The five questions every managing partner asks before signing the retainer.
What monthly MQL volume can my firm realistically expect in United Kingdom?
Typical range: 15–25 MQL/mes. Mature core market. Low volume by design (strict regulatory filter) but very high ticket. 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 FCA authorisation before engaging?
We verify active authorisation in the Financial Conduct Authority 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 United Kingdom?
FCA Financial Promotions Rules (COBS 4). Explicit prohibition of recovery promises, timelines or success rates on any channel. All communications must carry a risk warning and be approved by an authorised firm principal. 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 — Typical monthly B2B retainers between £8k–£25k for mid-size CMCs; higher tier for top litigation funders. 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.