Intake operations

PI Intake Call Routing for Live Transfers

Live transfer performance depends on intake execution. This page explains the routing controls personal injury firms should confirm before buying calls.

Routing Controls That Protect Spend

Day-parting

Only route transfers during hours when trained intake staff can answer and qualify callers.

Overflow

Use backup numbers, after-hours rules, and pause controls so calls do not sit on hold or hit voicemail.

Caps

Set daily caps by state, case type, and staffing level so volume matches real intake capacity.

Intake KPIs to Watch

  • Answer rate
  • Average speed to answer
  • Qualified-call rate
  • Signed-retainer rate
  • Missed-call recovery speed
  • Duplicate or wrong-fit rate

Related PI Buyer Resources

MVA Live Transfers

Motor vehicle accident transfer routing, screening, and market-fit criteria.

PI Lead Vendors

How law firms compare live transfer vendors, pricing models, proof, and intake fit.

PI Intake Call Routing

Call routing, overflow, day-parting, and missed-call prevention for PI firms.

Frequently Asked Questions

Why does intake routing matter for PI live transfers?

If intake cannot answer live calls quickly, even good transfer volume can be wasted. Routing should match staffing, hours, and case criteria.

Can I set caps by day or state?

Yes. Daily caps and state-specific routing should be confirmed before launch.

What happens after hours?

After-hours routing should be paused, sent to approved overflow, or handled under written rules agreed before routing.

Ready to verify fit?

Tell us your target state, case type, intake hours, and daily cap. We confirm availability before routing.