Live and warm transfers
Qualified MVA claimants, live on your intake line.
A live transfer puts an exclusive, screened claimant in conversation with your specialist at the moment interest is highest. Every handoff is warm and introduced.
Program standards
What every live transfer includes.
- 01
Screened to your criteria
Only claimants who match your rules are transferred.
- 02
Warm, introduced handoff
Your specialist starts with context and the claimant knows who they are speaking with.
- 03
Documented
TrustedForm certificate and consent record follow every transfer.
- 04
Real time reporting
Every transfer is visible as it happens.
02 / Your side of the handoff
What your intake team needs to be ready.
Live transfers convert best when the receiving team is set up for them.
- 01A dedicated intake number, staffed during the hours you choose
- 02A specialist who can run your full intake and send a retainer on the first call
- 03An agreed plan for overflow and after hours
- 04A destination for the record and TrustedForm certificate
Transfers or data
When to choose live transfers over data delivery.
Both work. The right fit depends on intake capacity and speed.
Live transfer fits when
- You have live intake staff during business hours
- You want the claimant on the phone at peak intent
- You would rather not spend time dialing and leaving voicemails
API, ping post or email fits when
- You route opportunities across several firms or centers
- Your team works a CRM queue with fast outbound dialing
- You need delivery outside staffed hours
Full comparison: warm transfers vs web form leads for PI firms.
Request pricing
Set up a live transfer test.
Share a few details. We will follow up with availability, criteria options and custom pricing based on states, criteria and volume.
- 01 Warm, introduced handoffs
- 02 Hours set around your staffing
- 03 Defined test before scaling
FAQ
Live transfer questions.
01What is the difference between a warm transfer and a live transfer?
The terms are often used interchangeably. Every Case Growth Pro live transfer is warm: an introduced handoff with context, not a blind connection.
02What if our intake line cannot answer?
Overflow handling is agreed before you start, so claimants are never left without a next step.
03How are live transfers billed?
Under CPL, a transfer is billable once it reaches the agreed billable call duration. CPQ and CPA models are also available.
04Can we receive transfers only part of the day?
Yes. Transfer hours are agreed per buyer and can follow your intake staffing exactly.
Next step
Get live MVA claimants on your intake line.
Share your states, criteria and delivery preference. Custom pricing based on states, criteria and volume.