Zero onboarding fees. Month-to-month, cancel anytime. Backed by a one month money-back guarantee.
Docket

Features

Case Management Intake Management Tasks & Workflows eSign Email WhatsApp AI Case Chat AI Medical Chronologies AI Demand Drafting File Storage & Sharing Reputation Management
How it works Pricing
WhatsApp — Docket
← Back to home

WhatsApp

Chat with clients on the app they already use.

Many clients would rather send a quick WhatsApp message than write an email or wait on hold. Docket connects WhatsApp so your team can message clients directly from the case, and every conversation — including photos and documents clients send — is saved to the case timeline automatically.

Included in your subscription. Included in every Docket Manage subscription at no extra cost.
View Pricing
Hi Maria, just checking in — how is your recovery going?
Better, thank you! I saw the doctor yesterday.
📎 Photo attached

2x

Higher response rate than email

Real-time

Delivery and read receipts

0

Separate app required for your team

One chat view per case

Message clients without leaving Docket

Every case gets its own WhatsApp conversation view, right alongside the rest of the case file. Send a message, share an update, or answer a quick question without switching to a personal phone.

Full chat interface built into the case page
Delivery and read receipts on every message
Conversation history saved permanently to the case

Gonzalez v. Metro Transit

Maria GonzalezDelivered · Read
Last message2 min ago
Unread0

Share photos and documents both ways

Clients can send what they have, instantly

Accident photos, injury updates, insurance letters — clients often have these on their phone already. When they send them over WhatsApp, Docket files them straight to the case drive.

Clients can send photos and documents directly from their phone
Received files are automatically filed to the case drive
Send documents back the same way — contracts, updates, letters
📷 Photo of my car after the accident
Filed to Photos & Evidence automatically

Template messages for common updates

Stay compliant, stay consistent

For updates sent outside an active conversation window, Docket uses pre-approved WhatsApp template messages — so case status updates and reminders go out reliably and consistently.

Pre-approved templates for status updates and reminders
Personalized with client name and case details
Consistent messaging across your whole team

Message Templates

Case Status UpdateApproved
Appointment ReminderApproved
Settlement NoticeApproved

Everything you get

All included in your Docket Manage subscription. No add-ons. No per-use fees.

WhatsApp chat view built into every case page
Two-way messaging with delivery and read receipts
Photos and documents clients send filed automatically
Pre-approved template messages for common updates
Full conversation history saved permanently to the case
Combined communication log with email and call history
No separate app or personal phone number needed
Team visibility into every client conversation
Searchable message history across your caseload
No per-message fees within your subscription

Key capabilities

Built-In Chat

A full WhatsApp conversation view lives right on the case page — no switching apps or using a personal number.

Two-Way File Sharing

Clients send photos and documents directly from their phone. Everything received is filed to the case drive automatically.

Delivery & Read Receipts

Know exactly when a message was delivered and read, so follow-up timing is never a guess.

Template Messaging

Pre-approved templates keep status updates and reminders consistent and compliant with messaging policies.

Unified Communication Log

WhatsApp messages join email and call notes in one combined history for every case.

Team Visibility

Anyone with access to the case can see the full conversation, not just whoever has the client's number saved.

Frequently asked questions

Do clients need to download anything special?

No. Clients use WhatsApp exactly as they normally would. Docket connects on your firm's side, so there's nothing new for the client to install.

Can more than one team member message a client?

Yes. Anyone with access to the case can see the conversation and send messages, so coverage doesn't depend on one person's phone.

What happens to photos clients send?

Photos and documents sent through WhatsApp are automatically filed to the appropriate folder in the case drive, the same as any other uploaded file.

What are template messages and why are they needed?

For messages sent outside an active conversation window, WhatsApp requires pre-approved message templates. Docket manages template approval and lets you personalize them with case details.

Is WhatsApp messaging included in the subscription?

Yes. There are no per-message or per-conversation fees on top of your Docket Manage subscription.