AI Intake Automation for PI Firms

The First Firm To Call A Lead Wins. Here's How To Always Be First.

PI firms lose cases in the first 10 minutes after a lead comes in. IntakePro automates your intake so your team gets notified instantly — before the lead calls someone else.

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78%
of clients hire the first firm that contacts them
<60s
average alert time after form submission
0
manual data entry for your intake team
The Problem

Your intake process is costing you cases.

Every hour a lead sits uncontacted is an hour your competitor has to sign them first.

Leads sitting in your inbox unread

Form submissions pile up in email. By the time someone follows up, the prospect has already moved on.

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Manual data entry slowing your team down

Your intake coordinator is copying names and phone numbers by hand. That's not what you pay them for.

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Competitors calling your leads before you do

The accident victim submitted to three firms. The one that called in 5 minutes got the case. That wasn't you.

How It Works

From form submission to phone call in under a minute.

1

Form Submitted

Prospect fills out your contact form on your website.

2

AI Qualifies the Lead

Our system reads the details and scores the lead instantly — hot or not.

3

CRM Updated

Contact is logged automatically with full case details. Zero manual entry.

4

Instant Alert Sent

Your team gets a real-time notification the second a hot lead comes in.

See It In Action

Watch a live demo of the full system.

From form submission to instant alert — the entire intake flow, automated.

Get Started

Ready to stop losing leads to slower firms?

Book a free 30-minute demo. We'll show you exactly how IntakePro works and what it would look like for your firm.

Book a Free Demo