1
Intake
Every WhatsApp message, email and call lands on the lead, so the whole first contact is in one place. Outside office hours Casey answers and asks the qualifying questions.
See this step →
Platform · Communication
How does client communication work in Unomia?
WhatsApp, email, phone and the client portal in one place, linked to the right case in every step.
In short
In Unomia, communication is not a separate module. WhatsApp, Outlook, Gmail, phone calls and the client portal are connected to all six steps, so every message is stored with the lead, case, task or invoice it belongs to. Casey answers outside office hours and drafts replies for the lawyer to review.
Every channel, one conversation per case
Through the official WhatsApp Business API. Messages land directly in the case file, not on someone’s phone.
Outlook and Gmail sync with your cases. You keep your own mailbox, and every email is linked to the right case.
Phone
Click-to-call from the lead or the case, and every call is logged with the case it belongs to.
Client portal
Clients follow their case, read messages and share files in a secure portal.
Internal notes
Colleagues discuss a case with notes and @mentions, next to the client conversation and never visible to the client.
Casey
Casey answers outside office hours, summarises long conversations and drafts emails and letters for the lawyer to review.
Communication in every step
The same channels, stored with the step and the case they belong to.
2
Case & Client
Outlook and Gmail sync with the case, and WhatsApp messages land in the case file. Every email is linked to the right case, for everyone on the team.
See this step →3
Tasks & Deadlines
Notes, @mentions and messages are kept on each task, so the team discusses the work where the work is.
See this step →4
Time & Expenses
Calls and emails are logged on the case, so the time they took is easy to record.
See this step →5
Invoicing
The invoice goes to the client by email or through the client portal, and the message stays in the case.
See this step →6
Accounting
Payment reminders go to the client automatically, and every reminder is logged.
See this step →Frequently asked questions
Are WhatsApp messages with clients stored securely?
Yes. Messages go through the official WhatsApp Business API and are stored in the case file in your firm’s own environment, hosted in the EU.
Do I need to switch from Outlook or Gmail?
No. Unomia syncs with Outlook and Gmail, so you keep working in your own mailbox while every email is linked to the right case.
Can clients see internal notes?
No. Internal notes are only visible to your team. Clients only see what you send them or share through the portal.
Does Casey send messages on its own?
Casey answers first questions outside office hours. Messages with legal or financial impact are drafts that the lawyer reviews and sends.
See your own process in Unomia
We show the six steps with a case from your own practice area.