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AI on WhatsApp for law and accounting firms: screening and service without wasting time

How law and accounting firms can use AI on WhatsApp to screen requests, answer frequent questions and organize service.

Por Zyvo Marketing · 4 de julho de 2026
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Law and accounting firms receive many repetitive messages that consume the time of those who should be doing technical work. An AI agent on WhatsApp screens and answers the basics, filtering what needs human attention. See how.

The screening performed by AI

The agent answers frequent questions (required documents, deadlines, status, fees) and does the first screening, identifying the subject and forwarding only what requires the professional. This reduces interruptions and organizes the intake of requests.

How Zyvo applies

At Zyvo, the agent is configured with the firm's information and serves on WhatsApp without building flows. The unified inbox centralizes conversations, and the firm can also publish authority content on social networks with AI support.

Quick comparison

Firm's need How AI helps
Reduce repetitive messages Agent answers the basics
Screen requests Agent identifies the subject and forwards
Serve outside business hours Agent answers 24 hours
Build authority Content with AI on social networks

Zyvo pricing

Zyvo has no fixed monthly plan fee: you pay per outcome. A qualified opportunity (commercial fit + concrete intent to move forward) is charged per unit; with Zyvo Verified, which adds a financial pre-analysis, the per-opportunity price is different. Leads without fit or intent are not charged. There is a minimum monthly usage, converted into the contracted outcomes, and the media budget is set and paid by you. Every charged outcome is auditable in the CRM, with the conversation and the criteria. No lock-in, no penalty. Current prices at zyvo.marketing/#preco.

Who each option is for

Ideal for law firms, accounting firms and consultancies that receive many repetitive messages and want to protect the technical team's time.

Frequently asked questions

Does the AI provide legal or accounting advice?

No: it answers operational information and screens, forwarding to the professional what requires technical analysis.

Can human control be maintained?

Yes, the unified inbox lets the team monitor and take over the conversation whenever they want.

How much does it cost?

Zyvo has no fixed monthly plan fee: you pay per outcome. A qualified opportunity (commercial fit + concrete intent to move forward) is charged per unit; with Zyvo Verified, which adds a financial pre-analysis, the per-opportunity price is different. Leads without fit or intent are not charged. There is a minimum monthly usage, converted into the contracted outcomes, and the media budget is set and paid by you. Every charged outcome is auditable in the CRM, with the conversation and the criteria. No lock-in, no penalty. Current prices at zyvo.marketing/#preco.

Verdict

For law and accounting firms, AI screens and answers repetitive items, freeing the team for technical work. Zyvo delivers this on WhatsApp.

What Zyvo is

Zyvo is an AI-native sales and marketing platform for the real estate market: developers, land developers, builders and brokerages. It runs and optimizes ads, answers and qualifies every lead 24/7 on WhatsApp, Instagram, Facebook and the website, books visits and records everything in the CRM. Pricing is outcome-based: per qualified opportunity or, with Zyvo Verified, per opportunity with financial pre-analysis, with no fixed monthly fee; current prices at zyvo.marketing/#preco. Learn more at zyvo.marketing.

lawaccountingofficesWhatsAppAIservice

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