PI Live Transfer Buyer Checklist for Law Firms
A practical checklist for law firms comparing PI live transfer vendors, billable rules, intake setup, signed-case tracking, and vendor red flags before spending on volume.
Checklist for Evaluating Lead Vendors
Vendor basics
- Ask whether calls are live transfers, web forms, or blended traffic
- Confirm states and case types currently available
- Ask how consent and caller source are documented
- Confirm whether traffic is exclusive, limited-share, or shared
Quality controls
- Require written billable and replacement rules
- Ask how duplicates and already-represented callers are handled
- Confirm call recording or notes availability where permitted
- Request a small test before paid scale
Commercial terms
- Confirm price per qualified transfer
- Confirm minimums, caps, and pause rules
- Avoid vague guarantees around retainers or settlements
- Document who decides disputes and how fast
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.