For PI law firms
Intake readiness

MVA intake readiness checklist

MVA live transfers only work when intake is ready. This checklist helps law firms prepare before testing or scaling qualified accident calls.

Start My 5-Transfer TestSource Review
Live routingCalls connect to approved intake numbers.
Consent focusSource and contact flow are reviewed.
Billable rulesQualification is documented first.
No outcome guaranteeWe do not promise signed cases.
Authority proof

What your firm can review

Direct answer path

Use a direct intake number and backup number so live callers reach a person quickly.

Approved schedule

Route only during hours your team is ready to answer and qualify MVA inquiries.

Tracking discipline

Track answer rate, consult rate, retained cases, disputes, and cost per signed case.

Checklist

Before MVA transfers start

  • Confirm accepted states, counties, and metros.
  • Confirm accepted case types and excluded categories.
  • Set intake hours in the correct time zone.
  • Provide a direct transfer number and backup number.
  • Set a daily cap that matches staffing.
  • Prepare an intake script for MVA callers.
  • Document billable and dispute rules.
  • Track answer rate, consults, signed cases, and dispute reasons.
Who should wait

Not every firm should buy live calls yet

If intake regularly misses calls, does not call back quickly, or cannot identify accepted MVA criteria, the firm should fix intake coverage before increasing live transfer volume.

Related trust resources

Review the process before scaling

How Calls Are SourcedBillable Rules ExampleIntake ChecklistAbout LiveLeadHub
FAQs

Trust questions

Why does intake readiness matter?

Live transfers lose value if the intake team misses calls or cannot qualify the caller quickly.

Can I start with a low daily cap?

Yes. A small daily cap is often the best way to test quality while protecting intake coverage.

What should I track first?

Track answer rate, consultation rate, signed cases, dispute rate, and cost per signed case.