Retained clients, qualified to your standard
Case Qualification is the intake operation that turns inbound leads into fully retained clients — screened against your criteria, documented to your standard, delivered into your system.
The Problem
Most intake operations are optimized for volume, not accuracy. A lead comes in, a scripted caller picks up, a form gets filled, a case gets passed along. Nobody is actually measuring whether the client fits the firm's criteria until it's too late.
The result is firms spending attorney hours triaging cases that should never have been retained, declining cases that should have been signed, and losing clients to bad first impressions. The intake layer is where the economics of a mass tort practice are quietly made or lost — and most firms are losing them.
What Case Qualification Delivers
Multi-Channel Intake
Inbound and outbound across phone, SMS, web, and email — with coverage spanning every U.S. time zone during business hours and beyond. Every lead reached within minutes, not hours.
Qualification Against Firm Criteria
Every prospective client screened against your specific defendant list, SOL rules, qualifying injury criteria, and exclusion rules. The wrong cases never reach your attorneys.
Retainer and HIPAA Execution
Retainer agreements, HIPAA authorizations, and engagement documents executed in the same workflow as intake — no separate follow-up, no drop-off between qualification and retention.
Trained Mass Tort Specialists
Intake specialists trained specifically on the torts your firm litigates — facility names, defendant classes, qualifying criteria, and the sensitive conversations these cases require. Not a generic call center.
Conversation Intelligence
Every call transcribed and analyzed for qualification accuracy, compliance, and quality. Specialists are continuously coached against real conversation data, and every case comes with a full audit trail.
Clean Handoff to Your System
Retained clients delivered directly into the firm's case management system with the complete intake record, executed documents, and qualification trail. Your attorneys receive a case that is ready to work.
How It Works
Criteria defined with the firm
We sit down with the firm and document exactly which cases qualify, which do not, which defendants are in and out, and which red flags disqualify a conversation immediately. Every rule captured, every edge case mapped.
Leads arrive and are contacted immediately
Leads flow in from Case Origination or directly from the firm's own channels. A trained specialist reaches out through the right channel, on the right cadence, and begins the qualification conversation.
Qualification and retention in one workflow
Every conversation screens the client against the firm's criteria in real time, collects the full intake, executes retainer and HIPAA documents on the spot, and produces a complete qualification record.
Retained client delivered to your firm
The retained client lands in the firm's case management system with the intake record, executed documents, and qualification trail already attached. Your attorneys pick up a client ready to work.
The Result
Every client your attorneys see has been qualified against your criteria, retained under your agreements, and documented to your standard. Your attorney time goes to case work — not to fixing intake mistakes that should never have happened.