PI Intake Systems: Your leads cost $300 each. Most never become consultations.
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.
You're buying leads. Your intake process is losing them.
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.
Missed Calls Go Cold
No voicemail callback system. No text follow-up. Missed calls from potential clients just disappear from the pipeline.
Slow First Response
Form fills and chat leads sit in an inbox while your competitors respond in seconds. High-intent leads sign elsewhere.
No Qualification Layer
Every lead gets the same treatment. No scoring. No screening for case type, fault, or jurisdiction. Intake staff waste time on disqualified leads.
Six things we build into every system
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.
Speed to Lead
Instant response to every form, call, and chat lead
PI Qualification
Custom screening for accident type, injury, fault, and jurisdiction
Lead Scoring
Hot, Qualified, Maybe, or Disqualified. Your team sees priority first.
Staff Alerts
Route urgent leads via SMS, email, Slack, or your existing CRM
Auto Follow-up
Sequences for leads who don't respond, don't book, or no-show
CRM + Dashboard
Structured data and source-level reporting for every lead
See where every lead ends up
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.
You already know the numbers don't add up
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.
Built with intake guardrails
The system collects information. It never gives legal advice, estimates case values, or promises outcomes. Sensitive matters route to a human.
No legal advice
Intake language only. No case assessments.
No case value estimates
Never suggests potential compensation amounts.
No outcome promises
Compliant with attorney advertising rules.
Human handoff
Urgent or sensitive matters routed to staff immediately.
Simple, transparent pricing
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.
- Intake Process MappingWe audit your current lead flow and document every gap between click and consultation
- Lead Source ConnectionsGoogle Ads, LSA, website forms, missed calls, and chat all feeding into one system
- PI Qualification LogicCustom screening built for your case criteria: accident type, injury, fault, jurisdiction
- Lead Scoring RulesEvery lead tagged Hot, Qualified, Maybe, or Disqualified so your team knows who needs attention first
- CRM Integration + RoutingStructured data pushed to your CRM with urgent leads routed to the right staff via SMS, email, or Slack
- Custom DashboardSource-level reporting from ad click through signed case so you see exactly where money is made and lost
- System MonitoringWe watch for failures, missed connections, and delivery issues so nothing breaks silently
- Follow-up TuningAdjusting timing, messaging, and sequences based on what actually gets leads to respond and book
- Dashboard UpdatesNew views, filters, and metrics added as your intake priorities evolve
- Monthly Conversion ReviewA walkthrough of your numbers: what converted, what dropped off, and what we're changing next
- Source Performance ReportingWhich ad campaigns, directories, and channels actually produce signed cases, not just clicks
- Workflow ImprovementsOngoing optimization as real lead data reveals new opportunities to recover and convert more
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.
Stop losing the leads you already paid for
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.