Intake and Validation

A streamlined and precise intake program is fundamental to assembling a portfolio of qualified cases. Angeion Group’s convergence of people, process, and technology ensures that each potential client is evaluated against your firm’s specific criteria, creating the alignment necessary for engagement.

Angeion’s intake and validation services improve a firm’s client engagement model while setting the standard for ongoing information exchange throughout the litigation process. 

Analysis of intake data shows fallout rates on Mass Torts retainers across multiple case acquisition sources hit 40% in 2024. Angeion’s integrated intake and validation program significantly increases retention rates and mitigates fallout throughout the litigation process.

Each case is different. At Angeion, we work with our clients to craft protocols for lead qualification that meet the firm’s specific requirements for the tort. This process drives engagement rate while establishing the foundation for successful client management throughout the case. Often, the validation process provides our clients with insights on how to optimize their lead acquisition program. For example, in cases with multiple medical product manufacturers, requesting medical records early in the process will allow us to identify fallout trends by lead source more accurately, helping firms optimize their marketing spend for qualified leads.

Quickly identifying fraudulent leads: In addition to Angeion’s proprietary fraud detection technology, AngeionAffirm [link to that page], a critical part of the Angeion process is verifying the details. Skilled intake teams ask the same question in different ways, to quickly flag inconsistencies that could be indications of fraudulent leads, ensuring that only the right cases move through the process.

Screening for dual representation at intake:Dual representation is an increasingly common challenge in the mass tort industry, made even more problematic by the rising costs of capital invested in each case. Without proper controls in place from the outset, many firms find themselves discovering — often after significant time and resources have been spent — that another firm already represents their client. This can happen at any point in the case development process, leading to costly disruptions and wasted effort.

To mitigate this risk, Angeion takes a proactive, assumptive approach. We conduct early and repeated questioning of plaintiffs to confirm they are not represented by another firm. Once we’re confident in their representation status, we maintain consistent communication to ensure that remains the case. By staying engaged, we help firms protect their investments, reduce the risk of dual representation, and keep cases on track.

Intake doesn’t end with a single call. Every case undergoes a thorough quality control review to identify any discrepancies and confirm the information is accurate. With these careful measures in place, firms can filter out non-qualifying cases early, protecting their resources and ensuring stronger, more viable claims move forward.