Offer questions
Screening records: questions answered
What the record contains, what it does not decide, and how your firm can use it to audit delivery.
← Return to Every inquiry arrives with its qualification recordThe delivered lead includes the screening answers and delivery time. It does not assess legal merit.
01
Inside the record
What is captured during screening and where the record's authority stops.
What exactly is in a screening record?
The contact details, the screening answers as the person gave them, and the delivery time. You can see why the inquiry qualified.
Read the supporting answer →Is a screening record a legal assessment of the case?
No. Screening records facts against your criteria. Merit, eligibility, and whether to offer representation are your attorneys' work - the record makes no judgement on any of them.
Are the answers recorded as given or summarised?
As given. Answers are captured during screening, not reconstructed afterwards, so the record reflects what the person actually said.
02
Using the record
How records travel, support review, and make the acquisition channel auditable.
Where does the record go when an inquiry is delivered?
With the inquiry, to the people or systems you nominate - inbox, CRM, or intake queue. The record travels with the contact, not in a separate report.
What if a field in the record does not match reality?
Raise the specific field inside the review window. The record is the evidence the review runs against, which is the entire point of keeping one.
Read the supporting answer →Can we use the records to audit the channel?
Yes. Every billed inquiry includes the screening answers used to apply the agreed criteria.
Next step
Ask to see the standard behind every delivery.
We can map the record fields your intake needs and the destination where they should arrive.