Mass Tort Intake Services

Mass tort intake services process prospective claimant inquiries according to campaign-specific criteria supplied by the law firm. An intake operation may collect factual information, apply approved screening logic, identify duplicates, obtain permitted documents and route completed records for attorney review.

At scale, the main operational challenge is maintaining consistent screening without turning nonlawyer intake personnel into legal decision-makers.

Intake Workflow

A typical workflow may include:

1. identify campaign
2. verify contact information
3. collect approved exposure/product facts
4. gather dates or qualifying factual information
5. check duplicate status
6. complete campaign questionnaire
7. schedule or route attorney review
8. record final disposition

Intake Statuses

Nonlawyer Role

ABA Formal Opinion 506 recognizes that trained and supervised nonlawyers can assist with prospective-client intake and even apply lawyer-established criteria in appropriate settings. Lawyers remain responsible for supervision and legal judgments.

Source

Data Management

Large campaigns require controls for:

• duplicate records
• source attribution
• change history
• call recordings where used
• document access
• permissions
• retention
• transfer to case-management systems

Quality Assurance

QA should verify that agents ask the approved questions consistently rather than optimizing merely for completed forms.

Useful audit metrics include:

• questionnaire completion
• missing fields
• duplicate rate
• screening error rate
• attorney rejection reasons
• source-level retained rate

Choosing a Provider

Ask how criteria are versioned when litigation strategy changes.

Also evaluate staffing scale, multilingual support, secure document handling, CRM/case integration and auditability.