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The Screen-First Held Consult. For wage-and-hour firms.

Billed after your intake review. Not when the form arrives.

A person who asked for your named firm, passed your written overtime / off-the-clock screen, was live-verified by our screener, and completed your staffed intake review. Nothing earlier is billable.

Starting price to discuss: $350 per accepted Qualified Held Consultation

Book a call

A firm fit call. No traffic or contract starts from this page. We review the written spec together.

Proposed pilot
One firm, one state. Up to 10 held consultations, then review. Expand toward 30 only if both sides want it. This product is not live.
Payment
Weekly invoice after accepted Qualified Held Consultations (QHCs). Unearned prepaid balances refundable. No share of fees, settlement, or recovery.
Not billed
Forms, no-shows, screener-only calls, and transfers your firm does not review. Retention and recovery are never billing triggers.
Not promised
Volume, retained clients, win rate, case value, or recovery.

First markets to discuss: New York, New Jersey, Illinois, and Texas. None is approved or cleared. California and Colorado are not offered on this page.

  • ThresholdYour screen, in writing
  • ExclusivityOne firm per person and matter
  • Billing lineHeld before billing
  • DisputesCredit rules agreed in advance

01 · The comparison

The list versus the held consult, line by line.

When you buy a list, reaching the person is still your problem. Under this proposal the billing line sits after your firm’s agreed review. Every row below follows from that.

LineThe listThe held consult
What arrivesA form with a name and a number.A person who saw your named firm and asked that firm for contact.
Who reaches the person firstYour intake team, through the unanswered calls.Our screener, live, before your intake speaks with them.
Who defines “qualified”Nobody, in writing. Fit and interest are still your questions.Your written overtime / off-the-clock screen, approved by your firm.
When the charge landsWhen the form arrives.After your staffed intake completes the agreed review and all seven QHC conditions are met.
If nobody talks to your firmThe form was still sold.There is nothing to bill.
Who else gets that personWhatever that vendor’s terms allow.One firm for that person and matter. No resale. No overflow to another firm.

If nobody talked to your firm, there is nothing to bill.

02 · Fit

Built for staffed intake. Not for recruitment drives.

You approve the screen, name your staffed hours, and take the call. We would run the approved advertising and consumer page, screen against your written criteria, and verify the person live. Legal judgment stays with counsel.

A fit if…

  • You represent workers in overtime and off-the-clock matters.
  • You can write down the facts your intake team needs.
  • You have staffed intake hours and a realistic daily cap.
  • You can record a non-sensitive disposition after each review.

Not a fit if…

  • You only want class or collective recruitment.
  • You do employer-defense or dual-hat work.
  • You want guaranteed retained clients or recoveries.
  • You cannot staff the agreed delivery window.

03 · Definition

Five steps. Seven conditions. One billable unit.

The person sees one named firm before any personal information is collected. The screen belongs to that firm. Legal judgment stays with counsel. Only a consultation that meets every condition can be invoiced.

  1. The person sees your firm

    One named firm on the consumer page, before any personal information is collected. The person asks to be contacted by you.

  2. Your written screen

    Reported facts are checked against your firm’s overtime / off-the-clock criteria. Not our legal opinion.

  3. Our live verification

    Our screener speaks with the person. This conversation is never billable on its own.

  4. Your intake review

    Your staffed team completes the agreed review and records a non-sensitive disposition.

  5. Then, and only then, the invoice

    Accepted consultations that meet all seven conditions are invoiced weekly. Nothing else is.

Definition of a Qualified Held Consultation

A consultation counts only if all seven are true. The written spec defines the factual screen and the agreed intake review before any test.

  1. Work was performed in the state approved in the written pilot module.
  2. Unpaid overtime or off-the-clock work is the first issue.
  3. The person passed your firm’s written factual screen.
  4. They saw the named participating firm and requested contact from that firm.
  5. Our screener live-verified them.
  6. They completed the agreed review with your firm’s staffed intake.
  7. Your firm recorded a non-sensitive disposition.

What counts as a completed firm review

Your staffed intake spoke with the person, finished the agreed review, and recorded a non-sensitive disposition. That is the event behind the invoice.

Retention and recovery are never billing triggers. Whether representation follows is your firm’s decision and changes nothing on the invoice.

What does not count

  • A submitted form.
  • A booking, kept or not.
  • Our screener’s conversation.
  • A transfer your team did not complete.

04 · The service

Eight pieces of work behind one unit.

You approve the screen and staff the intake window. We would handle the advertising, the consumer page, the screening, and the live verification. The core deliverable is a Qualified Held Consultation under your written spec.

Consumer advertising we would run

Meta first, after you approve the copy and sources.

Purpose: your firm does not have to build or manage the ad campaign.

A named-firm consumer page

Your firm is shown before personal information is collected.

Purpose: the person chooses you before asking for contact.

Your written factual screen

Overtime and off-the-clock criteria that your firm approves. Not our legal opinion.

Purpose: “qualified” has a definition your team can inspect.

Live phone verification

Our screener speaks with the person before your firm’s consultation.

Purpose: a submitted form does not establish a live conversation.

A held consultation in your window

Business-hours delivery within the staffing window and daily cap you specify.

Purpose: a call needs an intake team available to review it.

Disposition and source reporting

A record connecting the source, the completed review, and the non-sensitive disposition.

Purpose: you can audit what reached intake and what was invoiced.

Credit rules agreed in advance

The definition, the listed failures, and the review window go in writing before the first delivery.

Purpose: a disputed charge has a rule to be checked against.

One firm for that person and matter

One-state exclusivity for that person and matter. No resale. No overflow to another firm.

Purpose: choosing your firm must mean something. This is not a statewide territory reservation.

What you can inspect before money moves

The written screen. The proposed state module. Your named-firm page and source permissions. The price. The QHC definition. The credit rules. For a product that is not live, that is the proof on offer.

Book a call

A firm fit call. No traffic or contract starts from this page. We review the written spec together.

05 · Price

The price, the first block, and what is not sold.

A proposed commercial starting point. Final terms belong in the written pilot spec, agreed before any test.

Starting price to discuss: $350 per accepted Qualified Held Consultation

No percentage of attorney fees, settlement, or recovery. No required prepayment. No volume promise.

Book a call

A firm fit call. No traffic or contract starts from this page. We review the written spec together.

Proposed pilot terms
First blockUp to 10 held consultations, then review. At $350 each, 10 accepted QHCs would total $3,500. That figure is a ceiling for the initial block, not a required prepayment or a volume promise.
ExpansionToward 30 only if both sides want it after review. No automatic step-up.
PaymentWeekly invoice after accepted QHCs. If you ever prepay, unearned balances are refundable.
Fee sharingNone. No percentage of attorney fees, settlement, or recovery. Ever.
Not soldForms, bookings that do not happen, screener-only conversations, or transfers your firm does not actually review.
No outcome promiseNo guaranteed volume, retained clients, win rate, case value, or recovery.

06 · Not billed

Not billed means not billed.

If a consultation fails the written QHC definition, it is not invoiced. If a listed credit failure is found after invoicing, we credit it.

You do not pay for

  • A form.
  • A no-show.
  • Our screener’s call.
  • An unreviewed transfer.
  • A signature.
  • A settlement or recovery.

Retention, fees, and recoveries are not the product and are never billing events. A completed, accepted QHC is the unit, whether or not representation follows.

Five written credit reasons

  1. Already represented on this matter.
  2. Wrong state under the written module.
  3. Duplicate within 180 days: same person, same matter, same firm.
  4. No live conversation with your firm.
  5. The caller did not request this named firm.
5business days to claim a credit
3business days for us to decide

The window and the dispute process are proposed terms, agreed in writing before delivery.

07 · Markets

One state first. Four to discuss.

A focused pilot starts with your state, your screen, and your team’s capacity. Not a nationwide promise.

  • New York
  • New Jersey
  • Illinois
  • Texas

These are the first markets we will discuss. They are not approved or cleared markets. A test needs firm acceptance and state-specific review of the operating structure, disclosures, sources, and intake rules. California and Colorado are not offered on this page.

What stays outside this offer

  • Class or collective recruitment as the product.
  • Employer-defense or dual-hat work.
  • Workers’ comp, discrimination, or retaliation as the first issue.
  • Meal/rest, final pay, wage statements, or PAGA as the first issue cluster unless your firm writes them into a reviewed state module.
  • Recording or texting unless the state module expressly permits it.
  • Payment when nobody talked to your firm.

08 · The first block

A capped first block, then a decision.

The first block exists to learn whether the screen, delivery, intake process, and economics work together. Nothing steps up automatically.

  1. Write the spec together.

    Start with a firm fit call. Discuss one state, the factual screen, the proposed price, and how your team would handle the review. No traffic starts from this page.

  2. Put the operating pieces in place.

    Agree the state module, copy and source permissions, named-firm page, delivery window, and credit rules. Verify the intake route and test the handoff before any separately approved traffic.

  3. Run a capped first block.

    Up to 10 held consultations within the agreed staffed hours and daily cap. Weekly invoice after accepted QHCs. Business-hours delivery; no callback-time or delivery-volume promise.

  4. Review before expanding.

    Inspect dispositions, sources, credits, intake capacity, and cost per accepted QHC. Expand toward 30 only by mutual agreement. No automatic step-up.

Before any test, your firm supplies

  • A written overtime / off-the-clock factual screen.
  • Consumer fee and cost wording.
  • Staffed hours and a daily cap.
  • Written source permission: Meta first.
  • Recording instructions consistent with the state module.
  • One responsible attorney for disputes.

09 · Questions

The questions a careful firm asks first.

Ordered by what firms tend to raise first: structure, fees, then the unit itself.

Are you a lawyer-referral service?

The proposed service would run advertising and factual intake for one named participating firm. The person sees that firm before personal data is collected and asks that firm to contact them. We would not choose among unnamed lawyers or assess legal merit. Those mechanics do not, by themselves, settle the legal classification. The structure must be reviewed for the selected state before any test.

Do we share attorney fees with you?

No. The proposed charge is per accepted QHC. No percentage of attorney fees, settlement, or recovery. Ever.

Is $350 the price of a retained client?

No. It is the proposed starting price for an accepted QHC. Your firm decides whether to offer representation. We do not promise retained clients, win rates, fees, or recoveries. The price buys the defined intake event.

Why pay for a consultation instead of a cheaper form?

They are different units. Under this proposal a form alone is not billable. Neither is an unheld booking or our verification call. The price covers the agreed service behind a consultation your firm actually reviewed. Whether that price works for your practice is something the pilot must test.

What if nobody answers or the consultation never happens?

There is no QHC to invoice. Our screener talking to the person is not enough. Your firm must complete the agreed review and record a non-sensitive disposition, along with the other QHC conditions.

What if a consultation turns out to be a duplicate?

Same person, same matter, same firm within 180 days is a listed credit reason. The proposed window is five business days to claim and three business days to decide. The written spec settles the process before delivery.

We only recruit class or collective matters. Is this for us?

No. Class or collective recruitment is not this product. The first issue is unpaid overtime or off-the-clock work screened under a participating firm’s written factual criteria. Any legal strategy remains your firm’s decision.

Can you deliver California matters?

California is not offered on this page. Neither is Colorado. The first conversations are New York, New Jersey, Illinois, and Texas; none is being presented as approved or cleared.

Are calls recorded? Do you text people?

Not unless the reviewed state module says so. Your firm must supply recording instructions before any test. Recording, texting, and the required disclosures must be settled in writing before those activities are used.

How soon would consultations arrive?

No delivery date, callback speed, or volume is promised. The product is not live. A test would start only after the written spec, state review, permissions, staffing, and operating setup are in place and traffic is separately approved.

10 · The billing rule

The definition is the line.

If it was not a QHC under the written definition, it is not invoiced. If we invoiced one that fails a listed credit reason, we credit it.

This is a billing boundary, not an outcome promise. It says nothing about retained clients, win rate, or case value, and it is a proposed term until the written spec is agreed.

Next step

Put your screen on the table before a dollar goes to traffic.

Bring your state, your intake window, and what a held consultation would need to include for your firm. We compare it against the written spec together.

Book a call

A firm fit call. No traffic or contract starts from this page. We review the written spec together.

The button opens Greg’s 30-minute intro-call calendar for law-firm buyers. That calendar is currently titled for Workers’ Comp; it is the designated link for this wage-and-hour fit call. Keep worker facts, employer names, and case details out of the booking.