HOW IT WORKS
From lead to signed case — handled for you
Our process plugs into your firm and runs in the background, turning raw leads into qualified, signed, ready-to-work cases.
A simple process, built around your firm
You set the criteria. We handle the calls, the follow-up, and the paperwork — and keep you updated at every step. Here’s exactly how a lead becomes a signed case.
STEP 01
Lead comes in
Your leads reach us through your existing intake channels — web forms, call tracking, ad campaigns, or referrals. The moment a lead arrives, the clock starts and we respond fast, while their interest is still high.
- Connects to your existing channels
- Immediate first response
- No lead left waiting
STEP 02
We qualify & screen
Our intake specialists contact each lead and screen them against your case criteria — accident type, fault, injuries, treatment, and timing. Cases that don’t fit are filtered out, so your team only sees leads worth pursuing.
- Screened against your criteria
- Detailed notes captured
- Only viable cases advance
STEP 03
Retainer signed
For qualified leads, we handle the follow-up, walk the client through your retainer agreement, answer their questions, and coordinate e-signature — converting interested leads into signed, committed clients.
- Professional client follow-up
- Retainer explained & sent
- E-signature coordinated
STEP 04
Case delivered to your firm
Each signed case is packaged into a complete, organized intake packet and handed to your team — client and accident details, insurance information, and documents — formatted and ready to work from day one.
- Complete intake packet
- Organized & formatted
- Ready to work immediately
What lands on your desk
Qualified cases
Pre-screened against your exact criteria.
Signed retainers
Committed clients, not just leads.
Organized packets
Clean files ready for your team.
Ready to put your intake on autopilot?
Let’s talk about how Injury Claim Intake fits into your firm.
