Stage templates per matter type
Set up the stages for each kind of matter (purchase, sale, remortgage, probate, divorce and so on) once. Every new matter starts with the right stages already in place.
Features
WhatsApp client updates, and everything around them.
Matterping turns the stages your team already works through into automatic, plain-English WhatsApp client updates, with text message backup, a reply inbox, client feedback and the record keeping a law firm needs.
Your Firm SolicitorsWhatsApp
Update from Your Firm Solicitors on your matter CONV-1042: "Report on title sent" is now complete. What happens next: please read the report, sign the documents and send them back to us.
Automatic client updates
The heart of Matterping: every time a matter reaches a new stage, the client hears about it in plain English.
Plain-English wording for every stage
Each stage carries client-friendly copy: what the stage means, what happens next, and roughly how long it usually takes. Written once by your firm, reused on every matter.
One click to update the client
When a stage is done, a fee earner clicks Complete and the update goes. You can adjust the "what happens next" wording for this client before it sends.
Add or skip stages as you go
Matters rarely follow the script. Insert an extra stage or skip one that doesn’t apply, and the timeline stays accurate.
Template edits never rewrite live matters
Wording is copied onto each matter when it opens, so improving a template later never changes what an existing client was told.
Complete without notifying
Internal admin stages can be ticked off without messaging the client.
WhatsApp, with text message backup
Updates go where clients actually look, with sensible safeguards built in.
Approved WhatsApp business messages
Updates are sent as WhatsApp business messages approved by WhatsApp, in your firm’s name.
Automatic text message fallback
If a WhatsApp message can’t be delivered, the same update is sent by SMS, once, so the client still hears.
Client channel preferences
Clients who prefer text messages get text messages. Clients without WhatsApp consent never get WhatsApp.
Quiet hours
Updates completed in the evening are held and sent in the morning, so nobody is woken by their solicitor.
Delivery and read receipts
See whether each update was sent, delivered and read, right on the matter.
One open matter per number
Each phone number has one open matter at a time, so every reply is matched to the right file.
Replies and the inbox
Clients can reply to any update. Those replies never get lost.
Replies filed to the matter
A reply is matched to the client’s matter automatically and the matter is flagged as having an unread reply.
Shared inbox for anything unmatched
Replies that can’t be matched (a new number, a closed matter) go to an inbox where staff can assign them in one click.
Instant acknowledgement
The client gets a short reply confirming their message has reached your team, so they aren’t left wondering.
Complete conversation history
Every update and reply sits on the matter in order, with who sent each update.
Pulse client feedback
Short Yes or No check-ins at the moments that matter, with an alert whenever a client is unhappy.
Yes and No buttons on WhatsApp
Clients answer with one tap. On text message, they simply reply Yes or No.
Your questions, your timing
Choose what to ask and when: a number of days after the matter opens, or after it closes.
Every No alerts a reviewer
The moment a client says No, your nominated reviewers get an email, and the client is asked what could be better.
Needs review queue
Every No waits in a review list until someone marks it handled, with a note of what was done.
Results across all matters
See the percentage of Yes for every question across all your matters, and every conversation where a client said No.
Switch off for sensitive matters
Turn feedback questions off for any matter where they wouldn’t be appropriate.
Control, consent and record keeping
Designed for firms that take client care and regulation seriously.
Consent recorded
Every WhatsApp opt-in is logged with who agreed, when, how (verbally, by form or by email) and who recorded it.
STOP honoured instantly
A client who replies STOP is opted out straight away, including anyone sharing that number.
Departments and permissions
Staff see their own departments’ matters. Admins see everything. Smaller firms can put people in several departments.
Audit log
Key actions are logged against the person who took them, including support access.
Two-step sign-in
Staff sign in with a password and confirm with a link sent to their email.
Your firm’s brand
Your firm’s name in every message and your logo in the app.
Questions firms ask
Can we write our own wording for each stage?
Yes. Every stage has its own client-friendly explanation and "what happens next" text, written by your firm. You can also adjust the wording for one client when you complete a stage.
What happens if a client doesn’t have WhatsApp?
They get the update by text message instead. Clients can also choose text messages as their preferred channel.
Can different departments use it?
Yes. Create departments, put staff in them, and each person sees their own departments’ matters. Admins see everything.
Do clients need to download anything?
No. Updates arrive in WhatsApp or as a normal text message. There is no app, portal or password.
Is it part of Message.Legal?
Yes. Matterping is part of the Message.Legal ecosystem alongside LegalQuotes, the instant quote and enquiry platform for law firms. How they fit together.
See Matterping with your own matters.
Book a short demo and we'll set up a matter type that matches how your firm works, then send an update to your own phone so you can see exactly what your clients would get.