Law firms - written worksheet
The qualifying standard worksheet
A written worksheet that takes a firm from an instinct about good cases to a standard two people could apply the same way.
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 criteria document
One page your intake staff can apply without asking anyone.
- 02
Consistency across staff
The same answer regardless of who picks up the call.
- 03
A benchmark for any vendor
Something specific to hold a source to, and to review it against.
- 04
A basis for disputes
A written test, so disagreements have an answer rather than a winner.
The standard is the firm's property. It is useful whether or not a pilot ever happens.
Where it came from
Could two people at your firm write down the same definition of a good case?
Most firms know a qualifying matter when they see one and have never written it down. That works while one person handles intake, and stops working the moment volume or staff change.
Request the worksheet
Send the qualifying criteria 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 it down once, apply it everywhere
Forty-five minutes with our team on geography, recency, employment type, insurance coverage, representation and exclusions.