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 an adviser can take over at any moment.
Yes please — after 5pm is best…
How long does an IVA take?
Thanks, speak tomorrow
Hi, I filled in your form — I’ve got about £12,000 across three cards. What are my options?
Sarah · 16:58
Thanks Sarah — a few quick questions so the right adviser can help. Are you working at the moment?
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. An adviser 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.