Law firms - written worksheet
The exclusion and dispute worksheet
A written worksheet for setting out what your firm will not take, what makes an inquiry billable, and how a disputed record is settled.
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 exclusion list
Reusable with any vendor, not just with us.
- 02
A definition of billable
The single sentence that ends most disputes before they start.
- 03
A dispute process
Written, time-boxed, and settled against criteria rather than tone of voice.
- 04
Cost per qualifying inquiry
Your real figure, rather than cost per contact of unknown quality.
Written to be handed to whoever you buy from today. You do not need to change vendors to use it.
Where it came from
How much are you paying for inquiries you were never going to take?
Most wasted spend is not fraud. It is an undefined standard: nobody wrote down what qualifies, so everything that vaguely resembles a case is billable, and the argument happens afterwards.
Request the worksheet
Send the lead source waste 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
Write the standard before you spend anything else
Forty-five minutes on exclusions, the definition of billable, and the dispute window.