Scale without hiring
Growth that doesn't depend on recruiting and training intake staff.
Signed retainers
Add caseload without adding intake staff.
We handle the full intake process on your firm's own retainer. You receive signed cases with documents and details, ready for your team to open.
The most predictable way to grow
Signed retainers are for firms that know exactly which cases they want and would rather spend their time working files than chasing them.
We agree on case criteria and your retainer paperwork up front, run intake and e-signature on your behalf, then deliver each case with a recorded hand-off so the client knows who's representing them.
Each case includes
- Retainer executed on your firm's agreement
- Completed intake questionnaire
- Accident, insurance and treatment details
- Signed documents delivered as PDF
- Introduction call between client and firm
- Replacement if a case falls outside criteria
Process
Setting up signed retainers
- 1
Define the case
Case types, injury thresholds, geography and exclusions.
- 2
Approve the paperwork
We use your firm's retainer and disclosures, reviewed by your team.
- 3
We run intake
Screening, explanation and e-signature handled by trained specialists.
- 4
Case delivered
The file lands in your case-management system with documents attached.
Signed retainers
Firms choose retainers to
Forecast caseload
Predictable monthly case counts make staffing and budgeting simpler.
Enter new markets
Build a docket in a new state before investing in local intake.
We used signed retainers to build a docket in a new state before committing to an office there. The paperwork was ours, the hand-off calls were professional, and our clients knew exactly who was representing them.
01Whose retainer agreement is used?
Always your firm's own agreement and disclosures, approved by your attorneys before launch.
02Is this compliant with bar rules?
Programs are structured around your state's advertising and solicitation rules; your firm reviews the process before launch.
03What if a client changes their mind?
Cases that cancel within the agreed window are replaced or credited.
ServiceLive call transfers
Qualified claimants handed to your intake line on a warm call — no callbacks to miss.
Learn more SolutionMulti-state & high-volume firmsTerritory-level volume management, routing and reporting across many markets.
Learn more SolutionEntering a new marketBuild a docket in a new state or city before committing to a local office.
Learn moreRun your numbers, then run with them
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