Intake QA · Intake Quality Audit
Intake Quality Audit
8 calls reviewed
$27,000 in signable fees walked in these 8 calls.
Every figure below is tied to a specific call and the words the prospective client actually said. This is what we found in the sample, not a projection.
The signable cases that walked, with the evidence
Signable case that walked · call-0431.mp3$18,000 at risk
Rear-end collision, company truck, documented driver admission, worsening injuries. The caller was ready to move forward but no retainer was sent and no follow-up was scheduled.
- “Yeah, I definitely want to move forward with this.”
- “The other driver admitted it was his fault at the scene.”
Signable case that walked · call-0447.mp3$9,000 at risk
Slip-and-fall at a grocery store, clear liability, caller audibly distressed; the call closed on a vague “we’ll call you back” with no time set.
- “I fell right where they’d just mopped. There was no sign or anything.”
What a full month might look like
If this rate held for a full month, that's roughly $253,125 to $506,250, and the low end conservatively assumes only half the rate we observed. The honest way to know is to run a full month.
A projection, not a claim or a guarantee, just a reason to run a full month.
A same-day save-protocol text we'd draft
Draft preview: nothing is sent
Hi Erika, this is the intake team at Sample PI Firm following up on your call. Is now a good time to finish getting you set up? Reply STOP to opt out.
In the product, a human approves every message before it can send.
What the monthly Statement looks like
After a full month, this is the two-page read that lands on your desk. Page one is a 90-second boardroom look, signed by the analyst. Here is page one, with the parts that make it checkable called out.
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
Alternative View
Here's the strongest case against our flag, the reading under which this case is not signable, so you can weigh both before you spend a callback.
Right of Reply
You can dispute anything in this Statement. Tell us what we got wrong and your correction is printed, unedited, in the next Statement's Corrections column and logged against the original finding. We'd rather be corrected than trusted blindly.
Every dollar is an estimate
Any dollar figure here is a conservative, case-within-a-case estimate of potential fee value, using an expected-value method described in the appendix. It is an operations estimate, not a legal opinion, a promise, or a guarantee. The merits are your firm's call.
Citation to transcript
Every judgment names the exact moment in the recording behind it, so you can play the call and check it yourself.
The five signability tiers
| Tier | What we call it | What it means | Likelihood |
|---|---|---|---|
| 5 | Very likely signable | Clear liability and injury, no disqualifier heard. | 80-95% |
| 4 | Likely signable | Strong indicators, one minor open question. | 55-80% |
| 3 | Roughly even | Genuinely mixed signals. | 45-55% |
| 2 | Unlikely signable | Weak indicators, or a likely disqualifier. | 20-45% |
| 1 | Very unlikely | Clear disqualifier: prior counsel, no injury, or property damage only. | 5-20% |
We state the transcript moment behind each judgment, and we never mix a confidence level with a likelihood in the same sentence. A call is flagged for follow-up at Tier 4 and above.
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