- Custom systems
- AI agents
- Sales automation
Health law firm
A custom CRM with AI-powered service on WhatsApp and Instagram
The firm moved from a rented tool to a system of its own: an agent that answers and pre-qualifies around the clock, a unified inbox, cases by stage and two years of history migrated.
- messages migrated
- 130k
- contacts imported
- 48k
- automations running
- 9
Challenge
The firm handled everything on WhatsApp inside a rented tool. Leads were lost to slow replies, and there was nowhere to see which stage each case was in or where each client came from.
Approach
- 01
An AI agent answers on WhatsApp and Instagram around the clock and pre-qualifies each contact: type of case, health plan, documents and urgency.
- 02
When a case needs a person, the agent hands the conversation to the team and alerts them.
- 03
The entire history from the old tool was brought into the new system, which the firm now owns.
- 04
Automations get a daily health check, and error alerts go straight to Virthus on WhatsApp.
Deliverables
- WhatsApp and Instagram agent that understands audio, images and PDFs
- Keyword campaigns on Instagram: whoever comments gets a message instantly
- Unified inbox for WhatsApp and Instagram, with handoff to the team
- Case module with stages, milestones, checklist and documents
- Meta Ads inside the dashboard, with each campaign's numbers
- Migration of 130 thousand messages, 15 thousand files and 48 thousand contacts
Facing something similar?
In 30 minutes you show us how your operation runs today, and we show you where it stalls.
Book a diagnosis calltipo.design