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Seamlessly connecting clients who prefer WhatsApp with business teams who use Email

  • Delight private clients and business owners who prefer to chat on WhatsApp and other convenient messaging apps.
  • Centralise messaging data to offer team-wide visibility of conversations and meet your data retention obligations.
  • Seamlessly connect conversations between customers on popular messaging apps and your relationship teams who use business-level communication tools including email and Microsoft Teams.
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Amazing, thank you!
10:18 am
No problem, I will share these with you on WhatsApp once they are finalized.
10:18 am
Great stuff Daryl.
10:17 am
Hey Jayne. I've checked with the team and you can expect to have these on Friday
10:16 am
Hi Daryl. Are my accounts finalised?
10:02 am

Conversations on the communication platforms professional services customers increasingly prefer

ClientWindow automatically integrates messaging app conversations on WhatsApp and other chat platforms with your internal communication software, including email, Teams and Slack.
By silently orchestrating these conversations, ClientWindow delivers a superior customer experience whilst ensuring businesses can continue to manage communication centrally.
With market-leading security and robust data management processes, ClientWindow offers a trusted customer messaging management solution across all professional services industries.

Sectors We Work With

All Professional Services industries increasingly need to engage with private clients and business owners on the convenient messaging apps they now prefer.
ClientWindow's technology allows those firms to continue offering their professional services but in a way modern customers demand, through fast and convenient messaging apps.
Sectors we work with include
  1. Accountants
  2. Wealth Managers
  3. Legal Firms
  4. Bookkeepers
  5. Real Estate Agents
  1. Financial Advisors
  2. Financing & Loans
  3. Family & Private Offices
  4. Government
  5. Education
"Implementing ClientWindow has transformed how we communicate with customers. We can now manage WhatsApp communication with private clients & business owners centrally, allowing us to offer fast and effective support across our team, whilst ensuring we securely store customer communication in our business systems, not in a silo on a phone. First class."
Ben Steele


ClientWindow was designed by leading accountants who understand the benefits of offering mobile-based interaction for increasingly digital customers to help both retain and win new accountancy business in a competitive industry.

Benefits of ClientWindow

As business-related communication continues to penetrate onto messaging apps, including WhatsApp and WeChat, implementing ClientWindow to orchestrate those chat conversations with your in-house business communication tools becomes increasingly critical.

Delight Modern Customers

  • Private clients and business owners increasingly prefer to engage on convenient messaging apps for both personal and business conversations.
  • ClientWindow allows your business to delight those customers by engaging with them on their terms.
  • Implementing ClientWindow’s software allows firms to win more mandates based on their innovative and market-leading approach to customer interaction.

Security & Data Retention

ClientWindow offers built-in security and data retention features, including:
  • Enterprise-level messaging app security
  • Granular access controls & privileges
  • Message Encryption in transit and at rest
  • Chat messages retained in original format
  • Robust Cloud-based hosting infrastructure

Enable Team Access to Customer Chat Messages

  • Previously chat messages received from customers would be delivered to the recipient’s phone, preventing colleagues from reading and replying.
  • ClientWindow allows professional services firms to view all customer chat messages across relevant teams.

Capture All Customer Data Centrally

  • Businesses are more productive when customer data is stored in a way that allows it to be integrated with other business systems, such as with industry or CRM software.
  • ClientWindow centralises all messaging app data within the enterprise to ensure customer data is robustly managed and ring-fenced from data leakage when employees exit.

Satisfy Compliance Requirements

  • Professional services firms often operate in regulated industries. They are obliged to meet minimum operating standards, including strict data retention requirements.
  • There are additional reasons to adequately manage customer chat data, such as for insurance purposes, HR implications and for privacy regulations, including GDPR compliance in Europe.

Trusted By

Some of our happy customers include

Pick the perfect plan for your team

Our plans are built for teams of all sizes, from single user firms to multi-national organisations.
(20% Saving)


For smaller firms needing to centralise WhatsApp communication with private clients and business owners.
Start Essentials Plan
Essentials Plan Features
  • From 25 customer accounts
  • Unlimited Team Members & Customer Contacts
  • WhatsApp Business Platform account
  • Centralised WhatsApp conversations
  • Team-wide message visibility
  • Granular conversation security
  • Multi-Factor Authentication
  • Message encryption & secure cloud storage
  • Web & Mobile Apps for your teams
  • Manual Onboarding
  • Business hours email support


For larger firms who require integration with business-level communication software & other messaging apps.
Start Pro Plan
Pro Plan Features
  • All Essentials features, plus:
  • From 50 customer accounts
  • Receive chats as messages in email/Teams/Slack
  • Reply to chats from email/Teams/Slack
  • Connect WeChat/Telegram/Facebook Messenger
  • Connect multiple WhatsApp Business accounts
  • Guided onboarding
  • Business hours support via calls and email


For firms needing bespoke integrations, direct access to our messaging technology, or white labelling options.
Bespoke Pricing
Enterprise Plan Features
  • All Pro features, plus:
  • Multi-platform chat messaging API
  • Bespoke integrations
  • White Labelling options
  • Premium 24-7 support
Need help with our plans or pricing?
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WhatsApp is being used by billions of people around the world, in this guide you'll learn how professional services firms can benefit by using WhatsApp to provide personalised and efficient client support.
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Installing WhatsApp & other standalone messaging apps on team phones to manage customer chat messages just scales your communication problems & creates more data silos.
Book a demo to see how we centrally manage your customer chat messaging conversations.
Book a demo