Offer questions
Your screening criteria: questions answered
How your firm's acceptance rules become a stable, written definition of a billable inquiry.
← Return to You write the definition of billableThe standard belongs to your firm. It is agreed before launch, versioned when changed, and applied forward.
01
Writing the standard
How precise the criteria can be and how ambiguous acceptance rules are removed.
Who writes the screening criteria?
Your firm defines the matters it wants, its exclusions, and the facts intake needs. We turn those requirements into clear qualification questions before launch.
How specific can the criteria be?
As specific as your firm can state plainly: states or regions, injury circumstances, employment status, representation status, and exclusions. Tighter criteria change what it costs to produce a qualifying inquiry, which is priced before launch.
What stops the criteria from drifting mid-campaign?
Every delivery is measured against the agreed criteria. Qualification criteria can be adjusted as we learn what works best for your intake team.
Read the supporting answer →02
Changing the standard
How revisions affect future delivery and the billing rule already in force.
What if we realise the criteria were wrong for us?
That is expected and planned for. Bring the revision to the review, it is written down as a new version, and it applies forward. Past deliveries are judged against the version they were run under.
Read the supporting answer →Can the criteria ever be changed without our agreement?
Qualification criteria can be adjusted as we learn what works best for your intake team.
Do criteria affect what gets billed to us?
Directly. An inquiry is billable only when it meets the agreed criteria. The criteria are the billing rule.
Read the supporting answer →Next step
Bring the rules your intake already uses.
We will turn them into a screening standard your firm can inspect before anything runs.
