PI Call Tracking for Live Transfers and Intake
Call tracking helps PI firms see which live transfers become qualified intakes, signed retainers, and profitable campaigns.
PI Call Tracking Metrics
Before intake
Track source, campaign, state, case type, routing number, and transfer time.
During intake
Measure answer rate, speed to answer, hold time, connected-call duration, and intake notes.
After intake
Track qualified-call rate, consultation set rate, signed-retainer rate, and cost per signed case.
Simple Reporting Structure
- Date and time
- Source and landing page
- State and case type
- Call duration
- Billable decision
- Outcome and follow-up status
Related resources
Use this with Google Ads PI tracking, intake playbook, and proof standards.
Related PI Buyer Resources
PI Transfer Availability
How availability changes by state, case type, intake hours, and current inventory.
Exclusive PI Live Transfers
When exclusive transfers make sense and what firms should confirm before paying more.
PI Call Tracking
Track source, call quality, billable rate, intake speed, and signed-retainer outcomes.
Frequently Asked Questions
What should PI firms track?
Track answer rate, source, state, case type, call duration, billable decision, qualified-call rate, and signed-retainer outcomes.
Does call tracking replace intake notes?
No. Call tracking and intake notes work together: one shows delivery and source, the other shows case fit and outcome.
Can tracking reduce disputes?
Yes. Clear records make billable decisions and credit requests easier to review.
Push your PI transfer program with control
Start with state availability, written billable rules, and routing that matches your intake team.