Architecture
customer management: what we ask on the strategy call
a law office needs customer management you can open tomorrow morning, not a demo. Each customer has one card: what they asked, what was promised, and what is still open.
The strategy call about customer management for a law office is not a deck. We ask how yesterday went: drafts in email, client questions on WhatsApp, and case status with the partner.
We ask who decides, who fixes a mistake, and what must not reach a customer without the partner, the associate and the client. Each customer has one card: what they asked, what was promised, and what is still open.
Bring what a customer looks like for you: the fields people actually fill, not twenty fields nobody touches. Without real material we cannot tell if customer management fits, or if you only need the process tidied.
The call ends as one of three things: we start around the work that repeats, we say it is not ready, or we cut the scope to something you can open quickly. We do not leave “we will come back with a proposal” without a scope.
We do not build a fake sales pipeline. We put in what the business actually does with a customer. Customer management is the information system. The AI agent drafts on top of it, and the WhatsApp bot files what the customer wrote.
For a law office, “what we ask on the strategy call” is a practical test of customer management, not a headline. the partner, the associate and the client need to know what is going on without asking in the group. There is no “who spoke to them yesterday”. The card says. Bring what a customer looks like for you: the fields people actually fill, not twenty fields nobody touches. We do not build a fake sales pipeline. We put in what the business actually does with a customer. The example stays the work of a law office: drafts in email, client questions on WhatsApp, and case status with the partner. If you cannot point to one step that enters the system and one step that stays with a person, you do not yet understand their day, and there is no point building a screen. The call is booked only after there is a real example from this week, not a general description, and the system stays the business’s.
If a law office wants customer management as part of one software house, the next conversation is about the work itself: AI agents, a secure information system and a WhatsApp bot as an official Meta provider, with human approval before anything goes to a customer. We do not add clients or numbers we do not have.