Kommo CRM for Social Security Office (INSS)
We implement Kommo with cause-based qualification (retirement, sickness benefit, BPC/LOAS, review) via AI, which performs eligibility screening before reaching the lawyer; only leads with cases become tasks.
Flood of leads from INSS campaigns, most of them disqualified, and lawyers spending valuable hours filtering who is eligible and who is not.
Pipeline by type of previdenciary cause
Pre-qualification AI (eligibility) on WhatsApp
Screening that delivers only real case leads to the lawyer
Automated follow-up of pending documentation
Tags and cause fields for targeted campaigns
Is Kommo suitable for a social security law firm?
Yes, and it is one of the strongest fits: high volume of INSS leads requires screening. Kommo with AI qualifies by cause and delivers only what has merit to the lawyer.
Can AI pre-qualify eligibility?
Yes. AI asks the right questions by cause (contribution time, situation, documents) and pre-qualifies the lead before human assistance.
Is it compatible with the OAB?
Automation handles capture, screening, and organization; the lawyer-client relationship and advertising follow OAB rules, which we respect in the setup.
Shall we set up your social security law firm's Kommo CRM?
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