One record per claimant, from the ad click to the retainer.
Mass tort intake runs at media speed and settles at litigation speed. We build the system in between — vendor posts, consent artifacts, qualification, retainer signature and records retrieval held on one case record you can report on.
The number that matters lands a quarter late.
Spend is adjusted daily on lead volume and answer rate, while the only number that matters — cost per signed, records-complete case — lands a quarter later, in a different system, split by tort and by vendor nobody can reconcile.
Count signed cases, not leads.
Mass torts — attritionEverything a claimant record has to carry.
Claimant and case model
A claimant contact and a case record per tort, carrying product or drug, exposure and diagnosis dates, injury tier, venue and the statute clock the case is running against.
Vendor posting and dedupe
One posting endpoint per lead vendor and call centre, cost captured with the lead, and duplicate claimants matched across sources on phone, date of birth and prior submission.
Consent and TCPA records
TrustedForm or Jornaya certificates, the originating creative, DNC scrub result and call recording links written onto the claimant record and retained for the life of the claim.
Retainer pipeline
Stages from post to contacted, qualified, retainer sent and retainer executed, with e-sign envelope status flowing back onto the case instead of living in an inbox.
Records retrieval tracking
Requests logged per provider with aging, follow-up cadence, proof of product use and the records-complete gate a case must clear before it counts as inventory.
Cost per signed case
Media and vendor spend by tort and channel joined to executed retainers, records-complete cases, co-counsel referral splits and the fee share each case sits under.
Built to survive a filing wave.
Diagnose
One live wave followed through the intake queue, the vendor posts and the case management system: where leads die, where duplicates land, where records stall.
Define
Qualification criteria written and versioned per tort, entry and exit rules for every stage from post to records-complete, and intake scripts reissued the day the criteria move mid-wave.
Instrument
Objects, posting endpoints, consent capture, e-sign and records workflows, and the sync to Filevine, Litify or SmartAdvocate once a retainer is executed.
Hand over
Documentation, training for the intake manager and vendor owner, and a period running the system beside your team through a live wave.
Records decide which signatures become cases.
Cost per retainer flatters everyone until records come back. Cases fail on missing proof of use, an exposure date outside the criteria, a claimant already signed by another firm, or a provider who never answers. If that attrition is not attributed to the source that sent the lead, the same spend is repeated next month.
