Compliance & consent
The part most providers hope you won't ask about.
Case acquisition sits next to three sets of rules: your state bar's advertising and referral rules, telemarketing consent law, and state solicitation statutes. Here is how we handle each — and where we decline to operate.
Plain-language note
This page describes our operating practices. It is not legal advice. Your firm remains responsible for compliance with its own bar rules; we encourage you to share this page and our agreement with your ethics counsel.§1 · BAR RULES
Advertising, not referral
Rules modeled on ABA Model Rule 7.2 restrict paying for recommendations of a lawyer's services.
—Our agreements are structured and priced as advertising and intake services, with pricing tied to work performed, and are reviewed by legal-marketing counsel in each state before we accept a firm there.
—Consumers choose to proceed with your firm after disclosure that we are an advertising service, not a lawyer or referral service; the disclosure script is in your onboarding pack.
—We provide the agreement, scripts and disclosures to your ethics counsel on request, before you sign anything.
§2 · TCPA
Consent we can prove
Telemarketing consent law carries statutory damages per call or text and is routinely asserted against the law firm, not just the vendor.
—Every contact starts with a consumer opting in on our own landing page. Consent language names us, states that calls and texts may be automated, and is captured with a third-party consent certificate (timestamp, page snapshot, IP).
—No outbound to purchased lists. No cold texting. Reassigned-number and do-not-call scrubs run before the first dial.
—Your firm never dials from our data; by the time you speak with the client, they have signed your retainer and asked you to call.
§3 · STATE SOLICITATION
Solicitation windows and barratry
Several states void retainers obtained through improper solicitation or within a post-accident window, and some attach penalties.
—Qualification profiles encode state-specific waiting periods; a case that falls inside a restricted window is held, not delivered.
—All contact is inbound-initiated: the consumer requests a call. We do not approach accident victims, hospitals or tow operators.
—Where a statute makes the model unworkable, we decline the state (see the list below).
§4 · DATA & RECORDS
Recorded, retained, yours
Disputes about how a client was acquired are won or lost on records.
—Every call is recorded with two-party-consent notice; recordings and consent certificates are retained for the engagement term plus five years and exported to you on request.
—Client data is delivered over your portal or encrypted transfer — never by text or unencrypted email.
—Reps sign confidentiality agreements; access to your cases is limited to the team assigned to your market.
Where we don't operate
Markets we decline, and why.
Some jurisdictions restrict per-case compensation for legal marketing or impose solicitation windows our model can't honor. We publish the list rather than quietly take the order.
ColoradoPer-lead and per-case compensation for legal referrals restricted from Aug 12, 2026 (SB26-174). Declined.
NevadaOperated with a 72-hour post-accident hold encoded in the qualification profile.
TexasOperated under advertising-services structure; barratry-sensitive scripts, no in-person or unsolicited contact.
Other statesReviewed state by state before a market opens. If a state isn't on the availability grid, we haven't cleared it yet.
What arrives with every case
The consent record, in your hands.
DELIVERY · CL-24817Auto · Harris Co., TX
E-signed retainer (your firm's)PDF · audit trail
Call recording(s)11:48 · 2 calls
Consent certificateTF-9a31…
Landing page snapshotPNG + HTML
Qualification sheet9/9 required fields
Disclosure script acknowledgmenttimestamped
Illustrative — sample delivery. Records retained for the engagement term plus 5 years.