The Ultimate PI Law Firm Intake System Checklist

If you're evaluating intake systems for your PI law firm—or wondering whether your current one is costing you cases—this list is for you.

These are the must-haves for any system designed to grow a PI practice by improving lead conversion, increasing average case value, and maximizing ROI on marketing.

1. All Leads in One Pipeline - Your intake system should automatically capture leads from:

• Website and landing page forms
• Live chats and intake forms
• Paid ads, organic search, and referral sources

Why it matters: Centralization reduces missed leads and creates a single source of truth. If you're manually entering leads or toggling between tools, you’re leaking revenue.

2. Multi-Channel, Stage-Based Communication

• SMS texting
• Ringless voicemails
• Email templates

Why it matters: Personalized, timely follow-ups increase conversion rates. Automation by stage ensures hot leads don’t go cold.

3. Referral Automation System

Your intake platform must make it easy to:

• Solicit referrals from happy clients and strategic partners
• Contract outbound referrals via eSign for cases that are a better fit elsewhere
  

Why it matters: Referrals are often the highest-converting lead source. Automating both inbound and outbound referrals creates new revenue streams with minimal effort.

4. Integration with Email, Calendar, and Docs

Your system should sync with:

• MS365 Outlook or Google Workspace
• Team calendars, shared files, and email accounts

Why it matters: Intake teams operate faster when context and communication are seamlessly integrated. No more switching between inboxes and CRMs.

5. Ideal Client Scoring and Lead Prioritization

Ensure your system automatically scores leads by:

• Case value potential
• Likelihood to close
• Fit with your ideal client profile

Why it matters: This allows your team to focus on the highest ROI opportunities first—closing more valuable cases faster with less wasted time.

6. Real-Time Metrics, Reports, and Dashboards

Your intake system must provide:

• Pipeline reports by stage, case type, and source
• Open vs. closed leads by attorney and intake rep
• Case value tracking and conversion rates
• Marketing source ROI
• Team performance dashboards
• Referral partner contribution reports

Why it matters: What gets measured gets managed. These insights drive better decisions, improve team accountability, and ensure every marketing dollar is tracked to revenue.

7. Marketing Attribution and ROI Reporting

Your system should track:

• Which lead sources produce the most and best cases
• Cost-per-case across channels
• Time-to-close from lead to signed client

Why it matters: Knowing where your best clients come from allows you to scale what’s working and cut what’s not. This is how great firms grow.

8. Scalability and Automation Readiness

Look for:

• Automations for tasks, reminders, and “next steps”
• The ability to customize workflows without developer help
• Compatibility with other systems (Zapier, APIs, etc.)

Why it matters: Your system should grow with your firm, not slow you down with bottlenecks or manual processes.

9. User-Friendly for Intake Teams

Prioritize:

• Clean interface
• Minimal clicks to complete core tasks
• Mobile-friendly options for on-the-go updates

Why it matters: If your intake team doesn’t love it, they won’t use it. Simplicity = adoption = results.

10. Ongoing Optimization and Support

Your system provider should offer:

• Ongoing performance reviews
• Hands-on training and onboarding
• Real-time troubleshooting

Why it matters: Intake is not “set it and forget it.” Continuous improvement ensures your firm stays ahead of the competition.

The AMG Team’s PI LawForce Intake System Does All This—and More

If you’re evaluating PI law intake systems, know this: PI LawForce from AMG Team checks every box—and was purpose-built for law firms just like yours. It’s not just a tech platform. It’s your scaling engine, designed to close more cases, increase average case value, and make marketing spend more effective.

📞 You’ll know if we’re your perfect partner on the first call. Let’s talk.
Schedule a 15-Minute Call or Request a Demo

About the Author

Eric Weisgarber is the founder/CEO of The AMG Team. He has 25+ years of experience in data-driven marketing, advertising, and business automation.

About The AMG Team

Analytics, Marketing, & Growth (aka. The AMG Team) delivers permanent revenue growth for personal injury law firms by generating high-value cases and automating your client intake process with performance marketing, advertising, and intake automation solutions.

Ready to transform your personal injury law firm?

Learn more by visiting our website.

Book a discovery meeting with us.

Connect with me on LinkedIn: My Profile