WhatsApp templates for professional services
Appointments, document and deadline reminders for CAs, lawyers, consultants and agencies.
What's in this pack
Every template below is written to pass Meta's review on the first try — no ALL CAPS, no urgency pressure, opt-out instructions on marketing messages, and footers under the 60-character limit. Pick the ones that fit your flow, import them as drafts into your AiConva workspace, and submit. You can edit the wording and variables before you submit.
Not sure what it will cost? The category you choose for each template (marketing vs utility) sets its per-message rate. See your exact cost before you send a single message.
The templates
Confirms a meeting/consultation with a professional.
Hi {{1}}, your {{2}} with {{3}} is confirmed for {{4}} at {{5}}. Joining details (if online): {{6}}. Reply 1 to confirm or 2 to reschedule.Requests documents needed to file or process work.
Hi {{1}}, to proceed with your {{2}}, please share {{3}}. Upload securely here: {{4}}. Deadline: {{5}}.Reminds a client of an approaching compliance or filing deadline.
Hi {{1}}, your {{2}} deadline is {{3}}. To file on time, please confirm {{4}} by {{5}}. Pay/submit here: {{6}}.Informs a client their filing or application is done.
Hi {{1}}, your {{2}} has been filed successfully. Acknowledgement ref: {{3}}. View/download the acknowledgement: {{4}}.Polite reminder for an unpaid professional fee.
Hi {{1}}, invoice {{2}} for {{3}} is pending and due on {{4}}. Pay securely: {{5}}. Need a correction? Reply to this message.Proactive regulatory or advisory update to keep clients engaged.
Hi {{1}}, a quick advisory from {{2}}: {{3}} is due this quarter. Let us help you stay compliant — book a call: {{4}}. Reply STOP to opt out.Frequently asked questions
How much does a WhatsApp message cost for professional services?
It depends on the category. A marketing message (offers, promotions) costs ₹1.09 plus GST, and a utility message (updates, reminders) costs ₹0.145 plus GST. AiConva adds a flat ₹0.10 per message on top of Meta's rate. This pack leans utility-heavy, so a blended estimate is around ₹0.47 per message all-in. Run your exact volume through our pricing calculator for a precise figure.
Are these WhatsApp templates approved by Meta?
These templates are written to follow Meta's content rules (no ALL CAPS, no urgency pressure, opt-out on marketing messages, footers under 60 characters). You import them as drafts into your AiConva workspace, review them, and submit to Meta for approval — most well-structured templates are approved within hours.
Can I customise these templates for my professional services business?
Yes. Each template uses numbered variables ({{1}}, {{2}}) for the dynamic parts (customer name, order number, date). After importing, you edit the wording and fill in your business name, then submit. The category (marketing/utility/authentication) is what you set on import.
Do I need opt-in before sending these?
Yes for marketing templates. You can only message contacts who opted in. Utility and authentication messages can be sent in response to a customer request or for transactional updates without a separate opt-in. AiConva records the opt-in source against each contact so you can prove consent.
Use these in your campaigns
Create a free AiConva workspace and import this pack in one click.