Intake IQ (Demo)
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Intake IQ (Demo)
LIVE
Daily Lead Volume
Calls by Source — click a bar for details
Call Outcomes
Call Log
Date Caller Referral Source AI Case Summary Dur Lead Status
Contact Forms

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Forms Review Submissions we couldn't auto-attribute — approve real leads, delete junk, block repeat spammers

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Analytics
Lead intelligence and conversion metrics
Lead Conversion Rate
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First-Time Caller Rate
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New Leads (Calls)
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Total Calls
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Contact Form Leads
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Total Forms
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Total Leads (All Sources)
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Answered Rate
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Lead Type Breakdown (Calls)
Daily Volume — Calls, Leads & Forms
Calls by Source
Case Type Distribution (Calls)
Portfolio
Portfolio performance and engagement
Forms Review
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Firms Logged In
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AI Coverage
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Calls (30d)
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Contact Forms (30d)
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Portfolio Analytics
Call volume, AI coverage, and lead distribution across all firms
Leads by Firm (Top 20)
Lead Type Distribution
Daily Lead Volume (All Firms)
AI Analysis Coverage
Call Outcomes
Top Call Sources
Client Activity Login History
Which firms are engaging with the platform
FirmLast LoginTotal LoginsStatus
Tools
CRM
Manage firms, domains, and access
Firm Domains Password Calls Forms Access Source Actions
Add New Firm
For firms that aren't in CallRail but still receive contact forms. Adding a domain lets future emails from that domain auto-route to this firm.
Leave blank if you don't know it yet — can be added later.
Link a CallRail account + company ID so calls route here automatically.