# One-Page Mass Tort Marketing Buyer Checklist

For managing partners, practice leaders, marketing directors, and intake directors at
U.S. plaintiff personal-injury firms.

**Last reviewed:** August 4, 2026
**Companion page:** https://www.masstortmarketingagency.com/mass-tort-marketing-buyers-guide

> Educational, not legal advice. Engage counsel on advertising, TCPA, privacy, and
> state-bar compliance before you launch or sign anything.

---

## Before you talk to any vendor

- [ ] Select the tort, and confirm your firm's role: filing firm, co-counsel, or referral
- [ ] Get eligibility criteria in writing from litigation counsel, dated and versioned
- [ ] Confirm the docket status and any registry, census, or filing deadline that could
      change eligibility mid-campaign
- [ ] Build the acquisition ceiling — maximum allowable cost per signed retainer —
      with finance and litigation counsel
- [ ] Decide the states you will accept claimants from, and on what licensure basis
- [ ] Set the total budget you are willing to lose if the tort does not develop

## Before you launch

- [ ] Intake readiness checklist completed and signed off
- [ ] Response-time target set and instrumented as median and 90th percentile
- [ ] CRM configured so source, campaign, and channel persist to signed and filed status
- [ ] Duplicate detection running on your side, independent of the vendor
- [ ] Consent evidence confirmed to arrive with every lead, in a format you can audit
- [ ] Every creative and landing page naming your firm reviewed against the advertising
      rules of each state where it will run
- [ ] Ad archive established — every ad, page, and script version retained with dates
- [ ] Call-recording decision made per state, with notice language reviewed
- [ ] Definitions of lead, qualified lead, and signed retainer agreed in writing
- [ ] Replacement/credit policy agreed with a dispute window and cure period
- [ ] Data ownership and export rights confirmed in writing
- [ ] Fee structure reviewed by counsel against Rules 5.4 and 7.2(b)

## In the first 30 days

- [ ] Daily: contact rate, time-to-first-contact, disqualification reasons
- [ ] Weekly: qualification rate by source, consent-evidence spot audit, duplicate rate
- [ ] Week 4: cost per signed retainer trend against your ceiling
- [ ] Pause any source whose qualification rate or consent evidence fails audit

## Go / no-go before scaling

Scale only if all of the following hold on a meaningful sample:

- [ ] Qualification rate is stable or improving across at least two full weeks
- [ ] Median time-to-first-contact is inside target, and the 90th percentile is not
      degrading as volume rises
- [ ] Consent evidence passes a random audit with no gaps
- [ ] Duplicate rate is inside the agreed tolerance
- [ ] Trailing cost per signed retainer is at or below the ceiling, with enough retainers
      that the number is not driven by one or two cases
- [ ] Intake has headcount for the next volume tier at the same response time
- [ ] No open compliance issue on creative, disclosures, or consent

If any line fails, hold the current spend level and fix the failing line first.

---

## Companion tools

- Vendor scorecard — /downloads/mass-tort-vendor-scorecard.md
- RFP question template — /downloads/mass-tort-marketing-rfp-template.md
- CPSR worksheet — /downloads/cost-per-signed-retainer-worksheet.csv
- Intake readiness checklist — /downloads/mass-tort-intake-readiness-checklist.md