Intake, automated — the field notes
What we're learning about AI voice intake, Ontario accident-benefits paperwork, and keeping injured clients engaged.
Why personal injury firms miss intake calls — and what each one costs
The average PI intake call is worth thousands in fees, yet most firms still route new callers to voicemail after 6 p.m. Here is the math, and what always-answered intake changes.
OCF-1 to OCF-10: what Ontario accident-benefits forms actually require
A plain-language tour of the SABS forms every accident-benefits file needs, and how structured intake lets software fill them the moment the first call ends.
Your clients are on WhatsApp. Your case files should be too.
Document chasing is the slowest part of intake. Meeting clients in the chat app they already use turns week-long email threads into same-day uploads.
Designing a voice your callers will talk to: lessons from AI intake
The difference between a caller hanging up and a caller finishing intake is mostly conversational design. What we’ve learned about pacing, empathy, and asking one thing at a time.