We build custom intake systems for PI firms so every missed call, form fill, and ad lead gets responded to, qualified, scored, followed up with, and tracked to a signed case.
Most PI firms spend thousands on ads but have no system between the click and the consultation. Leads slip through the cracks in the first 5 minutes.
No voicemail callback system. No text follow-up. Missed calls from potential clients just disappear from the pipeline.
Form fills and chat leads sit in an inbox while your competitors respond in seconds. High-intent leads sign elsewhere.
Every lead gets the same treatment. No scoring. No screening for case type, fault, or jurisdiction. Intake staff waste time on disqualified leads.
This is not a software subscription. We map your intake process, build the automation, connect your lead sources, and improve it monthly as real data comes in.
Instant response to every form, call, and chat lead
Custom screening for accident type, injury, fault, and jurisdiction
Hot, Qualified, Maybe, or Disqualified. Your team sees priority first.
Route urgent leads via SMS, email, Slack, or your existing CRM
Sequences for leads who don't respond, don't book, or no-show
Structured data and source-level reporting for every lead
Each client gets a custom dashboard tracking leads from source to signed case. See which channels convert, where leads drop off, and what your follow-up recovers.
If your firm generates 100 leads per month and 20% slip through the cracks, that's 20 leads you already paid for that never get a real chance to convert.
in lost case revenue per month. The system costs less than 3 of those missed leads. Everything it recovers beyond that is profit.
The system collects information. It never gives legal advice, estimates case values, or promises outcomes. Sensitive matters route to a human.
Intake language only. No case assessments.
Never suggests potential compensation amounts.
Compliant with attorney advertising rules.
Urgent or sensitive matters routed to staff immediately.
A one-time build fee to implement the system, then a monthly retainer to monitor, tune, and improve conversion as real lead data comes in.
The monthly cost equals 3 — 5 paid leads. If the system recovers that many missed leads, it has already paid for itself. Everything beyond that is profit.
Book a 20-minute call. We'll walk through your current intake process, show you where leads are dropping off, and map out what a custom system looks like for your firm.