Mass Tort Intake & Case Acquisition Administration

Accuracy at intake protects value later.

The earliest phase of a mass tort program determines how efficiently every later phase can move. Better intake means better claimant files, cleaner data, stronger documentation, and fewer expensive gaps when litigation or settlement deadlines arrive.

Intake is the first and most consequential phase of mass tort administration. Every downstream phase - claims processing, settlement administration, lien resolution, and payout - depends on the accuracy and completeness of the data captured here. A claimant file with an incomplete medical history, an unsigned retainer, or a missing statute-of-limitations data point does not become a problem at intake; it becomes a problem six months later when the program is trying to finalize a settlement matrix, and by then it is far more expensive to fix.

Mass tort campaigns also generate intake volume that most firms are not staffed to absorb internally. A single marketing push for a pharmaceutical, defective product, or environmental exposure tort can generate thousands of inbound leads in a matter of weeks. Without dedicated infrastructure, that volume either overwhelms existing staff or, worse, gets processed inconsistently. Some claimants are qualified thoroughly, while others are rushed through with gaps that surface later in litigation or settlement.

1

Claimant Qualification & Screening

We build qualification criteria specific to each tort — the exposure window, product identification requirements, injury thresholds, and documentation standards that the litigation theory requires. Every claimant is screened against this criteria before being accepted into the program, which protects case value by keeping weak or non-qualifying claims out of the inventory from the start.

• Custom intake questionnaires built around the specific tort's medical, product, and exposure criteria
• Statute of limitations screening by jurisdiction to flag time-barred claims before resources are spent on them
• Tiered qualification scoring so attorneys can prioritize high-value claimant files for early review
• Duplicate and prior-representation checks to avoid conflicts and double-filed claims

2

Multi-Channel Intake Infrastructure

We design and manage the technical and operational infrastructure that captures claimant leads from every source - advertising campaigns, referral networks, co-counsel partnerships, and direct outreach - and routes them into a single, organized pipeline.

• Digital intake forms and landing pages configured for the specific campaign and tort
• CRM build-out and configuration (including LawRuler and comparable platforms) tailored to the tort's data fields and workflow stages
• Lead source tracking so the firm can evaluate which advertising or referral channels are producing qualified claimants versus noise
• Real-time intake dashboards showing volume, qualification rate, and conversion-to-retainer rate

3

Retainer Execution & Documentation

Converting a qualified lead into a retained client requires accurate paperwork and a documented chain of consent. We manage this process end to end:

• Retainer agreement distribution and e-signature tracking
• HIPAA authorization and medical records release execution
• Follow-up sequences for claimants who begin but do not complete the retainer process
• Centralized storage of executed documents with audit-ready organization from day one

4

Bilingual & Multilingual Intake Support

Many mass tort populations include significant numbers of Spanish-speaking and other limited-English-proficiency claimants. We provide bilingual intake staffing and translated intake materials so language is never a barrier to a valid claim being properly captured and documented.

5. Surge Staffing for Campaign Launches

A CLEARER PATH FORWARD.

Capture

Lead source, campaign, claimant identity, and initial tort-specific data.

Qualify

Screen against exposure, injury, jurisdiction, and documentation criteria.

Retain

Execute retainers, HIPAA authorizations, and release documentation.

Organize

Move clean records into CRM and case inventory workflows.