# WhatsApp reminders for law & tax firms

Source: https://terminio.ai/en/branchen/law-and-tax-firms/whatsapp-reminders

WhatsApp reminders for law and tax firms: confirmation on booking, a reminder the day before asking for documents, from your number. No cost per message.

Confirmation on booking, a reminder the day before asking for the paperwork, from your number, in your words.

## One message. And the meeting takes place.

- Booked, and the confirmation is already out. Through the booking page, the phone assistant or entered by the front desk: as soon as the appointment is in the calendar, the client gets a WhatsApp with service, date and time. No account, no app, on the phone they're holding anyway.
- Paid and reminded. Doubly safe. The fixed-fee consultation you take up front through Stripe, by card, Apple Pay or Google Pay. Plus the reminder the day before. Whoever has paid and been reminded is in the meeting room at two. A long-standing client's annual accounts need only the message.
- Booked by phone, reminded on WhatsApp. When the AI phone assistant takes an appointment while the front desk is buried in deadlines, it runs like any other booking: confirmation straight away, a reminder before the meeting. The caller writes nothing down, the message is on their phone.
- Reminds the day before. With a note on the documents. You set the sequence: a week before, 24 hours before, two hours before, each with its own text. Per service you store what should come along, receipts, assessments or the contract. From your number, and replies land in your chat.
- Whoever cancels frees the hour. Whoever can't make it writes back, and the ninety minutes for the annual accounts meeting are free again before they go to waste. In the firm calendar every appointment shows whether the reminder is sent, scheduled or failed, for each adviser separately.
- Set up once. Runs along at the front desk. Connect WhatsApp by QR code in the app, set the sequence, send a test message. From then on terminio writes. The status you see at the front desk, on iPhone and Android and on the wrist, without glancing at your phone mid-meeting.

## Common questions

**Why WhatsApp and not email or SMS?** A WhatsApp lands in the chat, not in spam, and is read within minutes. Whoever can't make it simply writes back, straight into your chat, and the hour is free again. Every no-show is an empty meeting room that costs anyway. There are no SMS fees and no credit to top up.

**Can the WhatsApp reminder ask clients to bring their documents?** Yes. For each service you store what should be brought along, say receipts for the tax return meeting, assessments or the contract for a contract review. The WhatsApp appointment reminder for law and tax firms repeats it the day before, in your words. So the meeting doesn't open with missing paperwork.

**Which number do the messages come from?** Yours. You connect the firm's WhatsApp by QR code in the app, and the messages come from that number, with your text. Replies land in your chat. Clients need no app and no account, only the mobile number they give when booking.

**What goes into the message, and what stays out?** Name, date, time and service terminio fills in on sending, the rest you write the way you speak. The facts of the case or deadlines don't belong in it and aren't stored either. As you write, you see the preview just as the message arrives with the client.

**How does it add up with many appointments a month?** There is no cost per message. The Free plan includes five reminders a month, from Pro they are unlimited, however many advisers and appointments the firm has. No SMS fees, no credit. Pro you can try free for seven days and cancel monthly.

**Does the front desk have to trigger the reminders by hand?** No. Set up once, the WhatsApp reminder for law firms runs automatically on every booking, whether online, through the phone assistant or entered by the front desk. In the calendar every appointment shows whether the message is sent, scheduled or failed. No checking, no rewriting, not even in the week before the deadline.


---

terminio.ai is online appointment booking for small businesses with WhatsApp reminders and an AI phone assistant, from €0 a month, hosted in the EU. Provider: terminio.ai UG (haftungsbeschränkt), Großschönau, Saxony, Germany.