Question 1 of 5
How many new client inquiries does your firm receive per month?
Include calls, web forms, and referrals.
Question 2 of 5
What is your average case value?
Use your typical settlement or fee amount.
Question 3 of 5
How are after-hours and weekend calls currently handled?
Be honest — this is where most firms lose the most revenue.
📞
Voicemail
Callers leave a message and wait
👤
Human Answering Service
Third-party service takes messages
📱
Staff On Call
A team member is available
📵
We Don't Answer
Calls go unanswered after hours
Question 4 of 5
During business hours, what is your average response time to a new web lead?
73% of PI clients hire the first firm that responds.
⚡
Under 5 Minutes
Immediate response
🕐
1–4 Hours
Same-day response
📅
Next Business Day
Respond the following morning
❓
We Don't Track It
No formal process in place
Question 5 of 5
What percentage of qualified leads actually retain your firm?
Of the leads who are a good fit, how many sign with you?
Estimated Annual Revenue at Risk
$0
Based on your current intake coverage and response time
📞
Monthly Leads
--
Inquiries per month
💼
Avg Case Value
--
Per retained client
🌙
Est. After-Hours Leads Lost
--
Per month
⏱️
Response Time Risk
--
Leads lost to faster competitors
Where You're Losing Cases
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