Growth Analytics Agent
Growth & Referral Analytics
The pipeline, capture, and profitability data most PI firms never see — pulled live from every agent in the system.
Data flow
Every agent feeds the Growth Analytics Agent
IAIntake Agent
RARecords Agent
CSClient Success Agent
TMTreatment Monitor Agent
SCScheduling Agent
Growth Analytics
Live · 5 sources
Case Pipeline Visibility
98 active cases · $5.88M in projected settlement value
Intake
24
cases
$480k
Investigation
18
cases
$720k
Treatment
31
cases
$1.86M
Demand
12
cases
$1.14M
Negotiation
8
cases
$960k
Settlement
5
cases
$725k
Leads by Source
Last 30 days · all channels
After-Hours Capture
The revenue leak most firms miss
23%
after-hours
After-hours captured47
Business hours158
Qualification rate: 68% · up from 41% pre-AI
Referral Source Profitability
Ranked by average settlement value · not by volume
| Source | Volume | Avg settlement | Qual % | Total value |
|---|---|---|---|---|
Top ROIPast client · Whitfield | 6 | $118k | 100% | $710k |
Attorney: Cole & Bex | 9 | $96k | 88% | $867k |
Dr. Ana Patel (Ortho) | 14 | $83k | 92% | $1.16M |
Ramirez Chiropractic | 22 | $41k | 74% | $906k |
Google Ads · MVA | 38 | $35k | 61% | $1.32M |
Facebook · Slip/Fall | 17 | $22k | 44% | $376k |
Insight: Facebook · Slip/Fall drives volume but ranks last in profitability. Reallocate spend toward Dr. Patel referrals.
Team Task Board
AI + human tasks across the pipeline · live
4 AI · 3 Human
Order MRI records · Alvarez
Records Agent · Investigation
Draft demand letter · Ruiz
Demand Letter Agent · Demand
Review demand v1 · Ruiz
M. Cole · Demand
PT gap outreach · #2291
Treatment Monitor Agent · Treatment
Negotiation call · Nair
J. Bex · Negotiation
Client update SMS · Chen
Client Success Agent · Treatment
IME scheduling · Whitfield
Scheduling Agent · Investigation
Capacity added
AI Infrastructure vs. Junior Staff
1–2 junior staff (loaded)
$118,000/yr
Salary + benefits + PTO + management overhead
vs.
CaseFlow OS
$23,400/yr
All agents · 24/7 · no ramp, no turnover
Net capacity
+$94,600/yr
reinvestable into cases