Caisely10:14 AM
Hi Jordan, I’m the intake assistant for Sample PI Firm. I have the crash details you shared. What state did it happen in? Reply STOP to opt out.
Keep PI leads from stalling in intake.
Bring leads from your website, campaigns, referrals, staff, and uploaded lead emails into one working queue. Caisely can collect missing details by text, follow up on incomplete intake and unsigned retainers, and keep the next staff action visible.
Inbox 2Sample PI Firm
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Active 27ClientStatusSourceLast updated
JL
PendingJordan Lee
LEAD-147
Search campaign
3 min ago
AC
ApprovedAvery Chen
LEAD-146
Referral partner
18 min ago
MD
PendingMorgan Davis
LEAD-145
Website
42 min ago
3 of 27 leadsPage 1 of 9
- New inquiries in one working queue
- PI-specific text intake
- Follow-up on unfinished work
- Staff makes every lead decision
Complete intake without making the lead start over.
A lead may have already shared the incident basics through a campaign, referral, or your website. Caisely keeps those details, asks one clear question at a time, and puts the new answers on the lead for staff review.
- Uses known details
- Focuses on what is missing
- Leaves decisions with staff
Sample SMS intakeFirm-enabled. Questions vary. Your firm's consent rules apply.
Sample PI FirmLEAD-2026-147
Jordan Lee
Already on the leadRear-end crashMar 12Injury reportedContact details
Messages
Jordan10:16 AM
California.
Caisely10:19 AM
Thanks. Was a police report filed?
Jordan10:21 AM
Yes.
Caisely10:24 AM
Got it. What injuries have you noticed since the crash?
Jordan10:27 AM
My neck and shoulder are sore.
Caisely10:30 AM
Thank you. I saved those details for the intake team to review.
Manage intake, follow-up, documents, and review on the lead record.
Text intake
Collect PI-specific details by text under your firm's outreach settings. Recorded SMS opt-outs are honored.
Follow-up limits
Caisely limits follow-up attempts for incomplete intake and unsigned retainers.
Documents and signatures
See uploaded files, retainer status, and signature activity on the lead record.
Staff-ready review summary
Caisely can prepare an AI-assisted summary of qualification signals and show eligibility flags beside the intake record for staff review.
Move emailed leads into intake
Upload a transferred-lead email. Caisely uses AI to pull available contact and incident details into a pending lead, with the source email and files attached for staff review.
Lead activity
Track source, campaign, lead cost, messages, review status, and staff decisions.
Keep lead decisions with your staff.
Caisely organizes intake answers and can provide a short qualification reason beside your firm's eligibility flags. Staff uses that context to accept, reject, or request more information.
Outreach and review controls
- Your firm controls outreach settings, and recorded SMS opt-outs are honored.
- AI qualification supports staff review and does not approve or reject leads.
- Automated follow-up stops after its defined number of attempts.
- Staff decisions stay on the lead record.
Prepare the handoff after staff approval.
Keep the lead's intake details and eligible documents ready for the next system. Handoff options depend on your firm's setup.
Caisely
Staff approved
Case management
Approved details and files ready
Show us where intake slows down.
Walk us through how leads arrive, how staff follows up, and what happens after approval. We will show you what Caisely can handle and what stays with your team.