Set the Criteria
We document your accepted case types, intake questions, and qualification standards.
How it works
Your firm sets the criteria. We handle the first-level screening.
A clear process from first call to qualified lead delivery.
1 2 Screen the Inquiry
Our team completes the intake and applies your approved criteria.
3 Deliver the Lead
Qualified leads are sent by email with a completed intake summary, or through an available API integration.
4 Your Firm Reviews
Your team makes the final decision on whether to pursue or accept the matter.
Common disqualification examples
Criteria defined by your firm
Examples include:
- The matter falls outside the firm's practice area.
- The incident occurred outside the firm's accepted jurisdiction.
- The date falls outside the firm's timing requirements.
- The caller is already represented.
- The matter does not meet minimum case criteria.
- The caller is seeking a service the firm does not provide.
- Required information cannot be confirmed.
Clear roles. Clear expectations.
What we do not do
- We do not decide whether your firm should accept a case.
- We do not provide legal advice.
- We do not replace attorney or staff review.
- We do not apply criteria your firm has not approved.
- We do not use one intake process for every firm.
Start a conversation
Ready to define your intake criteria?
We will walk through your case types, questions, and qualification standards, then build the workflow around them.