The five questions every managing partner asks before signing the retainer.
What monthly MQL volume can my firm realistically expect in Canada?
Typical range: 8–14 MQL/mes. Mature market concentrated in Ontario and British Columbia. Growing class action activity post-CIRO consolidation. Volume is intentionally low — the qualification filter is strict because a regulated firm cannot afford cases that don’t match its ICP and operational capacity.
How do you verify my firm has the required CIRO / OSC authorisation before engaging?
We verify active authorisation in the Canadian Investment Regulatory Organization · Ontario Securities Commission public register, current bar admission where applicable, and validity of professional indemnity insurance. Without those three verifications we don’t sign a retainer. Verification is repeated quarterly.
How do you guarantee compliance with financial legal services advertising rules in Canada?
Rules of Professional Conduct from each provincial Law Society + Competition Act on deceptive marketing. Ontario and Quebec have additional requirements for financial legal services advertising. All copy, landing pages and creative go through compliance review before publication. No recovery promises, no timelines, no success rates. We continuously audit our own output against regulator guidelines.
How do you deliver leads and how does it integrate with our legal stack?
API/webhooks integration with standard legal CRMs (Clio, Salesforce for Legal, HubSpot with legal customisation, and proprietary systems via custom webhook). Every lead arrives with full context (declared role, corporate domain verification, vertical of interest) so the partner can qualify in under two minutes.
What’s the billing model and what should we expect the first month?
Monthly B2B retainer, no per-lead fee — Retainers CAD 8k–20k/month. Toronto firms lead average ticket. The first month is dedicated to technical setup (CRM integration, regulatory verification, ICP definition) and funnel audit. First qualified flow typically in weeks 3–4. Retainer reviewable quarterly against agreed metrics.