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Case Status Update Bot for Law Firms

When a case status changes, the bot notifies the client automatically — "view update," "book call," or "skip" each lead somewhere genuinely different, so the attorney only gets involved when a client actually has a question.

Option 1

Build it as a Manual Bot

A TemplateTrigger fires automatically off the case-status change, then a three-way Quick Reply split routes clients into a status detail send, an attorney-call booking, or a soft skip — all three reconverge at tagging and a closing message.

1.LogicTriggerWhen the case status changes (case-management record)
2.CommunicationQuick Reply — branches into 3 paths: View Update / Book Call / Skip
3.LogicSet Tagupdate-followup-done
4.CommunicationQuick Reply

START

Trigger

Fires On (Required)

When the case status changes (case-management record)

53/200

Quick Reply

Header (Optional)

Image

OR

Paste image URL…

Body Text (Required)

Your case status has been updated! What would you like to do?

61/1024

Buttons (Max 3)

View Update

11/20

Book Call

9/20

Skip

4/20

IF VIEW UPDATE

Quick Reply

Header (Optional)

Image

OR

Paste image URL…

Body Text (Required)

Here's the latest on your case status.

38/1024

Set Tag

Tag (Required)

update-viewed

13/60

IF BOOK CALL

Text Input

Prompt (Required)

Sure, what would you like to discuss?

37/1024

Team Assignment

Assign To (Required)

Attorney

8/100

IF SKIP

Set Tag

Tag (Required)

update-skipped

14/60

Quick Reply

Header (Optional)

Image

OR

Paste image URL…

Body Text (Required)

No problem — we'll notify you of the next status change.

56/1024

Set Tag

Tag (Required)

update-followup-done

20/60

Quick Reply

Header (Optional)

Image

OR

Paste image URL…

Body Text (Required)

Thank you for the update! ⚖️

28/1024

Advanced settings

Option 2

Build it as an AI Agent Bot

The assistant discusses the actual case status and next steps conversationally, rather than a client just viewing a static status update and being left with unanswered questions.

L

Legal Services & Law Firms

Online
Hi Anita, your case has moved to the discovery phase. Want details?10:01 AM
yes please, what does discovery mean10:01 AM
Discovery is the phase where both sides exchange evidence and information relevant to the case — documents, witness statements, that kind of thing.10:01 AM
how long does this phase usually take10:01 AM

Unlike the manual bot above, this isn't one node in a flow — it's a separate AI assistant mode that takes over the entire conversation and replies in natural language until it's switched off.

Which fits this use case?

Manual bot: consistent, low-cost status updates across every active case, but "View Update" just shows a static status with no way to ask what it actually means or what happens next.
AI agent: explains legal terminology and process in plain language, sets realistic timeline expectations, and books a detailed call — a much richer client experience during a stressful process.
Best fit here: manual bot for scaling routine status notifications across every active case; AI agent for clients who want to understand what a status change actually means and stay informed on next steps.

Frequently asked questions

How does the firm know when to send a case update?+
A TemplateTrigger fires automatically whenever the case status changes in the case-management system record.
Can the bot explain legal terminology in plain language?+
The manual flow just sends a static status update; the AI agent version can explain what a status change actually means and what to expect next, as shown above.
What happens if a client has an urgent question about their case?+
The "Book Call" branch collects the topic and routes directly to the Attorney via a Team Assignment node — not left in a generic queue.
Is this available on Instagram and Messenger too?+
Yes — the same TemplateTrigger → Quick Reply branching model runs identically on WhatsApp, Instagram DMs and Messenger.

Build this bot for your business

Set up either version — manual flow or AI agent — in minutes, on WhatsApp, Instagram or Messenger.

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