## The Problem
Morgan Legal Services operated as a solo PI and civil litigation practice. The firm had no systematic lead qualification process—the attorney reviewed every inquiry personally, often at the expense of existing casework. This bottleneck meant the firm was capturing only a fraction of available leads. Additionally, the cases that did come in had a poor average value: many inquiries were small-claim matters outside the firm's practice scope.
## The Solution
The firm implemented PI Case Qualifier's automated lead qualification sequences. The intake form qualifies prospects across multiple case types (PI, civil rights, contract disputes) and automatically grades each lead on estimated case value. High-value leads route to priority consultation booking. Standard leads enter a nurture sequence. Non-qualifying leads receive appropriate referrals.
## Implementation
Setup involved creating case-type-specific branching logic within the intake form. The firm's practice scope was mapped into conditional pathways—any lead falling outside current scope routes automatically to a referral database rather than consuming attorney time. The system was configured to capture lead source attribution for downstream analytics.
## The Outcome
Monthly lead volume grew from 40 to 180 within 90 days. More importantly, the average case value increased 61%—from $28,000 to $45,000—because the attorney is now spending time on cases worth pursuing rather than every inquiry. The firm operates sustainably at this volume without additional staff. The structured intake process has become a competitive differentiator in the firm's client acquisition.