How Our MVA Intake System Works

Step-1---Lead-Contact

Step 1: Lead Contact

We instantly reach out via:

  • Live HUMAN agents instantly calling prequalified leads
  • TCPA-compliant, AI guided SMS/text prequalifying to drive inbound calls
  • AI voice prequalifies all inbound calls 24/7, freeing up live agents to deepen outbound call reach
Step-2---Smart-Intake-Logic

Step 2: AI Assisted Logic

Our live agents begin the MVA questionnaire. Real humans, only conversational talking. No data entry.

  • AI listens
  • AI interprets
  • AI qualifies

Custom AI generated rejection feedback ensures unqualified leads don’t waste talk time.

Step-3---Retainer-Workflow

Step 3: Retainer Workflow

If qualified:

  • Live HUMAN agent completes intake questionnaire conversationally
    - No typing which reduces intake time by 30-40%
  • AI captures all data, analyzes it, and then generates the intake sheet and populates all data into respective fields reducing human error and fraud
  • Retainer sent for signing via SMS/email
  • E-signature captured
Step-4---Quality-Control

Step 4: Quality Control

  • AI + Human QC layer for complete review prior to delivery
  • Call summaries & transcripts available for all clients
  • Complete transparency of all lead actions and reporting
  • Escalations to live agents when needed for correction
  • Optional claimant recontact services with live transfers to firm when needed (additional cost)

Compliant

HIPAA Compliant

TCPA-Compliant Outreach

Secure document delivery

Full audit trail