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ALOON › Industries › Law and accounting firms

Law and accounting firms

For law and accounting firms that need organized client service

Triage on WhatsApp, each client with the right professional and the office phone with the history on screen.

Example chat with fictitious names.

Where customer service usually gets stuck

Messages lost between reception and the lawyer

The client calls, leaves a message and waits for days.

Each professional's personal WhatsApp

Client information scattered across private phones.

New contacts with no triage

First-time contacts don't know who to talk to.

How ALOON solves it

WhatsApp and phone on one screen, in the browser. All you need is a computer and a headset.

WhatsApp

  • Triage by the botFirst questions and a menu by practice area. The chat reaches the right person with the answers.
  • Queues by practice areaLabor, civil, tax, payroll: each with its own team.
  • The firm keeps the historyConversations stay with the firm, not on each person's phone.
  • Access rolesEveryone sees only what is theirs, with a record of who opened each list.

Phone

  • Answer on the computerAn extension in the browser, wherever the professional is.
  • Menu by practice areaThe client chooses the area and lands in the right queue.
  • RecordingEvery call recorded to check what was agreed.
  • Missed calls to returnNo message goes without a call back.

A day with ALOON

Overnight messages are already sorted by practice area.

A client calls and the account owner sees the last conversation.

A new contact goes through triage and reaches the right area.

Partners see response times by area.

Questions

Frequently asked questions

Is the data secure?

Access roles, a record of who opened each list and data kept with the company.

Can each lawyer have an extension?

Yes, in the browser or on a desk phone.

Does the AI answer legal questions?

It shouldn't. Set the AI up only for triage and simple questions; everything else goes to a person.

Demo

See ALOON working with your company's routine.

Tell us a little about your team. We will get back to you to schedule a demo.