Every intake call is transcribed and reviewed, whether Riley took it or your own team did. You see which questions were missed and which cases got away.
What is intake intelligence?
Intake intelligence reviews your intake calls and fills in your case system for you.
It does two jobs. Intake call intelligence transcribes each call and checks it against your own intake questions. Matter auto-fill takes a signed intake and creates the matter in your case management system, already filled in, so nobody retypes it.
Your team keeps running intake. They get a short review to coach from.
How does it work?
It listens to the calls so you do not have to.
Which plan includes it?
Intake call intelligence and matter auto-fill are part of the Scale plan.
See what each plan costs on the pricing page.
Why review intake calls?
Most firm owners never hear their own intake calls.
An owner hears about the cases that signed. The ones that did not sign leave no trace, so nobody knows if the lead was weak or the call was. Listening to every recording is a job nobody has time for.
A review of every call shows what a person would miss: a question that keeps getting skipped, or a time of day when calls run short.
Intake intelligence vs the alternatives
Four ways firms check their own intake. Here is how they compare.
| Approach | Who does the work | What it costs you | Typical outcome |
|---|---|---|---|
| BookedBack | Every call transcribed and checked for you. | Part of the Scale plan. | ✓ A short review of each call, and matters filled in. |
| Listening to recordings | You or a manager, after hours. | Hours a week, so only a few calls get heard. | – A small sample, picked by chance. |
| Call tracking software | A dashboard that counts calls. | A monthly fee. | – You know how many calls came in. You do not know how they went. |
| No review | Nobody. | Lost cases you never hear about. | – The same question gets skipped for months. |
See a review of a real intake call. Get a demo.