Seamlessly Connecting Clients Who Prefer WhatsApp with Legal Teams Who Use Email
Delight private clients and business owners who prefer to chat on WhatsApp and other convenient messaging apps.
Centralise messaging data to offer team-wide visibility of conversations to meet your data retention obligations and more easily track billable time from WhatsApp conversations.
Seamlessly connect conversations between clients on popular messaging apps and your relationship teams who use business-level communication tools including email and Microsoft Teams.
Conversations on Communication Platforms Legal Clients Increasingly Prefer
By silently orchestrating these conversations, ClientWindow delivers a superior client experience whilst ensuring businesses can continue to manage communication centrally.
With market-leading security and robust data management processes, ClientWindow offers a trusted client messaging management solution across all professional services industries.
Offer Communication in a way that Modern Clients Demand, through Fast and Convenient Messaging Apps
Improve Billing Management
Clients increasingly prefer to engage on convenient messaging apps for both personal and business conversations.
ClientWindow allows your business to capture and track client chat messaging communications easily given the data is stored centrally. This enables legal firms to more accurately invoice clients for time spent on WhatsApp related communication.
Enable Team Access To Client Chat Messages
Previously chat messages received from clients would be delivered to the recipient’s phone, preventing colleagues from reading and replying.
ClientWindow allows legal firms to view all client chat messages across relevant teams and delight those clients by engaging with them on their terms.
Implementing ClientWindow’s software allows legal firms to attract and retain more clients based on their innovative and market-leading approach to client interaction.
Capture All Client Data Centrally
Businesses are more productive when client data is stored in a way that allows it to be integrated with other business systems, such as with industry or CRM software.
ClientWindow centralises all messaging app data within the enterprise to ensure client data is robustly managed and ring-fenced from data leakage when employees exit.
Security
& Data Retention
ClientWindow offers built-in security and data retention features, including:
Enterprise-level messaging app security
Granular access controls & privileges
Message Encryption in transit and at rest
Chat messages are retained in their original format
Robust Cloud-based hosting infrastructure
Satisfy Compliance Requirements
Legal firms often operate in regulated industries.
Capture and archive messaging data
to meet industry specific retention requirements
Monitor sensitive data sharing
Comply with privacy regulations and easily deal with subject access requests for GDPR and similar laws
Business Messaging Integrations
Integrate messaging app conversations with business tools.
Outlook/Microsoft 365
Email Archiving solutions
Microsoft Teams
Slack
CRM
Discover the Benefits of Centralised Communication
Download our Improved Client Experience e-Book here
