Employment Claim and Retainer Signing Process

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This document describes an online intake and retainer signing process for law firms. It allows potential clients to complete an intake form and sign a retainer agreement online, cutting out middlemen and reducing costs. Only qualified potential clients who meet case criteria will be able to complete the process. Firms pay only for completed retainer agreements and all associated marketing and technology costs are covered. The process delivers qualified, compliant new clients to law firms in an efficient, low-cost manner.

Employment Claim and Retainer Signing Process
1. Automate tasks
2. Drive down costs
3. Cut out middlemen
4. Acquire new clients
5. Pay only for results
6. Remain compliant

Fact #1
Law firms today are becoming
more efficient by doing less
internal media buying and
more outsourced marketing
and lead generation.

Fact #2
Many firms are also choosing
to outsource their intake to
non-attorney agents with little
or no legal training in an effort
to reduce overhead.

Fact #3
Outsourced lead generation
and third-party intake teams
creates significant ethics and
compliance concerns as well
as adds middleman costs.

Fact #4
Today’s young adults are less
inclined to speak on their
phones and more likely to
independently take an action
in an online environment.

The Big Question?
How do firms keep overhead
costs down, eliminate risks of
noncompliant lead generation
and questionable intake processes
while accessing clients where they
are most comfortable?

We Have the Answer!
You simplify by cutting out the
middlemen and allow potential
claimants to complete their own
online intake and, if qualified,
Docusign a retainer agreement
with your firm instantly.

Benefits Everyone
By asking the right intake
questions and directing each
action based on previous
responses and qualifying case
criteria, our process produces
unfiltered and unadulterated
claim info direct from the source.

Qualified Claimants
Only potential claimants who’s
claims are legitimate based on
preselected criteria and within
each respective state’s statute
of limitations will be able to
complete the intake process.

Simplifying for Efficiency
Today’s technologies allow us
to automate several processes,
validate consumer info, and
append complete info based on
a couple reference points to
provide true and accurate data.

Technology Drives Down Costs
By implementing proper checks
and balances and leveraging
process automation, we are
able to offer a low cost end-to-
end client acquisition marketing
program to law firms.

Pay Only for Results
And the best part of it is, you
only pay for retainer
agreements sent to qualified
intakes and we shoulder all
associated advertising and
technology costs.

Your Retainer on Your URL
All law firms get their own page
at Etainer.com/YourFirm to host
their Docusign retainer
agreement, and a copy will also
be emailed to the potential
claimant with a custom email
from the respective firm.

Seamless Client Delivery
After a potential claimant
completes the full intake and
Docusigns the firm’s retainer
agreement, both are auto-
matically packaged up and
delivered to the law firm in
real-time to follow up.

Order Today for Exclusivity in Your States
Ben Martin
President
ca@lwyr.org
619-952-2282

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Employment Claim and Retainer Signing Process

1. Employment Claim and Retainer Signing Process 1. Automate tasks 2. Drive down costs 3. Cut out middlemen 4. Acquire new clients 5. Pay only for results 6. Remain compliant

2. Fact #1 Law firms today are becoming more efficient by doing less internal media buying and more outsourced marketing and lead generation.

3. Fact #2 Many firms are also choosing to outsource their intake to non-attorney agents with little or no legal training in an effort to reduce overhead.

4. Fact #3 Outsourced lead generation and third-party intake teams creates significant ethics and compliance concerns as well as adds middleman costs.

5. Fact #4 Today’s young adults are less inclined to speak on their phones and more likely to independently take an action in an online environment.

6. The Big Question? How do firms keep overhead costs down, eliminate risks of noncompliant lead generation and questionable intake processes while accessing clients where they are most comfortable?

7. We Have the Answer! You simplify by cutting out the middlemen and allow potential claimants to complete their own online intake and, if qualified, Docusign a retainer agreement with your firm instantly.

8. Benefits Everyone By asking the right intake questions and directing each action based on previous responses and qualifying case criteria, our process produces unfiltered and unadulterated claim info direct from the source.

9. Qualified Claimants Only potential claimants who’s claims are legitimate based on preselected criteria and within each respective state’s statute of limitations will be able to complete the intake process.

10. Simplifying for Efficiency Today’s technologies allow us to automate several processes, validate consumer info, and append complete info based on a couple reference points to provide true and accurate data.

11. Technology Drives Down Costs By implementing proper checks and balances and leveraging process automation, we are able to offer a low cost end-to- end client acquisition marketing program to law firms.

12. Pay Only for Results And the best part of it is, you only pay for retainer agreements sent to qualified intakes and we shoulder all associated advertising and technology costs.

13. Your Retainer on Your URL All law firms get their own page at Etainer.com/YourFirm to host their Docusign retainer agreement, and a copy will also be emailed to the potential claimant with a custom email from the respective firm.

14. Seamless Client Delivery After a potential claimant completes the full intake and Docusigns the firm’s retainer agreement, both are auto- matically packaged up and delivered to the law firm in real-time to follow up.

15. Order Today for Exclusivity in Your States Ben Martin President ca@lwyr.org 619-952-2282

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Employment Claim and Retainer Signing Process

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