How It Works
From the moment
the phone rings.
Watch what happens between the call and the case — then read the plain-English version below.
In plain English
What just happened, step by step.
- 01
Most leads never become clients.
Sixty to eighty percent of inbound leads die between the first call and the case file. The problem isn’t the cases. It’s that nobody manages the lead between hello and signed.
- 02
One platform between the call and the case.
Leadelta replaces the patchwork of voicemail, intake forms, spreadsheets, and CRM exports with a single AI-powered system. Every channel, every lead, every step — accountable.
- 03
A complete case profile, before your team picks up.
The AI answers in under three seconds, transcribes the call live, and assembles a structured case file — name, incident, insurance, severity — while the caller is still talking. Your team sees the full profile the moment the call ends.
- 04
Every case scored across five dimensions.
Insurance coverage, liability, evidence, injury severity, statute of limitations. Each lead gets a 0–100 score during the intake call itself, so your team knows which leads are worth chasing before anyone picks up the phone.
- 05
Every lead, fully owned.
Tasks, comments, escalation timers, document uploads — all live on the lead itself. The whole team works the case together, and nothing falls through the cracks.
- 06
Sign the lead, the cadence starts.
When status flips to signed, Leadelta fires the SMS, email and calendar cadence automatically. Retainer links, intake forms, calendar invites — delivered without a human touching the keyboard.
- 07
See it in action.
These six steps run the moment a phone rings — across every channel, every shift, every weekend. Firms that switch to Leadelta typically see 2–3× more signed cases within the first quarter.
See it run on your firm's calls.
We'll configure a demo intake agent for your practice area and walk you through a live call — using your firm's actual qualification criteria.
Request a Demo