We developed an intelligent system for automating the sales of personal bankruptcy services (BFL): an AI agent qualifies leads, answers complex legal questions, guides the client through the funnel to the deal, and analyzes the emotional state in the dialogue — with full integration into Bitrix24.
Task Automate the initial processing and support of clients in the BFL niche, ensuring a high conversion rate from inquiry to contract and freeing qualified lawyers from routine consultations.
Problem In the bankruptcy industry, there is a huge flow of incoming leads, but their "quality" varies greatly. Managers spent 70% of their time on the initial interview (debt amount, assets, arrears) and answering typical client fears ("Will they take my apartment?", "Will my employer find out?"). At the same time, potential clients in this niche often "drop off" at the consideration stage, and lawyers are forced to work like a support service instead of focusing on case work. It was physically impossible to manually monitor the quality of thousands of conversations across different messengers.
Solution Implementation of a multichannel AI agent that takes over the entire client communication cycle in messengers, works in tandem with the CRM system, and uses an expert knowledge base to answer questions.
Implemented modules
- Multichannel qualification
- Automatic conversation start in the messenger most convenient for the client (WhatsApp, Telegram).
- Collection of critically important information according to a checklist: total debt amount, number of creditors, presence of assets and transactions over the past 3 years.
- Automatic identification of a "viable" situation for bankruptcy proceedings.
- Smart "closing" system
- Automated support scenarios: the AI gently reminds the client if they stop responding.
- Handling objections and fears based on the company's built-in sales methodology.
- Personalized approach: the agent remembers the context of the client's situation and tailors the conversation to their specific problems.
- AI consultant (freeing up lawyers)
- Integrated knowledge base on legislation (Federal Law No. 127-FZ) and the company's practice.
- Instant answers to the client's specific questions at any time of day.
- A lawyer joins the chat only in truly complex non-standard cases or for the final signing of documents.
- Integration with Bitrix24
- Automatic deal creation and card field completion based on the client's answers.
- Transfer of the entire conversation history and a summary of the client's situation directly into the CRM.
- Task assignment to managers when the client reaches a certain readiness stage.
- Sentiment analysis and quality control
- The AI analyzes each client message for mood (positive, negative, uncertainty, aggression).
- The system immediately notifies the head of sales if a high level of negativity is detected in the conversation or the client expresses clear dissatisfaction.
- Automatic tagging of "hot" leads that show maximum interest.
What results did we achieve
- The workload on lawyers decreased by 60% — they stopped answering repetitive questions and focused on managing proceedings.
- Lead processing speed increased — initial qualification happens instantly, 24/7, which is critical for maintaining the client's attention.
- Conversion to contract increased thanks to systematic "closing" — the AI never forgets to message the client and always finds the right arguments.
- Sales department transparency — thanks to sentiment analysis, management can see problem areas in communication before the client leaves for competitors.
- Clean CRM — all debt and asset data are automatically entered into Bitrix24 in a structured format, without manual input errors.