How It Works

From the moment
the phone rings.

Watch what happens between the call and the case — then read the plain-English version below.

In plain English

What just happened, step by step.

01
Most leads never become clients.
The problem isn’t the cases. It’s that nobody manages the lead between hello and signed.
02
One platform between the call and the case.
Leadelta replaces the patchwork of voicemail, intake forms and spreadsheets with a single AI-powered system. Every channel, every lead, every step — accountable.
03
A complete case profile, before your team picks up.
The AI answers, records and transcribes the call, and assembles a structured case file — name, incident, insurance, severity — from what the caller said. Your team sees the full profile when the call ends.
04
Every case scored across eight dimensions.
Liability, injury severity and treatment, damages, evidence, engagement, contactability, time pressure and red flags. Each lead gets a 0–100 score from the intake call, so your team knows which leads are worth chasing before anyone picks up the phone.
05
Every lead, fully owned.
Tasks, comments, escalation timers, document uploads — all live on the lead itself. The whole team works the case together, and nothing falls through the cracks.
06
Sign the lead, the cadence starts.
When status flips to signed, Leadelta starts the text, email and call cadence automatically. Messages, links and files — delivered without a human touching the keyboard.
07
See it in action.
These six steps run the moment a phone rings — across every channel, every shift, every weekend.

We'll configure a demo intake agent for your practice area and walk you through a live call — using your firm's actual qualification criteria.