Turn your intake script into earlier screening
Your firm supplies the approved question path, required answers and disqualifiers. For qualified inbound campaigns, those requirements shape the prospect’s path before the call reaches your team. Your specialists can begin with the initial fit established and concentrate on rapport, confirmation and the remaining steps toward representation.
Define exposure, timing, reported injury, geography and representation requirements in the campaign brief. Separate hard stops from questions that need further review. Screening uses the agreed answers; records verification and legal acceptance stay with your firm.
Protect the live opportunity you are paying for
An interested caller needs someone ready to answer. Match delivery windows, time zones, daily caps and concurrent-call capacity to your actual staffing. This helps reduce missed connections and gives each conversation the attention it needs.
Agree on routing, screening context and the process for a dropped or unanswered call before launch. A sample handoff lets your intake team check that it receives the information needed to continue the conversation.
Broader acquisition reach. One operating brief.
Managing multiple sources should not mean repeating your intake requirements to every supplier. TortHarbor coordinates the agreed acquisition sources through one relationship. Your team has one place to update criteria, flag a delivery issue and discuss capacity.
Consistent feedback makes that relationship more useful. Identify whether an issue concerns the source, a screening answer, routing or later case review. We can use those distinctions to adjust the relevant part of the program rather than treating every rejection as the same problem.
Keep inbound calls distinct from AI-qualified transfers
An inbound caller initiates the call after the agreed qualification path. An AI-qualified transfer is an additional option: our proprietary qualification engine applies your questions in an existing conversation before a qualifying prospect is connected to intake. The source and handoff are defined separately.
Inbound calls, leads and traffic are our three core offerings. Use inbound calls during staffed intake hours, choose leads when your team can own follow-up, and use traffic to grow a funnel you already control. Transfers can complement that mix when moving screening ahead of the handoff relieves a specific bottleneck.
A prospective claimant initiates a call after a question path built around your firm’s intake requirements.
- Why it helps your firm
- Speak with a prospect while they are actively seeking a conversation. Your question path addresses initial fit before connection, helping live intake staff focus on confirmation and the next step toward representation.
- What you receive
- A live caller routed to your intake team, with the screening answers and call context specified for your campaign.
- Your team’s next step
- Your intake specialist continues the conversation, confirms the details and takes the next step toward representation. Plan staffed receiving hours and enough capacity to answer.
- Define before launch
- Your questions, required answers, disqualifiers, routing number, hours, caps, handoff fields and the event that makes a call billable.
An additional delivery option: our proprietary AI qualification engine screens a prospect in an existing conversation before a qualifying handoff to intake.
- Why it helps your firm
- Put your approved first-pass screening before your specialists’ live time. Our proprietary engine applies your questions and disqualifiers so available staff can take qualifying conversations forward rather than screen every initial contact.
- What you receive
- A transferred conversation with the qualification context specified for the campaign, screened using your firm’s questions and rules.
- Your team’s next step
- An available intake specialist takes over, confirms the information and handles the next steps. An inbound caller initiates the call; a transfer hands an existing conversation to your team.
- Define before launch
- Call origin, approved questions, permission requirements, receiving hours, connection rules, missed-call handling, caps and billing criteria.
Judge the program by what happens after connection
A connected call is the beginning of the intake opportunity. Track delivered calls, signed retainers and firm-accepted cases from the same cohort. Use cost per retainer and cost per accepted case to understand whether the program supports your growth targets.
Define the billable event, qualification criteria, any duration threshold, duplicate rules and review terms in writing. Then scope a pilot around volume your team can work. That gives both teams a clear basis for reviewing results before expanding.
Plan the next step with your intake team.
Turn your claimant profile into specific questions, acceptable answers and hard disqualifiers. A shared brief gives sources a consistent standard and helps keep your team from spending time on known mismatches.
- Identify exposure or product, relevant dates, reported injury, geography and representation questions.
- Separate information needed before delivery from evidence your team will collect later.
- Choose the format, distribution terms, budget, daily cap and staffed delivery hours.
- Name the people who approve criteria, receive deliveries and reconcile outcomes.
These describe different stages. Keeping them separate helps your team understand what it is buying and what remains to be done.
- Screened: responses have been assessed against the campaign’s questions and rules.
- Verified: specified facts have been checked against identified evidence; define which checks are included.
- Retained: the agreed retainer documents have been signed.
- Accepted: your firm has completed the review it requires to accept the case. Neither screening nor a signature guarantees that result.
Outcome feedback turns intake experience into acquisition decisions. Track the same group of deliveries over time so we can identify where prospects stop progressing and discuss changes to sources, screening or handoff.
- Keep delivered, contacted, screened, retained and accepted counts separate.
- Record why an inquiry did not progress, such as unreachable, screening mismatch or insufficient supporting evidence.
- Allow for your intake and records-review cycle before comparing results.
- Use reconciled outcomes to discuss source mix, questions, delivery timing and capacity for the next phase.
Questions before you start
Can we supply our own qualifying questions?
Yes. Your questions, required answers and disqualifiers form the campaign brief. We agree on which screening answers and call context accompany the handoff.
Are inbound calls the same as live transfers?
No. Inbound callers initiate contact. AI-qualified transfers are a separate delivery option screened by our proprietary engine before handoff. Source, permissions, qualification and billing are scoped for each program.
How are mass tort inbound calls priced?
Pricing depends on the tort, source mix, qualification and agreed billing event. Discuss your criteria, volume and receiving hours for a scoped proposal. Calculator values are illustrations, not quoted rates.