From First Call to Signed Intake
Four defined steps, agreed in advance, from the first strategy call through the moment a screened claimant appears in your intake queue.
Set the Criteria
We agree which injury types, states, and claimant circumstances your firm will accept, and write them down before anything runs.
Launch the Campaigns
We build and manage the paid search and paid social, and carry the media spend ourselves.
Screen Every Claimant
Each person completes the screening sequence. Anyone who fails it is not sent to you and does not appear on your invoice.
Deliver in Real Time
The record posts to your CRM, webhook, or inbox the second screening completes, routed by office or attorney if you need it.
Defining What a Good Lead Means for Your Firm
Two firms in the same city will define a qualified claimant differently. One will not take a case unless treatment has already started; another wants the claimant before any adjuster contact. The intake call exists to write those distinctions down.
We work through injury types, venue preferences, ZIP-code coverage, disqualifying facts, minimum injury thresholds, and how your team handles claimants who already have counsel. Those answers become the screening logic behind the campaign.
Example of the field set that travels with each record. Fields are configured per firm; the values shown are illustrative and are not a client result.
Building and Running the Campaign
Campaigns are built for a single firm rather than shared across a pool of buyers. Creative is written to be accurate about what the claimant is signing up for: a conversation with a law firm about a possible claim.
Structured Screening Before Delivery
Every potential claimant works through a screening sequence built from your criteria. Contact information is verified by SMS, and the answers are recorded on the lead record so your intake team can read them rather than starting from zero.
Claimants who fail the screening are not sent to your firm and are not billed. Those who pass arrive with a complete answer set, timestamps, and the campaign source attached.
Typical screening dimensions
- Injury type and date
- Location, state, and ZIP code
- Employment circumstances at the time of injury
- Medical treatment status
- Whether the incident was reported to the employer
- Existing attorney representation
- Statute and filing-deadline considerations
- SMS-verified phone number
- Consent and disclosure records
Lead Delivery That Fits Your Intake Process
Records land inside your existing intake process, so your team can respond immediately instead of retyping details between systems.
Real time
The record posts the moment screening completes, not in an overnight batch file.
Your systems
CRM webhook, LeadDocket, Litify, GoHighLevel, email, SMS, or another compatible platform.
Full record
Screening answers, timestamps, consent records, and campaign source travel with the lead.
What Happens After Leads Start Arriving
Campaigns are reviewed on an ongoing basis against the standards set at launch. Firms tell us which leads converted and which did not, and that feedback shapes targeting, creative, and screening.
Invalid or unreachable leads are handled under the replacement policy agreed before launch. We do not claim that every lead becomes a signed case. The goal is a steady, measurable flow of claimants your team can work efficiently.
- Agreed definitions of valid and invalid leads
- Replacement handling for unreachable contacts
- Regular reporting on volume and campaign source
- A feedback loop from your intake and signed-case data
- Adjustments to targeting and screening over time
- Scalable volume as your intake capacity grows
Tell us how your firm defines a qualified claimant
A short call is usually enough to establish injury types, states, volume expectations, and delivery method.