Faster intake. Better follow-up. More signed cases.
The case you didn’t call back was a $50,000 fee.
Most PI firms lose high-value cases before intake even begins. Not because of bad leads. Because of broken intake.
30-minute call · No pitch · Just answers
INTAKE REALITY CHECK
What we hear every week.
Real patterns from PI firms losing cases before intake even starts.
“She called Friday at 9pm. Signed elsewhere by Monday.”
“We're spending thousands on Google. Can't trace one signed case back to a campaign.”
“My intake girl leaves at 5. After that, the phone rolls to voicemail and that's it”
“Half our paid leads never get a callback. I find out at the quarterly review.”
AI Intake Flow
Delipat AI
Online now
Where Your Revenue Actually Goes
You're not losing cases at the top of the funnel.
Paid acquisition gets the lead to your door. Intake decides whether that lead becomes a signed case.
The problem is not always lead quality. It is delayed response, inconsistent follow-up, and no clear visibility into what happened after the inquiry arrived.
By the time your team checks the missed call, the prospect may already be speaking with another firm.
RUN YOUR NUMBERS
Most PI firms don’t lose cases. They leak them.
Run your own numbers below. We’ve pre-filled defaults from real PI intake patterns.
Typical attorney fee per signed PI case
Intake Leak Estimate
You're losing approximately $45,000every month.
$5,000
in paid lead spend you can't recover
$39,600
in case fees walking to your competitor
$535,000
lost over 12 months
30-minute call. We walk through your intake setup and tell you where it’s leaking. No pitch.
WHY I BUILT THIS
Founder Note
Rajesh Chatterjee
Founder & CEO, DeliPat
Salesforce Ridge Partner · 7 years in CRM · 150+ implementations
I’m Rajesh Chatterjee. I founded DeliPat seven years ago.
I’m not a lawyer. My team isn’t either. We’re CRM specialists, and for most of the last years we’ve been helping US businesses fix the gap between “lead arrives” and “deal closes.”
I started looking at personal injury firms about two years ago. What I found surprised me.
Every PI firm I sat down with was sharp on the legal work. Most were sharp on the marketing. But somewhere between the inquiry coming in and the retainer being signed, the system fell apart. Calls missed at 7pm. Follow-ups depending on whether someone remembered. Pipeline reports built from three different spreadsheets. Managing partners who couldn’t tell me how many leads converted last month, because nobody actually knew.
Most owners I talked to felt it but couldn’t name it. They thought they had a marketing problem. They didn’t. They had an intake problem wearing a marketing costume.
That’s what we fix. Not by selling you software you’ll never use. By auditing what’s actually broken, building the system to close it, and making sure your team uses what we ship.
The first conversation is free. It’s a real diagnosis, not a pitch. Thirty minutes. We walk through your intake setup, name the leaks, and you decide what to do with that. If we’re a fit, we’ll talk about working together. If not, you’ll have a clearer picture of what to fix.
No pitch. Just answers.
WHERE YOUR REVENUE ACTUALLY GOES
You’re not losing cases at the top of the funnel.Your ads aren’t broken. Your intake is.
Calls go to voicemail after 5pm. Web forms wait 48 hours for a response. Follow-ups depend on whether your intake person remembered. Pipeline reports get built from three different spreadsheets every quarter. By the time someone gets back to a prospect, the prospect has already signed somewhere else. You’ll never see the data on the cases you lost. You only see the ones that came in.
The Fix
Every lead gets handled. Nothing slips through.
No missed calls. No slow follow-ups. No guessing what happened.
Instant response even after hours
Consistent follow-up until the lead signs or is lost
Full visibility into every lead
WHAT THE FIX LOOKS LIKE
Four moving parts. Built into one system your team actually uses.
We work inside the case management tools you already pay for. Filevine, Litify, CASEpeer, MyCase, Clio. Salesforce sits on top, handling the intake and pipeline layer.
01
Instant lead response
Every inquiry, call, form, chat, after-hours, gets logged, qualified, and routed in under sixty seconds. No more voicemails sitting in someone’s queue until Monday.
01
Instant lead response
Every inquiry, call, form, chat, after-hours, gets logged, qualified, and routed in under sixty seconds. No more voicemails sitting in someone’s queue until Monday.
02
Structured follow-up
Five to twelve touch points per lead. Built once, runs every time. Stops depending on whether your intake coordinator remembered to follow up after lunch.
02
Structured follow-up
Five to twelve touch points per lead. Built once, runs every time. Stops depending on whether your intake coordinator remembered to follow up after lunch.
03
Pipeline you can actually see
One dashboard. How many leads came in this week. How many are still in play. Which ones converted and which ones leaked. Your managing partner can answer it in thirty seconds, not three meetings.
03
Pipeline you can actually see
One dashboard. How many leads came in this week. How many are still in play. Which ones converted and which ones leaked. Your managing partner can answer it in thirty seconds, not three meetings.
04
Reporting that ties spend to signed cases
Cost per signed case by channel. Intake conversion by source. Partner-level case mix. The numbers you’ve been guessing at, finally on a dashboard.
04
Reporting that ties spend to signed cases
Cost per signed case by channel. Intake conversion by source. Partner-level case mix. The numbers you’ve been guessing at, finally on a dashboard.
WHAT WE’VE SEEN
Patterns from the last twelve months.
We don’t have a wall of logos yet. We do have data from every PI firm we’ve audited so far.
0%
Average inbound calls a PI firm misses in the first 90 days we work with them. Almost all of it after-hours and weekends.
$0K
Average monthly leak we find in firms running $20K+/month in paid acquisition. Lead spend wasted plus expected case fees lost.
0 > 0%
Average intake conversion rate we’ve seen move from baseline to post-implementation in the first six months.
Aggregated across our PI audit and engagement work to date. Sample sizes vary by metric. We’ll show you the underlying breakdown on the call.
BEFORE YOU BOOK THE DIAGNOSTIC
Questions PI firm owners usually ask.
There isn’t one. We do roughly 6 to 8 diagnostics a month. Half lead to engagements. Half don’t, and we send the firm the written report anyway. The diagnostic is how we figure out if we can help you. It’s also how you figure out if we’re worth working with. The report is yours to keep either way.
ONE CONVERSATION
Find out where your intake is leaking. In 30 minutes.
We’ll walk through your firm’s setup, name the gaps that are costing you the most, and tell you what we’d fix first if we worked together. That’s the whole call.
No pitch · No deck · Just a conversation about your intake
If we’re not the right fit, we’ll tell you on the call. You’ll still walk away with a sharper picture than you came in with.