PI qualification & intake
It screens every caller against the criteria your firm approves.
It follows your approved intake questions about the incident, treatment, liability, insurance, and police report, then flags the result for your team.
Runs your exact intake questions, conversationally, never as an interrogation.
Screens injury type, treatment, liability, insurance, and police report.
Routes non-matching inquiries and vendor calls according to your approved rules.
Fully customizable, add, reorder, or remove questions any time.
We load your script
Your intake questions, or ours as a starting point, become the call flow.
It qualifies live
On the call, it gathers the facts your team uses for preliminary screening.
You see the result
A structured, qualified intake lands in your system, ready to act on.
Give attorneys a structured intake before they decide what to do next.
The approved questions run consistently on every call.
The intake flow covers incident details, treatment, insurance, and other fields your firm approves.
See PI qualification & intake in your firm's workflow.
Hear Vanessa gather the incident facts your team uses for an initial review.
Book the 20-minute demo →