Stratum RelayIntake operations
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Intake operations for personal-injury firms

New inquiries reach a human before the trail goes cold.

Stratum Relay helps PI firms acknowledge new inquiries immediately, route each one to a human owner, and measure the handoff—without pretending software can make legal judgments.

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Public-site scan · No login · No caller data

  • Managing partners
  • Intake directors
  • Operations leads
  • 01Immediate acknowledgementApproved response, not legal advice
  • 02Human-owned escalationA named person owns the next step
  • 03Measured dispositionThe handoff can be reviewed

Speed is only the first handoff

A fast reply can still disappear into the operation.

Intake breaks when acknowledgement, ownership, escalation, and disposition live in different places—or nowhere at all.

  1. Response

    A reply with no owner

    An acknowledgement is not a handoff until a person knows they own the next step.

  2. Routing

    An owner with no escalation

    After-hours and missed-call paths need an agreed fallback, not an inbox someone might check.

  3. Measurement

    A handoff with no disposition

    If the outcome is not logged, intake leadership cannot inspect where the process stalled.

The proof is the lane you inspect—not a borrowed benchmark.

How it works

A clear sequence from inquiry to human handoff.

Stratum Relay makes one intake lane observable end to end. Each state has an output, an owner, and a review point.

  1. 01CAPTURE

    Detect the inquiry

    A form fill, missed call, or after-hours inquiry enters one defined intake lane.

    Recorded outputsource + received time
  2. 02ACKNOWLEDGE

    Respond immediately

    A pre-approved acknowledgement confirms the inquiry was received. MOCK mode sends nothing.

    Recorded outputfirst-touch timestamp
  3. 03ESCALATE

    Assign a human owner

    The firm’s intake rules route the inquiry to a named person and escalation path.

    Recorded outputowner + handoff state
  4. 04MEASURE

    Close the loop

    Disposition and handoff quality make the lane inspectable without automating legal judgment.

    Recorded outputdisposition + review

The inspection path

Start with what a prospective client can already see.

The free Lead Leakage Audit checks eight public intake signals on your website and returns specific findings before we ask for CRM access, caller data, or a systems project.

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A bounded first motion

One intake lane. One scorecard. A 14-day proof window.

We map one existing lead source, replay the missed-call and form-fill paths in a MOCK/no-send demo, and review the response and disposition scorecard together. The pilot is a fit check—not a promise of signed cases.

  1. Before day 1

    Diagnose

    Run the free audit and choose one intake lane with a clear human owner.

  2. Days 1–7

    Demonstrate

    Replay missed-call, after-hours, and web-form paths in MOCK/no-send mode.

  3. Days 8–14

    Decide

    Review first-touch timing, dispositions, and handoff quality before any live cutover.

Discuss the bounded pilot Start with the free audit

Risk controls

Live is a decision, not a default.

These are prerequisites, not certification badges. The selected lane stays offline until the applicable reviews and owners are in place.

  1. 01

    Human escalation owner

    A named firm-side person owns exceptions, ambiguity, and every legal judgment.

    REQUIRED
  2. 02

    BAA and MSA review

    Applicable agreements are reviewed and signed before a PHI-touching live path is enabled.

    REQUIRED
  3. 03

    Privacy and security review

    Access, retention, vendors, signatures, and data flow are approved for the selected lane.

    REQUIRED
  4. 04

    Operator-approved cutover

    MOCK remains the default until the people responsible for the lane authorize live traffic.

    REQUIRED

Before the first call

The boundaries, in plain language.

No hidden live cutover. No claim that software replaces your people. No case-outcome promise disguised as a systems demo.

Does this replace our intake team?

No. Stratum Relay helps with acknowledgement, routing, and measurement. Your intake team owns qualification, retainer quality, exceptions, and legal judgment.

Does the audit need access to our CRM or caller data?

No. The audit checks eight signals visible on your public website. It does not require a login or caller PII.

What goes live during the first demonstration?

Nothing. We replay the selected intake paths in MOCK/no-send mode. Live calls, SMS, and PHI remain gated behind the applicable reviews and approvals.

What does the 14-day scorecard measure?

It reviews first-touch timing, assignment, escalation, disposition, and handoff quality for the agreed lane. It does not promise case or revenue outcomes.

Can we start with an after-hours or missed-call path?

Yes, if it can be isolated as one clear lane with a human owner and escalation path. The audit and walkthrough determine whether that is the right first boundary.

Start with evidence

Find the leak. Inspect one lane. Decide what earns the right to go live.

The audit is free and uses only your public website. If the findings warrant it, we can map a bounded 14-day pilot together.

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