Your Competitive Edge Starts at Intake
Marketing gets attention. Intake wins the client.
From first inquiry to signed retainer, we handle every touchpoint instantly. Call, text, form — all answered in real time, so no qualified lead ever slips through.
Each call follows your exact intake logic: type of injury, date, treatment, case value. Filtered in seconds so your team only touches viable cases.
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Qualified leads receive retainers immediately.
They review, sign, and return — all while your competitors are still calling back.
Efficiency That Compounds
Once every lead is handled instantly, efficiency compounds - turning your intake into a growth engine.
Built by intake specialists, SkillSet handles every call like your top closer. Qualifying, overcoming objections, and signing retainers automatically.
Result: More high-value cases, same headcount.
SkillSet speaks like a real closer. Clear, confident, empathetic and switches between languages instantly.
Result: No qualified case missed, ever.
Close More Cases.
Cut Costs. Scale with Confidence.
When intake fails, high-value cases vanish. SkillSet ensures every qualified lead converts, Reducing staffing costs, eliminating missed calls, and driving measurable growth across your firm.
SkillSet uses real PI firm scripts. Guiding, qualifying, and converting leads like your best rep would, minus the overhead.
Every detail captured, structured, and synced with your CRM instantly. No double entry. No human error. Just clean data, ready to move.
Why PI Firms Are Switching to SkillSet AI
Every lead — call, form, or text. No voicemails, no lead drop-offs, no reliance on human availability.
Decision-tree logic mirrors your intake standards, filtering noise before it hits your desk. Your team sees only cases worth signing.
Every conversation and variable is tracked for compliance. Fully exportable, transparent, and review-ready at any time.
See How Leading Firms
Scale Intake Without Hiring
Seamlessly Integrates With Your Firm’s Existing Tools
Works with your tools. Dashboard included. No setup stress.
Frequently Asked Questions
Everything firms ask before automating intake with SkillSet.
