A clear, step-by-step process from first conversation to delivering your first signed retainer. No guessing, no back and forth.
We share our rate card with your firm. Clear, transparent pricing by case value tier — no hidden fees.
We ask one question: what is the estimated average case value for your campaign? Your answer places you in the right tier instantly.
We send a personalized quote with exact pricing — not ranges. Option A (performance only) and Option B (managed + lower per-retainer) clearly laid out.
Client selects their option and signs electronically. Service agreement sent the same day. Includes qualification criteria, payment terms, and compliance details.
We collect everything we need to launch: intake criteria, retainer documents, lead flow details, CRM info, billing contact, and communication preferences.
DID number assigned and routing confirmed. Intake script built and approved by your firm. CRM delivery configured. E-sign platform tested. Portal access sent.
Test call completed and quality confirmed. Everything verified before we go live. Your approval required before the first real call.
Your intake is live. Every lead contacted, qualified, and signed. Retained clients delivered to your portal. Weekly and monthly reporting begins.
Name, contact, campaign type, target states, monthly volume, service selected.
Qualifying criteria, disqualifying criteria, statute of limitations, medical treatment requirement, special instructions.
Retainer document, e-sign platform, signing contact, attorney name, firm address.
Inbound call number, web lead source, overflow trigger, after-hours preference, weekend coverage.
CRM system, lead delivery format, reporting frequency, report email.
Preferred contact method, escalation contact.
Billing contact, payment method, invoice format. Net 15 terms.
Schedule a 15-minute discovery call. We'll walk you through the process and answer every question.
Schedule Discovery Call →