Intake Support for PI Firms
Your intake process is the front door to your firm. Every missed call, slow follow-up, or dropped lead is revenue walking out that door. VerdictOps pods specialize in intake coordination that converts and qualifies, so your attorneys see clean, organized case information from day one.
What We Handle
Everything between a lead contacting your firm and a signed case entering your system.
Call Answering
PI-specific intake specialists answer calls with the right qualification questions, documenting everything in real-time.
Lead Qualification
We ask the right questions to filter qualified PI cases from non-qualifying inquiries, so your attorneys only see viable leads.
CMS Data Entry
Qualified leads are entered directly into your case management system with complete documentation, ready for attorney review.
Same-Day Follow-Up
Voicemails and emails are followed up the same day. No lead sits untouched overnight.
Conversion Tracking
We track conversion metrics so you can see which channels are producing signed cases and optimize your marketing spend.
Client Communication
Initial client communication, appointment scheduling, and pipeline management so potential clients feel supported from the first touchpoint.
The Problem We Solve
Without VerdictOps
- Leads sit for hours or days before anyone responds
- Paralegals handle intake between other tasks
- Voicemails and emails fall through the cracks
- No visibility into conversion metrics
With VerdictOps
- Every call answered by PI-trained intake specialists
- Dedicated team focused exclusively on your intake
- Same-day follow-up on every voicemail and email
- Clear conversion metrics and reporting
Response Time
4.2 hrs
avg lead response
Coverage
24/5
Mon-Fri
Follow-Up
Same Day
all voicemails & emails
Onboarding
2-3 wks
to live intake
Transform Your Intake Process
Intake coordination might not be glamorous, but it's where money is made or lost in a PI firm. Let us handle it with the attention it deserves.