FOR LAW-FIRM ACQUISITION TEAMS
Better questions.
More useful decisions.
Match the work you buy to the team you have. Compare formats, understand what screening takes off your plate and evaluate acquisition spend against the outcomes that matter to your firm.
UNDERSTAND THE DELIVERABLE
What reaches
your intake team.
Choose the format that solves your intake bottleneck. See how each option supports your staffing and acquisition strategy, what your firm receives and what your team does next.
Stage and distribution are separate. Raw, qualified and retainer describe the deliverable. Exclusive and shared describe who receives a lead. Available combinations are scoped for your campaign.
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 initial inquiry with the agreed contact details and form responses, before the additional screening included in a qualified-lead program.
- Why it helps your firm
- Put your own intake expertise to work. If your team is effective at outreach and screening, raw inquiries let you develop prospects through your process without purchasing an additional qualification stage.
- What you receive
- The information captured at inquiry, such as name, contact details, campaign interest and available responses. Required fields are set in the campaign brief.
- Your team’s next step
- Your team owns outreach, screening and follow-up. This format fits a firm that wants to run its own qualification process and has the capacity to work new inquiries.
- Define before launch
- Required fields, delivery timing, source and permission evidence, duplicate handling, and whether delivery is exclusive or shared. Raw does not mean qualified.
Lead delivery reserved for your firm within the supplier, resale and time limits written into the campaign agreement.
- Why it helps your firm
- Limit competing delivery by the supplier within the agreed scope. Your team has more room to develop the relationship without that supplier sending the same inquiry to multiple buyers at the same time.
- What you receive
- The purchased lead format with the agreed exclusivity. Exclusivity describes distribution; raw, qualified and retainer describe the stage of the deliverable.
- Your team’s next step
- Work the inquiry according to its stage. Exclusivity does not establish case quality or mean the person has never contacted another firm independently.
- Define before launch
- Who the exclusivity promise covers, how long it lasts, resale restrictions and duplicate rules. Specify the screening or retainer scope separately.
An inquiry that may also be delivered to other buyers under the distribution terms agreed for the campaign.
- Why it helps your firm
- Consider a different balance of purchase price and available volume. A team with fast, consistent follow-up can assess whether the shared program’s actual signing economics justify competition for the inquiry.
- What you receive
- The agreed inquiry or screening information without a promise of delivery only to your firm. Set the permitted number of buyers and delivery timing before launch.
- Your team’s next step
- Plan prompt, coordinated outreach and check for prior contact or representation during intake. Compare actual contact and signing results alongside the purchase price.
- Define before launch
- Buyer limits, simultaneous or sequential delivery, screening depth, resale rules, duplicate handling and the contact permissions that apply to your firm.
Inquiries screened against the questions, required answers and disqualifiers supplied by your firm.
- Why it helps your firm
- Move first-pass screening ahead of your staff’s follow-up. Required answers and disqualifiers help filter known mismatches, while the responses give intake a starting point for remaining checks and a more purposeful conversation.
- What you receive
- Contact details plus the agreed screening responses and qualification context. Your brief may cover exposure, timing, reported diagnosis, geography and representation status.
- Your team’s next step
- Your team reviews the answers, contacts the prospect and completes any remaining intake, records review and representation steps. Self-reported answers are not medical-record verification.
- Define before launch
- The exact criteria, what evidence is included, which answers are self-reported, delivery fields, exclusive or shared distribution, and the review process.
A program whose agreed deliverable includes signed, firm-approved retainer documents and the specified intake information.
- Why it helps your firm
- Include the initial signing step in the purchased scope. Your team can concentrate on onboarding, obtaining outstanding evidence and reviewing the matter instead of owning every step from the first inquiry.
- What you receive
- The signed documents and supporting intake packet defined for the campaign. Document collection and records verification are separate scope decisions.
- Your team’s next step
- Your firm reviews the packet, completes onboarding and outstanding evidence checks, and determines final case acceptance. A signed retainer does not establish that all acceptance requirements are satisfied.
- Define before launch
- Approved forms, signature requirements, screening criteria, required packet contents, review windows and responsibility for missing information or later records.
Prospective audiences directed to your campaign, landing page, form or intake experience.
- Why it helps your firm
- Add acquisition sources while keeping the funnel your firm already controls. Preserve your branding, forms and follow-up process, and use downstream conversion data to decide which traffic is worth expanding.
- What you receive
- Visitors or the other traffic event defined in your campaign. A visit is distinct from a submitted lead, connected call or signed retainer.
- Your team’s next step
- Your destination and intake flow convert visitors into inquiries. Assign ownership of the page, form, follow-up and conversion reporting before launch.
- Define before launch
- Audience, permitted sources, destination, tracking, volume, billable event and how downstream lead and call outcomes will be shared.
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.
INTERACTIVE TOOL
Mass tort acquisition
cost calculator.
Compare how price and conversion affect cost per retainer and accepted case, so you can allocate budget with more than a unit price to go on.
Open the calculatorMass tort inbound calls. Your criteria before the conversation.
Connect with mass tort callers screened through your firm’s questions. Align qualification, receiving hours and caps with your intake team through TortHarbor.
Read the overviewTRAFFIC ACQUISITIONMass tort traffic. Your funnel, with more acquisition reach.
Grow your mass tort funnel with traffic coordinated by TortHarbor. Keep your landing pages and intake process while aligning sources with downstream outcomes.
Read the overviewRETAINER PROGRAMSMass tort signed retainers. Move your team closer to case development.
Explore mass tort signed-retainer programs built around your firm’s criteria, approved documents and handoff requirements. Scope a program with TortHarbor.
Read the overviewBUYER GUIDEMass tort lead cost: what your acquisition budget actually buys.
Compare mass tort cost per lead, call, signed retainer and accepted case. Use a worked example to evaluate quotes and plan a measurable acquisition pilot.
Read the guideBUYER GUIDEMass tort lead qualification starts with a brief your intake team can use.
Build mass tort lead screening around your firm’s questions, hard disqualifiers, review rules and evidence needs. Includes a practical criteria matrix.
Read the guideBUYER GUIDEA mass tort campaign launch checklist built for intake and finance.
Prepare a mass tort acquisition pilot with clear criteria, source rules, delivery caps, handoff tests, billing terms and outcome reporting. Use the checklist.
Read the guideLEAD ACQUISITIONMass tort leads. The stage and delivery you need.
Raw leads, qualified leads and signed retainers, with exclusive and shared lead options scoped around your firm’s intake criteria. Explore TortHarbor lead acquisition.
Read the overviewAI-QUALIFIED TRANSFERSCall transfers, qualified by our proprietary AI engine.
Mass tort call transfers screened by TortHarbor’s proprietary AI qualification engine using your intake questions and criteria. An additional acquisition option.
Read the overviewBUYER GUIDEMass tort leads vs. live calls: choose the handoff your firm can work.
Compare mass tort leads and live transfer calls by staffing, screening, delivery, billable events and acquisition cost per accepted case.
Read the guideBUYER GUIDEHow to evaluate a mass tort lead provider.
A practical law-firm guide to reviewing mass tort lead providers: sourcing, screening, permission evidence, exclusivity, credits and outcome reporting.
Read the guideCAMPAIGN PLANNING
The operational
details that matter.
Clear questions, handoffs and review terms help protect staff time and acquisition spend. Use these details to build a program your intake team can act on.
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.
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.
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.
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.
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.
START WITH YOUR FIRM’S REQUIREMENTS