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Solutions for lawyers and accountants
Chatbot for lawyer and accountant
The bot accepts requests in Telegram, MAX, VKontakte and in the chat on the website: it finds out the direction, urgency and essence, signs up for a consultation with an lead and answers how much it costs and what to bring. He leaves the legal assessment to you.
Template “Sign up for a consultation”Free - up to 30 conversations per monthTelegram, MAX, VKontakte and website
What does a bot do for a lawyer and accountant?
Qualifying in three questions
Direction buttons - “Labor”, “Family and inheritance”, “Business and taxes” - the essence of the matter in two or three sentences and urgency. The direction tag then selects leads in “Contacts” and the newsletter audience.
Sign up for a consultation with an lead
The client writes in text at a convenient time, and the bot checks the phone number according to the format. You receive a letter about the lead, the “Transaction in CRM” action puts the card in the “New” column. You confirm the time in the same chat.
Urgent - right to you
The “Term or trial this week” button leads to the “Operator” block: the conversation goes to “Waiting for a response”, the participants of the bot receive a push if it is enabled. The phone number is in the client card, the essence is in the “Collected by bot” block.
Price, documents, schedule - without you
You write the answers to “how much does it cost”, “what to bring”, “are you open on Saturday” yourself - using buttons or using keywords. Takes free questions from Basic AI agent according to your price list, and you prescribe a ban on legal assessment for him in “Persona”.
Chat on the site with files
B chat on the site the client attaches a file up to 10 MB, for example a request from the tax office. The “Leave Contacts” button starts the “Lead from the site” deal, on the pricing page the chat can speak first, and outside your watch it can tell you when you respond.
Accountant Client Reminders
From Basic - “Mailouts” by mode tags: sleep, patent, with employees. Text with {{name}}, date - in “Delayed launch”. They go to those who have already written to the bot on Telegram, MAX or VKontakte.
How to launch a bot for a lawyer
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1
Open the template
Click “Use appointment template” and register - “Register for consultation” will open in the editor. Enter your texts and a link to the data processing policy.
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2
Add qualifications
The direction and urgency buttons are in the “Message” block, the essence is “Data collection” with the “Own” option, the request is “Action” → “Transaction in CRM”. The order of the blocks is in the table below.
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3
Connect channels
In "Channels" - Telegram by token from @BotFather, MAX and VKontakte, in the “Widget” - a line of code for the site and a contact form before the start of the chat. The script is the same for all channels.
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4
Check and enable
“Check script” runs texts without spending the conversation limit, but the buttons there are not pressed - check the threads in Telegram. Make sure the script is “Enabled” and provide a link on your website and business card.
Ready recording script
The template sets the basis: topic, convenient time in text and phone number with verification. Add direction, urgency and deal in CRM on top - according to the diagram below.
Consultation booking Topic, preferred time as text, phone. Open →flow step by step: task → block
Basis - template "Sign up for a consultation". The table is a complete diagram: branches, where each button has its own tag or its own transfer to a person, are collected on the “Canvas”, it is from the Basic one. The bot asks for a phone number before it’s urgent, so an urgent request comes to you already with a contact.
| Task | Script block |
|---|---|
| Consent to data processing | First “Message”: a phrase about consent and a link to your policy - in the text or with the “Opens link” button. There is no separate consent flag in CHBT |
| Direction | Buttons “Family and inheritance”, “Labor”, “Accident and insurance”, “Business and taxes”, “Bankruptcy and debts”, “Other”. Behind each - “Action” → “Add tag”, for example otr-labor |
| The essence | “Data collection”, in “What we ask” - “Own”, in “Into a variable” - essence: “Describe the situation in two or three sentences. Without passport data and documents - we will discuss them at the consultation" |
| Phone | “Data collection” - “Phone” with format checking. When a client leaves their phone number for the first time, you receive an lead letter |
| Application | “Action” → “Transaction in CRM”: name “Consultation - {{name}}”, stage “New”. There are four stages in CRM, you cannot add your own: “New”, “In progress”, “Paid”, “Rejection” |
| Urgency | Buttons “Term or trial this week”, “Within a month”, “While I’m sorting it out”. The first leads to the “Operator” with a message to the operator “Urgent”, the rest lead to the question of time |
| Time | “Data collection” - “Own”, variable slot: “When is it convenient? Day and time by text, we will confirm in this chat" |
| Paid consultation | “Message”: “Consultation - 3,000 ₽ for 45 minutes, payment via link or on the spot” and the “Opens link” button to the payment page. The bot will not know about the payment - mark it with a tag paid or the “Paid” stage in CRM |
The accountant has his own branch of the direction: “Individual Entrepreneur” or “LLC” → taxation system with buttons (“STS income”, “STS income-expenses”, “OSNO”, “Patent”) → “Data collection” with the “Number” check: “How many employees?” → task: “Maintenance”, “One-time reporting”, “Recovery of records”.
On Free, in the “Steps” mode, the blocks go in one chain, and the button can only send the client to any step of this chain. Working option: direction using buttons without tags → essence → phone → “Transaction in CRM” → urgency. “Term or trial this week” leads directly to the last step “Operator”, the remaining buttons lead to the question about the time, after which “Operator” also comes: you still have to confirm the time.
Three subtleties. “Own” answers are written in the contact card under one key, and time will replace the essence there, but both variables are visible in “Conversations” in the “Collected by bot” block and are substituted into the texts. Keywords are triggered in the middle of a recording: if a client writes “cost” in the description, and this word in another script contains an answer about prices, the recording will be interrupted and the script variables will be reset - for such words, select “Exact match”. And there will be as many transactions as the number of times the client has gone through the branch: “Transaction in CRM” does not check duplicates. How to build branches without dead ends - in the article about script designhow to proceed with leads further - about leads from a bot in CRM.
AI agent on standard questions - without legal assessment
From the Basic plan, questions in free form can be taken by an AI agent: the “AI Agents” section, in the flow - the “AI Agent” block. In the “Knowledge Base” you put in text the price list for services, a list of documents for typical tasks (“for registration of individual entrepreneurs: passport, TIN, application P21001”), operating procedure, mode and address. This way, the agent will be able to answer how much it costs to support an LLC on the simplified tax system with five employees, and what to bring to the divorce consultation - according to your price list and your list.
Set the scope in the “Person” field: “You are the administrator of a law firm. Don’t give a legal assessment, don’t advise what to do, don’t interpret the laws. When asked about the merits of the case, answer that this is a matter for consultation and offer a recording.” The model may make mistakes, so before launching, ask it a few relevant questions in the “Test”.
The agent itself does not transmit to the person: turn on the “Separate output “did not understand”” in the block and connect it to the “Operator”. The words “lawyer” and “person” are caught in a separate script with “Key Words”, but in the “Stay in conversation with AI” mode it will not work - “I don’t understand” and your answer from “Conversations” remain there. If AI is in doubt, start with buttons and template keywords "Autoresponder FAQ": Every answer is written by you. What to give to a neural network and what to a specialist - in the article about the first line on the AI agent.
- The default answer for the models is one AI credit; for powerful models it is more expensive: 150 credits for Basic, 500 for Business per paid period. You cannot purchase additional credits.
- Knowledge base - up to 15,000 characters in total: text, linked page or PDF, DOCX, TXT, MD, CSV files. Only the text is taken from PDF and DOCX, scans without a text layer are not recognized; confidential client documents should not be added to the database.
- The agent sees up to the last 10 conversation messages and script variables - he does not remember past conversations.
- You choose the model yourself from the list - GPT-5, Claude, Gemini, DeepSeek or Qwen. The request goes to the model developer outside Russia along with the latest messages, including a description of the situation if the client has already written one.
- “I don’t understand” is triggered by stop phrases in the response, and the client will still see an uncertain answer.
For an accountant: reminders about deadlines and documents
For an outsourced accountant, the bot is useful not only for new applications. Every month the same messages: “send closing documents by the 5th”, “sign the report”, “before the 25th - personal income tax notification”. In CHBT this is the “Mailouts” section (from Basic):
- You tag clients with mode tags:
sleep,basis,patent,with employees. They are placed by the qualification branch or by you - in the contact card. - At the beginning of the month - a newsletter with a date in “Delayed launch” and a tag
sleepin the “To” field: “{{name}}, I’m waiting until the 5th for a bank statement and closing documents for last month. Send it by email or write here if something is missing.” - Before the 25th - mailing by tag
with employeesabout the notification period for personal income tax.
The responses “sent” and “will be later” come to “Conversations”. Clients send the documents themselves by email or chat on the website: the bot does not accept files in instant messengers. The newsletter goes only to those who have written to the bot at least once, so connecting to the bot is part of working with a new client: the t.me/your_bot link in the contract or a QR code from “QR campaigns” on a business card (QR is done for Telegram). Consent with unsubscribe using the word “stop” - template “Consent to mailing list”.
- Newsletter - text only with substitution {{name}}: without files, pictures and buttons.
- There is no scheduled repetition: you create a new newsletter for each month.
- In “To”, any of the listed tags is sufficient; The tag cannot be excluded.
- The newsletter does not go to visitors of the chat on the website - only in Telegram, MAX and VKontakte.
- The text of the mailing is not saved in the conversation history: the client’s response will come to “Conversations” without a quote.
What a lawyer bot doesn't do
The limits are clear before you launch.
- Does not give legal opinions or interpret laws: the bot transfers questions on the merits of the case to the recording or to you.
- No calendar: the bot does not check your schedule - the client writes the time in text, and you confirm it in “Conversations”.
- The bot will not know about a payment made via a link button to your page. If the consultation is paid through your provider — Prodamus, YooKassa or CloudPayments — the “Payment” block in a flow sends a link for a fixed amount and after payment continues the flow through the “Paid” output. An online consultation in Telegram is paid with Stars: Telegram requires Stars for digital services, and the “Payment” block has a “Telegram Stars” option for that.
- Does not accept files in Telegram, MAX and VKontakte - documents are sent only to the chat on the website (up to 10 MB) or to your email.
- There is no connection with case management programs and 1C. In amoCRM, a request is submitted by the “HTTP request” action via Make, n8n or Albato; for Bitrix24 in "Integrations and API" There is a ready connection, but the lead arrives without a phone number or e-mail.
- You cannot delete contacts and correspondence in your account - you can clear the name, phone number, e-mail and card fields. Therefore, do not collect passport data, INN and case numbers in the bot.
Available plans
Price is per bot per month, all channels are included in each plan. 30 Free conversations are 30 different interlocutors per month across all channels together, about seven per week. On the Free account, only you work, and in the chat on the site you can see the signature “Powered by CHBT”. Basic, 650 ₽, - branches on Canvas, AI agent, broadcasts to clients and operators without restrictions. Business, 1290 ₽, - when the agent replies more than 150 times a month; trial day - no card.
Works with
FAQ
Can a bot give legal advice?
It shouldn't, and that's how it's set up. The button bot only says what you wrote. The AI agent in “Persona” is prescribed a ban on legal assessment, and in response to substantive questions, he offers a recording. The model may make mistakes, so check it in “Test” before launching. Advised by a lawyer.
Is it possible to accept payment for a consultation in a bot?
No. Place a button in the “Message” that says “Opens a link” to the payment page of your site or issue an invoice after confirming the time. The bot will not know about the payment - mark it with the “paid” tag in “Contacts” or the “Paid” stage in CRM.
Will the client send documents to the bot?
In Telegram, MAX and VKontakte - no: the bot understands only text, the client file is not saved. In the chat on the website, a file up to 10 MB is attached with a paper clip - PDF, DOC, photo - and is visible in “Conversations”. For sensitive documents, work mail after the contract is more reliable.
Who is responsible for customer data?
The operator of your clients’ personal data is you, CHBT processes it on your instructions; terms and conditions are in the privacy policy. Take consent with a phrase with a link to your policy in the first message. In the bot, collect the minimum: name, phone number, direction and essence in two sentences. The contact database can be downloaded to CSV from “Contacts”.
Can I give access to an assistant or partner?
Yes, from Basic: in the “Access” section, invite a person with an account in CHBT by e-mail. The “Operator” responds in “Conversations”, assigns conversations and writes notes, only looks at contacts and transactions, does not change the script or channels, and does not see “Payment”. The partner has the role of “Admin”. On the Free account, only the owner is in the account.
How can I find out about leads if I am at a meeting?
As soon as the client leaves their phone number for the first time, you will receive an lead letter. Web Push is sent to bot participants when the client writes for the first time and when the conversation goes to “Operator” - turn it on on your phone in “Account → Notifications”. On iPhone, push only works in the app.chbt.io account added to the Home screen. Telegram does not receive notifications.
Is there integration with amoCRM or Bitrix24?
There is no direct connection with amoCRM: the request is sent by the “HTTP request” action via Make, n8n or Albato, the phone will be received if “Into variable” is filled in “Data collection”. There is a ready-made connection for Bitrix24, but the lead comes without a phone number and e-mail. A built-in CRM is often enough for one lawyer.
The first lead - already with the essence of the matter
Take the “Sign up for a consultation” template, add questions about direction and urgency, and connect Telegram or chat on the website. Free plan - no card required.