PI Conversion & Intake
The PI Marketing Intake Leakage Checklist
Turn PI intake leakage into a practical, evidence-based checklist with owners and controls.
A PI intake leakage checklist should test whether every contact is captured, owned, screened, documented, followed up, dispositioned, and connected to reporting before the firm decides that marketing needs more budget.
A control checklist showing the intake evidence needed to diagnose leakage across contact, screening, follow-up, and disposition.
At a Glance
What this guide helps you decide.
A PI intake leakage checklist should test whether every contact is captured, owned, screened, documented, followed up, dispositioned, and connected to reporting before the firm decides that marketing needs more budget.
Three things to retain
- The checklist turns vague conversion concerns into controllable operating questions.
- Disposition discipline is often the bridge between intake improvement and budget decisions.
- A checklist is useful only when each item has evidence and an owner.
Direct Answer
A PI intake leakage checklist should test whether every contact is captured, owned, screened, documented, followed up, dispositioned, and connected to reporting before the firm decides that marketing needs more budget.
Executive Takeaways
- The checklist turns vague conversion concerns into controllable operating questions.
- Disposition discipline is often the bridge between intake improvement and budget decisions.
- A checklist is useful only when each item has evidence and an owner.
Shared Definitions
Terms used in this guide
- Lead
- A captured contact before fit is known.
- Qualified opportunity
- A contact that meets enough criteria to proceed.
- Consultation
- A scheduled or completed review step.
- Accepted case
- A matter approved for pursuit after review.
- Signed case
- A retained matter with agreement complete.
- Attributed case
- A signed matter connected to a source under documented rules.
These terms are operational reporting definitions. They do not determine legal merit, case value, or whether a firm should accept a matter.
Key Decision
Check capture, availability, screening, notes, follow-up, consultation, disposition, and reporting before increasing spend.
Leakage Control Checklist
- Capture Did every call/form/message create a record? Contact log
- Availability Was coverage aligned to demand? Hours and queue data
- Screening Were fit fields completed? Required intake fields
- Follow-up Was the next step completed? Task and status history
- Disposition Was the outcome coded? Reason and status
Use the checklist to identify which missing control prevents the firm from learning from its current demand.
Leakage Control Checklist
A control checklist showing the intake evidence needed to diagnose leakage across contact, screening, follow-up, and disposition.
Use the checklist to identify which missing control prevents the firm from learning from its current demand.
Decision Tool
| Control | Question | Evidence | Owner | Primary risk |
|---|---|---|---|---|
| Capture | Did every call/form/message create a record? | Contact log | Marketing ops | Invisible leakage |
| Availability | Was coverage aligned to demand? | Hours and queue data | Intake leader | After-hours loss |
| Screening | Were fit fields completed? | Required intake fields | Intake specialist | Unclear qualification |
| Follow-up | Was the next step completed? | Task and status history | Intake owner | Qualified opportunity stalls |
| Disposition | Was the outcome coded? | Reason and status | Operations leader | No learning loop |
Use the checklist to identify which missing control prevents the firm from learning from its current demand.
Formulae and Caveats
Calculations must keep their denominator attached
Checklist completion rate
Calculation: Completed controls divided by required controls
Inputs: Control list, completion status
Exclude: Controls marked not applicable with reason
Caveat: Completion does not prove quality; it reveals readiness.
No-disposition rate
Calculation: Contacts without outcome status divided by total contacts
Inputs: Contact records, outcome status
Exclude: Open contacts still inside normal follow-up window
Caveat: High rates prevent learning from spend.
Use The Checklist Before Buying More Traffic
If contacts are not captured, owned, screened, and dispositioned, additional traffic can amplify confusion instead of growth.
Make Every Control Observable
Each checklist item should point to a record, timestamp, owner, or field. If the evidence does not exist, the issue is not only performance; it is observability.
What Changes The Answer
Checklist emphasis changes when the firm has outsourced intake, multiple locations, call overflow, bilingual demand, shared lead sources, or long consultation cycles.
Legal, Ethics, Privacy, and Data-Quality Note
Marketing reporting is not legal advice.
This guide is written for marketing and operations decisions. It does not provide legal advice, does not determine legal merit or case value, and does not generalize one jurisdiction's rules to every firm. Any use of reviews, testimonials, advertising claims, tracking, or outcome feedback should be checked against applicable rules, platform policies, consent requirements, and the firm's own professional obligations.
What to Remember
The practical memory aid.
- The checklist turns vague conversion concerns into controllable operating questions.
- A checklist becomes theatre when items are marked complete without records, timestamps, owners, or disposition fields.
- Next action: Intake leakage is the next operational control.
Checklist Without Evidence
A checklist becomes theatre when items are marked complete without records, timestamps, owners, or disposition fields.
Recommended Next Tool
Intake leakage is the next operational control.
This topic is about PI intake, response, routing, screening, consultation movement, or conversion review. The right next step is the intake scorecard.
Matched rulePI intake -> Intake scorecard or conversion review
CliqSpark Perspective
CliqSpark uses checklists to create operating clarity. The value is not the checkmark; it is the evidence behind the checkmark and the decision it unlocks.
FAQ
Is this checklist a legal intake form?
No. It is a marketing and operations checklist. It does not collect case facts or provide legal advice.
How often should leakage be reviewed?
Review cadence should match volume and decision needs. High-spend or high-volume programs usually need more frequent operating review.
What should be fixed first?
Start with the first missing control closest to qualified opportunity: capture, ownership, screening, follow-up, disposition, or reporting.
Sources and Further Reading
Reference basis includes Google Local Services Ads lead management guidance, Google Ads phone call conversion tracking guidance, Google Ads web conversion setup guidance, ABA Model Rule 7.1 communications concerning lawyer services where relevant. Platform documentation is distinguished from CliqSpark's practitioner interpretation.
Related Insights
- Contact
- Screening
- Consultation
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Next Step
Intake leakage is the next operational control.
This topic is about PI intake, response, routing, screening, consultation movement, or conversion review. The right next step is the intake scorecard.