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Law firms · CA practices · audit firms · CS offices — court reminders on WhatsApp · billable-hour capture · ICAI deadline alerts · privileged-comm protected.
WhatsApp hearing alerts fire 72h · 24h · 2h before listing. Read-rate 94% vs 22% for email. Missed hearings: industry baseline 12% → near zero.
One-tap time-log per matter from WhatsApp or dashboard. Industry median: 50%+ hours unbilled. Wendesk lifts capture rate to 88%+ within 60 days.
Every privileged message flagged at source. Shared inbox segregation · L3 impersonation opt-out · DPDP DSR scoped away from privileged records.
Generic CRMs treat a legal matter like a sales opportunity. They don't understand conflict-of-interest gates, retainer exhaustion alerts, ICAI statutory deadlines, or attorney-client privilege segregation. Wendesk's overlay does.
Court-date misses: 10-14% of matters in a busy litigation practice using only calendar reminders. WhatsApp alerts at 72h · 24h · 2h with one-tap adjournment request drop misses to under 1%.
Industry baseline: advocates and CAs log less than half their actual work. Phone calls, research blocks, WhatsApp consults never hit the time-sheet. Wendesk's one-tap matter-timer captures those fragments — lifts billable capture to 88%+.
Shared Gmail or WhatsApp Business accounts expose attorney-client communications to every team member. Wendesk marks privileged threads at source, enforces role-based access, and auto-excludes them from DSR erasure runs.
Clients whose retainers run out mid-matter stop paying and dispute invoices. Wendesk fires a WhatsApp alert to the client at 80% retainer burn and auto-generates a top-up request with Razorpay payment link.
Audit report deadlines · ROC filings · ITR deadlines · CARO checklists — CAs manage 40-80 simultaneous statutory calendars. Wendesk's deadline engine tracks every filing, fires graduated WhatsApp alerts, and escalates to the engagement partner at T-3 days.
Most CRMs treat every client the same. Wendesk surfaces which stage a client is in, the engagement health indicators at that stage, and whether the matter pipeline is growing or stalling. Drives every WhatsApp follow-up, retainer renewal, and cross-practice referral.
7 custom objects ship on day one for Legal & CA. Add more — IP filings · precedent library · CARO checklist · tax-notice tracker — in the admin, no code.
Client · practice area · court · judge · case no. · hearing dates · status (Inquiry → Active → Hearings → Judgment → Closeout)
Individual or company · Aadhaar/PAN · conflict-check cleared · retainer balance · DPDP consent · WA opt-in
Matter · attorney · date · activity type · duration · rate · privileged flag · invoice-ready status
Client · opening amount · consumed hours · burn-rate · exhaustion-alert threshold · renewal Razorpay link
Matter · file · privileged flag · version · uploaded-by · access-roles · DigiLocker or S3 ref
Client · regulation (ICAI/ICSI/ROC/IT Act) · due date · filing type · assignee · alert-fired status
DSR erasure scoped away from privileged matter records · consent on every client intake
No cold-call advertising gate · referral-source mandatory · engagement-letter workflow
CPE credit tracker · CARO 2020 checklist · statutory audit calendar auto-loaded
ROC filing deadlines · ITR due dates · TDS compliance calendar per client
Legal & CA ships with five pre-built WhatsApp flows — hearing reminders, retainer top-up alerts, document collection requests, statutory deadline nudges, and post-matter feedback + referral ask.
Court-date alerts fire at 72h, 24h, and 2h before the listing. Client confirms via WA reply. Missed-hearing rate drops from 12% baseline to under 1%.
WhatsApp alert when retainer hits 80% consumption. Includes Razorpay payment link for instant top-up. Eliminates end-of-matter billing disputes.
Request client documents via WhatsApp link to secure DigiLocker-connected upload portal. Document lands tagged to the matter; privilege flag set automatically.
Filing deadline alerts for ITR · ROC · GST · audit reports. Graduated nudges at T-30, T-7, T-3 days. Escalates to engagement partner if client unresponsive at T-1.
<b>EN + HI from launch.</b> All flows ship in EN + HI. Gujarati · Marathi on Pro tier — critical for Gujarat SEBI/ICAI practitioners and Maharashtra corporate law firms.
Baselines from 80+ Legal and CA practice cohorts in the V1 codebase (litigation boutiques, CA firms, CS practices, IP attorneys). Your numbers will vary; these are the median.
One-tap time-log from WhatsApp or dashboard. Industry baseline is 40-50% capture; Wendesk lifts it within 60 days.
from 45% baseline3-stage WhatsApp reminders (72h · 24h · 2h). Client confirms receipt. Near-zero court-date misses.
from 12% baselineAutomated WhatsApp top-up alert at 80% retainer burn with inline Razorpay link. Disputes eliminated.
from 38% baselineGraduated nudges at T-30 · T-7 · T-3 days per client. ICAI/ROC/IT-Act deadlines tracked per engagement.
from 4-6 per quarterOnce you grant scoped access at mcp.wendesk.com, your agent can interact with your tenant data — gated by the same 3-part permission matcher as the dashboard.
// AI agent logging billable hours to a matter via MCP POST https://mcp.wendesk.com/mcp Authorization: Bearer eyJ... { "jsonrpc": "2.0", "method": "tools/call", "params": { "name": "industry.legal-ca.billable-hours.log", "arguments": { "matterId": "HC-2024-0884", "activityType": "COURT_APPEARANCE", "durationMinutes": 90, "privileged": false, "notes": "Cross-examination of PW-3, Delhi HC Court 7" } } } // 200 OK — hours logged + retainer balance updated { "logId": "bh_xM9p3R", "matterId": "HC-2024-0884", "hoursLogged": 1.5, "retainerBalance": "₹16,900", "waClientNotified": true, "audit": "via=mcp · client=claude-desktop" }
SEBI-registered advisors and NBFCs share the same retainer billing model, conflict-check discipline, and DPDP consent requirements.
Insurance intermediaries and surveyors face the same statutory deadline calendar and client-document collection workflows as CA practices.
Management consultants and advisors share the retainer-billing engine, SOW milestone tracking, and privileged-client-comm discipline.
Law firm partners, CA practitioners, CS offices — drop your phone or chat on WhatsApp. We respond within 90 minutes, in English or Hindi, and set up your matter pipeline in 2 hours.