WhatsApp integration for solicitors
The fastest way to turn real‑world client comms into clean matter records — with time capture built in.
What it does
- Message the file: send a WhatsApp message and OrdoLux saves it to the right matter as a dated attendance note.
- Time record in‑chat: log time straight from the WhatsApp thread (with a quick “time” message) and OrdoLux creates the time entry on the matter — ready to approve.
- Voice notes → attendance notes: send a voice note and OrdoLux transcribes it into a structured note on the file.
- Upload documents to SharePoint: send photos, PDFs or screenshots and OrdoLux files them into the matter’s SharePoint folder.
- Ask questions about the matter: “What’s the client address?”, “current WIP?”, “outstanding bills?” — quick answers with a trail back to the source data.
- Automatic time suggestions: OrdoLux can also propose time entries from WhatsApp activity (messages, uploads — including screenshots — and calls captured in the thread) without breaking your flow.
Why firms like it
Less admin, more billable work
Capture the work while it happens. No end‑of‑day reconstruction, no missing time.
Cleaner files
Messages, voice notes and documents land in the matter record in a consistent format — ready for supervision and billing.
Built for “real life”
When you’re on the move, your phone is the tool. OrdoLux keeps the file up to date without needing a laptop.
Security & compliance
Designed for regulated environments and sensitive client data.
- Two‑factor authentication (2FA): optional firm‑wide enforcement for safer access.
- Audit trails: every WhatsApp message, upload and transcript is time‑stamped and tied to the matter.
- Data stays in your stack: documents go into your SharePoint/OneDrive structure, not into a vendor silo.
WhatsApp is a third‑party service. OrdoLux is not endorsed by, affiliated with, or sponsored by WhatsApp or Meta.
