The Journal
The Case Leads Pro Journal
Field notes on workers’ compensation and personal injury intake: how to screen, route, and work exclusive leads so more of them become signed cases.
Latest
Workers’ Comp & PI Crossover
Work injury or car accident? Spotting the claim that is both workers’ comp and third-party PI at intake
An on-the-clock crash can carry a comp claim and a liability claim at once. Here’s how intake can catch both on the first call instead of leaving one on the table.
By Case Leads Pro5 min read
Read the articleWorkers’ Comp & PI Crossover
3 articles
Work injury or car accident? Spotting the claim that is both workers’ comp and third-party PI at intake
An on-the-clock crash can carry a comp claim and a liability claim at once. Here’s how intake can catch both on the first call instead of leaving one on the table.
5 min read
Gig, rideshare, and delivery driver injuries: screening questions that sort WC from PI
App-based drivers blur every line intake relies on. A short set of questions sorts the work comp, the third-party claim, and the case that is both.
4 min read
Motor vehicle accidents belong inside personal injury
Buying car-accident leads and personal injury leads from two vendors is how the same driver lands in two inboxes. One program, with the incident type on the screen.
4 min read
Qualification & Intake
5 articles
Independent contractor or employee? Handling misclassification in workers’ comp intake
“I’m a 1099” is where many comp calls end too early. How to screen the working relationship, not the label, before you turn a caller away.
4 min read
Working the leads that land overnight
Real-time delivery does not mean someone is at a desk at midnight. It means the overnight stack is waiting, complete, when your team starts.
4 min read
What to look at in the first week after leads start
The first week tells you whether routing, the screen, and your call path are working. It does not tell you whether the channel is a success.
4 min read
Write the replacement rules before the first lead arrives
Replacement arguments start when “invalid” was never defined. The categories, the window, and the remedy belong in writing before launch.
4 min read
What your intake team should see on every lead record (field by field)
A lead record should let an intake specialist open the call already knowing the case. Here is every field we deliver, and why each one earns its place.
4 min read
Delivery & CRM
3 articles
Mapping exclusive leads into LeadDocket: a setup checklist for intake directors
Field mapping, case types, routing, and alerts. A practical checklist for getting real-time leads into LeadDocket without retyping a thing.
4 min read
Route the lead to the right office before anyone forwards it
A shared inbox is where multi-office firms lose the hour that matters. Pick one routing rule, and collect the field it depends on.
4 min read
The lead record should carry the consent, not just the phone number
A name and a number are not enough. Intake needs the consent, the time it was given, and the page it came from, on the same record.
4 min read
Case Economics
4 articles
Why SMS verification changes your contact rate (and your cost per signed case)
A wrong number costs more than the lead price. How verifying the phone before delivery changes the math your intake team lives with.
5 min read
How many leads can your intake team actually work? A capacity-planning worksheet
Buying more leads than your team can call is the most expensive mistake in case acquisition. A worksheet for sizing volume to the people you have.
4 min read
What “exclusive” has to say in the contract
Every vendor says exclusive. The contract is where you find out whether one claimant can still be offered to a second firm.
4 min read
Don’t pay for leads that fail the screen
A person who misses your criteria should never reach intake and never reach the invoice. If they do, the screen is only a story.
4 min read
Florida
1 article
Put it to work
See what exclusive leads look like in your market
Twenty minutes on case types, geography, screening criteria, volume, and pricing.