Case Leakage Scorecard™ — PI Growth OS™
Case Leakage Scorecard™

Most PI Firms Have No Idea What Their Real Case Capture Rate Is.

Not because they're not paying attention — because the systems they use to measure performance were never designed to show them.

The Case Leakage Scorecard™ evaluates your firm's case acquisition performance across five operational dimensions and produces a scored breakdown of exactly where viable cases are leaving your pipeline — before you ever know they were there.

Used by PI firms to identify operational breakdowns before spending another dollar on advertising.

Find My Leakage Score → Takes 4 minutes. Results are immediate. No sales call required.
The Measurement Problem

Most Firms Are Measuring the Wrong Thing.

You're tracking clicks, calls, and cost per lead. Your marketing agency sends monthly reports. The numbers usually look fine — sometimes great.

And yet there's a number that never appears anywhere in that report: how many of those inquiries actually became signed cases.

That's not an accident. Cost per lead is a metric that reflects well on the agency. Case conversion rate is a metric that reflects on your operations. So it stays off the report.

The Case Leakage Scorecard™ measures what those reports leave out — the operational performance of your full case acquisition pipeline, from first contact to signed retainer.

What Gets Measured

Five Dimensions. One Score. Complete Operational Clarity.

1
Dimension 01

Demand Capture

Are potential clients who encounter your firm actually reaching out? Or are weak landing pages and unclear contact paths causing them to move on?

2
Dimension 02

Contact Responsiveness

How quickly and reliably does your firm respond to inbound inquiries? Every minute of delay increases the probability that a viable case calls your competitor.

3
Dimension 03

Intake Effectiveness

Is your intake process consistently identifying strong cases — and filtering out weak ones? Or are both slipping through unpredictably?

4
Dimension 04

Consultation Conversion

What percentage of consultations become signed cases? And how much of that conversion rate is being determined by operational factors rather than case merit?

5
Dimension 05

System Visibility

Can firm leadership see exactly how the case acquisition pipeline is performing? Or are decisions being made without reliable data?

Your answers produce a Case Acquisition Performance Score from 0–100, and classify your firm into one of four operational tiers. Most firms are surprised by what they find.

Take the Scorecard

Find Your Leakage Score Now

Under 4 minutes. No login required. Immediate results delivered to your screen.

What Firms Discover

Here's What Most Firms Discover When They See Their Score.

The leads were never the problem.

The demand was already there. The inquiries were already coming in. The marketing was doing its job. The leak was happening inside the firm — in the gap between inbound call and signed retainer — and it was completely invisible because no one was measuring it at that level.

Your scorecard results show you exactly where that gap is. Most firms are surprised by what dimension is causing the most leakage. Almost none of them guessed correctly before they took it.

From your results, you can enter the Case Capture Leak Demo™ to see how a structured system handles the exact scenarios your scorecard identified — through a live AI intake prototype built around your practice type.

Common Questions

Before You Start

Is this just a lead gen pitch?
No. The scorecard is a diagnostic tool. Its purpose is to surface operational inefficiencies — not sell you advertising.
Will this tell me anything I don't already know?
Most firms are aware of surface-level problems. The scorecard quantifies them and identifies the stages where leakage has the highest financial impact.
How long does it take?
The Rapid Intake Scan™ takes under 4 minutes. The Full Case Capture Audit™ takes approximately 10–12 minutes and produces a more detailed breakdown.
Take the Scorecard

The Firms That Win Are the Ones That Know Where They're Leaking.

No cost. No sales call. Immediate results.

Start the Free Case Leakage Scorecard → No cost. No sales call. Immediate results.