PI Intakly answers every lead in minutes, 24/7, qualifies them with AI, and gets the right cases signed without your team chasing.
✓Every lead answered in under 5 minutes, day or night
✓Voice, SMS, WhatsApp, email and web forms in one place
✓Consent, quiet hours and opt-outs enforced by the system
11:43
YFYour Firm ›
Text Message · Today 11:43 PM
Hi Maria, it's Your Firm. We got your form about the crash on I-95. Is now a good time for a few questions?
Yes, I'm home now
Thank you. Were you taken to hospital after the crash?
By ambulance. They kept me overnight.
I'm sorry, Maria. I'm connecting you with one of our attorneys now.
Text Message
Escalation trigger fired
Ambulance · inpatient admission
TierKeep and escalate
On-call attorneyPaged 11:47 PM
Maria filled out your intake form at 11:42 PM.
Live queue3 waiting
Maria Alvarez
Trigger: inpatient admission
Claim
(305) 555‑0142
Asked for a person
Claim
Derek Tran
Guaranteed callback
Due 8:00 AM
Paging: on-call attorney → intake lead → managing partner
Trusted by personal injury firms
Firm logoFirm logoFirm logoFirm logoFirm logo
The problem
Leads don't wait until morning.
Injured people reach out at night and on weekends, often to several firms at once. Contact rates fall sharply with every minute a lead waits.
A form arrives at 11:42 PM
Your team, next morning9 hr 33 min
11:42 PM · Form submitted9:15 AM · First call back
PI Intakly1 min
11:42 PM · Form submitted11:43 PM · First reply, qualifying questions under way
How it works
From first click to signed retainer.
1
Capture
Web forms, forwarded emails, spreadsheets and phone leads land in one list, with source and consent recorded.
2
Engage and qualify
AI calls and texts within minutes, asks your questions, and scores the case on your own rubric.
3
Escalate and sign
Hot cases reach a person right away. Retainers go out for e-signature and are chased until they're signed.
Features
One system for the whole intake.
Six stages, each built around how personal injury firms take on cases.
01 · Capture
Every lead, from every source, in one list.
Forms on your site, emails from portals and partners, spreadsheets and phone calls all become lead records, tagged with where they came from.
Embeddable intake forms
Branded and mobile-friendly, added to your site with a copy-paste snippet.
Email-to-lead ingestion
Forward portal and partner emails. They arrive as tagged lead records.
Built-in consent capture
The exact consent text each lead accepted, stored with a timestamp.
Free case reviewStep 2 of 3
What happened?
Car accident⌄
Date of incident
10/24/2026
✓I agree to be contacted by Your Firm by call, text and email, including automated messages.
Continue
New lead · Maria Alvarez
google / cpc / rear-end-fl
Consent ✓
02 · Engage
Contact in minutes, on the channel they use.
The moment a lead arrives, PI Intakly calls, texts or emails them. Replies come back to one inbox your whole team works from.
Speed-to-lead engine
A workflow starts the second a lead arrives, built around a 5-minute target.
AI voice calls
Your qualification questions, asked in natural conversation, with answers saved to the lead.
No-answer fallback
Missed call? A text with a link to continue, then email, then a nurture cadence.
MA
Maria Alvarez
Unified inbox
SMSVoiceEmail
☏
AI call · 4 min 12 s
11:45 PM · 9 of 11 questions answered
Transcript ›
Hi Maria, it's Your Firm. Is now a good time for a few questions?
Yes, I'm home now
Reply by SMS
✓ Consent on file✓ Within contact hours
03 · Qualify
Your criteria, applied to every lead.
Ordered questions, escalation triggers and a 100-point rubric you control. Uncertain cases go to a person, never straight to decline.
Escalation triggers
The answers that mean a person needs to talk to this lead now.
Deadline engine
Incident date and state in, filing deadline out, from your rules table.
"Why this score?"
Every score opens into its breakdown. Manual changes need a reason.
Why this score?
84/ 100
Keep and escalate
Injury severity32 / 35
Liability clarity20 / 25
Coverage16 / 20
Venue10 / 10
Channel source6 / 10
Escalation triggerInpatient admission
Filing deadlineCalculated · on track
04 · Escalate
Hot cases reach a person in minutes.
Leads who need a human go to a live queue and page your on-call chain. If nobody answers, a callback is booked automatically.
Live queue
Every waiting lead with its wait time and reason. Claim with one click.
One-screen case summary
Answers, trigger, score and deadline, so nobody asks the lead to repeat themselves.
On-call paging chain
Who gets paged, in what order, and how long to wait at each step.
Live queue3 waiting
Maria Alvarez
Trigger: inpatient admission
Claim
(305) 555‑0142
Asked for a person
Claim
Derek Tran
Guaranteed callback
Due 8:00 AM
Paging: on-call attorney → intake lead → managing partner
05 · Sign
Retainers out the same night.
Send retainers and authorisations for e-signature from a workflow or the lead record, then let reminders run until they're signed.
E-signature packets
Retainers, authorisations and fee-division documents, with signing order and expiry.
Document tracking
Draft, sent, viewed and signed, with one-click resend.
Retainer-chase automation
A ready-made reminder sequence for unsigned documents. Every cadence is editable.
Retainer agreement
Maria Alvarez
Signed
Draft11:48 PM
Sent11:48 PM
Viewed7:52 AM
Signed8:15 AM
Medical authorisation
Viewed · reminder 1 of 4 at 10:00 AM
Resend
06 · Refer
Cases you won't take still find a home.
Route cases outside your practice to partner firms by venue and case type, with fee-division documents and client consent in place first.
Smart routing
Round-robin by venue and case type, with a simulator to preview where a case would go.
Partner accept/decline page
Partners answer from a one-screen summary, without a login.
Fee-division safeguards
No referral proceeds until the fee agreement and client consent are signed.
Referral offer from Your Firm
Motor vehicle crash · Orange County, FL
InjuryInpatient admission
IncidentOct 24, 2026
Fee agreementSigned ✓
Client written consentSigned ✓
AcceptDecline
Offer expires in 23 hr 14 min
Feature title
Add your description here.
Built for personal injury
Ships knowing personal injury.
The Personal Injury template comes with the questions, triggers, scoring and deadline rules PI firms use. Change any of them to match how you work.
Deadline engine.Calculates the filing deadline from incident date and state, and flags urgent and expired cases.
Pre-suit notice flags.Public-entity defendants are flagged the moment they're named.
Review before decline.Uncertain cases go to a person, not to the decline pile.
Escalation triggers in the template
FatalityLoss of consciousnessBrain injurySpinal injuryAmputationSurgeryBurnsAirlift or ambulanceInpatient admissionGovernment defendantCommercial defendant
An escalation trigger always overrides a lower score.
Compliance
Compliance enforced by the system, not by memory.
Speed only helps if every message is allowed to go out. Every send passes the same checks first.
Consent gate on every send
No consent, no automated outreach. The reason appears wherever someone tries to send.
⦸Automated outreach blocked: consent not captured. Manual dial only.
Quiet hours and blackouts
Set your contact hours and legal waiting periods. Messages wait until they're allowed.
◷Follow-up text held for quiet hours8:01 AM
Safe test mode
Trial runs send every text, email and call to one test contact, so no real lead is reached.
Test mode on · all outbound to test contact
Account manager photo
Your account team
A named account manager comes with every firm.
They set up your workflows, customise PI Intakly around how your firm works, watch system health, and are your first call when something needs fixing or changing.
What firms see after switching.
[XX]%
more signed retainers
[X] min
average first response
[XX]
firms live on PI Intakly
"[Client quote about overnight leads now being signed before the office opens.]"
[Name], Managing Partner, [Firm]
"[Client quote about the account manager knowing how their firm runs intake.]"
[Name], Intake Director, [Firm]
Questions firms ask first.
No. Guardrails block case-value estimates, outcome promises and legal advice in AI replies and templates. When a lead needs advice, the conversation goes to your team.
No. Automated outreach is blocked when consent is missing or revoked, and the reason is shown wherever someone tries to send. Leads imported without consent are limited to manual contact.
Your named account manager. They build your forms, workflows, scoring and routing with you, test everything in safe test mode, and stay with you after launch.
Your next lead comes in tonight.
See PI Intakly run on your own intake, with the account manager who would set it up.