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Kommo CRM · Social Security / INSS Law Firm

Sales engine for Social Security Office / INSS: how much do you lose without it?

Social security lives on volume and delay: hundreds of leads arrive without knowing if they have rights, and the lawyer wastes hours screening cases that don't close while the good client cools down. Worse, the cycle is long: those who don't have rights today might have them in 6 months, and without follow-up, this lead is forgotten and closed by the competitor who called again.

%
R$
R$
You are leaving on the table
—
per month · — per year
Where does this number come from
More leads for the same investment—
More conversion (fast response and follow-up)—
More repeat purchases from the same client—
Total per month—
Project payback—
I want this engine →

Typical social security / inss law firm numbers. Adjust with yours.

Everything starts from your real revenue per client, the LTV. Four numbers you already have:

Leads per month—
Conversion—
Average order value—
Purchases per client—
Your revenue today—

A structured sales engine moves three levers at the same time. Since they act on the same account, the effect does not add up: it multiplies.

01—

More leads

More qualified traffic and prospecting: more people enter for the same investment.

+ — per month
02—

More conversion

Response in minutes, follow-up that doesn't fail, and AI answering after hours.

+ — per month
03—

More repeat purchases

Relationship and base reactivation: the same client buying again.

+ — per month
Revenue today—
With the engine—
What is on the table—

The size of each step depends on where you are starting from: those who already use a good CRM with AI have less to gain (20% per lever) than those who don't use any CRM yet (30%). That is why the calculator asks for your current situation, and it is the only place where an estimate is entered.

01What we believe

The MMV Method applied to Social Security Office / INSS

In the MMV Method, the firm separates eligibility from legal service: the lead goes through a quiz that already says if they have a case before taking up the lawyer's schedule. Those who don't close now enter a long-term cadence that doesn't fail, because the process remembers for you. You stop measuring 'how many contacts arrived' and start measuring how many qualified cases turned into contracts.

02The stack we build

The right tools, integrated.

Kommo CRM

Pipeline by cause type (retirement, BPC/LOAS, sickness benefit, revision) with each lead tagged by eligibility and stage, and no hot case forgotten in the inbox.

N8N

Connects the eligibility quiz to Kommo, distributes qualified cases to the right lawyer, and triggers SMS, email, and WhatsApp in a long cadence to reheat those who don't have rights yet.

OpenClaw

AI agent performs initial screening 24/7, asks for contribution time, age, situation, and only sends to the lawyer those who really have a case, filtering out trash automatically.

Claude Code

Builds the eligibility quiz by cause, distribution automations, and the months-long follow-up sequence that INSS requires.

03The funnel

Outbound + inbound, with a qualifying form.

Outbound

Reactivation of the stagnant base (negatives, archived cases, old referrals) and campaigns by specific cause, old social security bases almost always have new rights that appeared.

Inbound

Educational content on who has rights to what + ads by specific cause leading to the eligibility quiz, not the firm's generic WhatsApp.

Tracked form

The quiz tracks age, contribution time, benefit type, and current situation, qualifying rights and urgency before any lawyer enters.

04Service + commercial process

The screening AI responds on the spot and schedules; for qualified cases, human call from the lawyer closes with authority. Structured long-term follow-up (weeks and months) reheats those who don't have rights yet, ensuring the lead is closed by you when the right matures, not by the competitor.

05Visibility (SEO · AEO · GEO)

Captures real question searches ("do I have the right to retirement?", "how to file for BPC/LOAS", "is the life-long revision worth it?") with a page per cause in question-answer format, exactly the format that ChatGPT and Perplexity cite when someone researches their own rights before looking for a lawyer.

Frequently Asked Questions, Social Security / INSS Law Firm

How to filter leads who don't have rights without losing the good ones?

An eligibility quiz at the entrance performs screening before the lawyer enters: age, contribution time, and benefit type classify the lead automatically in Kommo. Those who have a case go to the lawyer's schedule; those who don't yet enter a reheating cadence. The firm stops burning expensive hours on cases that don't close.

Is it worth reactivating old leads in social security?

It is the cheapest channel that exists. In INSS, rights mature: those who didn't have the age or time a year ago might have it now. A follow-up sequence in Kommo via N8N reheats this stagnant base with SMS, email, and WhatsApp in a long cadence, transforming forgotten contacts into contracts without any new traffic cost.

Shall we build your social security / inss law firm sales engine?

Discuss your project → See Kommo CRM service →