CaseHarvest
Stop losing valuable cases to missed calls and slow follow-up.
CaseHarvest helps PI firms respond faster, recover missed opportunities, qualify new leads, schedule consultations and show exactly what the intake process recovered.
No replacement CRM required. CaseHarvest is designed to work as the intake and conversion layer in front of your case-management system.
Lead comes in Call, form, chat or ad
Respond Fast intake & missed-call recovery
Qualify Collect PI intake facts
Book Move viable leads to consult
Measure Track recovered opportunities
One simple job: turn more of the leads you already paid for into consultations.
Your intake team should not have to remember every callback, chase every unanswered form or guess which prospect needs attention first.
9:47 PM
Incoming call is missed after hours.
CaseHarvest
Hi Jordan — sorry we missed your call. I can help collect a few details for the intake team. Were you recently injured in an accident?
Prospect
Yes. I was rear-ended yesterday and hurt my back.
CaseHarvest
Thanks. I’ll collect the key details for staff review and help you request a consultation.
Faster response Surface new and high-priority prospects so intake knows who needs attention now.
Follow-up that does not disappear Track open follow-ups and missed calls instead of relying on sticky notes and memory.
Prove recovered opportunity See missed calls recovered, consultations scheduled and signed cases in one place.
The managing partner view. A simple dashboard focused on outcomes instead of feature clutter.
Find the cases your firm is already paying for — but losing during intake.