The independent intake desk for high-volume personal injury firms
The signable cases you already paid for and let walk, found and handed back to recover.
You spend real money to make the phones ring across every office. What happens after they ring, which signable callers you already paid to acquire didn’t sign and what that walked-away fee was worth, is the one number no one in your building can see. We read your recorded intake calls, flag the signable callers who walked, put an estimated dollar figure on each one, and hand them back to your team to win back. It sits on top of the case-management system you already run, so there’s nothing to migrate. A flat monthly fee, never a share. Start with a free Leak Audit.
The founding cohort is 5 firms, each onboarded hands-on. A real analyst reviews the flags that carry the dollars, and signs the report. You keep the report whether or not you continue. No card, no contract to start.
We publish how accurate we are, sample size and all. See our accuracy →
Missed-Revenue Statement
Sample PI Firm
June 2026
SUNSET-LA-2026-03
We flagged 2 strong signable cases that walked last month, worth an estimated $33,000 to $95,000 in fees. 2 still look recoverable today.
Estimated fee value at risk
$33,000 to $95,000
Conservative range, low end quoted first.
Every call accounted for
Saved-Case Ledger
| Caller | Case type | Tier | Est. fee | Status |
|---|---|---|---|---|
| J.R. | Auto (rear-end) | 5 | $18,000 | Saved (illustrative) |
| M.E. | Slip & fall | 5 | $15,000 | Open |
This is a record of the procedures we performed and the fidelity of the transcripts we reviewed. It is not an opinion on the value or legal merit of any case, and it carries no penalty-of-perjury attestation. Where we judge, we show the transcript moment behind the judgment so you can check it yourself.
Ali F. Ansari
Analyst of Record · Plaintiff Ops LLC
Page one of a sample Missed-Revenue Statement, the monthly document the desk produces. Figures are illustrative and names are redacted; yours is built from your calls.
Hear a case walk
Clean liability. A stated injury. Nobody ever called back.
- DanaThanks for calling Morgan and Associates, this is Dana.
- CallerHi, um… I was in a car accident a couple days ago and I wasn’t really sure who to call.
- IntakeOkay. Were you the driver?
- CallerYeah. I was stopped at a red light and a truck rear-ended me. The other driver got a ticket.
- IntakeGot it. Do you have the police report number?
- CallerNot yet. They said it’d be ready next week.
- IntakeOkay, why don’t you get that and give us a call back once you have it.
- CallerOh. Okay. Um… is there anything else I should be doing? My neck and my back have been really bad since it happened.
- IntakeWe’ll take a look once you’ve got the report. Have a good one.
- Caller…Okay. Thanks.
The one question that would have kept it
The caller said the injury out loud, with clean liability behind it, and the intake never asked a single question about it, then sent them away to “call back.” Nobody did. That case signs with the firm that asked: “Tell me about your injuries. Have you seen a doctor?”
An independent ear catches the signable case your intake let walk, and names the one move that would have kept it. That’s the whole product, in forty seconds.
How it works.
- 1
Point us at your recorded intake calls
Free to start. Any channel and any volume: your team, your answering service, your AI receptionist. It sits on top of the phones and the CMS you already run, so there’s nothing to migrate.
- 2
We hand back the signable cases that walked, in dollars
The engine scores every call; a real analyst reviews the flags that matter and hands you a signed report: which signable callers you already paid for didn’t sign, the evidence for each, and an estimated dollar figure so your team can win them back.
- 3
Every month, on every office, one board
The full desk running continuously: every call scored, misses flagged the same day, one monthly statement across all your offices. A flat monthly fee, never a share.
Why these four numbers: what a lead costs, how many firms never connect the call, who’s calling, and how few firms know their own number. Sources named under each.
If your problem is missed calls, buy an AI receptionist. Our work starts where the phone gets answered. The number we own is the one after the phone gets answered: the signable caller who got through, and still didn’t sign.
Sits on top of your stack
Nothing to rip out. Nothing to migrate.
Intake QA sits on top of the case-management system you already run, whether that’s Filevine, CasePeer, Litify, or your own stack. There is nothing to rip out and nothing to migrate: we read the intake calls your phones already record, and hand the signable cases that walked back to the same team and the same CRM you use today.
Built for volume
Every office on one board.
Built for high-volume intake: multi-office firms and dedicated intake departments where the phones ring hundreds of times a week, and a single signable case that walks can outweigh a year of the flat subscription. One board covers every office, for the Director of Intake and the COO who answer for the number.
Every report you get on your intake is self-graded homework.
The AI receptionist grades its own calls. The agency grades its own leads. Your staff grade their own follow-up. Nobody checks the whole board against what actually got signed. Intake QA is the independent desk that does, and finds the signable cases that walked. We have no stake in the answer. We’re paid the same flat fee no matter what we find, whether that is nothing or a fortune. That independence is the whole point: a QA function that grades the people it reports on isn’t a QA function.
| AI receptionist | Your agency | Your staff | Intake QA | |
|---|---|---|---|---|
| Grades its own work? | Yes | Yes | Yes | No |
| Scores calls it didn’t answer? | No | No | No | Yes |
| Reconciles against who actually signed? | No | No | No | Yes |
| Publishes its own accuracy and miss rate? | No | No | No | Yes |
| Paid the same no matter what it finds? | No | No | No | Yes |
A signable case walks for one of four reasons: the caller reached voicemail, the injury question never got asked, the callback came a day late, or a Spanish-speaking caller hit an English wall. We tell you which one, per case.
What lands on your desk
Four plain deliverables, in the order they matter.
- 01
Recoverable-Lead Alert
The lead product. A signable case that didn’t convert today, on one screen, so your team can call back within the hour, while the lead is still warm.
- 02
Missed-Revenue Statement
A two-page monthly read: the dollar range, the trend, and the saves. Page one is a 90-second boardroom look, signed by the analyst.
- 03
Team Coaching
The call, not the colleague. One fixable step and the moment it happened, framed to help the team, never to rank people.
- 04
Saved-Case Ledger
A running record of the cases your team actually recovered, so the value is on paper, not a claim.
From: Ali, Intake QA · To: Sample PI Firm intake
Signable case from today’s calls, call back within the hour
One call today scored as a signable case that didn’t convert, and lead value fades fast. Details and the exact transcript moment are below. Ali reviewed this flag before it reached you.
“The other driver admitted it was his fault at the scene. Yeah, I definitely want to move forward with this.”
Transcript at 03:12 and 08:20.
- Why it’s flagged
- Clear liability and injury, ready to proceed, no retainer sent and no callback logged.
- Suggested next step
- Call back within the hour. Speed is the single biggest lever on recovery.
Your own staff make the callback; we never contact your callers. This is our read of the transcript, not a legal opinion on the case. Reply here to add context or correct this flag.
A sample Recoverable-Lead Alert. Figures illustrative; caller redacted.
For your intake department
Built to make your intake department look good, not to grade any one coordinator.
This isn’t a gotcha, and it isn’t aimed at any one coordinator. At high volume, good cases slip; that’s math, not a character flaw. The desk gives your intake department proof of the workload, coaching clips built from your own team’s best calls, and a monthly scorecard, per office, that shows the improvement so the credit lands where it’s earned.
Start with a free Leak Audit.
Send up to 10 recent intake calls. A real analyst reviews every one and shows you, in dollars, how much signable fee revenue didn’t convert, with a per-call breakdown and the evidence behind each flag. You keep the report either way.
Do the math on your own numbers.
Conservative and optimistic estimates, side by side. No email required to run it.
You already paid to make those calls happen: $147,680 in acquisition spend a year, walking after the phone rang.
At that sign rate it’s 26 signable cases, about $312,000 in fees, on top.
If you win back 1 in 5
That’s 20% of the signable cases that didn’t convert
- Cases won back / yr
- 5.2
- Fees recovered / yr
- $62,400
If you win back 2 in 5
That’s 40% of the signable cases that didn’t convert
- Cases won back / yr
- 10.4
- Fees recovered / yr
- $124,800
Estimates on your own inputs. The 1-in-5 and 2-in-5 win-back rates are illustrative assumptions, not observed results. Not a guarantee. The desk is free during the beta; at launch the fee is a flat monthly subscription, never a share of any recovery.
The founding beta
Get your firm on the desk. Free during the beta. Flat monthly fee at launch, never a share.
Every audit and every monthly statement is reviewed by Ali, Intake QA’s founder and analyst of record, a former PI paralegal who sat in the intake seat. The software does the listening at scale; a human who knows what a signable case sounds like decides what to flag and signs off on what you read.
What you get
The full desk on your own calls: every call scored, misses flagged the same day, the monthly statement, free for the whole beta.
What it takes
A mutual NDA, connecting or uploading your recorded intake calls, and candid feedback on what’s useful. Your staff make every callback; we never contact your callers.
Start with a free Leak Audit; a small founding cohort then tests the full desk, free during the beta, with preferred pricing locked in at launch. The founding cohort is 5 firms, each onboarded hands-on.
Built to survive your ethics counsel.
- · A flat fee for a service, never a share of a fee, never per case.
- · We only help you answer people who already called your firm.
- · The desk drafts; a human at your firm reviews and sends. Always.
Your calls are handled by Intake QA, and we’re the single party accountable to you for them. Transcription and analysis run on specialist engines under our data-processing agreement (every subprocessor is named in the DPA), encrypted in transit and at rest, and your callers’ words are never used to train AI models.
A free Leak Audit. A founding seat on the desk.
A signed report you keep, a say in what the desk becomes, and no obligation to continue. The founding cohort is 5 firms, each onboarded hands-on.