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A law firm meeting room at night, a phone with a lit notification on the table.

Case 02 of 07 · a law firm in Ribeirão Preto

Every lead reaches the partner already screened.

Inquiries reached the partner without screening. WhatsApp intake feeds the CRM and gives the lawyer the conversation context to take over the case.
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AI-generated photo.

Scene · 19:05

What happens at 19:05

After hours, the assistant screens the case on the official WhatsApp, books the call with the lawyer and the CRM record fills itself in.

Law firmonline
  1. Customer: Good evening. I was let go last week and my severance still hasn’t been paid. Do you take cases like this?19:05
  2. Company: We handle employment cases. So the lawyer can assess it: what date were you dismissed, and did you sign the termination agreement?19:05
  3. Customer: On the 12th. I signed it, but the money never came in.19:07
  4. Company: I’ve booked you a call with the lawyer tomorrow at 2 PM. If you can, bring the agreement and your last three pay slips.19:07

Illustrative scene, with synthetic data.

In production

What we built

  • A 24/7 legal assistant on the official WhatsApp

    Understands audio, images and PDFs, searches the firm’s legal knowledge base and hands over to a lawyer with a summary.

  • Lead CRM with lead scoring, conversations, scheduling and campaigns

  • Three-step follow-up, a reminder 24 hours before each appointment and a weekly nurture message

  • A blog written with AI, and the site’s Google indexing recovered

  • Out-of-court collections and finance portals for multiple companies

Architectureat a glance
  1. Official WhatsApp, with audio, images and PDFs
  2. Assistant with a searchable legal knowledge base
  3. Lead CRM with scoring and scheduling
  4. Follow-ups, reminders and collections portals

Governance

Where a person decides

A person in control

  • The assistant hands the case to a lawyer, with a summary, whenever the conversation needs a person.

Risks handled

  • The assistant answers from the firm’s own legal knowledge base, not from the model’s memory.
  • Collections portals keep each company’s data separate.

Technology · WhatsApp Business Platform, agents with memory, legal knowledge base search, n8n

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