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Intake

No lead goes unanswered

Finch provides 24/7, bilingual intake coverage so every call, after-hours inquiry, and holiday lead gets answered. Signed retainer in hand before the first business day is out.

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Our process

Answer, qualify, retain

Inbound calls answered within seconds, outbound follow-up within five minutes, and every qualified lead through the same retainment process, with CMS updated inside thirty minutes of every client call.

99.8%
Answer rate
93%
Wanted lead conversion rate
2,000+
Clients retained
Your team

Operators from the top PI firms in the country

Our intake operators come from the top PI firms in the country, with backgrounds in complex litigation operations and firm-side intake management. They run the same playbook the best firms in the business have spent years refining, on every single call.

Lissbeth Jimenez — Intake Specialist
Lissbeth Jimenez
Intake Specialist

Six-plus years managing high-volume PI cases from first call through settlement. Brings precision and care to every client interaction.

The tech behind it

Watch every lead

One screen with real-time visibility into every lead — chasing each one automatically and sending the retainer in a single click, so no client worth signing ever slips away.

Our playbook

Intake to settlement, handled.

We’re not handing your team software to learn. We pair our US-based paralegals and case managers with your clients to move every case toward settlement.

Sign every viable lead, even after hours, on holidays, and on weekends. With 24/7 live, bilingual intake, every caller talks to a real person, gets qualified on the spot, and has a retainer in hand before they hang up. Our daily chase protocol keeps following up until they sign or tell us no.

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99.8%
Answer rate
93%
Wanted-lead conversion
Daily
Chase protocol

One operator owns each client from sign-up through treatment. They know the providers, the appointments, and the records you’re waiting on, and they check in every two weeks so nothing stalls. The moment care wraps, the records are already on their way.

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94 days
Median time to demand
90+%
Minimum policy limits tendered
Biweekly
Client touchpoints

Every provider requested, chased, and received without a per-record surcharge. We run a records desk in parallel with treatment, tracking status, flagging gaps, and assembling the full package in-house so the demand can go out the day care wraps.

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14 days
Avg. time to records
80%
Received within 30 days
No fee
Per record. All included

Because we talk to your client every couple of weeks during treatment, the demand tells their whole story, not just what’s in the file. Full records and bills, a complete medical chronology, and a narrative reviewed by health professionals and the case manager who worked the case. Carriers get something they can’t easily pick apart.

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48 hours
Records to demand
94%
First-pass complete
78%
Offer within 30 days

We handle the settlement from first offer to signed release, pushing every counteroffer and negotiating the liens down so more of the money ends up with your client instead of the providers.

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7 days
Avg. provider resolution
43%
Avg. lien reduction
2.5×
On medical specials

When a case files, we go with it, drafting the complaint, building the full medical chronology, and turning written discovery around fast so your attorneys spend their time on strategy and depositions, not paperwork.

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48 hours
Draft turnaround
Full
Filing → discovery coverage
FAQ

Intake, answered

Both. We can run full intake (qualify the lead, sign the retainer, and complete case setup) or plug in after your team has signed the client. Tell us where you want the line and we'll build around it.
We convert about 93% of the qualified leads sent our way. We respond within five minutes during business hours, screen every case against your criteria, and don't let leads sit.
Yes. Our intake team is available 24/7 in English and Spanish, with no voicemail queue. We can receive live transfers from your marketing channels and set up a dedicated after-hours intake number that feeds the same workflow.
Yours. We follow your qualifying criteria and procedures. Our default framework covers coverage, liability, damages, statute of limitations, and confirming there's no existing representation, but we tailor the script to your firm.
As your firm. Intake and all client contact happen under your firm's name, with a firm email and a local-area-code phone number. Clients experience one seamless team.
We send and walk the client through signing your approved retainer document by e-signature, right after the qualifying call. Case setup (opening the file, sending letters of representation, ordering the police report) kicks off immediately after sign-up.
Every call is logged and dispositioned so nothing disappears. Disqualified calls still take human effort, so they're billed at a reduced rate; we're layering in AI pre-screening to bring that cost down.
Intake is priced per call with an additional fee when a case signs. When Finch goes on to work the signed case, we waive the sign-up fee. Intake costs can typically be passed through as case expenses.
You made it this far

We’d be stoked to talk

Our team is available whenever you are. One free consultation shows what Finch can unlock for your firm.

Book a free consultationText our CEO, Viraj