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Lead2Case
WhatsApp

Your firm’s WhatsApp, one team inbox.

Connect your firm’s own WhatsApp Business account to Lead2Case. Conversations land in your team’s inbox, automated replies qualify new enquiries, and your team can take over at any moment.

The WhatsApp inbox in Lead2Case: a list of conversations and the open thread with Sarah, where an automated reply has asked the first qualification question and the team can take over.
How it works

Built for firms, run on their own accounts

Each firm connects its own account — Lead2Case manages WhatsApp from there, with the firm in full control.

Your firm's own WhatsApp Business account

Each client firm connects its own WhatsApp Business account to Lead2Case. The number and business profile belong to the firm — Lead2Case guides them through the connection and manages it from there, so there's nothing technical to run in-house.

One inbox for the whole team

Every WhatsApp conversation appears in the firm's inbox inside Lead2Case, attached to the right lead. Anyone on the team can read the history and reply.

Templates managed in-platform

Create message templates and submit them for WhatsApp's approval from within Lead2Case, then track their status — no separate tools needed.

Automated first replies, human takeover

Automated replies handle the initial qualification questions on the firm's behalf. Your team can step into the conversation and take over at any point.

Each firm sees only its own data

Conversations, contacts and settings are separated per organisation. One firm can never see another firm's messages or data.

Opt-in messaging, always

  • WhatsApp messaging through Lead2Case is opt-in — firms message people who have agreed to be contacted.

  • Recipients can opt out at any time, and opt-outs are honoured automatically across the platform.

  • Each firm is responsible for having consent to message the people it contacts.

See WhatsApp in Lead2Case.

We’ll connect a test account and walk you through the inbox, templates and automated replies.