One firm. A series of MVA purchases.
The firm’s six MVA orders totaled $485,000 in recorded service purchases. The purchased e-signed-lead service included acquisition, intake and work toward signing the firm’s retainer.
Our work covered marketing and lead generation, qualification, intake, administrative handling and signing coordination. The firm remained responsible for reviewing matters and deciding on representation.
From a 10-unit order to four 30-unit blocks.
The first recorded order was for 10 MVA units. The next four orders were for 30 units each, followed by a 20-unit order. That sequence adds up to 150 billed units across six separate purchases.
The four 30-unit purchases accounted for 120 of the 150 billed units. Each block was a separate commercial order within the regional firm’s MVA relationship.
| Recorded order | Billed MVA units |
|---|---|
| 1 | 10 |
| 2 | 30 |
| 3 | 30 |
| 4 | 30 |
| 5 | 30 |
| 6 | 20 |
| Total | 150 |
The order included the work after an inquiry arrived.
Our team handled the acquisition work and the prospective-client information that followed it. We qualified inquiries, worked through intake, handled administration and coordinated signing as part of the purchased service.
That distinction matters when a firm buys repeatedly. The commercial quantity is only one part of an order; the intake work and the point of handoff also need to be understood. In this engagement, our role extended to signing coordination, while case assessment and representation decisions stayed with the firm.
Plan repeat purchases around the team reviewing them.
If your firm is considering a recurring MVA program, the managing partner, marketing lead and intake director have different parts of the purchase to define. The partner decides what the firm is buying. Marketing specifies the matters and markets to pursue. Intake identifies the information and work needed before firm review.
For your next assignment, agree these operating details alongside the order quantity:
- The MVA matters and jurisdictions your firm wants to pursue.
- The qualification and intake work CaseLead will handle.
- The retainer and signing responsibilities included in the assignment.
- The information your reviewers need at handoff.
- An opening order size your team has capacity to review.
Put the next order into a working brief.
Use the sample handoff below to identify what your reviewers need. Then agree the qualification, intake and signing work included in the next order alongside its quantity.
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.
How would our intake team stay involved?
Your intake lead specifies the qualification information, retainer requirements and handoff your reviewers need. CaseLead can handle acquisition, qualification, intake and signing coordination; your firm keeps case review and representation decisions.
How should we choose an opening order size?
Discuss it against your markets, case criteria and review capacity. The sizes in this study describe the historical relationship. We agree the volume and responsibilities for your assignment before work begins.
Can acquisition and intake be included in the same assignment?
Yes. Our work in this engagement covered marketing and lead generation as well as qualification, intake, administration and signing coordination. We define the work your firm wants included in its own assignment.
What should we bring to the first conversation?
Bring your target jurisdictions, MVA case criteria, intake capacity and preferred retainer process. The acquisition review worksheet helps your commercial and intake teams prepare those details together.