalable Client Chat Messaging
Fast & Simple Onboarding
Integrated with your Business Systems

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An image of a man looking at a desktop screen with an illustration of the ClientWindow email integration for the ClientWindow Launches WhatsApp to Email Technology blog post by ClientWindow

December 10, 2024

Free GUIDE

Improved Client Experience By Using WhatsApp and WeChat For Legal Practitioners

Introducing WhatsApp as a communication channel for legal practitioners brings significant benefits to client service, particularly in terms of convenience and responsiveness. However, the use of messaging apps like WhatsApp also poses risks to firms, especially regarding compliance, security, and data management. In this guide, we will explore how legal professionals can harness the power of WhatsApp to enhance client communication while addressing the associated challenges and ensuring exceptional client experience.

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