Client intake, bookings, and invoice follow-ups on the app clients actually open.

The WhatsApp Cloud API encrypts traffic in transit between Meta and your server, and every conversation lives against a contact record with a full audit trail rather than on someone's personal phone. For genuinely sensitive material — signed agreements, financial statements, KYC — the recommended pattern is a short-lived secure link to a file in your own store rather than the raw attachment. If your firm has specific compliance obligations, we can share our security architecture for review.

Yes — the Ask Media step in a flow prompts the client to send a file (PDF up to 100 MB, images, and other types), validates it, and saves it against their contact record automatically. That turns a week of email tag into a couple of taps. Note: WhatsMark stores the file — it doesn't read, verify, or extract data from it; a human still reviews what comes in.

You can connect up to 2 WhatsApp numbers on Free, 10 on Professional, and unlimited on Reseller, all from one workspace, with named team inboxes to keep each brand's conversations separate. To set expectations honestly: today these run inside a single workspace, not fully isolated white-label sub-accounts per client — that broader reseller capability is on the roadmap, not shipped.

You can drop a payment link into the message so the client pays without leaving the chat — but the link is generated by your own payment gateway (called from a flow step via API Request), not created by WhatsMark. WhatsMark sends the reminder and the link and captures the reply; your gateway handles the actual payment and reconciliation.

Through our REST API and webhooks — there is no bespoke one-click CRM connector today. Your CRM (Zoho, HubSpot, or a custom system) calls WhatsMark's API to trigger sends, and WhatsMark forwards events (incoming messages, intake completions, document uploads) to your CRM across 30 Meta event types. Most modern CRMs, or a Zapier/Make bridge, handle this without custom code.

Yes. The shared inbox supports assignment, transfer, and private internal notes. An associate runs intake, the partner takes the consultation, an ops person chases documents — each handoff is logged, and the client still sees a single seamless thread.

The Business App is one phone, one user, manual replies. WhatsMark runs on the WhatsApp Cloud API: a shared multi-partner inbox, automated intake and booking flows, in-chat document collection, invoice-reminder sequences, a REST API, and role-based access. The moment more than one professional is handling client work, the app stops scaling — and Coexistence lets you move up without changing your number.

Right at the line where judgement begins. Automation should own the unbillable friction around the work — booking the consultation, sending the intake form, chasing the documents the client hasn't uploaded, reminding them an invoice is due. None of that is advice; it's the admin that eats associate hours and delays the engagement. The counsel, the analysis, the relationship stay entirely human. Done this way, automation gets clients to the billable conversation faster and frees your people to spend their time on it.