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Lead2Case
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For UK debt firmsWhatsApp & AI built in

Turn debt leads into cases —powered by AI.

The CRM and conversion platform built for UK debt firms. Capture every lead, qualify in minutes, and convert to IVA or DMP cases — without the manual admin.

We’ll only use your email to arrange the demo.

One workspace — leads, cases, messagingAI follow-up built in

Measured results

60%

of enquiries arrive outside office hours

97%

of AI replies land within five minutes

100%

of new leads assigned automatically

~3,500

soft credit searches a month

Measured across the Lead2Case platform, September 2026. Results vary by firm.

Every channel your leads already use — one place.

Web formsSMSWhatsAppReferral partners

What Lead2Case does

An AI team member on every enquiry

Replies in your words, in minutes, 24 hours a day. Asks your questions, captures the answers, and hands over to your team at the right point. You see every message and can take over with one click.

The credit search happens in the chat

Your wording goes out first, then a soft search inside the conversation. Creditors, balances, defaults and CCJs land on the lead before anyone picks up the phone.

One system, not five

WhatsApp and SMS in one inbox, income & expenditure, documents sent in the chat stored on the lead, and one click to push everything to your case system.

What happens when someone messages you at 22:14.

In your words

The script is yours; we build it with you. Every question, in your voice.

Out of hours is business hours

Six in ten enquiries arrive after your team has gone home. Every one of them is answered.

Your team, one tap away

Take over any conversation. Leads that go quiet get a timed, personal nudge in your voice, at a sensible hour.

A WhatsApp conversation in Lead2Case. Amira replies at 22:14 with her debts; the AI sends the firm’s credit-search message; the soft credit search completes with three accounts verified; the lead is handed to the team.
The number health panel: two WhatsApp numbers, both in good standing, checked hourly.

Your WhatsApp numbers, looked after.

Hourly quality checks

Every number’s quality rating and messaging tier, read each hour.

Pacing caps per number

Daily and hourly send limits, set for each number.

First-message failover

If a number is unhealthy, the first message goes from a backup number or by SMS.

Alerts when a number is flagged

Marked the moment it happens, and first messages route around it.

How WhatsApp works in Lead2Case

Built with you, then yours to change.

Configured for your process, your voice and your working day. We set the script, the questions and the hours up with you in a working session, and your team can change any of it later.

From enquiry to your team in three steps.

  1. Enquiry
  2. Qualifying
  3. Credit search
  4. Handed over
Step 1

Capture

Every enquiry lands in one place and is assigned by rule.

Step 2

Qualify

The AI works your script and runs the soft credit search.

Step 3

Hand over

Your team picks up a lead with the answers and creditor list ready — one click pushes it to your case system.

See it on your own numbers.

Request a demo and we’ll walk you through a live conversation, the credit search and the hand-over.

We’ll only use your email to arrange the demo. Prefer to talk first? Contact us.