01On the call
Understand the plan before you sign.
- See what drives every number in your quote.
- Walk through the pilot, including the testing period.
- Bring your partners and intake lead.
We discuss your quote, pilot and questions.
Your firmPartners & intake
CSOur teamStrategy & delivery
01 Your quote02 The pilot03 Questions
02Before the proposal
Define exactly what qualifies for your firm.
- Agree injury types, case age and required documents.
- Use the same rules for targeting and qualification.
- Review those criteria in your proposal.
One set of criteria guides the campaign and team.
Qualification rulesWe
Injury typesThe cases your firm accepts Case ageYour agreed time window Supporting documentsThe evidence you require Matches: sent to youOutside criteria: not sent 03After you accept
The terms you agreed become the terms you sign.
- Your agreement uses the terms you accepted.
- Sign digitally; we countersign the same day.
- Receive your fully executed copy directly.
Your accepted terms carry into the agreement.
Service agreementCS
Scope & pricingAs agreed
Executed copy returned to you 04After signing
Put the people handling intake in the room.
- Book your kickoff as soon as the agreement is signed.
- Include your intake lead to confirm the handoff.
- Work with the same team from sales through launch.
Choose a slot your intake lead can attend.
After signingBook your kickoff
You + your intake leadThe same team handles your build.
05Week 1
Five inputs, entered once in your portal.
- Upload your signed retainer documents.
- Add branding only where your state requires it.
- Save your transfer number, inbox and opening hours.
Your build team receives all five inputs together.
Onboarding checklistThe essentials
5 inputsSigned retainer documents Firm logo, where required Inbox for signed retainers 06Week 1
One shared plan before the campaign starts.
- Confirm your criteria, opening hours and contacts.
- Check how calls, retainers and CRM records arrive.
- Resolve open questions and agree the launch date.
Leave the kickoff with an agreed launch date.
Next milestoneLaunch date agreed
07Week 1
Your campaign belongs to your firm alone.
- Get a campaign built for your states and case types.
- Keep every claimant exclusive to your firm.
- Use unbranded ads unless your state requires branding.
Your campaign sends claimants to your firm alone.
Your campaignYour statesYour criteria
Your firmOne destination for every claimant
Exclusive08Week 1
One agent stays with the claimant through signing.
- Your rules become the agent’s qualification script.
- Check case age and injury criteria during the call.
- Keep the same agent through the signed retainer.
One agent handles qualification through signing.
Your intake agentWorking from your agreed criteria
BriefedQualification checksAccident & injury
Treatment
Liability & coverage
Geography & case age
Representation status
- First call
- Qualified
- Retainer signed
09Week 1
Prove the full handoff before the ads run.
- Connect your CRM and confirm the field mapping.
- Test the transfer, retainer email and case record.
- Watch the full delivery before your campaign launches.
We test all three destinations before launch.
Delivery rehearsalTogether Transfer numberYour phone rings Retainer inboxThe signed document arrives Your CRMThe case record is created 10End of week 1
Your intake team knows when to expect calls.
- Launch on the date agreed at kickoff.
- Get a message the moment campaign spend begins.
You hear from us as soon as campaign spend begins.
Campaign liveYour campaign is running.On the date agreed at kickoff Claim SupplyLaunch update
You are live.Your team can expect calls.
11Weeks 2-3
A dedicated campaign needs its own learning period.
- Test audiences, creative, funnel copy and intake.
- Allow one to three weeks to reach the cost target.
- Keep volume low until the campaign is working.
- Increase spend once the cost per case is right.
Volume grows once the campaign meets its cost target.
01One to three weeksTest at low volume
AudiencesCreativeIntake
02Campaign tunedIncrease spend & volume
12Week 3
A signed case reaches your team in the moment.
- Speak to the claimant while they are still on the line.
- Receive the retainer and CRM record within seconds.
- Live transfers follow your opening hours.
- After hours, the retainer and CRM record still arrive.
Records arrive 24/7; calls follow your hours.
Live transferA qualified claimant.On the line with your team.
Signed retainerSigned by the claimant
The document arrives within seconds.
Your CRMA new signed case.
- Status
- Signed
- Source
- Your campaign
- Assigned to
- Your firm
- Record
- Case & contact details
Written to your CRM within seconds
13Week 3 onward
Your account, your cases and your next order.
- See every case, recording, transcript and return.
- Update dispositions and flag quality issues.
- Feed those findings back into campaign targeting.
- Reorder directly from your portal.
This example brings cases and account tools together.
Case portalYou
CasesRecordingsReturns
Truck accidentTexasContacted RideshareCaliforniaIn review 14Weekly
A clear view of progress, without chasing updates.
- Receive a weekly update on every delivered case.
- See its current status and any quality issues.
- We review the same report and follow up.
Your weekly report tracks every delivered case.
Delivered each weekYour case report
DeliveryEvery case delivered that week ProgressThe latest disposition QualityIssues and follow-up 15After 10 cases
Catch the pattern early, before volume grows.
- Review your first ten cases with us, one by one.
- Use the findings to refine criteria and targeting.
- Use your agreed reporting window for replacements.
Use the first-ten review to refine targeting.
Your first milestoneReview your first 10 cases.
- 01
- 02
- 03
- 04
- 05
- 06
- 07
- 08
- 09
- 10
Use your order’s reporting window.We replace cases outside the agreed criteria.
16End of week 4
Make the next decision with your own results.
- Review delivery against your order’s agreed schedule.
- Pay the quoted CPA, even if our campaign costs more.
- Review the results and choose whether to reorder.
Compare your original order with the pilot results.
What you agreedYour orderVolumeCriteriaQuoted CPA
What you reviewYour resultsCases deliveredCase qualityCost per acquisition
You choose what happens next.ReorderStop
17After week 4
Choose the volume your firm can handle.
- Increase in steps while keeping case quality steady.
- Use the campaign, call center and CRM already built.
- Keep the CPA proved during your pilot.
Explore example volumes before choosing your order.
Signed cases per monthExplore example volumes
Campaign builtTeam briefedCRM connected 18Ongoing
Grow from one state to nationwide in stages.
- Give each new state its own campaign and funnel.
- Account for local ad rules, requirements and costs.
- Expand where you are licensed, one state at a time.
We build a dedicated campaign for each new state.
Texas campaignA dedicated funnel and local targeting.
California campaignA dedicated funnel and local targeting.
Florida campaignA dedicated funnel and local targeting.
Your licensed territories 19Throughout
No automatic renewal; you control the next order.
- Pay per qualified case; we run the ads and funnels.
- Acquisition includes media; no ongoing retainer.
- Stop ordering whenever the service stops working.
You decide whether to place another order.
The commercial modelPay per qualified case.
Media included in acquisition Your next order is your decision.
Casework support
Fractional legal assistants
Support for cases Claim Supply delivers.
- Handle liens and lien negotiation.
- Coordinate enrollment and medical appointments.
- Keep follow-ups and case files moving.
One fee per caseNo added salary.
Work stays in your portal and CRM.
Support for your caseFractional Legal AssistantWorking under your firm’s direction
Retainer & case fileOrganize the file and keep follow-ups moving.
Enrollment & appointmentsCoordinate medical appointments and enrollment.
Liens & negotiationsHandle liens and prepare the case for its next stage.
Optional retrieval
Police records
We pull the crash report for your case.
- Confirm the incident date and location.
- Identify drivers, vehicles and witnesses.
- Review the officer’s narrative and findings.
At costRetrieval fees only.
Retrieve per case or across your agreed order.
Police recordsRequested for your firm’s review
Incident detailsDate and location Involved partiesDrivers, vehicles and witnesses Officer’s narrativeThe report and its findings Optional retrieval
Insurance policies
We pull the policy for your coverage review.
- Check uninsured motorist (UM) coverage.
- Check underinsured motorist (UIM) coverage.
- Review policy limits and exclusions.
At costRetrieval fees only.
Retrieve per case or across your agreed order.
Insurance policiesRequested for your firm’s review
LiabilityAt-fault liability insuranceThe applicable policy, coverage terms and available limits.
UMUninsured motoristCoverage terms, limits and exclusions.
UIMUnderinsured motoristCoverage terms, limits and exclusions.
Limits & exclusionsThe policy terms that apply Talk through your pilot.
Plan your first month with Luca.
