Reference
Ready-made WhatsApp templates
On this page
Each app you install brings its WhatsApp messages already written: Jaah ships 94 ready-made templates, each with its text, its variables filled from the record and, where it helps, the document attached as a PDF. Most of them go out by themselves at the right moment once their switch is on; the others wait for you on the record. You find the templates of your apps in , and you can change any text as WhatsApp templates shows.
A template goes out in one of these ways:
- When it happens: a record changes, for example a case is won or a meeting moves (55 templates).
- Ahead of a date: a set time before a hearing, a meeting, an expiry or a due date (9).
- Every day or every week: a list for each lawyer, salesperson or assignee, or a reminder (14).
- By hand, from the record: a WhatsApp button or entry on the record, with the document attached (12).
- Through a rule you add: the general templates, which no app sends on its own (4).
Who receives each message, the switch that turns it on and its state after installation are on the page of its app, linked under each table. You see only the templates of the apps installed in your database.
General
Explained in WhatsApp templates.
| Template | Goes out |
|---|---|
| Settings: New User Invite | Through a rule you add |
| Settings: Unregistered User Reminder | Through a rule you add |
| Settings: Portal User Invite | Through a rule you add |
| Settings: Portal Sign Up Confirmation | Through a rule you add |
Cases and hearings
Explained in WhatsApp in cases.
| Template | Goes out |
|---|---|
| Cases: Case Status Update | When it happens |
| Cases: Hearing Lifecycle Notice | When it happens |
| Cases: Hearing Reminder (1 hour before) | Ahead of a date |
| Cases: Judgment Issued | When it happens |
| Cases: Tomorrow's Hearings Digest (per Lawyer) | Every day |
| Cases: Neglected Cases Digest (Lawyer) | Every day |
| Cases: Neglected Cases Digest (Supervisor) | Every day |
| Cases: Send Report | By hand, from the record |
| Cases: Hearing Send Details | By hand, from the record |
| Cases: Hearing Send Summary | By hand, from the record |
| Cases: Judgment Send Report | By hand, from the record |
Client requests
Explained in WhatsApp in the legal apps.
| Template | Goes out |
|---|---|
| Request Received | When it happens |
| New Client Request (Team Alert) | When it happens |
| Request Decision (Approved / Rejected) | When it happens |
Consultations
Explained in WhatsApp in the legal apps.
| Template | Goes out |
|---|---|
| Consulting: Status Update | When it happens |
| Consulting: Neglected Consultings Digest (Lawyer) | Every day |
| Consulting: Neglected Consultings Digest (Supervisor) | Every day |
Contracts
Explained in WhatsApp in the legal apps.
| Template | Goes out |
|---|---|
| Contract: Ready for Signature | When it happens |
| Contract: Client Signed (Internal) | When it happens |
| Contract: Company Signed (Client) | When it happens |
| Contract: Signed & Active | When it happens |
| Contract: Expiring Soon | Ahead of a date |
| Contract: Expired | When it happens |
| Contract: Cancelled | When it happens |
| Contract: Closed | When it happens |
Executions
Explained in WhatsApp in the legal apps.
| Template | Goes out |
|---|---|
| Execution: Status Update | When it happens |
| Execution: Neglected Executions Digest (Lawyer) | Every day |
| Execution: Neglected Executions Digest (Supervisor) | Every day |
Agencies
Explained in WhatsApp in the legal apps.
| Template | Goes out |
|---|---|
| Agency: Status Update | When it happens; never sends (see its page) |
| Agency: Expiry Reminder (3 days before) | Ahead of a date |
| Agency: Expiring Soon Digest (Agent) | Every day |
Sales
Explained in WhatsApp in sales and invoicing.
| Template | Goes out |
|---|---|
| Quotation: Send | By hand, from the record |
| Sale: Order Confirmed (Customer) | When it happens |
| Sale: Order Confirmed (Internal) | When it happens |
| Sale: Quotation Cancelled | When it happens |
| Sale: Customer Viewed Quotation | When it happens |
| Sale: Quotation Expiry Warning | Ahead of a date |
| Sale: Quotations Expiring Soon Digest | Every day |
Invoicing
Explained in WhatsApp in sales and invoicing.
| Template | Goes out |
|---|---|
| Invoice: Send | By hand, from the record |
| Payment: Send Receipt | By hand, from the record |
| Payment: Receipt (auto on post) | When it happens |
| Invoice: Auto Send Invoice on Fully Paid | When it happens |
| Client Overdue Balances Reminder | Every week |
| Internal Total Overdue Reminder | Every week |
Projects
Explained in WhatsApp in projects.
| Template | Goes out |
|---|---|
| Project: Task Assigned | When it happens |
| Project: Tasks Due Tomorrow (Digest) | Every day |
| Project: Overdue Tasks List (Assignee) | Every day |
| Project: Overdue Tasks Escalation (Manager) | Every day |
| Project: Task Stage Change | When it happens |
| Project: Project Stage Change | When it happens |
| Project: Project Status Change | When it happens |
| Project: New Update Posted | When it happens |
Collection
Explained in WhatsApp in collection.
| Template | Goes out |
|---|---|
| Collections: Approvals Request (Debtor) | When it happens |
| Collections: Approvals Request (Owner) | When it happens |
| Collections: Under Collection | When it happens |
| Collections: Contract Collected | When it happens |
| Collections: Contract Cancelled | When it happens |
| Collections: Installment Due (Debtor) | Ahead of a date |
| Collections: Installment Due (Owner) | Ahead of a date |
| Collections: Installment Partially Paid | When it happens |
| Collections: Installment Fully Paid | When it happens |
| Collections: Payment Receipt | By hand, from the record |
| Collections: Discount Offer (Debtor) | By hand, from the record |
| Collections: Discount Offer (Owner) | By hand, from the record |
| Collections: Discount Approved | By hand, from the record |
Calendar
Explained in WhatsApp in calendar and activities.
| Template | Goes out |
|---|---|
| Calendar: Invitation | When it happens |
| Calendar: Reschedule | When it happens |
| Calendar: Location Changed | When it happens |
| Calendar: Cancellation | When it happens |
| Calendar: Reminder | Ahead of a date |
| Calendar: Invite Accepted | When it happens |
| Calendar: Invite Declined | When it happens |
Activities
Explained in WhatsApp in calendar and activities.
| Template | Goes out |
|---|---|
| Activity: Created | When it happens |
| Activity: Updated | When it happens |
| Activity: Cancelled | When it happens |
| Activity: Reminder Digest | Ahead of a date |
Expenses
Explained in WhatsApp in HR.
| Template | Goes out |
|---|---|
| Expense: Submitted | When it happens |
| Expense: Approved | When it happens |
| Expense: Refused | When it happens |
| Expense: Paid | When it happens |
Time off
Explained in WhatsApp in HR.
| Template | Goes out |
|---|---|
| Time Off: Pending Manager Approval | When it happens |
| Time Off: Pending HR Approval | When it happens |
| Time Off: Approved | When it happens |
| Time Off: Refused | When it happens |
| Time Off: Cancelled | When it happens |
| Time Off: Starts Tomorrow | Ahead of a date |
| Allocation: Pending Approval | When it happens |
| Allocation: Approved | When it happens |
| Allocation: Refused | When it happens |
HR letters
Explained in WhatsApp in HR.
| Template | Goes out |
|---|---|
| HR Letter: Broadcast | By hand, from the record |
Was this page helpful?
Thank you for your feedback.