Choose the connection that supports your intake team
Inbound calls let your team speak with people who initiate contact after the agreed question path. AI-qualified transfers move the initial screen into an existing conversation before handoff. Both can put a live opportunity in front of an available specialist; the right choice depends on how the prospect arrives and what your team needs completed before taking over.
Our core inbound call offering brings callers through a qualification path built from your firm’s intake questions. Inbound callers initiate the call. The separate transfer option uses our proprietary AI qualification engine to screen an existing conversation and connect a qualifying prospect to your team. Source and handoff are defined before launch.
A live transfer is not a signed case. Screening, connection, retention and firm acceptance are separate stages. Each stage should have its own definition and reporting.
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.
Screen for the firm’s actual requirements
Your firm supplies the scripted qualification questions, required answers and disqualifiers. Our proprietary AI engine applies that brief before transfer, helping keep known mismatches from taking up your specialists’ live time. Agree on the answers and context that travel with the call so staff can confirm key details and move to remaining intake, with a clearer understanding of the prospect. Self-reported answers remain subject to your firm’s legal review and records-based confirmation.
- Product, exposure and reported-injury questions establish the initial campaign fit before your specialist takes over.
- Dates, geography and representation status help identify your firm’s defined exclusions earlier in the process.
- Approved disclosures and required permission evidence give your firm an agreed basis for reviewing how the contact was handled.
- Explicit stop rules keep known screening mismatches from becoming live transfers that consume paid intake time.
- Screening context at handoff helps staff focus on confirmation, remaining questions and building rapport.
Match delivery to your team’s availability
Protect each live opportunity by matching transfer hours, time zones, concurrent-call limits and daily caps to staffed capacity. A specialist who is available can give the prospect proper attention; excess volume risks unanswered or rushed conversations. Agree on what happens when an agent is unavailable or a connection drops, so the next step is clear.
Test the handoff before paid delivery. Check routing, caller context, the receiving team’s response and the record of the event. Confirm any recording, disclosure and retention arrangements with the firm before the campaign uses them.
Write down what makes a call billable
Clear billing rules let your finance team reconcile spend against the service you agreed to buy. A duration threshold is a commercial definition, not proof of claimant quality. If time is part of billing, define when measurement starts, which portions count and how screening or connection failures are reviewed, so your staff spends less time interpreting disputed events.
Document duplicate handling, objective credit reasons, evidence requirements and dispute windows. Separate delivery failures from later case-merit decisions. That gives both parties a shared basis for reconciliation.
Choose calls when the handoff fits
Use live calls when your available specialists can turn an immediate conversation into a useful next step. Choose posted leads when your team works best with scheduled outreach or written information reviewed before contact. Having both available helps you match acquisition to current staffing and adjust the mix as your needs change. Judge the choice by measured signing economics and staff effort.
TortHarbor offers inbound calls, exclusive & shared leads and traffic as three core acquisition channels. AI-qualified transfers are an additional delivery option. Discuss the tort, questions, volume, hours and receiving-team capacity to determine where transfers fit.
Plan the next step with your intake team.
A clear handoff gives your staff a useful starting point, helping them avoid repeated basic screening and focus on the next step. Agree on the fields and supporting material for each purchased format.
- Specify contact fields, inquiry or delivery time, campaign and source identifiers.
- For qualified programs, request screening answers, the criteria version and the context needed at handoff.
- For retainer programs, define approved signed documents and the required supporting packet.
- Agree on permission evidence, a delivery method and a sample using fictional claimant data before launch. System connections are confirmed during scoping.
Hours and caps help protect spend from unanswered calls and neglected follow-up. Align delivery with available staff so each opportunity has someone ready to work it.
- Set time zones, operating days, daily caps and any concurrent-call limits.
- Agree on what happens when capacity is reached, a call is unanswered or a connection drops.
- Define who can pause a campaign or request a criteria change and how that change is confirmed.
- Test the receiving destination and sample handoff before paid delivery begins.
Compare the same deliverable under the same definitions. A lower price for an inquiry may leave more screening and follow-up work with your firm.
- Specify the billable event, qualification scope, distribution terms and included fees.
- Define duplicates, invalid contact details, screening mismatches, evidence requirements and review deadlines.
- Separate a delivery defect from a later records or case-acceptance decision.
- Use your measured cost per signed retainer and accepted case alongside staffing requirements. Pricing and credits are campaign-specific.
Questions before you start
Are these inbound calls or outbound transfers?
Inbound calls are a core offering; AI-qualified transfers are a separate option. Our proprietary AI engine screens transfer prospects using client-provided questions. Source, call origin and permission requirements are specified for each transfer campaign.
Does a long call mean a qualified claimant?
No. Duration does not establish exposure, injury, legal eligibility or acceptance. Agree on the screening definition separately from any duration-based billing rule.
Can live calls and posted leads run together?
They can be scoped as separate delivery models, with distinct caps, billing events and outcome reporting. Evaluate each cohort on its own economics.