PI live transfers vs web leads
For law firms, the “right” format depends on intake capacity, speed-to-contact, and how you define billable. Here’s how to choose (and how to avoid disputes).
What’s the difference?
Live transfer
A screened caller is routed to your intake line during your configured hours. Best for speed-to-contact and real-time conversion.
Web lead
A claimant submits a form; your team calls back. Best when you have dialer bandwidth and a disciplined follow-up cadence.
Lead pack
Batch delivery for consistent list-based outreach and longer follow-up windows. Often used to keep seats busy outside transfer hours.
When PI live transfers win
- You have intake seats available during set windows.
- You want to reduce “stale lead” decay by speaking to the claimant immediately.
- You want tighter control with caps, day-parting, and a defined billable rule.
When web leads win
- You can call back within minutes (not hours).
- Your team is strong at multi-touch follow-up.
- You want more flexibility on timing (evenings/weekends) with a dialer workflow.
Protect intake: caps, day-parting, and buffer time
Caps
Set a daily cap that matches seats and answer rate. Ramp gradually; don’t buy “unlimited.”
Day-parting
Run transfers only when your best intake staff are on. Consistency matters more than wide hours.
Buffer time
Define a connected-call buffer (for example: 30–120 seconds) to reduce instant hangups and misroutes.
Define “billable” up-front
Serious PI buyers win by putting the definition in writing before launch. Typical criteria can include:
- Target state(s) + case type(s)
- Basic timeframe window
- Not currently represented (if required)
- Connected-call buffer time (optional)
Note: We don’t provide legal advice. Your firm should confirm compliance requirements for your state(s) and preferred scripts/disclosures.
Next step: request PI availability
Tell us your target states, intake hours (time zone), seat count, and daily cap. We’ll confirm inventory and recommended setup.