Every Practical Question PI Attorneys Ask Before Engaging LeadsHub - Answered Directly
This page covers how the PI Intake Engine works, what the guarantee covers, how qualification logic is built, compliance considerations, and what onboarding and reporting look like. All answers are drawn from our active client engagements - not invented.
How the System Works
The AI does not make case decisions - it makes intake screening decisions based on criteria you define. The AI asks the intake questions your attorneys currently ask (or should ask) during a first contact: Was there a documented injury event? Is there an identifiable liable party? Is there insurance or an asset recovery source? What is the nature and severity of the injury? The claimant's responses are captured and compared against your defined qualification criteria. A qualified profile reaches attorney review with that information already assembled. The attorney makes the case decision. The AI eliminates the intake review step for claimants who do not meet your threshold.
- •Qualification accuracy improves over the first 30 days as the criteria are calibrated against real market inquiry patterns
- •The AI captures information - it does not provide legal advice or make representations to the claimant about their case
- •Every AI interaction is logged and available for review in your dashboard
- •If a claimant's situation is ambiguous, it is flagged for human review rather than auto-rejected
No. The PI Intake Engine operates alongside your intake team, not instead of them. The AI handles first contact - particularly outside business hours, which is when a significant percentage of online PI inquiries are submitted. Your intake team handles pre-qualified claimants who have already been screened. Most firms see their intake team's volume of non-viable inquiries reduced significantly, which frees their capacity for the qualified cases that require human follow-up.
- •Average intake team workload reduction: [X]% (verified client result)
- •The AI does not replace human judgment - it eliminates the intake burden for non-qualifying inquiries
- •Your intake team can be integrated into the follow-up sequence for high-value flagged claimants
During the onboarding session (90 minutes, delivered within the first 3 days of engagement), LeadsHub captures your exact case criteria: the case types you handle, the injury severity threshold for each, the liability conditions you require, the insurance or recovery source requirement, and your geographic jurisdiction. This information is used to configure the qualification logic in the AI receptionist intake flow. If your criteria change - for example, you decide to stop taking premises liability cases below a certain severity threshold - the logic is updated by LeadsHub without any client-side configuration required.
- •Qualification logic is reviewed and refined weekly during the first 60 days based on actual inquiry patterns
- •You will see the qualification criteria in writing before the system goes live for your approval
- •If the AI encounters an inquiry that does not fit cleanly into your criteria, it flags for human review
Non-qualifying claimants receive a compliant response that acknowledges their inquiry and, where appropriate, indicates that their situation may not align with the firm's current practice focus. The language used is configured during onboarding to meet your state bar's standards for prospective client communications. Non-qualifying claimants are not simply abandoned - they receive a response, and the interaction is logged in your dashboard. If a non-qualifying claimant re-engages later with new information that changes their qualification status, the system flags them for review.
The PI Intake Engine has been configured for auto accident, catastrophic injury, medical malpractice, and premises liability practices. The qualification logic is most effective in markets with consistent inquiry volume and clear case criteria that can be captured through a structured intake conversation. Highly complex case types that require specialist clinical or technical assessment at the intake stage may require additional configuration or a modified qualification approach - this is assessed during the strategy call.
Trust, Guarantee & Accountability
The structural difference is what we are accountable to. Marketing agencies are typically accountable to leads delivered, impressions generated, or cost per click. LeadsHub is accountable to signed retainers. The 60-day signed case guarantee means if we do not deliver qualified signed PI cases within 60 days of your system going live, you do not pay for that period. The risk is on us, not on you.
- •The guarantee applies to signed retainers meeting your defined case criteria - not to inquiries or booked consultations
- •We will explain exactly what the guarantee covers and what client responsibilities apply before you sign anything
- •We work with one firm per territory, which means our results in your market are not being split across your competitors
The guarantee covers signed PI retainers from claimants who meet your defined case criteria, delivered within 60 days of your system going live. Leads, booked consultations, and inquiries are not covered by the guarantee - only signed retainers. If no qualifying signed cases are delivered within that window, you are not invoiced for the 60-day period.
- •Client responsibilities for the guarantee to apply: attorneys must be available to review pre-qualified profiles within [X] business hours and must conduct consultations in good faith
- •If client-side availability is limiting conversion, LeadsHub will notify in writing within the first 30 days
- •The guarantee period begins on the go-live date, not on the agreement signing date
No. One firm per territory. Once a territory is claimed by an active LeadsHub client, we do not take on another contingency PI firm in that geographic market for the duration of the engagement. If you request a territory that is already claimed, we will tell you on the strategy call within the first five minutes.
Contract terms and minimum engagement duration are discussed on the strategy call and provided in writing before any commitment. Contact us directly for current terms.
Onboarding, Reporting & Results
Onboarding begins the day after your agreement is signed. It consists of two working sessions with LeadsHub: a 90-minute onboarding intake where we capture your case criteria, intake questions, exclusion logic, geographic parameters, and any state-specific compliance requirements; and a 30-minute pre-launch review where you approve the qualification logic, review the AI receptionist intake flow, and confirm the dashboard configuration before go-live. Outside of those two sessions, no client availability is required during the 14-day build period.
- •System goes live on day 14 in the standard timeline - earlier if onboarding sessions are completed ahead of schedule
- •You receive login credentials to your dashboard on the day of go-live
- •LeadsHub's team is reachable by direct message and email throughout the build period for any questions
Your live dashboard shows: total inquiries received in your territory, qualification rate (percentage meeting your defined criteria), response time average (target: under 90 seconds), consultations booked from qualified claimants, signed retainers (updated as you confirm signings), average case value of signed retainers, and projected contingency pipeline revenue. The dashboard is updated in real time. LeadsHub delivers a written summary each week covering the prior period's intake performance, any qualification logic adjustments made, and the following week's optimisation focus.
- •You can log in at any time - the dashboard is not a weekly report PDF, it is a live system
- •Signed retainer confirmation is entered by your team - the dashboard does not have access to your case management system
- •Weekly summary reports are delivered every Monday covering the prior seven-day period
The average time from go-live to first signed retainer across active LeadsHub clients is [X] days. (verified client result) This varies by territory based on inquiry volume, the competitiveness of your market, and attorney follow-up responsiveness after receiving a pre-qualified profile. Firms with higher existing inquiry volume and attorneys who follow up within [X] hours of receiving a flagged profile consistently see the fastest time-to-first-case.
Two working sessions totaling approximately two hours, completed within the first three days of engagement. After that: attorney availability to review pre-qualified profiles as they are delivered, and confirmation of signed retainers in the dashboard (approximately 60 seconds per signed case). LeadsHub handles everything else - system build, campaign management, follow-up sequencing, qualification logic, and dashboard operation.
The PI Intake Engine optimises the qualification and conversion of existing inquiry volume. If your firm is not currently generating inquiries from any source, the system's qualification layer has nothing to work with. In that case, the strategy call will focus on what traffic sources are appropriate for your market before intake optimisation is the right next step. We will be direct about this on the call.
Yes. The strategy call includes a walkthrough of how the PI Intake Engine processes an inquiry - from first contact through qualification decision to profile delivery. You can see the qualification criteria structure, the AI receptionist intake flow, and a sample dashboard view. We do not require a commitment before the walkthrough.
Compliance & Data Privacy
The intake flow is designed to comply with PI attorney ethics standards - specifically, prospective client communications, privacy protections, and the prohibition on implying a client-attorney relationship before retention. The system is not configured to provide legal advice, make representations about case outcomes, or create any implication of representation. State-specific compliance requirements are confirmed during onboarding.
- •All intake interactions are logged and available for your review
- •The system does not use deceptive identification - it identifies as an intake assistant, not as an attorney
- •HIPAA-aligned data handling is applied where medical information is captured during intake
- •CAN-SPAM and applicable data privacy laws are adhered to in all follow-up communications
All SMS and email follow-up communications include required identification, unsubscribe mechanisms, and physical address disclosures in compliance with CAN-SPAM. SMS follow-up is sent only to claimants who have submitted an inquiry - express or implied consent is captured at the point of initial contact. Data captured during intake is stored in a HIPAA-aligned environment where medical information is involved. Data handling protocols are documented and available for client review. State-specific privacy law requirements (including California CCPA where applicable) are assessed during onboarding and incorporated into the system configuration.
Questions resolved? See if your territory is open.
Book a 30-minute strategy call. We will audit your current intake process, identify where cases are being lost, and confirm whether your territory is still available.
Book a Strategy Call