Seven Questions Every PI Firm Should Answer

You may know your firm is busy. But do you know where leads drop off or cases stop moving? Start with these questions.

1. How Many Leads Became Signed Cases Last Month?

Record every inquiry consistently. Compare the total with signed cases. Estimates make it hard to see where intake needs work.

2. What Happens to a Lead at 7 PM on Friday?

Check who responds after hours and when follow-up starts. CAPTURE helps cover this part of intake.

3. How Long Does a Lead Wait for a Callback?

Measure the actual wait using timestamps. Compare it with your target.

4. How Long Does It Take to Send a Demand?

Track the time from signing to demand. Break it into stages so you can see where files wait.

5. Would You Spot a File Untouched for Three Weeks?

Set a clear way to flag inactive files. IDENTIFY supports these checks.

6. Who Checks for Treatment Gaps?

Give the task an owner and a schedule. Record the outcome.

7. How Much Time Goes Into System Updates?

Ask case managers where repeated admin work takes up their day.

Turn Estimates Into Numbers

A Case Operations Audit brings data from your systems into a measured starting point. Use the findings to choose what to fix first.