Chain of Custody (Lead)

The documented sequence of possession and handling a lead undergoes from initial capture through signed retainer, recording every transfer between vendors, call centers, intake staff, and attorneys. In mass tort intake operations, a clear chain of custody is critical for auditing lead source quality, resolving disputes with lead vendors over billable events, and demonstrating that claimant information was handled in compliance with applicable privacy and bar regulations. Gaps in this record can result in duplicate billing, disqualified claimants, or ethical exposure if the originating advertisement cannot be traced.