Client intake and lead generation are key to any personal injury firm’s success. The right strategies will streamline the intake process with a scalable system that efficiently handles a large number of clients. Optimizing your intake process will allow your firm to screen and vet clients more efficiently and with better accuracy, ensuring that only viable claims are pursued and ultimately reducing overhead costs.
Make Sure Your Lead Generation Pipeline is Doing the Heavy Lifting
There is a fine line between maximizing leads and maximizing quality leads. With mass tort cases, there is often reticence to limit plaintiffs. Based on past cases, however, there are specific characteristics that can help ensure the highest odds of success. Some examples might include:
Factor | Reason |
Age | Many damages calculations include time-based loss of income and pain and suffering multipliers. |
Exposure to Dangerous Products/Drugs | The longer the exposure to a specific causal factor, the harder that it is for opposing counsel to argue that other factors came into play. |
Geographic Area | While existing unified cases such as class actions and multi-district litigation (MDLs) offer little leeway, venue and statutory limitations can help increase the maximum possible damages. |
Time to Statute of Limitations | The further a case is from the statute of limitations, the more likely that evidence is fresh, witness testimony is more immune to impeachment, and technical grounds dismissal is unlikely. |
Keys to Maximizing Quality Leads
When you set the right parameters for contact forms on your landing page, you can filter incoming leads so that only those who meet your specified criteria are advanced to the next stage of the intake process. This strategy not only improves the efficiency of your intake process, but also increases the overall quality of the leads you pursue.
One of the most effective methods for contact form screening is Incorporating fields that request specific information like age, exposure, location, and time to statute of limitations. For example, include a dropdown menu for age ranges or check boxes for type of exposure. These systems can be easily updated or refined based on new developments or insights gained from ongoing cases, ensuring that your intake process remains as effective and relevant as possible.
Best Practices for In-House Vetting in Mass Tort Cases
After screening, vetting is where most law firms tend to take the process in-house. This phase involves a detailed matching of claimant statements with supporting documentation and witness statements. While outsourcing may be considered for its scalability and expertise, some firms choose to maintain this sensitive step under their direct control.
Whether managed internally or through a legal marketing partner, the objective remains the same: to build a robust case by accurately assessing and documenting all aspects of each claim. By developing vetting procedures that can be replicated across different cases, you can ensure the firm can efficiently handle an influx of cases while maintaining a high degree of quality control.
Procedure | Best Practice | Purpose |
Documenting Injury and Exposure | Assess the injury or exposure timeline by collecting and verifying all available documentation from various sources. | Accurate documentation of these timelines is essential for establishing the base of a claim. It requires the meticulous verification of claimant’s statements against documents like medical records and employment logs. A well-documented timeline is key to supporting legal arguments and establishing liability and causality. |
Medical Verification | Gather comprehensive medical records, diagnoses, and evidence of product use from healthcare providers. | Detailed medical evidence is fundamental for substantiating the claimant’s injuries and linking them causally to the defendant’s product. Such documentation is critical for proving the impact on the claimant’s health directly linked to product use. |
Employment and Life Impact | Obtain employment records and personal testimony to demonstrate changes in capacity to work and quality of life. | In addition to impact on health, a strong legal case will show the broader impact of the injury in order to build an argument for compensatory damages in court. |
Communication Logs | Secure all relevant communications between the claimant and the defendant regarding the product. | These communications provide important evidence of the defendant’s knowledge of potential risks as well as their responses to safety concerns. Documentation can include emails, texts, and other written communications that might demonstrate the defendant’s awareness and attempts (or lack thereof) to address them. |
Detailed Medical Review | Utilize medical professionals to conduct a thorough review of all medical evidence. | Specialized medical experts can ensure an in-depth evaluation of all medical findings, which is essential for establishing a robust medical basis for the claim regarding the cause and severity of the injury. |
Training for Data Management | Implement a robust training program for staff on how to accurately manage and input data into the case management system. | Proper training ensures that all relevant data is meticulously recorded and managed to ensure effective case management and preparation. Training should cover data entry, security protocols, and regular updates on handling sensitive information. |
Scalability of Training | Design training programs that are scalable and adaptable to accommodate additional staff during periods of high case intake. | Scalable training will ensure that new team members are quickly brought up to speed and can contribute effectively without compromising the quality of case handling or data integrity. This will help with rapid onboarding so your firm can effectively manage additional staff during surges in case volume. |
Standard Operating Procedures | Develop and regularly update standard operating procedures (SOPs) for vetting and managing cases. | SOPs provide a consistent and reliable framework for handling all aspects of case management, which is a key to success when litigating complex mass tort cases. When SOPs are well documented and regularly updated, all team members are clear on how to follow protocol, improving efficiency while reducing the likelihood of errors. |
Keeping Track of the Data
There are numerous points of data that can be used to track how effective the mass tort intake process is as well as trends that can be leveraged moving forward. Some common key performance indicators (KPIs) might include:
KPI | Significance to Law Firm |
Conversion rate (leads to qualified cases) | – Measures the efficiency of the intake and vetting process
– Indicates the quality of lead sources – Helps in allocating resources for lead generation and intake |
Average time from initial contact to case filing | – Reflects the efficiency of the intake and preparation process
– Impacts client satisfaction and case strength – Helps in managing workload and staffing needs |
Cost per acquisition | – Determines the return on investment for marketing efforts
– Helps in budgeting and resource allocation – Identifies the most cost-effective lead sources |
Client satisfaction scores | – Can influence referrals and firm reputation
– Helps identify areas for improvement in client communication and case management |
Retention rate of qualified cases | – Reflects the firm’s ability to manage cases effectively
– Indicates client trust and satisfaction – Impacts the firm’s revenue and resource planning |
Strategic Outsourcing for Mass Tort Intake
Deciding how to outsource mass tort intake processes is a strategic decision that can significantly impact a law firm’s efficiency and effectiveness, especially for those managing a high volume of complex cases. Firms must weigh their internal capabilities against the potential benefits of bringing in outside expertise to handle intake. Here is a breakdown of the strategic advantages of outsourcing key intake functions:
Screening
Firms can engage specialists to handle initial client screenings using detailed scripts and rigorous qualification criteria to filter leads effectively. Outsourcing the screening process allows firms to process a larger volume of leads efficiently, with specialists incentivized on quality rather than just the quantity of leads. The right screening team will ensure that only the most qualified leads are forwarded so the firm can focus its efforts on promising cases.
Vetting
Outsourcing vetting procedures allows firms to save time on efforts like comprehensive background checks, identity verification, and analyzing medical records or employment history. The right vetting specialists can deliver a higher rate of qualified claimants by filtering out unsuitable ones, which means your firm is able to focus the most effort on cases with the highest potential for success.
Effective Client Transfer
Effective client transfer systems can reduce a law firm’s administrative burden by ensuring that all necessary information is accurately recorded and is readily available for case processing. A seamless transfer will integrate new clients into the firm’s current case management system with all the relevant documentation.
Strategic Considerations When Outsourcing Mass Tort Intake
Begin with a thorough audit of your current processes to pinpoint efficiency gaps and potential areas of improvement. When considering where to outsource, look for partners who not only provide expertise but also offer scalable solutions that align with your firm’s operations.
Resource Evaluation | Assess areas within your intake process where internal resources are insufficient or lack expertise. Outsourcing these elements can free up your staff to focus on higher-level strategic activities. |
Cost-Benefit Analysis | To ensure that outsourcing is cost-effective, compare the costs of outsourcing specific functions against the potential benefits. Consider case handling capacity, success rates, and client satisfaction. |
Cultural and Operational Fit | Verify that an outsourcing partner aligns with your firm’s operational practices and core values to make sure their services meet your standards and expectations. |
Combine Mass Tort Intake with Lead Generation with Injury Case Claims
Injury Case Claims has 15 years of experience providing full-service lead generation, screening, vetting, and case documentation transfer for its thrilled clients. No matter the automation level of your intake process, you can benefit from having less of it to handle in-house.
We get that the ultimate goal of mass torts is to serve the greatest number of clients, provide them the legal remedy they deserve, and receive your own fair compensation as a result. We take that same level of fairness to our own programs for our law firm clients.
We have the confidence in what we do to offer a seven-day no-hassle lead replacement guarantee for any potential claimant we transfer to you that ends up not meeting your requirements. Expanding your mass tort intake system is an investment, so be sure to choose the partner that can help you maximize your return. Contact us here for more information.