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Free Intake Audit for PI Firms

Your PI Firm Is Losing Cases Before You Ever See Them

Every missed call, slow follow-up, and dropped lead is a case worth tens of thousands of dollars walking out your door. Most firms don't know how much revenue their intake process is costing them.

Free. No obligation. Takes 2 minutes.

The Reality

The Numbers Most PI Firms Don't Want to Face

78%

of PI leads hire the first firm that responds

35%+

of inbound calls go unanswered at the average firm

<5 min

speed-to-lead window before conversion rates plummet

If your firm spends $10,000/month on marketing but converts fewer than 1 in 3 qualified leads, you're not overspending on ads — you're leaking revenue at intake.

What You'll Get

A Complete Audit of Your Intake Process

We analyze six critical areas where PI firms lose cases — and show you exactly where to improve.

Speed to Lead

How fast does your team respond to new inquiries? We benchmark against the 5-minute window that wins PI cases.

After-Hours Coverage

Are you losing cases at night and on weekends? We evaluate your availability outside business hours.

Follow-Up Cadence

Most PI leads need 5-8 touches before converting. We analyze how persistent and consistent your follow-up is.

Lead Qualification

Is your team screening for case value and merit? We evaluate your qualification criteria and process.

CRM & Workflow

We assess your intake technology stack — CRM setup, routing, handoffs, and where leads get stuck or lost.

Conversion Benchmarking

We compare your intake-to-retained rate against PI industry benchmarks to quantify your revenue gap.

Trusted by 200+ Law Firms
4.9
(71 reviews)
“We at Gantt Family Law have had an outstanding experience working with Attorney Assistant. Their team recruited Laisha to serve as our Intake Specialist, and she has truly exceeded our expectations. Laisha is professional, warm, and exceptionally organized. She connects naturall...”
Richard Gantt

Richard Gantt

a month ago

“We’ve had an outstanding experience working with Attorney Assistant. From start to finish, their team has been professional, attentive, and incredibly efficient. They took the time to understand our law firm’s specific needs and culture, and they delivered exactly what they promi...”
Jamila Perez

Jamila Perez

a month ago

“Attorney Assist is truly in a league of its own. Andrew and Ellie have been on this roller coaster with us, and their support throughout the process has been incredible. Their customer service is stellar — responsive, thoughtful, and genuinely invested in our success. Our first ...”
Taylor Shepherd

Taylor Shepherd

a month ago

Watch & Listen

Hear From Firms Like Yours

Video: Client testimonial — law firm intake results
Video: Client testimonial — PI firm operations
Video: Client testimonial — firm growth with Attorney Assistant

Stop Guessing. Start Knowing.

Get a clear, data-backed picture of where your intake process is losing cases — and a roadmap to fix it.