Client documents scattered across a dozen chat threads is one of the biggest hidden time costs in a small CA office. Most of it isn't a technology problem — it's a structure problem.
A simple Google Form connected to a Drive folder, shared once per client, removes the need to dig through chat history to find a bill someone sent three weeks ago.
A single tracker sheet — request ID, client, service, status, due date — turns "did they send that yet?" from a search exercise into a five-second lookup.
Quick acknowledgements, status updates and urgent flags still work well on WhatsApp. What doesn't work is using it as a permanent document store.
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