Step One:  You contact us using the form below and schedule an onboarding call with our Sales Department

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Step Two:  You receive a discovery call where we go over how your leads are generated and detail how they will be sent to our company for chase.  This is usually done by speaking with your tech team or the people responsible for running your ads

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Step Three:  You sign our Operating Agreement giving us the authority to contact your clients and sign them up with your retainer

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Step Four:  Onboarding Call .  We do an in depth onboarding call where we learn about your law firm, your achievements, accolades and selling points plus we review your retainer, your pricing your ideal case qualifiers etc etc.  We develop sign up strategy based on your answers and ideal clientele.  We make sure we have open lines of communication between your firm and our company and ensure we both understand what we can sign on your behalf and what we should run by your firm before signing!  We will also work woith you to determine what documents/ HIPPA forms you require to get the case in house!  

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Step Five: You send us your leads we chase them contacting them by phone, text and email whiel remaining compliant with all applicable state and federal consumer laws.  Our chase system involves US based Human reps NOT AI generated ones.  Keeping things human well, humanizes the experience and ensures the most professional calls are made on your firms behalf.

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Step Six :  Once we have determined we have a good lead we will send your prospective client info about your firm and your firms retainer and walk them through the sign up process.   We will collect signatures on any HIPPA forms or Designation forms your specific State requires and conduct a detailed intake on your firms behalf.  Our 28 pointy intake forms are univesrally accepted by most PI Firms but are customizable as well!  Once we have e verything completed and all documents signed we send them to your firm for approval

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Step 7:  You contact your new client and review the completed intake and supporting documents.   If you keep the case you are billed for our work and we repeat the process on the next qualified lead!

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Its that simple!