Client engagement automation
IN A BIT Connect
Run structured client conversations over WhatsApp and email, without creating more follow-up work.
- 70%
- Faster client response times
- WhatsApp + email
- Channels clients already use
- Auto-generated
- Signable documents from answers
Designed for real operations
Move routine client reviews forward without the email chase.
Collect answers, chase missing information and turn completed conversations into clear, signable documents—all through channels clients already use. Verified answers then update Proclaim, Actionstep or any case or practice management system with an API.
Conversational Q&A
Guide clients through structured questions in natural language.
Smart reminders
Follow up automatically through WhatsApp or email.
Document generation
Create signable PDFs directly from verified responses.
Where the time goes
The client chase that stalls every matter
- Annual reviews and fact-finds wait weeks on one missing answer.
- Fee earners and administrators lose hours to chasing emails and voicemails.
- Client information arrives in fragments across threads, attachments and phone calls.
- Rekeying client answers into documents introduces errors and delays signing.
How it works
A controlled rollout, start to finish
STEP 1
Launch the conversation
Start a structured Q&A from a template — a review, an update, onboarding questions — sent over WhatsApp or email.
STEP 2
Guide and remind
Clients answer in natural language; smart reminders follow up automatically until the conversation is complete.
STEP 3
Verify and structure
Responses are captured as structured data, checked against your rules and flagged where something needs a human eye.
STEP 4
Generate the document
Completed conversations produce a clear, signable PDF — ready for IN A BIT Sign, with the verified answers filed straight into Proclaim, Actionstep or your case management system.
Capabilities
What it handles day to day
WhatsApp conversations
Meet clients on the channel they actually answer, with structured questions underneath.
Email journeys
Run the same flows over email where that suits the client or the matter.
Smart reminder schedules
Polite, persistent follow-up on your cadence — no more manual chasing.
Fact-find and review templates
Pre-built journeys for annual reviews, updates and onboarding, tuned to your wording.
Signable PDF generation
Turn verified answers into branded, signable documents in one step.
Complete conversation record
Every question, answer and reminder logged against the client, and written back to Proclaim, Actionstep or your practice management system.
Works with
Every IN A BIT product integrates with your case and practice management systems — including Proclaim and Actionstep — and with any other platform that exposes an API.
“Annual reviews that used to take six weeks of chasing now complete in days. Clients answer on WhatsApp between other things, and the document is ready to sign at the end.”
Common questions
A useful first conversation