Turn a buying discussion into one usable brief. Choose your requested matters and markets, assign the work before and after delivery, and identify the questions that still need agreement.
Built for managing partners, intake leaders and marketing teams preparing to review an acquisition provider. Use it in an internal planning meeting or take the exported brief into a scope discussion.
No email gateCopy, download or printFirm-level inputs only
Build a brief in three steps.
Choose the scope and monthly volume your firm can review. Leave uncertain answers blank.
Propose owners for screening, intake and signing; specify the records your team needs.
Review the open questions, then copy or download the brief for your team.
Start with your firm’s operating plan.
Inputs stay in this page’s memory. Refreshing or leaving clears them. No sign-up or email is required. Export to keep a copy.
Use firm-level planning information only. Do not enter claimant names, contact details, medical information or case records. Your brief is not attached to the contact link.
01
Define requested scope
Selections describe what your firm wants to discuss. They do not confirm service availability.
Screened lead: inquiry ready for the firm’s next intake step. Signed-case handoff: requested signing record, still subject to firm review. Define the exact standard in writing.
Optional whole number, 0–100,000. A review-capacity assumption, not an order or a target number of accepted cases.
02
Assign proposed responsibilities
Who checks information against the firm’s written criteria?
Who contacts the inquiry, gathers missing information and manages follow-up?
Who coordinates the firm-approved agreement and records its status?
Optional role, such as “intake director.” Use a job title, not a person’s name.
Optional, 1–365 days after delivery. This does not set a provider’s credit or dispute deadline.
03
Specify the handoff
Up to 1,000 characters about staffing, review process or scope exclusions. No claimant details or case records.
Your working brief
Law-firm acquisition brief
DRAFT · requested scope only
This preview updates as you edit. Missing answers remain open; a complete form does not establish an agreement.
Requested acquisition scope
Matter categories: To define
Target states: To define
Requested handoff: To define
Monthly review volume: To define
Define the handoff stage and its required evidence. Delivery does not establish firm acceptance.
Proposed responsibilities
Criteria screening: To define
Intake and follow-up: To define
Signing coordination: To define
Firm review owner (role): To define
Internal review target: To define
The firm retains final legal assessment, conflict review and acceptance decisions. All assignments above are proposed until agreed.
Requested handoff records
To define. No handoff record requirements have been selected.
Open operational decisions
Choose the matter categories your firm wants to discuss.
Identify target states; confirm coverage, jurisdiction and firm requirements separately.
Choose the requested handoff stage and define its required evidence.
Set a monthly review capacity before agreeing to a delivery pace.
Assign responsibility for criteria screening.
Assign responsibility for intake and follow-up.
Assign responsibility for signing coordination.
Name the firm role accountable for final review and decision recording.
Set the firm’s internal review target; agree any supplier dispute deadline separately.
Specify the handoff records the firm needs to review a delivery.
Have the firm define its written criteria, exclusions, conflict checks and acceptance decision process. This tool does not evaluate legal eligibility.
Commercial questions for discussion
What exactly is the billable delivery unit, and what evidence establishes delivery?
What price, fees, payment schedule and minimum commitment would apply?
Which requested categories and states can the provider support, and when?
What delivery pace and pause process fit the firm’s review capacity?
What does exclusivity cover, for how long, and how are duplicates handled?
What review window, evidence and process govern any credit or replacement request?
How will delivery, pending review, accepted and declined matters be reconciled?
What secure transfer, access, retention and deletion arrangements are needed?
These are selected discussion questions. Omitting a question does not confirm that its terms are settled.
Agreed scope
None established by this brief. It records the firm’s requested scope and proposed responsibilities only.
No price, market availability, delivery volume, acceptance rate or result is quoted or guaranteed. Confirm the final scope and commercial terms in a separate written agreement.
Bring the brief to a scope discussion.
Copy your brief, then paste the relevant scope and responsibilities into the optional criteria field on the contact page (up to 3,000 characters). Keep the full export for your team. Entries are not transferred automatically.
These studies describe historical commercial scope and operational work. They do not establish current availability or predict your firm’s accepted matters.
Keep requested and agreed scope separate
This tool produces a planning brief. It does not send an inquiry, place an order, establish legal eligibility or confirm a provider’s terms. The firm retains its legal review and acceptance decisions; final service and commercial terms need a separate written agreement.
