The independent recovery desk for personal injury firms
Everyone you pay to handle your intake tells you they're doing a great job.
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.
Free for qualifying Southern California PI firms. A real analyst reviews every call. You keep the report whether or not we work together.
Missed-Revenue Statement
Sample PI Firm
June 2026
SUNSET-2026-06
Your firm recovered 2 signable cases last month, worth an estimated $27,000 in fees. 2 more were flagged and are still open.
Estimated fee value at risk
$47,300 to $92,000
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 | Recovered |
| M.E. | Slip and fall | 4 | $15,000 | Open |
| T.W. | Dog bite | 4 | $9,000 | Recovered |
| R.K. | Auto (rear-end) | 3 | $5,300 | 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. 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. Figures are illustrative and names are redacted; your own Statement is built from your calls.
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. That independence is the whole point: a QA function that grades the people it reports on isn't a QA function.
What the desk does that the tools handling your calls don't.
Independence
We have no stake in the answer. We're paid the same flat fee regardless of what the audit finds, unlike the AI receptionist grading its own calls, the agency grading its own leads, or staff grading their own follow-up.
Full-population coverage
We score 100% of your intake calls across every channel, including the ones your team answered live at 2pm, not just the calls one tool happened to handle.
Outcome reconciliation
We reconcile calls against the fee agreements that actually got signed weeks later, so a flag means a signable case that truly walked, not a self-graded guess at capture time.
Forensic recovery
We surface already-paid-for PNCs whose statute is still live, and hand your staff a compliant, human-reviewed play to win them back.
The honest boundary: If your problem is missed calls, buy an AI receptionist. Our work starts where the phone gets answered.
The closed loop: read every call, reconcile against what signed, recover what walked.
- 01Send us your recorded intake calls from every channel: your team, your answering service, your AI receptionist
- 02Transcribed and scored 0-100 on a frozen, calibrated PI rubric
- 03Signable-case detection: qualified callers who didn’t sign are flagged, with the evidence behind each
- 04Reconciled against the fee agreements that actually got signed, so a flag is a real miss, not a guess
- 05Ali reviews the readout and signs off on what you see
- 06A staff-sent, human-reviewed save protocol for the recoverable ones (texting gated on A2P 10DLC)
- 07A monthly missed-revenue statement: what walked, in dollars, trending over time
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 Saved-Case Ledger. 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.
A person on your team approves any text before it sends. 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.
Independence statement
Intake QA is an independent quality-control service that scores a PI firm's own intake calls, flags signable cases that slipped, and hands the firm a compliant way to follow up, for a flat monthly fee that never varies with any recovery. We take no referral fees and no contingent compensation.
Marketing-agency accountability
Finally know whether your ad spend produces signable callers or tire-kickers.
Your agency reports clicks, calls, and cost-per-lead. We report what happened after the phone rang: how many callers were actually signable, how many signed, and what the misses were worth. One legal-marketing agency (WEBRIS) reports that after auditing 500+ PI firms, fewer than 10% could state their true client-acquisition cost with confidence.
WEBRIS, "Personal Injury Leads: How Much Should They Cost?" (after auditing 500+ PI firms). Cost-per-signed-case benchmark: Pareto Legal, "State of Law Firm PPC": 13 plaintiff-side firms, $3.3M combined Google Ads + LSA spend, 2025.
The deliverable
Your monthly missed-revenue statement.
Every month you get one readout that reads like a P&L for your intake: signable calls analyzed, cases that signed, cases that walked, estimated missed fee value, the saves your team recovered, and the trend line. A written deliverable, not another dashboard to log into.
Missed-Revenue Statement
Example · illustrative figures
- Signable calls analyzed
- 128
- Cases that signed
- 31
- Signable cases that walked
- 12
- Estimated missed fee value
- $96,000
- Saves your team recovered
- 4
- Recovered fee value
- $32,000
Sample only. Your statement is built from your own recordings; figures are estimates, not promises.
What months 2-12 look like.
The first audit finds the biggest leaks. After that, the desk becomes your standing intake QA function: every month your statement shows whether the leak is shrinking, your intake team gets credit for the improvement, and new leaks get caught as your marketing and staffing change.
See the ongoing work →Start with a free Intake Quality 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. Then: Free Intake Quality Audit → a live readout with Ali → a free 30-day founding-cohort pilot → a flat monthly subscription.
Do the math on your own numbers.
Conservative and optimistic estimates, side by side. No email required to run it.
At that rate you lose 26 signable cases, about $312,000 in fees, a year.
Conservative
Wins back 20% of the signable cases that didn't convert
- Cases won back / yr
- 5.2
- Fees recovered / yr
- $62,400
- Net of software / yr
- $51,600
- Pays for itself in
- 63 days
Optimistic
Wins back 40% of the signable cases that didn't convert
- Cases won back / yr
- 10.4
- Fees recovered / yr
- $124,800
- Net of software / yr
- $114,000
- Pays for itself in
- 32 days
Estimates on your own inputs, at illustrative 20% / 40% recovery rates. Reference cost: a flat monthly subscription (illustrative $900/mo), never a share of any recovery. Not a guarantee.
Where the desk fits alongside what you already run.
Your answering service and AI receptionist do real work. They answer, summarize, and score the calls they handle. The desk does the part none of them do: score 100% of calls across every channel and reconcile them against who actually signed.
| Capability | Answering service | AI receptionist | Marketing agency | Intake QA |
|---|---|---|---|---|
| Answers / handles the call live | ||||
| Scores or summarizes the calls it handled | ||||
| Reports on the leads it sold you | ||||
| Scores 100% of calls across every channel | ||||
| Reconciles calls against signed fee agreements | ||||
| Independent, paid the same flat fee regardless of findings | ||||
| Recovers already-paid-for PNCs with live statutes |
The $25,000 find-it-free guarantee.
If your free audit doesn't surface at least $25,000in estimated missed signable case value, we won't pitch you a subscription, and if you start one anyway, your first month is free. It's an estimate of what walked, not a promise of what we'll recover.
$25,000 find-it-free guarantee
Your audit is free either way. If it doesn't surface at least $25,000in estimated missed signable case value in your own calls, we won't pitch you a subscription. And if you start one anyway, your first month is free. It's an estimate of what walked, not a promise of what we'll recover. See how we calculate it →
Who does the work.
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.
More about Ali →Built to survive your ethics counsel.
A flat fee for a service, never a share of a fee
We're paid the same flat monthly fee no matter what we find, so it isn't a share of a fee under CA Rule 5.4 and can't be characterized as paying a runner or capper under B&P §§6151-6152 (strengthened by SB 37). The audit is free and the guarantee backs a diagnostic threshold, never a recovery.
Read the compliance case →We only help you answer your own callers
Win-back messages respond to people who already called your firm. Under CA Rule 7.3, a communication in response to a request for information is not solicitation. We never contact strangers on your behalf.
Read the compliance case →A human verifies and sends
The desk drafts; a person at your firm reviews and sends. Nothing goes out on its own (CA Rule 5.3; the CA State Bar's GenAI guidance, updated May 2026; ABA Formal Op. 512's verification duty). Your callers' words are never used to train AI.
Read the compliance case →Your calls are handled by Intake QA, and we're the single party accountable for them. Your recordings run through our own analysis and transcription models, encrypted in transit and at rest, and are never used to train our models. See how your data is handled →
I'm Ali. I ran intake at a PI firm before I built this, and I watched signable cases walk because a call went to voicemail or the follow-up never happened. The marketing money was already spent. The case just went across the street.
Intake QA is the quality-control and recovery system I wanted when I had the job: score every call, catch the ones worth a callback, and draft a follow-up your team approves before it sends.
Ali, Founder, Intake QA · Orange County, CA
Forthcoming report
The State of PI Intake.
We're building the first report on what actually happens to signable cases after the phone rings, built from anonymized, consented, aggregated cohort data (the Clio Legal Trends model: aggregated and anonymized, no PII, no client data). It doesn't exist yet; it grows as the founding cohort grows. Get the first edition, and help shape it.
Email us to get the first editionWe're taking a founding cohort of 3 to 5 Southern California PI firms onto free 30-day pilots. Find-it-free guarantee. Cancel anytime.
A founding cohort of 3-5 Southern California PI firms.
Free audit, free 30-day pilot, locked founding-cohort pricing, and a say in what the desk becomes. We'll even work your first recovered saves alongside you.
Run your free Intake Quality Audit