Buyer resources

PI Lead Buyer Resources for Law Firms

A practical resource hub for law firms comparing PI live transfer vendors, MVA qualification rules, billable-transfer definitions, intake routing, replacements, and lead ROI before spending on volume.

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PI Lead Buyer Resource Hub

Buyer checklist

Use the PI live transfer buyer checklist to compare vendors, written billable rules, intake readiness, and replacement review terms.

Open buyer checklist

Billable rules template

Define accepted geography, case types, caller status, connected-call standards, duplicate rules, and dispute windows before volume starts.

Review billable rules

MVA qualification checklist

Review the core MVA filters: injury, treatment, fault, attorney need, representation status, and statute-of-limitations timing.

Read MVA qualification guide

Intake routing checklist

Plan intake hours, routing numbers, backup handling, daily caps, pause rules, and missed-call review before testing live transfers.

Check intake readiness

Replacement policy checklist

Clarify which transfers are non-billable, how fast disputes must be submitted, and what evidence is reviewed for replacements.

Review replacement policy

Lead ROI calculator

Compare cost per transfer, cost per qualified caller, cost per signed case, and signed-case feedback by source and campaign.

Open ROI calculator

Checklist for Defining Billable Transfers

Required match

  • Accepted state or metro
  • Accepted case type
  • Caller not already represented when required
  • Injury or treatment signal where required
  • Connected during approved intake hours

Dispute rules

  • Duplicate caller rules
  • Wrong state or excluded county rules
  • Quick hangup or disconnected-call standard
  • Non-PI or unsupported case type rules
  • Replacement review window

Checklist for Intake-Hour Setup

Routing readiness

  • Use one staffed intake number for the trial
  • Add a backup contact only if staffed
  • Start with weekday business hours
  • Pause routing when intake is unavailable
  • Review missed calls daily

Cap setup

  • Start with a small daily cap
  • Separate high-value case types if needed
  • Track answer rate by hour
  • Raise caps only after signed-case tracking is clear

Checklist for Tracking Signed Cases

Track every transfer

  • Transfer date and time
  • State and case type
  • Answered or missed
  • Qualified or rejected
  • Consultation scheduled
  • Signed retainer status

Calculate ROI

  • Cost per transfer
  • Cost per qualified caller
  • Cost per signed case
  • Estimated fee from signed cases
  • Rejected reason trends

Checklist for Avoiding Bad Lead Vendors

Red flags

  • No written billable definition
  • No replacement or dispute process
  • Pressure to buy volume before testing quality
  • Promises of guaranteed signed cases
  • No state, case, or intake-hour controls

Safer path

  • Start with 5 trial transfers when available
  • Review calls before scale
  • Set caps and pause rules
  • Keep rejected reasons in writing
  • Compare signed-case ROI by source

FAQ

How should a firm test a PI live transfer vendor?

Start with a small controlled trial, written billable rules, staffed intake hours, and tracking for answered calls, qualified conversations, consultations, and signed cases.

What is the biggest vendor red flag?

The biggest red flag is asking for volume spend without written billable criteria, replacement rules, and clear routing controls.

Check State Availability

Send your target states, case types, intake hours, daily cap, and direct transfer number. We will confirm availability before routing.

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