Billable PI Transfer Definition Guide
A billable PI transfer should match the state, case type, intake window, screening criteria, and connected-call rules both buyer and vendor approved before routing.
What Billable Means
Billable means the caller met the agreed routing and qualification rules and was transferred to the buyer during an approved intake window. It does not mean the caller signed a retainer or that the case outcome is guaranteed.
Core billable elements
- Accepted geography
- Accepted PI case type
- Caller contact and consent
- Injury or treatment signal when required
- Not already represented when required
- Connected to intake under the agreed standard
Written before launch
Both sides should approve the billable definition before paid routing begins. If the definition is vague, disputes become harder to resolve.
What Should Not Be Billable
- Wrong state or excluded market
- Wrong case type
- Caller already represented if excluded
- Duplicate caller inside the duplicate window
- Property-damage-only when injury is required
- Disconnected call that fails the connected-call rule
Not automatically non-billable
A caller who does not sign may still be billable if the caller matched the agreed criteria and connected correctly. Billable rules measure transfer quality, not final case outcome.
Common Dispute Reasons
Fit disputes
- Unsupported state
- Excluded case type
- Incident too old
- Caller already represented
- No injury signal
Connection disputes
- Call routed outside intake hours
- Quick hangup below buffer rule
- Wrong transfer number
- Duplicate caller
- Incomplete caller notes
Example Billable Rules
| Rule | Example |
|---|---|
| Geography | Florida, Texas, and California only |
| Case type | MVA, truck accident, slip and fall, dog bite |
| Representation | Caller must not already have an attorney |
| Connection | Connected to intake during approved hours with 60-second buffer |
| Dispute window | Buyer submits rejected reason within 48 hours |
Buyer/Vendor Alignment Checklist
- Confirm state list
- Confirm case type list
- Confirm intake hours
- Confirm daily cap
- Confirm disqualifiers
- Confirm replacement rules
- Confirm reporting format
Best practice
Put the definition in writing, test it with 5 trial transfers when available, then adjust before paid scale.
FAQ
Does billable mean signed?
No. Billable means the transfer matched agreed criteria. Signed-case outcomes are not guaranteed.
Can billable rules change?
Yes, but they should be changed in writing before new routing begins.
Check State Availability
Send your target states, case types, intake hours, daily cap, and direct transfer number. We will confirm availability before routing.