## The Problem
Rodriguez Law Group specializes in medical malpractice and catastrophic injury. Their intake process required extensive documentation before attorney review, including medical records, incident narratives, and insurance information. Manual intake resulted in a persistent backlog: the average time from initial contact to consultation was 14 days, with some cases waiting 3+ weeks.
## The Solution
The firm implemented PI Case Qualifier's multi-stage intake framework. Stage 1 captures initial contact information and basic case details. Stage 2 triggers based on case type, presenting tailored documentation requests. Medical malpractice cases automatically prioritize records with the highest probative value, while the system tracks completeness across all required elements.
## Implementation
The integration connected to the firm's Clio instance for lead management. The intake logic was mapped to the firm's case acceptance matrix—each case type routes to a dedicated documentation pathway. The firm's intake manager configured escalation rules for cases exceeding target completion windows.
## The Outcome
Average time-to-complete-intake dropped from 14 days to 4 days—a 71% reduction. Consultation queue backlog cleared within 45 days of deployment. The intake manager now has real-time visibility into case completeness, enabling proactive follow-up before leads disengage. Attorney time spent reviewing incomplete intake packets dropped significantly, as the system now flags missing elements before cases advance.