WhatsApp message templates for ca, legal & consulting firms, from enquiry to invoice
The messages a firm or consultant sends between the first enquiry and the last invoice — each with its category, its variables, a filled example, and the note on what Meta's review objects to.
4 templates for ca, legal & consulting firms: 4 utility (the customer's own transaction, ₹0.115 a message in India, no opt-in needed), 0 marketing (promotional, ₹0.8631, opt-in required). Copy any body into WhatsApp Manager with a sample for each variable, or let the assistant send each one when its moment arrives.
The templates, in the order the sale happens
Category, cost and consent, template by template
| Template | Category | Usually sent | Meta’s rate (India) |
|---|---|---|---|
| Consultation booked | Utility | Outside the window | ₹0.115 |
| Documents required | Utility | Outside the window | ₹0.115 |
| Filing completed | Utility | Outside the window | ₹0.115 |
| Deadline reminder | Utility | Outside the window | ₹0.115 |
Rates before GST, as read on 18 September 2026; a reply inside the window is free until 1 October 2026 and ₹0.115 after. The pricing guide has the whole rate card; the template checker tests a body before you submit it.
Sent on their own
On the ca, legal & consulting firms page these templates are the steps the assistant sends when the moment arrives — the enquiry lands, the visit is booked, the invoice is due — with the variables filled from the record, inside the rules you set.
Questions
How many WhatsApp templates are there for ca, legal & consulting firms?
4 on this page: 4 utility, 0 marketing, each written the way Meta's review reads it, with variables and a filled example.
Which of these need the customer's consent?
The 0 marketing templates — anything promotional goes only to a person who opted in. The utility templates are about the customer's own transaction and need no separate opt-in.
What does it cost to send a template to a firm or consultant's customer?
In India, ₹0.115 per utility or authentication message and ₹0.8631 per marketing message, before 18% GST, when sent outside the customer's 24-hour window; Meta bills your WhatsApp Business Account directly. Rates read on 18 September 2026.
Can these be sent automatically?
Yes. In Linkubit each one is a step the assistant sends when its moment arrives, with the variables filled from the record; the ca, legal & consulting firms page shows the sequence.
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