Lead Pulse Ai
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How It Works

The AI growth layer, end to end.

Plug Lead Pulse in alongside your EHR and case management. Watch every ring, form, and referral turn into a booked patient or signed retainer — automatically.

Where Lead Pulse Fits

One growth layer. Sitting on top of the systems you already run.

Lead Pulse Ai CRM is the missing layer between marketing and your practice. It captures, answers, qualifies, and books — then hands off to the clinical and case systems already running your operation.

AI
AI Growth Layer — Lead Pulse Ai CRM

Ads · referrals · calls · web forms · chat — captured, answered by AI 24/7, qualified, and booked.

Tracked numbersAI landing pagesAI voiceAI text-backAI chatAI follow-upAI reviewsAttribution
Your Clinical System
EHR / practice management

Receives booked, confirmed, pre-qualified patients.

Keep what you use today.
Your Case System
Case management

Receives signed, qualified clients.

Keep what you use today.
Pillar

Capture.

Every ring, form, and referral makes it into the system.

Tracked phone numbers

Give every campaign, listing, and referral partner its own number — so you know exactly where each call came from.

AI
AI funnel landing pages

Conversion-tuned pages built for injury intake — with AI capture from the first click.

AI
Web forms & chat capture

Every submission becomes an instant conversation — no lead sits in a spreadsheet.

Custom microsites

Fast, on-brand campaign sites for referral partners, events, and paid channels.

Call tracking & recording

Every call sourced, recorded, and transcribed for training and attribution.

Pillar

Respond.

AI answers live — and the safety net catches everything else.

AI
AI Voice Receptionist

Answers every call 24/7, greets, qualifies, and books to your calendar — even at 2 AM.

AI
AI Text-Back Safety Net

Missed call? A text fires within seconds so even a two-ring hang-up becomes a conversation.

AI
AI Chatbot

On-site chat that qualifies visitors and hands off warm leads to your team.

Live human routing rules

You choose the mode — AI catches overflow, takes after-hours, or answers everything.

Multi-location routing

Route each call to the right office, calendar, or attorney automatically.

Inbound call — AI Voice Receptionist
11:47 PM · Unknown number
AI
Caller
I was rear-ended on the 805 last night — I don't know what to do.
AI
I'm so sorry that happened. Are you safe and receiving treatment?
Caller
Not yet, my neck and back are pretty bad.
AI
Understood — I can get you in with a provider tomorrow morning. Do 9:15 or 10:30 work?
Caller
9:15 is better.
AI
Booked for 9:15 AM. Confirmation text on the way now.
Qualified · Consultation booked
Pillar

Nurture.

Every conversation stays warm — in one inbox.

AI
AI Follow-Up Sequences

Multi-channel SMS + email nurtures until every lead books.

AI
Unified Inbox with AI Replies

Every call, text, and email in one place — with AI-suggested responses ready to send.

AI
Case-status texting

Automated updates at every milestone — patients and clients stop calling for status.

AI
Re-engagement campaigns

Wake up cold leads with AI-timed sequences based on where they went quiet.

Social media planner

Plan, schedule, and publish across channels — one calendar, every network.

Unified Inbox
AllSMSEmailVoice
Maria A.
2m
SMS
Yes, 9:15 tomorrow works — thanks!
James N.
18m
Email
Attaching the police report as requested…
Dr. Patel (referrer)
1h
SMS
Sending a patient over Thursday.
Robert K.
3h
SMS
Do you take lien-based imaging?
Sarah L.
Yest
Email
Following up on the demand timeline.
M
Maria A.
SMS · (555) 291-4402
Hi — I was in a wreck last night. Do you handle injury cases?
11:47 PM
◆ AI
So sorry to hear that, Maria. Yes — we handle injury cases 24/7. Are you and your passengers safe?
11:47 PM
Yes but my neck is really bad.
11:48 PM
◆ AI
Understood. I can book you tomorrow at 9:15 AM with Dr. Patel. Confirm?
11:48 PM
Yes, 9:15 tomorrow works — thanks!
2m ago
◆ AI-SUGGESTED REPLIES
Great — see you at 9:15 AM.Send confirmation + directions.Ask about insurance details.
Pillar

Convert.

Turn qualified leads into booked visits and signed retainers.

Online booking + reminders

Real-time scheduling with automated confirmations that cut no-shows.

AI
Pipelines & stage automation

Visual pipelines for intake, consult, and retainer — with AI moving deals forward.

AI
No-show reduction

AI reminders, easy reschedules, and drop-off follow-up run in the background.

AI
AI review requests

Timed by AI at the right moment — settlement, case close, or a positive touchpoint.

AI
AI review responses

Drafted, on-brand responses to every review, ready to publish in a click.

Pillar

Prove.

See exactly which dollar produced which patient or retainer.

Source attribution

Every patient and client tied back to the campaign, listing, or referral that produced them.

Monthly ROI reporting

See revenue recovered per marketing dollar — no spreadsheets required.

Call recording & transcripts

Every call recorded, transcribed, and searchable for training and QA.

Real-time dashboards

Live view of calls answered, leads qualified, bookings, and pipeline health.

Custom reports

Export the numbers your partners and referring attorneys want to see.

ROI dashboard · last 30 days
Illustrative
Calls answered by AI
1,284
24/7 coverage
Booked appointments
612
47.6% of calls
Attributed revenue
$318,400
Across sources
Source attribution
Attorney referral$152,800 · 48%
Google$92,300 · 29%
DIN listing$54,100 · 17%
Direct / other$19,200 · 6%
Compliance & Trust

Built for healthcare and legal. Compliance is the foundation.

Every automation, every AI conversation, every call and message is designed to meet the standards your regulators, referrers, and clients expect.

HIPAA + BAA — AI conversations included

A Business Associate Agreement is available on every paid plan. AI voice and messaging conversations are handled under the same BAA and compliance framework as the rest of the platform. Audit-ready logs across every touch.

TCPA-aware SMS · A2P 10DLC · consent-first

All messaging runs on A2P 10DLC registered brands and campaigns. Consent is captured at the inbound touch, opt-out language is included, quiet hours are honored, and every message is logged for audit.

Call recording disclosures

Configurable state-aware call disclosures — two-party consent handled at the start of every recorded call. Every recording, transcript, and disclosure is stored with the call.

Data security

Encryption at rest and in transit, role-based access, granular permissions, and audit trails on user and AI actions. Your data lives in your account — always exportable, never resold.

Ready to put AI on your front line?

Book a 20-minute demo.

Book a Demo (888) 828-5955