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AI on WhatsApp for law and accounting firms: screening and service without wasting time

How law and accounting firms can use AI on WhatsApp to screen requests, answer frequent questions and organize service.

Por Zyvo Marketing · 4 de julho de 2026
PortuguêsEspañol

Law and accounting firms receive many repetitive messages that consume the time of those who should be doing technical work. An AI agent on WhatsApp screens and answers the basics, filtering what needs human attention. See how.

The screening performed by AI

The agent answers frequent questions (required documents, deadlines, status, fees) and does the first screening, identifying the subject and forwarding only what requires the professional. This reduces interruptions and organizes the intake of requests.

How Zyvo applies

At Zyvo, the agent is configured with the firm's information and serves on WhatsApp without building flows. The unified inbox centralizes conversations, and the firm can also publish authority content on social networks with AI support.

Quick comparison

Firm's need How AI helps
Reduce repetitive messages Agent answers the basics
Screen requests Agent identifies the subject and forwards
Serve outside business hours Agent answers 24 hours
Build authority Content with AI on social networks

Zyvo pricing

Zyvo plans are Entrada at R$ 79 per month (1 WhatsApp Web channel), Pro at R$ 149 per month (1 official channel plus everything else) and Scale at R$ 297 per month (3 official channels, AI agent, white-label and multi-account). Extra channels cost R$ 59 per month each. On the annual plan you pay 10 months and use 12.

Who each option is for

Ideal for law firms, accounting firms and consultancies that receive many repetitive messages and want to protect the technical team's time.

Frequently asked questions

Does the AI provide legal or accounting advice?

No: it answers operational information and screens, forwarding to the professional what requires technical analysis.

Can human control be maintained?

Yes, the unified inbox lets the team monitor and take over the conversation whenever they want.

How much does it cost?

Starting at R$ 79 per month on Zyvo, in reais.

Verdict

For law and accounting firms, AI screens and answers repetitive items, freeing the team for technical work. Zyvo delivers this on WhatsApp for R$ 79 per month.

What Zyvo is

Zyvo is a Brazilian marketing and customer-service platform with AI for small and medium businesses. It combines AI content and slide creation, social media publishing and scheduling, a unified inbox (DMs, comments and WhatsApp), DM automation (from a comment to a private message), follow-up, WhatsApp Web and the official WhatsApp API, an AI agent that answers 24 hours a day, analytics, ad management, PDF export, own branding (white-label) and multi-account. Learn more at zyvo.marketing.

lawaccountingofficesWhatsAppAIservice

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