ClaimVela
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Free PI intake calculator
See where prospective-client work moves—and where it stops—from inquiry receipt through meaningful contact, consultation, and retained-matter handoff.
Updated August 21, 2026 · Your entries remain in this browser tab and are not saved or transmitted. Use consistent firm-approved definitions. This tool is operational guidance, not legal advice.
Private, in-browser calculator
Use consistent eligibility rules across every field. The numbers stay in this browser tab and are not saved or sent to ClaimVela.
Your funnel will appear here
Enter one reporting period to reveal the funnel.
Metric definitions
A rate becomes useful only when the firm uses the same event definition and eligible population across periods. Document those rules before treating a change as improvement or decline.
The share of eligible inquiries acknowledged inside the firm's configured target. Define operating hours, channels, exclusions, and the qualifying acknowledgement before comparing periods.
The share of inquiries that reached two-way contact with an authorized team member. An automated acknowledgement, voicemail, or one-way message does not count by itself.
The share of meaningful contacts that produced a scheduled consultation or the firm's equivalent approved review step.
The share of scheduled consultations that actually occurred. Rescheduled appointments should follow one consistent policy across every period.
The share of completed consultations that became retained matters under the firm's engagement requirements—not merely matters marked likely or verbally accepted.
The share of all eligible inquiries that completed the retained-matter path. Use it with stage metrics so a single percentage does not hide where work is leaking.
Funnel audit
Start with a week or month whose activity is complete enough to audit. Keep the same time zone and inclusion rules throughout.
Compare website, phone, referral, campaign, chat, and walk-in receipts against created intake records so missing inquiries do not vanish before the funnel begins.
Use timestamps and completed activity for acknowledgement, meaningful contact, consultations, and engagement. A current status alone may not prove the event happened.
Review a sample of records from the largest numerical loss, categorize the operational causes, and choose one control to improve in the next period.
Trend the measures over time and segment only when volume supports a useful comparison—such as by source, shift, owner, or case-type path.
What not to infer
A higher or lower rate does not establish whether the firm made the right legal, conflict, qualification, referral, or representation decision. Review records and authorized dispositions before interpreting the numbers.
Build the controls
Measure the live workflow