One firm number, zero personal numbers
Clients, vendors and partners message your verified business number. Your team answers from Bolo — their personal WhatsApp, and their personal number, never enter client work.
Use cases
Client conversations belong to the firm.
Not to anyone’s personal phone.
Today your clients WhatsApp whichever teammate they have a number for. The firm can’t see it, can’t search it, and when that teammate leaves, the relationship leaves with them. Bolo puts every conversation on the firm’s own channels — private, attributable and retained — so nothing lives on a personal SIM.
Why firms move client communication off personal WhatsApp
People leave. Conversations stay.
Every thread, file and approval lives in the firm’s workspace. When a teammate moves on, reassign their clients in one click and their access ends that instant — unlike a group chat, where a removed member keeps the entire history on their phone.
Internal talk stays internal
A private team-only thread sits beside every client conversation. Rates, margins and second opinions are structurally invisible to the client — separation by design, not by discipline.
New teammates start with full context
Add someone to a client or project and they see the whole story — every message, file and approval from day one. No re-sharing documents, no forwarding old chats, no “please resend the latest set”.
Documents with provenance
Every file lives in the client’s thread, owned by the firm — with an exact record of who shared it, when, and in which conversation. Nothing to hunt down across personal galleries and download folders.
Every message on the record
Sent or received, each message is timestamped, attributed to a named teammate and retained per your policy — audit log on by default. When “who told the client that?” comes up, the answer takes seconds.
Lawyers & counsel
Clients WhatsApp associates directly about live matters. Privilege, discipline and record-keeping all depend on where those messages land.
Matter-scoped threads
Each matter gets its own thread on the firm’s number. Associates handle updates and document requests without clients ever holding a personal contact.
Privileged notes never reach the client
Strategy, weaknesses and counsel-to-counsel debate live in the team-only thread beside the client conversation — impossible to mis-send.
Audit-ready record
Every reply is timestamped and attributed to the lawyer who sent it, retained alongside the matter for LOA-aware exports.
Associate exits without client risk
When an associate leaves, their matters and full history are reassigned inside the firm — the client relationship never sat on their phone.
Wealth managers
Folio values and redemption instructions over an RM’s personal WhatsApp are a compliance incident waiting to happen — and a client book that leaves with the RM.
Instructions on the firm’s channel
Redemptions, switches and follow-ups arrive on the firm’s verified number with the senior advisor cc’d on the team thread — designed for SEBI-style record-keeping expectations.
The book belongs to the firm
If an RM moves to a competitor, their client threads, notes and history stay in the workspace and are reassigned the same day.
Market notes, attributably
Send market updates from the firm, in the firm’s voice, with every send logged.
Architects & design studios
A project runs on WhatsApp: the client, the contractor, the site supervisor, three vendors — each messaging a different architect’s personal number. Site photos, drawing revisions and “yes, go ahead” approvals end up scattered across personal phones the studio doesn’t control.
When an architect moves on, the project doesn’t
Every thread, site photo, drawing revision and client approval belongs to the studio’s workspace. Reassign the project in one click; the client never re-explains, the contractor keeps one number, and nothing walks out the door with a departing team member.
One studio number for the whole project
Client, contractor and site supervisor all message the studio’s WhatsApp Business number. Project-scoped threads keep them separate; your architects’ personal numbers stay personal.
“Approved on WhatsApp” that stands up
Change requests, extra-work approvals and material sign-offs land in the project thread — timestamped, attributed, searchable. When scope creep becomes a fee discussion, the record is the studio’s.
Vendor quotes stay internal
Quotes, rates and internal debate live in the team-only thread pinned beside the client conversation, out of the client’s and contractor’s sight.
The principal sees everything, cc’d on nothing
Partner-level view across every project. Catch-up summaries after a day on site. Sign-off only where it matters.
A new architect joins mid-project and reads the whole story
In a WhatsApp group they’d start blind — someone re-forwards drawings, the client re-sends approvals, context arrives in fragments. In Bolo, assign them the project and they inherit the full thread: every revision, sign-off and site photo, with a record of who shared each file and when.
Chartered Accountants
GST notices and audit queries are statutory work. The trail of who said what to which client should not depend on an article assistant’s personal chat history.
Every reply traceable to a signer
Notices, filings and audit queries are answered on the firm’s channel, each reply attributable to the partner or assistant who sent it.
Document collection that doesn’t leak
PAN, bank statements and invoices arrive in the client’s thread on the firm’s number — not into a personal gallery backed up who-knows-where.
Season handovers in one click
Reassign a client mid-filing-season and the new assistant sees the entire history — nothing re-forwarded from personal chats.
Bookkeepers & SMEs
Month-end runs on pings: vendor invoices, payroll questions, approvals. Bolo keeps all of it on the business’s own channels, so nothing depends on a bookkeeper’s personal chat.
Approvals with a paper trail
Vendor invoice and payment approvals happen in the client’s thread, searchable at month-end.
WhatsApp for some, SMS or email for others
Every client answers on their preferred channel; your team works from one inbox either way.
Staff turnover without client churn
Bookkeeping staff change; the client’s history and context stay with the business.
Creators & influencers
Your team answers brand DMs and agent emails in your voice. The line between “your team” and “you” should be invisible to brands — and firm to your team.
Your DMs, without handing over your account
The team works brand deals from Bolo — nobody needs your Instagram password or your personal WhatsApp.
Sign off on what matters
Rate cards and final quotes wait for your explicit approval in the team thread before anything is sent in your name.
Managers change, relationships don’t
Brand and agent history stays in your workspace when a manager or agency changes.
Insurance advisors
Claims and renewals are long-running, document-heavy and sensitive. They deserve better than a personal chat that scrolls away.
Claims with a complete file
Photos, forms and updates collect in one thread per client on the firm’s number — retrievable years later.
Renewal nudges that don’t depend on memory
Renewal reminders go out automatically on the firm’s channel — WhatsApp, SMS or email, whichever the policyholder actually reads.
Policy data off personal phones
Health details and policy documents stay in the firm’s workspace with role-scoped access.
Real estate brokers
A deal starts as an Instagram enquiry, moves to email for the paperwork and closes over WhatsApp walk-throughs. Bolo keeps all of it in one client thread the brokerage owns.
Every channel, one client thread
The Instagram enquiry, the email with documents and the WhatsApp negotiation are one conversation, not three.
Agents leave, buyers stay
An agent’s pipeline and chat history belong to the brokerage — reassign live deals without losing a buyer.
Commitments on the record
Price discussions and commitments are timestamped and attributable when a deal is questioned later.
Boutique consultancies
Engagements run long and pass through many hands. Bolo keeps briefs and deliverables with the firm, gives partners visibility without cc’ing them on everything, and makes sure no client lands in a consultant’s private chat.
Engagement-scoped threads
Each retainer gets its own thread on the firm’s number; consultants collaborate in the team thread beside it.
Partner oversight without cc
Partners get catch-up summaries and can step into any thread — no forwarding needed.
Deliverables with provenance
Briefs, drafts and sign-offs live with the engagement, attributable to the consultant who sent them.
See your practice’s use case, live.
Book a 20-minute walkthrough and we’ll set up a thread for your line of work — your channels, your roles, your voice.