intake conversion for pi firms
Convert more of the PI leads you’re already paying for.
Novi helps personal injury firms capture more inquiries, improve intake follow-up, recover missed opportunities, and move more prospects toward attorney consultation.
Works with the systems and intake team you already have.
intake path
Inquiry captured
Immediate response
Follow-up stays active
Attorney consultation booked
The intake problem
Paid demand is lost in the handoffs.
The leak usually isn't one person or one channel. It happens between the first inquiry, the first response, follow-up, and the attorney consultation.
01 / Speed
Slow response loses prospects
When the first response takes too long, high-intent prospects keep calling other firms.
02 / Handoffs
Follow-up breaks between systems
Calls, forms, texts, calendars, and staff create disconnected next steps.
03 / Recovery
Missed opportunities go cold
Missed calls, incomplete intakes, and no-shows often have no clear recovery path.
More ad spend does not fix intake leakage.
A closed-loop intake system
Capture. Convert. Recover. Measure.
Novi connects the steps between first inquiry and attorney consultation so fewer opportunities disappear between systems, staff, and follow-up.
Works with what is already in place
A conversion layer around your existing intake operation.
Novi works with the systems and team you already have. We connect calls, forms, calendars, CRM activity, and follow-up into one coordinated intake process without forcing you to replace your existing systems.
Website + forms
Phone systems
Novi
Connects every step from first inquiry through attorney consultation.
CRMs
Calendars
Intake teams
PI Intake Recovery System
The capabilities behind better intake conversion.
Novi turns disconnected intake tactics into one managed system: faster response, consistent recovery, smoother consultation booking, and clear visibility at every stage.
60-Day Intake Recovery Pilot
Intake path audit and leakage baseline
Priority recovery workflows and clear ownership
Performance readout and next-step plan
Days 1–15
Baseline + mapping
Map the current intake path, systems, handoffs, and measurable leakage points.
Days 16–45
Implement + recover
Launch the highest-priority response, follow-up, and recovery workflows.
Days 46–60
Measure + plan
Review performance, recovery results, adoption, and the next-step plan.
About Novi
Founder-led.
Built for better PI intake.
Novi was built on a simple premise: firms should get more value from the leads they already generate before spending more to generate new ones. We focus on the operational gaps that cause opportunities to disappear: response time, handoffs, follow-up, recovery, and visibility.
Speed
Ownership
Visibility
LIVE DEMO
Hear the intake experience.
Experience how Novi handles an after-hours or overflow personal injury inquiry in real time. Call the demo, use a fictional PI scenario, and experience how the system captures and structures the intake.
Demo only. Please use fictional information and do not share confidential information or details about a real legal matter.
Incoming inquiry
LIVE
Grace · Novi AI Intake
Connected
Structuring intake in real time
Start with the intake path
Find where paid opportunities are leaking.
Book an intake audit to review your current response, follow-up, recovery, and measurement process—and identify the highest-value place to start.
A focused review of where opportunities are being lost today.