Screening standard · version 4.2
The written rule every record has to clear.
Published so you can hold us to it. Every intake agent works from this document, every recording is graded against it, and every credit dispute is decided by it rather than by whoever argues harder.
The seven gates
A record ships only if all seven are satisfied on the recording.
Failing any gate closes the inquiry. Closed inquiries are never delivered and never invoiced, including the ones we spent the most money to generate.
1
Motor vehicle collision
Disqualifies: premises, product, workplace
A collision involving at least one motor vehicle in operation. Single-vehicle losses ship only where a third party, road defect, or vehicle defect is plausibly implicated and the claimant can say why.
2
Date and state of loss
Disqualifies: statute runway under your floor
Both captured to the day and checked against the limitations period for the venue state. The default floor is six months of remaining runway; firms who want fresher files set a tighter one and we hold to it.
3
Injury with treatment
Disqualifies: property damage only
A described bodily injury plus treatment already received, currently underway, or scheduled. "Sore but I'll be fine" is a closed call. We record where they were seen and when, and we do not coach claimants toward treatment.
4
No current representation
Disqualifies: any active engagement
Asked directly, in plain words, on every call: is a lawyer already working on this? A yes ends the call. We do not screen for whether the claimant is unhappy with existing counsel, and we do not advertise to represented claimants.
5
Fault posture and identified party
Disqualifies: hit-and-run with no leads, no UM
The claimant's own account of how it happened, in their words, plus whether the other driver, vehicle, or carrier is identified. Unidentified at-fault drivers ship only where the claimant's own uninsured-motorist coverage is confirmed in force.
6
Reachability
Disqualifies: no live conversation
A live conversation with the injured person or, in a death case, a plausible statutory beneficiary. Third-party tips, friends calling on someone's behalf, and voicemail-only contacts are not records.
7
Documented consent
Disqualifies: incomplete consent artifact
Express written consent naming the receiving firm, with checkbox language, page URL, IP, and timestamp stored, plus the recording. If any part of the artifact is missing, the record is withheld even when the case looks strong.
Contact cadence
What "we tried to reach them" actually means.
- Inbound calls are answered live, sixteen hours a day, seven days a week
- Form submissions get first contact inside sixty seconds
- Six attempts in the first hour, alternating call and text
- Then twice daily for three days across different day parts
- A final attempt on day seven, then the inquiry is closed
- Every attempt is timestamped in the record you receive
Quality assurance
How we grade ourselves before you do.
- Every delivered record's recording is retained and linked in the log
- A supervisor grades a fixed sample of each agent's calls weekly against these gates
- Any credited record is reviewed and the failure cause written into the agent's file
- Scripts are versioned; you're notified when the version serving your market changes
- Your intake conversion is tracked alongside our pass rate, and we recalibrate on it monthly
Credit policy
Credits are a rule, not a favor.
File against the weekly delivery log with a reason and the record ID. Credits for the reasons below are approved automatically and applied before the invoice issues. Anything outside them gets a written answer within one business day, with the recording attached.
We don't credit for case value, liability strength, the claimant declining to sign, or a change in your firm's appetite. Those are your calls to make, and you're paying us for the conversation, not the outcome.
| Reason | Window |
|---|---|
| Already represented | 7 days |
| No injury reported | 7 days |
| Wrong venue state | 7 days |
| Outside statute floor | 7 days |
| Duplicate record | 30 days |
| Unreachable after your own cadence | 5 days |
| Wrong or dead number | 3 days |
| Transfer under connect minimum | Automatic |
Windows run from delivery timestamp. Duplicates are credited against the earlier record, not the later one.
Where our job stops
We screen facts. You practice law.
Every gate above is a question of fact a trained non-lawyer can ask and record. Nothing on this page involves evaluating a claim, advising a claimant, or forming a view about their case — and our agents are scripted to say so and stop.
We don't estimate value
No damages figures, no settlement ranges, no "cases like yours usually get."
We don't give advice
Not on treatment, not on carriers, not on whether to give a statement. Questions like that are answered by your attorneys, after they take the call.
We don't promise representation
Claimants are told plainly that Lex & Lead is an advertising service, that we are not lawyers, and that the firm decides whether to take the case.
We don't touch the file after delivery
No follow-up marketing to a claimant you've signed, and no contact at all once a record is delivered to you.
Want to see it applied to real calls?
We'll walk you through three recordings from your market — one delivered, one closed at gate three, one credited — so you can judge the standard against your own intake bar.