How it works

From first click to signed retainer, in one system.

Three stages. PI Intakly runs them automatically and hands your team the cases that need a person.

1 · Capture→2 · Engage and qualify→3 · Escalate and sign
1

Every lead, every source, one list.

Branded web forms, forwarded portal and partner emails, spreadsheet imports and phone leads all arrive in the same place. Source, campaign and consent are recorded the moment a lead lands.

Arriving now

Web formFree case review · Maria AlvarezConsent ✓
EmailForwarded from a lead portalParsed
CSV importLast month's leads · 214 rowsManual only
PhoneReferral call, entered by handAdded

Imported leads without recorded consent stay limited to manual contact.

Maria Alvarez · AI call, 11:45 PM

✓
Gate 1 · Hard disqualifiers
Not represented. Inside the filing window.
!
Gate 2 · Severity and triggers
Trigger fired: ambulance, inpatient admission
"Were you admitted to hospital?" · "Yes, they kept me overnight."
Gate 3 · Case detail
Handed to a person to finish
Score 84 / 100Keep and escalate
2

Contacted in minutes, scored on your rules.

An AI voice call or text goes out within minutes. It works through your questions in order: disqualifiers first, then severity and escalation triggers, then detail. Each answer feeds your 100-point rubric, and the filing deadline is calculated from the incident date and state.

3

The right cases reach a person, then get signed.

Hot leads go to the live queue and page your on-call chain in order. If nobody answers, a callback is booked. Retainers go out for e-signature and reminders run until they come back. Cases you won't take are offered to partner firms.

Maria Alvarez · timeline

11:47 PMOn-call attorney paged 11:49 PMNo answer · intake lead paged next 11:50 PMClaimed from the live queue
Hot transfer, case summary on screen 11:58 PMRetainer sent for e-signature 8:15 AMSigned

Who does what.

PI Intakly does

First contact, day and nightQualification questions and scoringDeadline calculationFollow-up and retainer remindersConsent and contact-hour checks on every send

Your team does

Talks to the hot casesDecides the edge cases in the review queueSigns the clients

Your account manager builds these stages around how your firm already works, and adjusts them as you go.