PI Live Transfer Routing and CRM Delivery
Route qualified PI callers to the intake path your team can actually answer: live phone transfer, backup line, email handoff, webhook, or CRM workflow by request.
Match routing to your intake capacity
Live transferScreened caller is connected to your intake line during approved hours.
Backup routingOverflow number, pause rules, and cap controls help reduce missed calls.
Email handoffCaller notes and lead details can be sent to your intake inbox where supported.
Webhook / CRMCustom handoff can be reviewed for firms using intake software or CRM workflows.
Setup checklist
Routing details
- Primary intake number
- Backup number or queue
- Approved days and hours
- Daily cap and pause contact
Data handoff
- Required fields
- Caller notes
- Source/consent records where available
- Optional recordings where supported
Build the routing map before launch
We confirm the phone path, data fields, daily cap, and review workflow before paid delivery begins.