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The Revenue Control System Built for PI Firms

Stop losing 20–40 % of qualified inquiries and turn them into signed cases with CaseFlow OS™.

End intake fragility and recover 100K–100K–300K a year in lost signed‑fee potential — without more staff or ad spend.

4.9/5 star reviews

tens of happy customers

Benefits

Here’s What You’ll Gain in the First 60 Days

Recover Missed Revenue

Stop losing clients after the first ring — get instant response coverage 24/7 and capture every inquiry the moment it comes in.

Know exactly how many inquiries, consults, and signed cases come through each month

Connect ad spend to actual signed cases with live dashboards showing conversion rates and cost per case.

FEATURES

Achieve predictable consult volume with the CaseFlow OS intake engine

Capture Layer

Responds to calls /  texts / forms in under 60 seconds, 24 hours a day.

Qualification Layer

Standardized questioning flow so no crucial facts get skipped and every case is scored accurately.

Scheduling Layer

Auto‑books consultations directly on  your calendar and sends confirmations + reminders

Follow‑Up & Reactivation Layer

Multi‑channel follow‑up for no‑shows and dormant leads to revive lost opportunities.

Workflow & Dashboard Layer

Real‑time visibility from inquiry → consult → signed case so you always know where your pipeline stands.

SCHEDULE STRATEGY CALL

TESTIMONIALS

What Others Are Saying

“Our average callback time dropped from six minutes to forty-five seconds. Booked consults up 32 % in less than two months.”

Jane R.

"I used to depend on referrals. Now I have a content and funnel system that brings ideal clients to me. It’s the first time growth feels predictable — and under my control."

John C.

“Finally, I can see exactly where leads go and how much each campaign is worth. We reduced ad spend 10 % and still grew.”

Alex D.

SCHEDULE STRATEGY CALL

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STILL GOT QUESTIONS?

Frequently Asked Questions

Is CaseFlow OS just another CRM or automation tool?

No — it sits on top of your existing CRM and phones to control intake end-to-end. It’s the operating system that runs the front of your firm.

How long before it pays for itself?

Most firms see a 25–40 % lift in booked consults within 60 days and recover 100K–300K in annual fees — a 6–10× ROI inside the first quarter.

Will my staff need retraining?

We configure around your existing tools and train your intake admin during setup. They spend less time chasing calls and more time closing.

What happens if we don’t hit results?

That’s covered under our Installed-Until-Stable Guarantee (see below).