The Situation
A high-volume PI firm couldn't respond to leads fast enough, losing signups to faster competitors, especially after hours.
Our Mandate
Use AI to dramatically cut response time without sacrificing quality or compliance.
Actions Taken
- Deployed AI-assisted intake response and qualification
- Automated after-hours follow-up with human handoff rules
- Integrated AI into the case-management workflow
- Set governance for accuracy and confidentiality
Intake response time dropped from hours to minutes, with measurably more leads converting to signed cases.