Billable rules
Valid Transfer Rules Checklist
A valid transfer checklist helps your firm decide what counts before paid calls start. The goal is simple: fewer disputes, clearer intake review, and cleaner MVA lead quality.
Use before buying
Keep the rules written
Document state, case type, intake hours, caps, valid examples, invalid examples, and quality review before paid volume.
What to review
Valid transfer examples
- Caller reports an auto accident injury.
- Caller is in an approved state or metro.
- Caller can speak live with intake during approved hours.
- Caller is not currently represented.
- Caller matches injury, treatment, timing, and fault standards.
Invalid transfer examples
- Wrong state or excluded location.
- No accident or wrong case type.
- Caller already has an attorney.
- Outside written timing rules.
- Unable to complete the transfer under agreed call rules.
Trust proof
Use this with trial feedback
After the first transfers, compare call logs, intake notes, and outcome status against the checklist. The point is to tighten rules before increasing volume.
Call screenshotsCheck connected duration, destination number, and time of transfer.
Intake resultsTrack consult booked, follow-up, represented, invalid, or signed case.
Anonymous feedbackUse buyer feedback to refine filters without exposing claimant details.
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