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Professional services

Advice, appointments and documents, handled in secure and professional channels.

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Law firms, accountants, consultants and agencies use messaging and video for client intake, appointments, document requests and quick updates. Client confidentiality is central, and many professions have record-keeping duties. Look for tools that keep conversations with the firm rather than with individual staff, and that store records securely.

What matters when choosing

  • Booking and video meetings that clients join from a simple link.
  • Secure document exchange, rather than sending sensitive files in ordinary chats.
  • Conversation records kept with the firm and linked to the client file.
  • Integration with your CRM, practice management or billing system.
  • Security and confidentiality commitments written into the contract.

Questions to ask providers

  1. Where are messages, files and recordings stored, and who at your company can access them?
  2. Can we keep records for as long as our profession requires, and export them?
  3. How does it connect to our practice management or CRM system?

Common mistakes

  • Advisers using personal messaging accounts with clients.
  • Sharing confidential documents over channels without the right controls.
  • Having no record of advice given by message when a dispute arises.

Typical channels: Email WhatsApp Video Voice SMS Web chat & booking page

Listings that fit (69)

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