Delight accountancy and bookkeeping clients who increasingly prefer the convenience of messaging apps.
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.
ClientWindow helps you build strong client relationships by offering client communication on the modern channels they prefer.
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.
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.
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.
