How to buy personal injury live transfers
If you buy PI live transfers without a written definition and clean intake coverage, you’ll end up disputing everything. Use this checklist to buy with fewer surprises and a clearer path to signed retainers.
1) Choose the right format for your intake capacity
Before you compare vendors, choose the delivery format that matches how your team actually works:
Live transfers (pay per call)
Best when you can answer live during set hours and want real-time screening + routing. Learn more at PI Live Transfers.
Web leads / form fills
Best when your intake team is strong on fast follow-up and can work a call/text cadence.
live transfers
Best when you want volume and have a dialer/CRM process to work through a list efficiently.
If your answer rate is inconsistent, start with caps + day-parting to stabilize performance. See caps & day-parting.
2) Write a “billable definition” before you spend a dollar
The fastest way to reduce disputes is to define what counts as billable in plain language. Keep it short and operational.
- Target states (and any geo exclusions)
- Delivery windows + days of week
- Daily cap (start low; ramp weekly)
- Case types (MVA, truck/commercial, slip & fall, etc.)
- Timeframe window (example: “within 24 months”)
- Representation status requirements (if any)
- Connected-call buffer time (example: 60–120s) to reduce hangups
- Credit/dispute rules (what evidence is required, and within what window)
3) Ask for proof before you “scale”
Vendors should be willing to provide 5 free PI live transfers and process proof. If they can’t show proof, assume your program will be the trial run.
5 free PI live transfers
See the exact fields your intake receives and how records are labeled.
Call recordings (where allowed)
Used to validate screening and settle disputes when applicable.
Consent / source record
Where supported, vendors should be able to provide a consent record (timestamp/source) for compliance review.
You should confirm your own compliance requirements for your state(s) and preferred scripts/disclosures.
4) Pilot the program like a CFO (not like a gambler)
Scaling too early is the most expensive mistake. Run a small pilot with a clear measurement plan:
- Start with a low cap (example: 3–10/day) during your best staffed hours
- Track answer rate, billable %, and signed retainer %
- Review missed-call recovery (callbacks + compliant text follow-up)
- Decide scale/no-scale based on cost per signed case, not “call volume”
5) Build the “boring” intake system that wins
Most programs fail because intake is inconsistent. A basic system fixes most of it:
Coverage
Route transfers only when seats are live. Consistency beats “wide hours.”
Script
Use a short, repeatable script that confirms the qualifiers you’re paying for.
Recovery
Missed call recovery within minutes saves cases. Use callbacks + compliant follow-up.
Tracking
Tag every case with source + outcome. Don’t “guess” what’s working.
Next step: request availability that matches your criteria
Share your target states, intake hours, cap, and case-type focus. We’ll confirm what is available and what fields are available for screening.