Before anything runs
Can anyone at your firm write down, in one page, what a qualified inquiry is?
Your firm decides what qualifies before a single dollar moves.
The criteria are documented in writing and agreed by both sides before launch.
You write the definition · Versioned in writing · Nothing runs before both sides sign
What vague criteria cost
If you do not define billable, your vendor will - after delivery, in their favour.
“Qualified lead” is defined by the vendor, after delivery, in their favour.
Without agreed criteria, there is no clear definition of a qualifying lead.
The criteria drift over a campaign and nobody records the change.
How criteria are built
Your acceptance rules become explicit questions and exclusions.
We start from the matters your intake already declines. Those rejections carry the most information.
- 01
Bring your rules
The matters you want, the ones you decline, and the facts your intake needs.
- 02
Draft together
We turn those rules into screening questions with unambiguous qualifying answers.
- 03
Agree before launch
Nothing runs until both sides agree on the qualification criteria.
The agreed criteria
One standard both sides can apply
- 01
Agreed qualification criteria
Required questions, qualifying answers, exclusions, and delivery conditions agreed before launch.
- 02
A version record
Criteria are versioned, so every delivery can be measured against the standard in force.
- 03
A change process
Criteria can be revised, but only in writing and only forward from the agreed date.
Illustrative criteria excerpt
A billable rule your firm can inspect
| Question | Qualifies | Excludes |
|---|---|---|
| Where did the injury occur? | Agreed service area | Outside the agreed market |
| Are you currently represented? | No | Yes |
| Was the injury work-related? | Yes | No or unsure |
Illustrative example. Not a record of past performance or results.
If your intake team can explain why it declines a matter, we can turn that rule into screening criteria.
02 - Start here
Turn your acceptance rules into a screening standard.
Use the form to describe the matters you accept, recent declines, intake coverage, and the capacity the standard must serve.
- 01
Acceptance rules
- 02
Exclusions
- 03
Operating context
- 04
Criteria review
Ready to define qualification
What we need from your decision-makers
This is for you if
- A partner willing to define what your firm accepts
- Clear exclusions you can state plainly
- An intake process that can apply the standard
- Agreement on how criteria change over time
This is not for you if
- Nobody at the firm can state why an inquiry gets declined.
- You want to change the standard retroactively after delivery.
- You are not prepared to sign the document before launch.
Questions about control
All questions for this offer →- What makes an inquiry billable?
- Only the criteria agreed in writing before launch. Nothing is added afterwards. Read the full answer
- What if the criteria are wrong for us?
- They are revised in writing and applied forward. That is the point of versioning them. Read the full answer
Next step
Bring the acceptance rules your intake already uses.
We will translate them into explicit questions, qualifying answers, and exclusions for your review. Changes are versioned and apply only after written agreement.