Law firms - written worksheet
The delivery terms worksheet
A written worksheet of the questions to put to any vendor about who else receives your inquiries, and what the answer must say in writing.
For attorneys and firm administrators. Injured people should not use this page.
We send it in writing, by email, with your answers on this page filled in where you gave them.
What is in it
- 01
A written statement of who receives the record
Named in the scope document before anything is delivered, so it can be held to.
- 02
A duplicate rule you agreed to
Written before delivery starts rather than negotiated the first time it happens.
- 03
A way to check
A record format your intake can match against existing matters without a phone call.
Written so it can be sent to a current vendor tomorrow morning.
Where it came from
Is the inquiry yours, or is it being worked by three other firms as well?
The same inquiry sold to four firms is four races and one signature. Firms rarely discover this from the invoice; they discover it from the injured person, who mentions they have already spoken to somebody.
Request the worksheet
Send the exclusive versus shared delivery worksheet
Tell us where the firm stands on this subject and we send the worksheet back with your own answers already written into it.
What happens after you send it
- 01The worksheet comes back by email, in writing.
- 02Anything you filled in here is carried into it.
- 03If you want it turned into a criteria document, the call is the next door.
We do not sell or share what you submit here, and we do not use it for anything other than responding to your enquiry.
Next step
Settle the terms before the volume
Forty-five minutes with our team on criteria, delivery terms and the economics behind them. No pricing is quoted until the criteria exist.