Turn messy intake data into decisions and next steps.
Intake Intelligence helps high-volume PI firms turn CSVs, forms, and call-center exports into a screening decision, the information not captured, what needs confirmation, and the next action for each lead.
Cannot pursue until duration of use and ER records are confirmed.
Confirm duration of Depo-Provera use and request ER records before scheduling intake.
Intake breaks when teams cannot see what is true yet.
High-volume PI intake still runs on uneven CSVs, forms, and notes. Reps guess which leads merit follow-up and what is missing — with little shared record of why.
Every source looks different
Calls, web forms, ad platforms, and outsourced intake all push different columns and notes into the same queue.
Inconsistent decisions
Two reps can read the same lead and make different calls, with no clean record of which screening item drove the answer.
The right lead waits
A lead that only needs one follow-up can sit behind rows that were never a fit.
Said and verified blur together
What the lead said, what the team captured, and what records confirm are treated like the same thing.
From messy intake data to next action.
One pass over your file: each row gets a screening decision, gap and confirmation flags, and a single next step — so the queue reflects what to do, not just what arrived.
- 01
Upload leads
Drop in a CSV, Excel file, or call-log export. Map fields once; the system remembers.
- 02
Apply screening protocol
Your firm’s criteria, from diagnosis windows to exclusions, run on every row.
- 03
See decision + gaps
Pursue, Needs info, or Do not pursue, with what is captured, missing, or unconfirmed.
- 04
Work the next best lead
A focused queue, not another CRM screen, ordered by what moves each lead forward.
A real intake workflow, simplified.
One row → decision, gaps, next step. Step through the stages below.
Click through the screening path
Separate not captured, needs confirmation, and verified items.
- product_used
- "Depo shot"
- notes
- "friend told her to call. said it hurt after shot. went to ER once"
- diagnosis_date
- missing
- records
- none
- first_use
- unknown
- duration
- unknown
- Diagnosis timeline
- Medical records
- Duration of Depo-Provera use
- Reported ER visit (1×)
Confirm duration of Depo-Provera usage and request ER records before scheduling intake.
Not a CRM. Not lead scoring. The intake decision layer.
Existing tools manage the lead. They rarely say what the intake team should do with it.
“If this could be solved inside a CRM, it already would have been.”
- CRMs store leads.We show the decision and next action.
- Scoring tools give a number.We give a decision and the reason behind it.
- Summaries restate data.Protocols turn messy intake into action.
- Black-box automation replaces the team.Intake teams stay in control.
Intake data is not truth.
The system separates what was said from what is verified. Every decision is traceable to the fields that supported it — and to the ones that didn't.
This is not attorney sign-off. It gives intake teams a clearer view of what still needs to be confirmed.
- Not captured
The protocol asked for it; the rep never recorded it. Surfaced as a gap, not assumed.
- Captured, needs confirmation
The lead said it. The system flags it for verification before it counts toward a decision.
- Verified
Backed by a record, document, or rep confirmation logged in the system.
Built for intake-heavy legal teams.
Mid-size PI firms
50–500 inbound leads per week, with teams buried in CSVs and call notes.
Mass tort intake teams
Per-tort screening protocols, applied consistently across thousands of rows.
Outsourced intake teams
Hand back to the firm a clear decision and a verification trail — not just a recording.
Lead qualification teams
See which leads need work first, and why.
Want to test it on a real intake file?
Send a sample CSV or anonymized lead export. I'll show what the system surfaces: decisions, gaps, and next actions.
An anonymized sample is fine.