ClaimVela
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PI intake operations library
Free, practical resources for building a personal injury intake operation with clear ownership, attorney-controlled decisions, and a complete record from first inquiry through handoff.
Process map
Build an eight-stage operating process with a named owner, entry and exit criteria, decision gates, records, exception lanes, and measurements.
Response-SLA playbook
Define the response clock, give every inquiry a named owner, handle after-hours work, escalate exceptions, and measure meaningful client contact.
Interactive scorecard
Calculate response, meaningful contact, consultation, retention, and full-funnel conversion using your firm's own reporting-period data.
Operational checklist
Use 48 practical checks covering response, incident facts, treatment, insurance, evidence, losses, conflicts, attorney escalation, and follow-up.
From guidance to accountable work
Give each inquiry an owner, a response target, a complete PI fact pattern, focused attorney review, secure collaboration, and a traceable retained-case handoff.