How it works

Five steps, all under our roof, all on the record.

Most providers sell you a name and a phone number and call it a lead. We sell the last step — a client who has signed your retainer — and we show you the first four so you can audit how they got there.

01
DAY 0

Our ads, under our consumer brand

We buy media on Meta, YouTube and search for people who have just been in an accident. Ads run under our own consumer-facing brand, never under your firm's name, so your advertising record stays yours.

What you can audit
✓Ad creative and landing page for each case
✓Consent language shown at opt-in
02
< 5 MIN

First call while they're still on their phone

An opt-in triggers a call from our intake desk within five minutes. Reps are trained on your criteria; calls are recorded and retained for the life of the engagement.

What you can audit
✓Time-to-first-call on every case
✓Full call recording
03
SAME CALL

Qualified against your intake profile

Case type, state, date of accident, injuries and treatment, liability, insurance coverage, prior representation. If any required field fails, the case is not offered to you.

What you can audit
✓Completed qualification sheet
✓Rep notes and any disqualifying answers
04
< 24 H

Your retainer, e-signed by the client

The client receives your firm's retainer and disclosures by e-signature, reviews them with our rep on the line if they wish, and signs. No signature, no case, no charge.

What you can audit
✓Signed retainer PDF with audit trail
✓Signature timestamp and IP
05
14 DAYS

Delivered to your portal with the full file

Your intake team opens one delivery containing everything. Accept it, or flag it within 14 days for replacement. Acceptance rate is reported weekly to your managing partner.

What you can audit
✓Accept / flag decision log
✓Weekly acceptance-rate report
Your qualification profile

We qualify to your intake rules, not ours.

At onboarding we turn your intake checklist into a scripted qualification profile. Reps can't mark a case qualified unless every required field is answered on the recorded call.

Change your criteria anytime; the new profile applies to the next call.

Sample profile · Auto · Texas9 required fields
Accident typeAuto · not at fault
Date of accidentWithin 60 days
State / countyTX · Harris, Dallas, Bexar
InjuryMedical treatment received or scheduled
Police reportFiled or pending
InsuranceAt-fault party insured, or UM/UIM
Prior representationNone
Commercial vehicleFlag if yes (route to truck profile)
LanguageEnglish or Spanish
We never
Buy or resell cases
Every case starts as an opt-in on our own page. Nothing comes from brokers or is re-sold after you decline it.
We never
Text or call bought lists
No outbound to people who haven't asked us to call. Zero cold-text exposure inherited by your firm.
We never
Share a market
One firm per state and case type. Your competitor cannot buy from us in your market.
We never
Charge without a signature
You pay for signed retainers, not forms, transfers or appointments.