Personal injury intake revenue recovery

How Many Qualified Cases Are Being Lost Between the First Call and the Signed Retainer?

Evaluate call handling, response speed, consultation scheduling, follow-up, retainer completion, and source-to-signed-case tracking. Receive a prioritized plan to recover more value from the inquiries your firm already generates.

Built for your business type Uses your best estimates No scraping No revenue guarantees
  • Paid inquiries reach voicemail, after-hours gaps, or unmanaged inboxes.
  • Consultations are scheduled, but reminders and no-show recovery are inconsistent.
  • Retainers are sent without a clear owner for unsigned follow-up.

Use business totals only. Do not enter claimant names, guest names, medical details, payment details, or confidential case notes.

Post-inquiry focusDiagnoses what happens after contact
20+ yearsDigital marketing and growth experience
PI + hospitalityVertical-aware funnel analysis
Outcomes firstTransparent inputs and calculations

Sample executive report

A report your leadership team can act on.

Preview how the report turns missed response, weak follow-up, unclear ownership, and source tracking gaps into a simple action plan.

CliqSpark Illustrative samplePersonal Injury Intake Leakage example40/100

Business score

40/100Critical leakage

Funnel leakage

01Contacted

62% progression

02Qualified

58% progression

03Consultations scheduled

46% progression

04Consultations attended

63% progression

05Retainer signed

38% progression

Category maturity

Contact coverage and routing59%
Response speed33%
Follow-up discipline29%
Intake or booking process49%
Weekly review and ownership20%
Source and revenue tracking50%

Estimated opportunity

$199,088

Conservative$47,402
Expected$199,088
Accelerated$493,809
Example takeawayThe highest near-term lift is often response ownership plus unsigned-retainer follow-up, not more media spend.

Route missed calls and forms to a monitored same-day response queue.

Sample only. It is not a client result, promise, forecast, or guarantee.

Guided opportunity audit

Start in a focused workspace built for completion.

The audit opens in a focused flow with autosave, privacy reminders, simple count or percentage inputs, and a live preview that stays cautious until enough answers are provided.

Audit My Intake Path

Plain-English review

See where good inquiries are slipping away.

The audit separates two simple questions: how well your team handles demand today, and where the next practical improvement may be worth the most.

You provideBusiness-level numbers

Monthly inquiries, response speed, follow-up habits, close rates, and average value per signed case or booking.

You getA clear business score

Six everyday areas show where the team is strong and where inquiries may be stalling.

Next stepsA short priority list

Recommendations focus on the few changes most likely to help in the next 30 days.

What to avoidNo private client or guest details

Do not enter claimant names, medical information, guest records, payment details, case notes, or contract notes.

PrivacyYou control when the report is submitted

Draft answers stay in this browser until you unlock the report. The report is meant for business planning, not sensitive matter or guest records.

What happens in 45 minutes

A focused working session, not a generic pitch.

Use your report to choose the first practical fix: faster response, better follow-up, cleaner handoffs, or clearer source tracking.

01Review where inquiries are stalling
02Choose the highest-value fix
03Map the first 30 days
Request a Strategy Session

Common questions

Useful context before you act.

Should I enter case details or claimant information?

No. Use only business totals such as monthly inquiries, close rates, response practices, and average gross attorney fee.

Is average gross attorney fee the same as case value?

No. The audit uses average gross attorney fee for planning. It is not a settlement valuation model.

What if our intake team does not track every stage?

Mark stages as not tracked or use your best estimate. The report will show where better numbers would make the result more useful.

How should I use the result?

Use it as a practical planning guide. It shows where inquiries may be slipping away and which operating fixes deserve attention first.

Why does the report show a range?

A range is more honest than one exact number. Small changes in response, follow-up, and close rates can change the result.

Does CliqSpark guarantee cases, bookings, or revenue?

No. Actual outcomes depend on demand quality, market competition, reputation, budget, team execution, and other factors.

Is my information private?

Draft answers stay in this browser until you unlock the report. Use business totals only; do not enter private client, claimant, guest, medical, payment, case, or contract details.