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Your PI leads are scattered.

Vendor emails, calls, texts, web forms and staff notes all land in different places.

Caisely files them in one place.

It texts the client within minutes, pulls out the facts and files them on one lead, ready for your staff.

Filed from 6 sources

Jordan Lee · Lead

Client
Jordan Lee
Web form
Phone
(555) 014-2290
Email
Incident
Rear-end collision, Mar 12
Text
Location
Riverside, CA
Text
Injuries
Neck and shoulder pain
Call
Documents
Police report
Document

Ready for your staff to decide

Request a demoHow it works

Works with how leads already reach you

  • Lead vendor emails
  • Referral partners
  • Your website
  • Partner APIs
  • Forwarded documents

Four things that happen to every PI lead.

  1. Reach every PI lead within minutes.

    Caisely texts each new lead within minutes of it arriving, while your firm is still top of mind. Leads that come in late at night get their first text at 8 AM, client time, so nobody is woken up.

  2. Get the details and documents without the chase.

    Caisely asks one clear question at a time, skips what the client already told you, and sends a secure link for the police report and insurance card.

  3. Follow up on the retainer, within limits you set.

    Unfinished intake and unsigned retainers get reminders on a schedule your firm controls, and follow-up stops after its set number of attempts.

  4. Hand your staff a lead that’s ready to decide.

    Intake answers, documents and the retainer status are on one record. Your staff accepts, asks for more, or rejects.

Caisely never accepts or rejects a lead. Your staff does.

AI organizes the intake and points out what matters. Every decision, and every rule about when and how often Caisely reaches out, stays with your firm.

  • First texts only go out between 8 AM and 8 PM, client time.
  • Recorded SMS opt-outs stop all texts to that number.
  • Follow-up stops after the number of attempts you set.

Hand off a complete file, not a phone message.

When your staff is ready, the lead goes to your case management system as one organized file: contact details, intake answers and documents. Handoff options depend on your firm’s setup.

Plans start at $500 a month.

Every plan includes automated SMS intake and unlimited users. Pick a plan by how many leads you take each month.

See pricing

Stop letting paid PI leads wait.

Show us how leads reach your firm today. We’ll walk through what Caisely handles and what stays with your team.

Request a demo