Managed PI Intake

/

Turn a stressful accident call

into a clear next action.

Managed PI Intake follows your approved factual questions, adapts to common accident scenarios, attempts the right transfer and prepares the record your team needs to review. Your firm—not the AI—decides conflicts, merit, value and representation.

What Managed PI Intake does

$299/month + $399 one-time setup · 300 talk minutes · CRM Automation included · standard one-location PI workflow. Setup is paid at checkout; monthly billing begins at approved go-live.

1 · Converse

Calm English or Spanish conversation, one clear question at a time.

1 · Converse

Calm English or Spanish conversation, one clear question at a time.

2 · Facts

Universal incident facts plus approved motor-vehicle, premises, workplace/commercial and catastrophic-indicator modules.

2 · Facts

Universal incident facts plus approved motor-vehicle, premises, workplace/commercial and catastrophic-indicator modules.

3 · Priority

Operational priority reason without case scoring.

3 · Priority

Operational priority reason without case scoring.

4 · Transfer

Warm-transfer attempt during approved hours and deterministic fallback.

4 · Transfer

Warm-transfer attempt during approved hours and deterministic fallback.

5 · Record

Structured CRM record, missing facts, appointment and follow-up owner.

Make the next

missed call

useful.

Hear the experience, find your setup or start with a standard plan. A sales call is optional.

  • Clever Business Hub

  • Clever Business Hub

  • Clever Business Hub

Make the next

missed call

useful.

Hear the experience, find your setup or start with a standard plan. A sales call is optional.

  • Clever Business Hub

  • Clever Business Hub

  • Clever Business Hub

Make the next

missed call

useful.

Hear the experience, find your setup or start with a standard plan. A sales call is optional.

  • Clever Business Hub

  • Clever Business Hub

  • Clever Business Hub