Pingly for Professional Services
Client work lives in
somebody's personal chat.
A client asks for a document at 8pm, a partner replies, and the only record is on one phone. Pingly gives the firm a shared number where every request has an owner, a status and a history that stays when the person does not.
A request becomes work, not a message you meant to answer
“Can you send last year's filing?” is a task, but in a chat it looks like conversation. Anything that needs following up becomes a ticket with an owner and a status, so at the end of a filing week you can see what is still open instead of scrolling to find out.
Consultations booked without the back-and-forth
Your firm gets a public booking page with your own consultation types, hours and timezone. Send the link instead of proposing three times that do not work, and the slot lands on the calendar with the conversation attached.
Continuity, which is the actual risk
When client history sits on an associate's personal WhatsApp, it leaves with them. On a shared number the record belongs to the firm: access is granted per person and can be withdrawn, and the thread stays where the next person can read it.
Stored credentials are encrypted at rest, and conversation history stays inside your own workspace. What is privileged or confidential remains your judgement — WhatsApp is a convenient channel, not a secure document vault, and it is worth being deliberate about which documents go through it.
Move one client group across
Start with the clients who message most. A week is enough to see whether “what is still open” becomes a question you can answer.
Start free