Meta Ads to Intake
Turn ad leads into staff-ready intakes.
Connect Facebook or Instagram lead forms, carry consent and campaign context into the callback, and capture the approved intake questions while the lead is fresh.
The result is an attributed intake for staff review. Existing-case records and insurance follow-up live on the separate outbound task completion page.
Meta
Facebook and Instagram lead forms
1
source-linked intake record
Staff
review and handoff
24/7 intake coverage
Never let nights, weekends, or overflow calls disappear into voicemail.
Human handoff when needed
Escalate sensitive or low-confidence situations to staff without friction.
Reviewable call records
Keep transcripts, summaries, and follow-up context in one place.
An intake path for ad leads
- Keep the ad, form, consent, and source attribution attached to the lead.
- Call promptly with the campaign-specific MVA or mass-tort intake.
- Escalate legal questions, sensitive answers, opt-outs, and uncertain matches to staff.