Estimate missed-call opportunity using your firm’s data

Estimate the potential value of missed-call follow-up using your own inquiry records. Count unique new inquiries, identify which remain unreached, and use conversion and collected-fee assumptions that your firm can explain. The result is a planning scenario, not measured lost revenue or a promise of what ClaireAI will recover.

Model update.Earlier industry-loss and recovery percentages have been removed because they were not supported by the cited study. The example below uses explicitly invented assumptions to show the calculation; it is not customer data.

Start with unique inquiries, not raw call attempts

Separate new inquiries from existing-client calls, spam, wrong numbers and repeated attempts by the same person. Check whether a missed first attempt was later answered or returned successfully. Counting every attempt as a lost opportunity would overstate the pool you might recover.

• Period: use the same month or quarter for call records and follow-up outcomes.
• Unique inquiries: deduplicate repeat callers using your firm’s approved process.
• Unreached inquiries: identify those without a completed first conversation after follow-up.
• Qualification: estimate the share meeting your firm’s criteria from reviewed records.
• Engagement: use a conversion assumption appropriate to those qualified inquiries.
• Fee value: use expected collected fees, with collection timing and costs treated separately.

Write the assumptions next to the formula

Illustrative annual fee opportunity = monthly unreached new inquiries × qualified share × engagement rate among qualified inquiries × assumed collected fee per engagement × 12. This simple model assumes the same monthly pattern throughout the year and does not deduct the cost of serving a matter.

20 × 0.50 × 0.20 × $5,000 × 12 = $120,000 of hypothetical annual fee opportunity. This is not a measured loss, incremental profit or a forecast of revenue that a receptionist will generate.

Model recovery separately

A new call route will not necessarily reach every previously unreached inquiry. Add a separate recovery assumption and document why it is reasonable. For example, an invented 25% recovery assumption applied to the illustrative $120,000 opportunity gives $30,000 before service costs, delivery costs and collection timing. That percentage is not a ClaireAI performance claim.

Use a low and high scenario when inputs are uncertain. Avoid turning the optimistic scenario into a headline or an ROI guarantee. A change in the type of inquiries received can also change qualification and engagement rates.

Compare service cost using connected minutes

ClaireAI plan allowances are measured in connected AI minutes. Estimate the call time your selected coverage will handle, then compare the current allowance and overage terms. Keep the trial’s conversion terms, any additional implementation work and your own follow-up costs visible in the decision.

Review current ClaireAI pricing and the connected-minute calculator.

Measure the handoff during a trial

Choose the call path before comparing outcomes: after-hours coverage, overflow or broader reception. Record the actual inquiries received, the available intake records and whether your team completed the agreed next step. Keep observed outcomes separate from the assumptions used to decide whether to try the service.

Plan a repeatable after-hours phone audit.

See how to configure a transfer and its fallback.

Start with a demo to discuss your call flow and arrange a trial. Your firm approves the intake questions and human review process; ClaireAI does not decide which matters your firm accepts.