The purchase was one defined acquisition order.
The firm purchased 70 MVA acquisition units in the e-signed-lead category. Marketing, lead generation, intake and administrative services formed part of the commercial scope, with our team also handling qualification and signing coordination.
For a partner evaluating a substantial order, this is the central buying question: what work is included in the quantity being purchased? Here, the assignment covered the acquisition work and the handling of prospective clients through intake and signing.
The responsibilities included in the assignment.
The firm retained case assessment, representation decisions and its ongoing client responsibilities. Our team handled the following work:
| Our work | What it covered |
|---|---|
| Marketing and lead generation | Acquiring prospective MVA-client inquiries. |
| Qualification and intake | Working through prospective-client information for the assignment. |
| Administration | Coordinating prospective-client information and the work connecting intake with signing. |
| Signing coordination | Coordinating the steps toward the representation agreement. |
Three installments funded the same 70-unit order.
The purchase was funded through installments of $100,000, $100,000 and $38,000. Together, those payments totaled $238,000. The order quantity remained 70 billed units throughout the funding structure.
| Funding installment | Recorded amount |
|---|---|
| First | $100,000 |
| Second | $100,000 |
| Third | $38,000 |
| Total for one order | $238,000 |
Define the handoff alongside the purchase.
A firm buying an e-signed-lead assignment needs to define the retainer process and the information its reviewers expect. Our work included intake and signing coordination; the firm still owned the decision to represent a prospective client.
For a comparable purchase, make the operating instructions as clear as the quantity. Specify the case criteria, the agreement to use, the signing responsibilities and the information needed for firm review. The sample packet below makes those handoff fields visible without using a real client record.
Define the purchase and the handoff together.
For your order, specify the matters and markets, quantity, qualification criteria and signing responsibilities. Your managing partner can assess the purchase against that scope, while your intake director defines what must reach the firm for review.
Review a sample handoff.
Open the sample packet to see how inquiry information, retainer status, documents and open items can be presented to your firm’s reviewers. Use it to agree what your team should receive.
- Acquisition and qualification information
- Retainer status and document inventory
- Open items and the firm’s review decision
Illustrative formats for planning your engagement. These resources contain no real client records.
Questions your firm may ask.
Do we have to buy 70 units?
The 70-unit quantity belongs to this historical assignment. Your order size and terms are discussed against your markets, qualification criteria and intake capacity.
Does $238,000 describe the price for our firm?
It is the recorded purchase value of this specific order. A new assignment is quoted for its agreed quantity and service scope.
What work would our firm retain?
Your firm defines the matters it wants to pursue, its representation agreement and review requirements. It retains case assessment, representation decisions and ongoing client and legal responsibilities.
What should we specify before placing an order?
Define the case category and markets, the quantity, qualification criteria, intake work, signing responsibilities and expected handoff. The review worksheet and sample packet provide a practical way to prepare those instructions.