Billable rules
Valid Transfer Rules Guide
A valid transfer definition should be written before calls start. The goal is to define what counts, what does not count, and how a dispute is reviewed.
Core rule
No vague billables
Write valid and invalid examples before paid routing.
Common valid MVA transfer criteria
Caller fit
- Looking to retain an attorney for an auto accident injury.
- Injured in an auto accident.
- Received doctor treatment or has treatment scheduled if accepted by buyer rules.
- Within the accepted statute or campaign timing window.
Case fit
- Caller is not at fault.
- Another identifiable person appears at fault.
- Caller is not represented.
- Caller has not already been rejected by representation.
Routing fit
- Accepted state, city, county, or metro.
- Approved case type and accident type.
- During approved intake hours.
- Connected to the approved destination number.
Review this guide with the valid transfer rules checklist, auto accident intake checklist, and case studies.