Solution

Legal and Mass Tort Lead Routing

Case-criteria filtering, state bar admission matrix, multi-firm caps, TCPA-aware intake, and HIPAA-ready architecture for medical torts. Built by operators. Jason Akatiff founded NIB Direct, a mass-tort lead-gen operation that sourced claimants for law firms across Roundup, 3M CAPS, hernia mesh, talc, hair relaxer, NEC baby formula, Camp Lejeune, and more. Lead Router was designed with those intake constraints in mind.

12+

Mass torts supported

NIB Direct

Founder operator background

50 states

State admission filtering

Audit in progress

HIPAA architecture

Why Legal Is Different

Legal intake has constraints most routing tools ignore

Legal lead-gen is not insurance lead-gen with a different form. Ethics rules, state admission, case criteria, and HIPAA overlap change what the routing engine has to do.

State bar ethics rules on lawyer advertising

ABA Model Rule 7.2 and state bar equivalents put strict limits on lead-gen referrals: required disclosures, payment structure restrictions, prohibitions on sharing fees with non-lawyers in some states. Every lead a firm accepts needs a clean paper trail showing the referral source, the fee structure, and the consent language the claimant saw.

Mass-tort case-criteria filtering

Intake for Roundup is not intake for Camp Lejeune. Each tort has its own qualifying window: exposure date range, product identifier, diagnosis type, injury severity, treatment history, filing status. A claimant who matches Roundup may not match 3M CAPS even if the demographics look similar. Filters run per contract, not per lead form.

State bar admission matrix

A firm can only accept a claimant from a state where the firm has licensed counsel or a co-counsel arrangement. Lead routing has to honor the state bar admission matrix per firm, and the matrix changes as firms pick up new admissions or drop states. Sending an Illinois claimant to a firm that only practices in Texas burns the lead and raises an ethics issue.

TCPA for plaintiff outreach

Once a firm accepts a lead, outbound contact is governed by TCPA. Express written consent, consent revocation tracking, DNC scrubbing, and call time restrictions all apply. Consent needs to be captured at the claimant level, stored per buyer, and retrievable per lead for litigation defense.

HIPAA overlap in medical mass torts

Roundup non-Hodgkin lymphoma, talc ovarian cancer, hair relaxer uterine cancer, hernia mesh revision, NEC baby formula, Paraguard, and Truvada all involve protected health information: diagnosis date, treatment facility, physician names, medical record identifiers. Routing infrastructure that holds this data needs HIPAA-grade isolation and a signed BAA with the law firm.

Case intake system integration

Law firms run on Needles, Litify, Filevine, CloudLex, Clio, or a custom intake database. Each system expects its own payload shape, its own field names, its own duplicate-detection rules. A routing platform that cannot hand off cleanly to the intake system forces the firm to do manual data entry and loses half the cases to human error.

How Lead Router Handles It

Six capabilities built for legal and mass tort

Every legal-intake constraint maps to a specific capability in the routing engine. No custom code per firm, no manual spreadsheet routing.

Case-criteria filtering via custom contract fields

Every contract carries its own filter expression over the lead schema plus custom fields per vertical. Filter on exposure date ranges (Roundup use between 1995 and 2020), product IDs (3M CAPS model number, specific talc brands, mesh manufacturer), injury type (NHL, ovarian, uterine, revision surgery), diagnosis date, and treatment history. Leads that fail the filter are rejected before they ever reach the firm.

State bar admission matrix per firm

Each buyer contract carries a state list representing where the firm is admitted to practice or has co-counsel. The routing engine filters leads to the admission matrix automatically. Firms that pick up a new state update the matrix and start receiving leads. Firms that drop a state stop receiving those claimants immediately.

Multi-firm distribution with per-firm monthly caps

Offers support multisell distribution, so one qualified claimant can route to multiple firms working the same tort. Per-firm daily, weekly, and monthly caps prevent any single firm from getting overrun, and distribution rules (price, priority, weight, round robin) control which firm sees the case first. Cap counters reset on the firm local time zone.

HIPAA-ready architecture with BAA on request

Protected health information fields are stored in a separate encrypted vault with AES-256-GCM encryption, pseudonymous record IDs, and audit logging. Access is scoped per API key with a piiAccess flag, so partners who do not need PHI never see it. Architected for HIPAA, audit in progress, Business Associate Agreement available on request for medical tort campaigns.

TCPA-aware intake with consent per buyer per lead

Consent language, consent timestamp, IP address, user agent, page URL, and TrustedForm cert URL are captured on the landing-page submit. Consent is recorded per buyer, so a claimant who consented to Firm A but not Firm B routes only to Firm A. Revocation flows update the consent record and block future contact. Audit-ready consent trail for every lead.

Case intake integrations via webhook or REST

Lead Router posts to Needles, Litify, Filevine, CloudLex, and Clio via webhook or REST API. Standard mass-tort field schema maps to the target intake system, and the response (case ID, intake ID, rejection reason) is stored on the sale record. Supports TrustedForm cert URL passthrough, Jornaya LeadiD, and custom signal fields per tort campaign.

Mass Torts Lead Router Has Supported

Torts the platform was designed around

NIB Direct generated claimants across these torts before Lead Router was built. The platform reflects the lessons from each.

Roundup (non-Hodgkin lymphoma)
3M Combat Arms (CAPS)
Hernia Mesh
Talc (ovarian cancer)
Hair Relaxer (uterine cancer)
NEC Baby Formula
Asbestos and Mesothelioma
Camp Lejeune Water Contamination
Paraguard IUD
Truvada
AFFF Firefighting Foam
Zantac

Each tort carries its own qualifying criteria: exposure date range, product identifiers, injury type, diagnosis requirements, and state bar admission needs. Lead Router stores those criteria per campaign so intake runs the same way every time, across every firm signed to the offer.

Hand-Off To The Firm

Integrations with legal case management systems

The intake platform the firm uses determines how the case gets handled. Lead Router posts to the system the firm already runs.

Lead Router posts to legal intake and case management systems via webhook or REST API. Supported targets include Needles (Trialworks), Litify (Salesforce-native), Filevine, CloudLex, and Clio. The payload carries the standard mass-tort field schema (claimant identity, exposure criteria, injury type, consent metadata) plus custom fields per tort campaign.

TrustedForm certificate URLs and Jornaya LeadiD tokens pass through to the intake system so the firm has the consent record it needs for TCPA defense. The response from the intake system (case ID, intake ID, rejection reason) is captured on the sale record for reconciliation and reporting.

For medical mass torts, protected health fields are routed through the HIPAA-ready vault path, and a Business Associate Agreement is available on request before the first live lead is posted.

Frequently Asked

FAQ

What law firm intake directors and mass-tort lead-gen operators ask before standing up a campaign.

Does Lead Router handle mass-tort lead-gen?

Yes. Lead Router was built for mass-tort lead-gen. The founder, Jason Akatiff, ran NIB Direct, a mass-tort lead-gen operation that generated case claimants for law firms across Roundup, 3M CAPS, hernia mesh, talc, hair relaxer, NEC baby formula, asbestos, Camp Lejeune, Paraguard, Truvada, AFFF, and more. The platform was designed with the intake constraints of mass tort in mind, including exposure-date windows, product-ID filters, state bar admission matrices, and per-firm case caps.

Can I filter by case exposure date or product ID?

Yes. Contracts support custom fields on the lead schema, so you can filter on exposure-date windows (for example, Roundup use between 1995 and 2020), product identifiers (3M CAPS model number, mesh manufacturer, talc brand), injury type, injury severity, diagnosis date, and any other qualifying criteria specific to the tort. Firms see only the cases that match their criteria, and unqualified leads are routed to the next eligible firm or rejected.

Does it integrate with Needles or Litify?

Yes. Lead Router posts to legal case management systems via webhook or REST API. Supported targets include Needles, Litify, Filevine, CloudLex, and Clio. The platform maps your standard lead schema to the fields each intake system expects, and it captures the response (case ID, intake ID, rejection reason) on the sale record for reconciliation.

How does it handle HIPAA for medical mass torts?

Lead Router is architected for HIPAA. Protected health information fields are isolated in a separate encrypted PII vault with AES-256-GCM encryption and pseudonymous record IDs. A HIPAA audit is in progress and a Business Associate Agreement is available on request for medical mass torts including Roundup non-Hodgkin lymphoma claims, talc ovarian cancer, hair relaxer uterine cancer, hernia mesh revision surgery, and NEC baby formula.

Can I route to multiple firms for the same case type?

Yes. Offers support multisell distribution, so a single case can route to multiple firms that all want claimants for the same tort. Per-firm monthly caps prevent any one firm from getting overrun, and state bar admission matrices make sure a case only routes to firms licensed in the claimant state. Distribution rules (price, priority, weight, round robin) control which firm gets the first look and which gets the second position.

Run Legal Intake Clean

Built for law firms and mass-tort lead-gen operators

Case-criteria filtering, state bar admission matrix, multi-firm caps, TCPA-aware consent capture, HIPAA-ready architecture, and webhook integrations to Needles, Litify, Filevine, CloudLex, and Clio. Free trial to start.