4 products live or in beta Contractors · Law Firms · Local Business

Where quality leads find you.

Stop losing leads.
Start floating
to the top.

LeadFloat builds AI-powered tools that capture, qualify, and convert inbound leads across industries — before the first phone call. Less friction. More closed deals.

No code required
Live in 5 days
CRM-ready
🚀 New Lead
PI Case · High Value
Liability confirmed · Funneled
leadfloat.com/dashboard
Leads This Week
0↑ 34%
Qualified Rate
0%↑ 22%
Lead volume · last 7 days
Jennifer M.
Car Accident · PI · High value
Qualified
Yelp: "Best Roofer?"
YelpChat AI · Quote request
Replied
Marcus T.
Roof Replacement · 2,400 sqft
New
✓ Case Funneled
CaseFloat
Liability score: 87 · Sent to atty
0%
Faster lead qualification
0
Products across industries
0hr
Avg. response time reduced
0+
Businesses using LeadFloat
Our Products

One platform. Every lead touchpoint.

A focused suite of AI tools that captures and converts leads across industries — from roofing to law firms to local service businesses.

Live
📋

Smart Intake Forms

Multi-step branching forms that qualify roofing & construction leads before the first call — capturing full project scope, GC detection, plan upload, and CRM sync.

Beta
⚖️

CaseFloat

An AI case evaluation tool for law firms — deploy it as a native widget on your firm's website to capture and qualify incoming leads, or list on the LeadFloat legal directory to receive pre-screened case referrals from people actively seeking representation.

Beta
💬

YelpChat AI

An AI-powered chat assistant that responds to Yelp quote requests in real time — qualifying the lead, answering questions, and collecting project details before you ever see the thread.

Beta
🌐

PromoNet

A marketplace connecting local and service businesses with verified Google Local Guides, Yelp Elite Squad members, and social media content creators who specialize in local business coverage — exchange vouchers or discounts for authentic reviews and promotional content.

+

More Coming

AI follow-up, pipeline tracking, estimate generation — all on the LeadFloat platform.

Why LeadFloat

Purpose-built for every industry we serve.

01

Done-for-you, not DIY

No template libraries. We build, deploy, and maintain every tool as a managed service — tuned for your specific industry, workflow, and CRM.

02

Industry-specific logic

A roofing intake form and a legal case funnel have nothing in common. We build both — and both are designed around how that industry actually closes business.

03

AI that earns its keep

Every AI feature exists to save time and close more deals — not to impress in a demo. If it doesn't change the outcome, we don't ship it.

04

One platform, every touchpoint

As products multiply, they share data. A Yelp lead captured by YelpChat can feed the same pipeline as a contractor form submission or a CaseFloat referral.

LEADFLOAT.COM 📋INTAKE ⚖️CASEFLOW 💬YELPCHAT 📊PIPELINE 🌐PROMONET +
Get Started

Ready to stop losing leads?

Book a free 30-minute demo. We'll walk you through the right LeadFloat product for your business and show it live.

No commitment. No pushy call. Just a live look at better lead capture.

Where quality leads find you. · leadfloat.com

Products

Tools built for the way
real businesses convert leads.

Four focused products across contractors, law firms, and local businesses — each done-for-you, each live in days.

📋 Smart Intake Forms
⚖️ CaseFloat
💬 YelpChat AI
🌐 PromoNet
Products/Smart Intake Forms
Live Product · Contractors

Stop losing bids to
bad lead forms.

A smart, multi-step intake form that qualifies roofing and construction leads before the first phone call — capturing project scope, materials, property details, and more.

73%
faster qualification
more detail captured
48hr
response time cut
yourroofingco.com/get-estimate
What type of service do you need?
Roof Replacement
Roof Repair
Siding / Soffit
Solar Integration
The Problem

Your contact form is costing
you qualified jobs.

Generic "name/phone/message" forms leave contractors blind — forcing days of back-and-forth to understand if a lead is worth pursuing.

📞

Endless Phone Tag

Calling cold leads who submitted nothing but a name. Half don't answer. Hours lost qualifying jobs that should take minutes.

Zero Project Context

No service type, materials, square footage, or GC vs. homeowner status. You go into every call blind — and so does your estimator.

📋

Manual CRM Entry

Re-typing lead details from voicemails into spreadsheets. Data gets lost. Your best crew ends up on the wrong jobs.

💸

Wasted Ad Spend

Paying for Google Ads and SEO. Leads hit a bad form and bounce — or get lost in follow-up chaos. Every missed lead is money spent twice.

How It Works

From contact form to qualified estimate.

01

Lead Lands on Your Site

The widget triggers as a pop-up or embedded section — matching your existing branding seamlessly.

02

Smart Branching Kicks In

Logic-based questions adapt: a metal roof job follows a different path than siding or solar.

03

Project Details Captured

Service type, property size, materials, GC vs. homeowner, insurance vs. retail — all captured before they submit.

04

Lead Hits Your CRM Instantly

A fully qualified lead card lands in your CRM and triggers an email alert. Your team knows what to say before the first call.

yourroofingco.com/get-estimate
What type of service do you need?
Roof Replacement
Roof Repair
Siding / Soffit
Solar Integration
🌐1

Website Visit

Lead arrives from Google, ad, or referral

📋2

Form Triggers

Pop-up or embedded, mobile-optimized

🧠3

Logic Branches

Questions adapt to service type

📎4

Plans Uploaded

GC drops blueprints in the form

🚀5

CRM + Alert

Lead card syncs. Email fires instantly.

Features

Built for how contractors work.

Every feature designed around the friction points roofing and construction companies face with inbound leads.

🌿

Branching Logic Flows

Each service type follows its own path. No irrelevant fields, no confusion.

All Tiers
🏗️

GC vs. Homeowner Detection

Auto-routes GCs, developers, and property managers into the right workflow.

Pro+
📐

Plan & Doc Upload

Architects and GCs drop blueprints right in the form. No email back-and-forth.

Pro+
📱

Mobile-First Design

Thumb-optimized. 70%+ of contractor leads come from mobile.

All Tiers
🔗

CRM Integration

JobNimbus, Salesforce, HubSpot, Buildertrend. Data maps to your existing fields.

Pro+
🗺️

Multi-Location Routing

Run multiple service areas. Route leads to the right branch automatically.

Enterprise
Pricing

One-time setup. Monthly leads, forever.

Done-for-you — we build, deploy, and maintain your smart intake form.

Tier 01
Starter
$997one-time
then $97 / month
  • 1 service flow
  • Basic branding match
  • Email lead notification
  • Mobile-optimized
  • Webflow embed or standalone
  • GC detection
  • Plan upload
  • CRM integration
Get Started
Most Popular
Tier 03
Enterprise
Custom
then $397 / month
  • Everything in Professional
  • Multi-location routing
  • Full CRM + scheduling
  • Custom lead scoring
  • Dedicated account manager
  • White-labeled for agencies
Talk to Sales
Social Proof

Contractors winning more jobs.

★★★★★

"Every submission now tells us the square footage, material, and whether it's insurance or retail. Our estimator closes faster because he knows the job before he drives out."

MR
Mike R.
Ridgeline Roofing · Dallas, TX
★★★★★

"The GC detection alone was worth it. Our CSR now knows within 10 seconds whether it's a homeowner or a project manager. Game changer for how we prioritize."

JC
Jason C.
Crestview Construction · Phoenix, AZ
★★★★★

"FormFloat routes each lead to the right branch crew automatically. I didn't think a form could do that — but it does, and it keeps our teams from stepping on each other's jobs."

SB
Sandra B.
Summit Siding Group · Atlanta, GA
FAQ

Common questions, straight answers.

No fluff. Book a demo and we'll walk through anything not covered here.

Book a Demo →
How long does setup take?
Most projects are live within 5–10 business days. We handle everything — designing your flow, building the form, connecting your CRM, and embedding on your site. You review before anything goes live.
Does this work with my existing website?
Yes. It deploys as a standalone page or embedded pop-up. Works on Webflow, WordPress, Squarespace, Wix, or any custom site via a single script tag.
What CRMs do you support?
JobNimbus, HubSpot, Salesforce, Buildertrend, Acculynx, and any CRM with a REST API or Zapier support.
Can I update the form questions after launch?
Yes. On Pro and Enterprise plans, revisions are included in your monthly fee. Submit a change and we handle it within 48 hours.
We're a small crew — is this overkill?
The Starter tier is built for owner-operators. Even one or two better-qualified leads per week — where you know the scope before calling back — saves hours. ROI is typically apparent in the first month.
Products/CaseFloat
Beta · Law Firms

Case evaluation built into
your site — or ours.

CaseFloat is an AI-powered case evaluation tool with two deployment modes: embed it natively on your law firm's website to capture and qualify visitors the moment they arrive, or list your firm on the LeadFloat legal directory and receive pre-screened, liability-scored referrals from people actively searching for representation.

82%
unqualified cases filtered
attorney time saved
90s
avg. triage time
CaseFloat · Case AnalyzerAI Processing
87SCORE
Incident Type
Motor Vehicle Accident
High Value PI
Liability Assessment
Clear fault — opposing driver ran red light. Police report obtained.
Injuries Reported
Soft tissue, whiplash, ER visit documented. Ongoing PT (6 wks).
Case Est. Value
$45,000 – $120,000
The Problem

Law firms are drowning in
unqualified leads — from every direction.

Whether leads come through your website or from third-party legal directories, the intake process is broken. Staff review the same weak cases over and over while high-value leads wait — or go somewhere else.

📥

Referral Overflow

Hundreds of unscreened leads per month from directories and aggregators. Your intake team can't review them fast enough — and the best ones get buried.

⚖️

No Liability Triage

Every lead gets the same manual review process regardless of merit. Your attorneys spend time on weak cases that never had a chance.

📞

Slow Response Time

Legal leads go cold fast. Hours-long intake queues mean competitors with faster systems win the signed retainer before you even call back.

🏛️

Wrong Attorney Match

A PI lead routed to an estate attorney wastes everyone's time. Without smart routing, the right case never reaches the right practice area.

How It Works

Two ways in. One evaluation engine.

Whether someone finds you on your own website or through the LeadFloat legal directory, CaseFloat's AI evaluation engine qualifies the case before any attorney time is spent.

🔀1

Two Entry Points

Lead submits via your firm's embedded widget or finds you on the LeadFloat legal directory

🧠2

AI Analyzes Case

Incident type, liability, injury severity, and case value assessed in seconds

📊3

Case Scored

0–100 merit score generated with a full summary and value estimate

📬4

Routed to Attorney

Matched to the right practice area. Low-score leads filtered automatically.

5

Retainer Ready

Attorney receives full case packet. Signed retainer within hours, not days.

Features

Built for high-volume
legal intake.

CaseFloat isn't a form — it's an AI-powered intake layer that sits between your referral sources and your attorneys.

⚖️

AI Liability Scoring

Analyzes incident description, fault indicators, and documentation to generate a 0–100 liability score with a full narrative summary.

Core
🔍

Case Value Estimation

Uses injury type, treatment history, jurisdiction data, and comparable cases to generate a realistic settlement value range before attorney review.

Core
🔀

Practice Area Routing

Automatically routes PI, workers' comp, mass tort, and other case types to the right attorney group — no manual triage required.

All Plans
🔀

Two Deployment Modes

Embed CaseFloat natively on your firm's website as a branded intake widget, or list on the LeadFloat legal directory to receive inbound referrals from people searching for representation — or use both simultaneously.

All Plans

90-Second Triage

From lead submission to full case analysis in under 90 seconds. High-value leads get flagged immediately for attorney review — before they go cold.

All Plans
🔐

HIPAA-Ready Infrastructure

Built to handle sensitive health and legal data with encrypted storage, access controls, and audit logs meeting legal industry compliance standards.

Enterprise
FAQ

Questions from law firms.

CaseFloat is currently in beta. We're onboarding firms directly — no self-serve setup yet.

Request Beta Access →
What types of cases does CaseFloat support?
Currently optimized for personal injury (MVA, slip-and-fall, premises liability), workers' compensation, and mass tort. We're expanding to medical malpractice and family law in Q4.
How accurate is the AI liability scoring?
In beta testing, CaseFloat's case scoring correlated with attorney accept/reject decisions 84% of the time. It's designed to augment intake staff judgment, not replace it — attorneys always make final decisions.
What's the difference between the native widget and the directory?
The native widget embeds directly on your law firm's website — visitors who find you through Google, referrals, or ads get evaluated the moment they land on your intake page. The LeadFloat legal directory is a separate destination where people searching for legal help submit their case and get matched to a vetted firm. Most firms use both: the widget captures your own traffic, the directory generates new leads you wouldn't have seen otherwise.
Is client data secure and compliant?
Yes. CaseFloat is built on HIPAA-ready infrastructure with end-to-end encryption, role-based access controls, and full audit logging. SOC 2 certification in progress.
Products/YelpChat AI
Beta · Local Service Businesses

Never let a Yelp quote request
go cold again.

YelpChat AI responds to incoming Yelp quote requests instantly — qualifying the lead, asking the right questions, and collecting full project details before you ever see the thread. Every reply sounds like you. Every lead is ready to close.

<2min
avg. first reply time
more quotes converted
24/7
always-on coverage
🤖
YelpChat AI · Rick's Roofing
● Responding now
YC
Hi! Thanks for reaching out to Rick's Roofing on Yelp. I can help get you a quote — what type of roofing work are you looking for?
JM
We need a full replacement. It's a 2-story house.
YC
Got it — full replacement on a 2-story home. Do you know the approximate square footage of your roof, or would you like us to measure? Also, any preferred material — asphalt shingle, metal, or tile?
JM
Around 2,200 sq ft. Asphalt. Also it might be an insurance claim.
The Problem

Yelp leads are high-intent.
Your response time is killing them.

A homeowner who messages three businesses on Yelp hires whoever responds first with a good answer. Most businesses respond hours later — with a generic reply that collects no useful information.

🐌

Slow Response = Lost Job

Yelp data shows businesses that respond within 5 minutes win the quote 3× more often. Most service businesses respond in hours — or not at all.

😶

Generic First Messages

"Thanks for reaching out! We'll get back to you soon." That reply collects nothing and convinces no one. The lead moves on to the next business.

🌙

After-Hours Blind Spots

Homeowners often search and message on evenings and weekends. Your competition that responds Sunday at 9pm gets the job. You find out Monday morning it was already gone.

📝

No Project Details Collected

Even when you do respond, you still know nothing about the job. You're scheduling a site visit blind — wasting drive time on jobs you can't or won't take.

How It Works

Respond in seconds. Know the job before you call.

📩1

Quote Comes In

Homeowner sends a Yelp message or quote request to your business

2

AI Replies in <2min

YelpChat drafts a personalized, on-brand reply based on your services and voice

💬3

Qualifies the Lead

Follows up with smart questions: project type, size, timeline, and budget

📋4

Collects Full Scope

Gathers everything you'd need to give an accurate quote before any human involvement

🤝5

Hands Off to You

You receive a complete lead summary. Respond or book — the hard part is already done.

Features

Your best sales rep.
Working 24/7.

YelpChat AI is trained on your services, your tone, and your target jobs — so every reply feels human, not canned.

Sub-2-Minute Response

YelpChat monitors your Yelp inbox and responds to new messages automatically — day or night, weekday or weekend.

All Plans
🎙️

Your Voice, Not a Bot

Trained on your business profile, past responses, and service descriptions. Replies are personalized, warm, and sound like your team — not a script.

All Plans
🔍

Smart Lead Qualification

Asks the right follow-up questions for your service type — roofing, HVAC, plumbing, landscaping, or cleaning — to build a complete project brief.

All Plans
📲

Handoff Alerts

When a conversation is qualified and ready for a human, you get an instant push notification with the full chat summary and project details.

All Plans
🛑

Hard-Limit Guardrails

Won't quote prices, make commitments, or discuss things outside your defined scope. The AI knows when to escalate and never freelances.

All Plans
📊

Conversation Analytics

Track response rate, conversion rate, common objections, and which lead sources are converting — broken down by service type and time period.

Pro+
FAQ

Questions about YelpChat AI.

Currently in beta for roofing, HVAC, landscaping, and cleaning companies. Expanding fast.

Request Beta Access →
Does Yelp allow automated responses?
YelpChat AI sends responses through your existing Yelp account within Yelp's messaging policies. Responses are conversational and personalized — not mass blasts or template spam. We follow Yelp's terms of service and monitor for any policy updates.
Will my customers know they're talking to an AI?
YelpChat responds as your business, not as a branded AI. Replies are written in your voice and signed with your business name. We recommend transparency with customers when asked directly — and we make that easy to configure.
What service types does it support?
Currently optimized for roofing, siding, HVAC, plumbing, landscaping, house cleaning, and pest control. We're adding new verticals quarterly based on demand. Custom service training available on Pro and above.
Can I review replies before they send?
Yes. You can configure YelpChat to operate in "review mode" where it drafts the reply and waits for your approval before sending. Most customers switch to full auto-send after the first week.
Products/PromoNet
Beta · Local & Service Businesses

Real reviewers. Real reach.
Real results.

PromoNet is a managed marketplace connecting local and service businesses with verified Google Local Guides, Yelp Elite Squad members, and social media content creators who specialize in covering local businesses. You offer a discount or voucher — they deliver authentic, platform-credentialed reviews and original content that drives real visibility.

4.8★
avg. review score
12×
ROI vs. paid ads
72hr
avg. first review posted
PromoNet · Rick's Roofing 3 matched
KL
Kayla L. ✓ Verified
Local Guide Yelp Elite Dallas, TX · Home services
87 reviewsposted
DM
Diego M. ✓ Verified
Instagram TikTok 4,200 followers · Local biz content creator
4.2Kreach
SR
Sara R. ✓ Verified
Local Guide Facebook Dallas, TX · Home owner
143 reviewsposted
Your Active Offer
$75 voucheroff next service visit
Google Review Yelp Review IG Post
24
Reviews this mo.
18K
Social reach
$840
Vouchers issued
The Problem

Your reputation is your pipeline.
You're not building it fast enough.

93% of consumers read online reviews before choosing a local service business. But collecting them is awkward, slow, and inconsistent — leaving most businesses invisible to the customers who are actively searching.

📭

Reviews Trickle In Slowly

Asking for reviews feels uncomfortable. Most happy customers mean to leave one but never do. You're dependent on a handful of regulars while competitors with 200+ reviews win every search result.

💀

Zero Social Presence

You know you should be on Instagram or TikTok — but who has time? Meanwhile competitors are getting found by thousands of local homeowners through a single viral post you didn't know was possible.

🎯

No Way to Find Credentialed Reviewers

You can't cold-message random accounts hoping for results. Finding actual Google Local Guides, Yelp Elite Squad members, and local content creators who will authentically cover your business takes time and expertise most owners don't have.

💸

Paid Ads With No Trust Signal

You can run Google Ads forever — but if a competitor has 400 reviews and you have 30, the click goes to them. Reviews and social proof are the force multiplier every ad dollar depends on.

How It Works

Vouchers out. Reviews and reach in.

You set the offer. We match you with the right reviewers. They deliver. You grow. No awkward asks. No fake reviews. Just real people, real posts, and real reputation growth.

🏢1

You Set Your Offer

Choose a discount, voucher, or service credit — and what deliverables you want in return

🧠2

We Match Reviewers

PromoNet surfaces verified local reviewers and creators who match your industry, location, and platform needs

3

Reviewer Accepts

They accept your offer, visit your business or use your service, and complete the agreed deliverables

📣4

Content Goes Live

Review posts to Google or Yelp. Social content goes live on their profile. You see reach and engagement in your dashboard.

🎟️5

Voucher Released

Only after delivery is confirmed does the voucher unlock. No delivery, no discount.

Features

A network built on
verified performance.

Every reviewer in PromoNet is verified, every deliverable is confirmed before payment, and every campaign is tracked — so you know exactly what your vouchers are generating.

Verified Reviewer Network

Every member is manually vetted: Google Local Guides (Level 4+), Yelp Elite Squad members, and social media content creators with a documented history of local business coverage — all real, credentialed, and active.

All Plans
🎯

Local & Niche Matching

Reviewers are matched by zip code, service category, and platform preference — so a roofing company in Dallas gets local homeowners and contractors, not a lifestyle blogger in Miami.

All Plans
🔐

Delivery-Gated Vouchers

Vouchers and discounts are only released after PromoNet confirms the review is live or the content is posted. No deliverable, no payout — protecting your offer from abuse.

All Plans
📊

Campaign Dashboard

Track active campaigns, pending deliverables, review counts by platform, social reach generated, and voucher spend — all in one dashboard updated in real time.

All Plans
📱

Multi-Platform Coverage

Google Local Guides, Yelp Elite Squad, Facebook, Instagram, TikTok, Nextdoor — campaigns can target a single platform or require cross-platform deliverables based on your visibility goals.

Pro+
🌐

Micro-Influencer Access

Beyond reviewers, access a curated pool of local micro-influencers (1K–50K followers) in home services, construction, and local lifestyle — ideal for brand awareness campaigns at a fraction of agency cost.

Pro+
Pricing

Pay for results.
Not promises.

You set the voucher value. We handle matching, verification, and tracking. Platform fee covers access — not your voucher costs.

Tier 01
Starter
$149/ month
+ your voucher costs
  • Up to 10 reviewer campaigns/mo
  • Google Local Guide & Yelp Elite Squad reviews
  • Local reviewer matching
  • Delivery-gated vouchers
  • Basic campaign dashboard
  • Social media creators
  • Micro-influencer access
  • Multi-platform campaigns
Get Started
Most Popular
Tier 03
Agency
Custom
volume pricing available
  • Unlimited campaigns
  • All platforms including TikTok & Nextdoor
  • Full micro-influencer roster (up to 50K)
  • White-labeled for agencies
  • Multi-location management
  • Dedicated campaign manager
  • Custom content briefs & approval flow
Talk to Sales
Results

Businesses growing their reputation
on autopilot.

★★★★★

"We went from 41 Google reviews to 114 in under 60 days. The reviewers are real local people — their posts even brought in two referrals we can trace directly back to an Instagram story."

TR
Tony R.
Apex Plumbing · Houston, TX
★★★★★

"I was skeptical — but the voucher-gated model means you're not paying for nothing. The creators we matched with were genuinely local, wrote real reviews, and posted content that got engagement. Worth every dollar."

LP
Lisa P.
Clean Sweep Cleaning Co. · Denver, CO
★★★★★

"We run three landscaping crews. PromoNet helped us hit 200+ reviews across Google and Yelp before peak season — and our conversion rate on ad clicks went up noticeably once we crossed 150."

MH
Marcus H.
GreenEdge Landscaping · Phoenix, AZ
FAQ

Questions about PromoNet.

A new kind of product — here are the most common questions we hear before businesses sign up.

Book a Demo →
Is this legal? Doesn't Google prohibit incentivized reviews?
PromoNet is designed around FTC and platform guidelines. Reviewers are required to disclose any compensation in their posts, and we do not guarantee review content or star ratings — reviewers post honest opinions. We never offer payment in exchange for a specific rating. Google and Yelp's policies prohibit fake reviews and review gating — PromoNet does neither.
What stops someone from taking the voucher without posting?
The voucher is delivery-gated. It is not issued until PromoNet verifies the review is live (by URL and timestamp) or the social post is confirmed published. Reviewers who fail to deliver are removed from the network. Businesses are never charged for undelivered campaigns.
Can I control what reviewers say or post?
You can provide a creative brief — key talking points, photos, preferred hashtags, and messaging angles — but content itself is the reviewer's honest perspective. You approve the brief before any campaign launches. On Agency plans you get a full content approval workflow before anything goes live.
What types of businesses does PromoNet work best for?
Any local or service-based business with a physical location or service area: roofing, HVAC, plumbing, landscaping, cleaning, pest control, salons, restaurants, gyms, and more. If your business depends on local search rankings and word-of-mouth, PromoNet was built for you.
How quickly will I see results?
Most businesses see their first reviews posted within 72 hours of launching a campaign. A typical Starter plan generates 8–12 new verified reviews in the first 30 days. Growth plan businesses average 25–40 reviews plus 10–20 social posts per month.
About LeadFloat

We built the tools we wished existed.

LeadFloat started because businesses keep losing jobs not from bad service or bad prices — but from bad lead capture. A name and a phone number is not a lead. We fix that — for contractors, law firms, and local businesses.

🔨

Industry-first thinking

We're not a generic SaaS company repacking a form builder. Every product decision starts with how that specific industry actually operates and closes business.

Speed over complexity

Contractors and law firms don't have time for 40-step onboarding. We obsess over getting tools live fast and keeping them running without touching a dashboard.

🧠

AI where it earns its keep

We use AI when it genuinely saves time and changes outcomes — not as a marketing buzzword. If a simpler solution does the job, we build the simpler solution.

Our Story

From contractor frustration to cross-industry platform.

It started with a single observation: roofing companies were spending more on Google Ads than ever — and closing the same percentage of leads. The bottleneck wasn't traffic. It was the contact form.

Smart Intake Forms fixed that for contractors. Then we noticed the same problem everywhere: law firms drowning in unscreened referrals. Yelp businesses letting high-intent leads go cold. Local companies with no idea which jobs were actually worth pursuing.

Every industry has a lead capture problem. LeadFloat is building the fix — one product at a time, purpose-built for each vertical.

The mission.

Build the operating layer for lead generation across service industries — a suite of AI tools that handles the first mile of every customer relationship, from first click to first conversation, so businesses focus on what they do best.

By the numbers
480+
Businesses served
5
Products (live or beta)
3
Industries served
18
States active
Team

The people building LeadFloat.

JD

Jordan Davis

Founder & CEO

10 years in contractor marketing. Built three roofing company websites from zero to $2M revenue.

MK

Maya Kim

CTO

Former fintech engineer. Designed the branching logic engine powering Smart Intake Forms and CaseFloat.

RO

Ryan O'Brien

Head of Product

5 years as a roofing project manager. Designed every intake flow from firsthand field experience.

AL

Ana Lucero

Customer Success

Manages onboarding across all verticals. Ensures every product goes live on time and performing from day one.

Book a Free Demo
Step 1 of 3 — Tell us about yourself
01
Let's start with you
Basic info so we know who we're talking to.
Fields marked * are required
02
About your business
Help us understand your industry and what you need.
🏠 Roofing / Siding
🏗️ General Contracting
⚡ Solar / HVAC
⚖️ Law Firm
📍 Local Service Business
🏢 Real Estate
🔗 Agency / Reseller
✦ Other
📋 Smart Intake Forms
⚖️ CaseFloat
💬 YelpChat AI
🌐 PromoNet
🤔 Not sure yet
✦ Multiple products
🔍 Google Search
📱 Social Media
🗣️ Referral
⭐ Yelp
💼 LinkedIn
✦ Other
03
What are you trying to solve?
This shapes the entire demo — be specific.
📭 Leads come in with no context
📞 Too much phone tag
📉 Low inquiry-to-close rate
⭐ No review strategy
💬 Slow online lead response
⚖️ Unqualified legal referrals
📊 No pipeline visibility
✦ Other
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