Stop Losing PI Cases to Slow Intake
Many PI firms lose qualified leads before anyone speaks with the prospect — from missed after-hours calls to slow follow-up to intake handoffs that fall apart. We help identify and fix those gaps.
Takes 5 minutes. No commitment.
See what missed calls are costing you.
The PI Intake Problem
Where PI Firms Lose Cases Before They Start
Missed calls and slow follow-up are common in high-volume PI firms. Potential clients often contact multiple firms, and response time frequently determines who gets the case.
Manual intake processes create inconsistent lead qualification and data entry errors that compound at volume.
Many PI firms run intake on tools built for general practice management. At volume, the gaps become visible: inconsistent tracking, manual steps, and no clean handoff between intake and case staff.
How We Help PI Firms
Fixing PI Intake from First Call to Case Staff Handoff
We help PI firms reduce dropped leads and improve response at every stage of intake — from first-call coverage through CRM routing and handoff to case staff. That typically means 24/7 call answering, structured intake scripting, and practice management configured for plaintiff work.
Takes 5 minutes. No commitment.
The free Intake Audit starts by mapping what happens in the first hour after a lead comes in: calls, web form submissions, after-hours routing, and what happens if no one answers. That's typically where the most leakage is for PI firms.
Frequently Asked Questions
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Yes — Filevine is our top recommendation for PI firms with 6+ attorneys. We specialize in Filevine implementation and can guide you from setup through full adoption. Book a call to talk through your firm's current stack.
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For most PI firms, the highest-leverage change is 24/7 call answering (via a service like Smith.ai), followed by structured intake scripting and automatic lead-to-CRM routing. We'll map your current workflow and identify the gaps in your free audit.
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We recommend pairing a 24/7 virtual receptionist (Smith.ai or similar) with your CRM to ensure every after-hours call is answered, qualified, and logged — automatically. For most PI practices, a single additional signed case per month covers the combined cost of both tools.
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It depends on your current stack and how much you want us to do. The first step — your free Intake Audit — costs nothing and gives you a clear roadmap. From there, implementation engagements are scoped and priced per project.
Ready to Stop Missing PI Cases?
The audit is free. The recommendation is specific to your firm size, practice area, and current stack.
Takes 5 minutes. No commitment.
See what missed calls are costing you.