Introducing Intake Firewall
Claimant intake, controlled.
Intake Firewall is claimant intake software from B1 Marketing Group. It applies customer-approved qualification, validation, jurisdiction, statute-of-limitations, identity, document, and workflow requirements during intake. When a required condition fails, the system can stop advancement, route the file for authorized review, or continue only under the customer’s approved rules.
Designed for law firms, legal marketers, lead generators, and intake organizations.
The operating difference
Qualification rules should not depend on an agent remembering every exception.
Intake agents guide the conversation and collect information. Intake Firewall enforces the approved workflow. Required qualification, disqualification, identity, validation, jurisdiction, SOL, fraud-risk, document, and workflow criteria cannot be bypassed by an agent except through an authorized review or override.
- Incomplete or inconsistent information
- Files advanced despite failed criteria
- Missing documents and signatures
- Manual review and avoidable rework
- Unclear decision history
- System-enforced qualification logic
- Hard DQ, Review Hold, and Soft Warning states
- Document collection during intake
- Restricted, auditable overrides
- Structured files for review or delivery
The Intake Firewall platform
A controlled workflow from first response through file preparation.
Each campaign is configured around customer-approved rules, documents, users, review paths, and delivery requirements.
Qualification Control
Customer-specific questions, DQ logic, state exclusions, statute-of-limitations screening, and workflow branching.
Validation and Risk Signals
Configurable identity, contact, device, duplicate, consent-record, and other available validation checks.
Document Collection
Secure text links, direct file upload, device-camera capture, electronic signatures, and file packaging.
Workflow Control
Hard DQ, Review Hold, Soft Warning, provider-error handling, and restricted authorized overrides.
Vendors and Marketing
Track intake teams and lead sources on individual basis for conversions.
Reporting Visibility
Dashboards, status tracking, disqualification reasons, workflow history, exports, and marketing reports.
Secure Delivery Workflow
Configure the endpoint around the campaign.
Completed Intake Package
A complete intake questionnaire meeting all requirements, government ID, background check, next of kin, HIPAA, retainer, and much more are prepared for delivery.
Delivery and Integration
Automatic or one-click secure data transfer of completed intake package and all assets.
Built for intake operations
Law firms. Marketers. Intake organizations.
Intake Firewall is designed for teams that need consistent decisions, controlled advancement, better document collection, and clearer handoffs across claimant-intake workflows.
- Intake centers
- Plaintiff law firms
- Mass tort and personal injury firms
- Legal marketers and lead generators
- Organizations conducting intake for law firms
Controlled access and data handling
Security and privacy responsibilities are built into the workflow.
Customer users, roles, permissions, access requirements, incident contacts, and data-handling expectations are documented during onboarding.
- Role-based user access
- Unique credentials and MFA where enabled or required
- Customer-approved workflows and authorized users
- Documented incident reporting and escalation
- Customer data ownership preserved by contract
Frequently asked questions
Intake Firewall FAQs
Answers about claimant qualification, document collection, and intake workflows.
What is Intake Firewall?
Intake Firewall is claimant intake software from B1 Marketing Group. It applies customer-approved qualification, validation, and document requirements during intake, so files that fail a required condition are stopped, held for review, or advanced only under approved rules.
Who is Intake Firewall for?
Intake Firewall is built for law firms, intake centers, legal marketers, lead generators, and organizations that conduct intake on behalf of law firms, including mass tort and personal injury practices.
How does Intake Firewall work?
Each campaign is configured around the customer’s own rules, documents, users, and delivery requirements. Intake agents guide the conversation and collect information, while Intake Firewall enforces the approved workflow from first response through file preparation and delivery.
What happens when a claimant doesn’t meet the criteria?
The system uses three states. A Hard DQ stops the file, a Review Hold routes it to an authorized reviewer, and a Soft Warning flags an issue without stopping advancement. Overrides are restricted to authorized users and are tracked in the workflow history.
What does Intake Firewall validate?
It supports configurable identity, contact, device, duplicate, and consent-record checks, plus other available validation checks. It also screens against state exclusions and statute-of-limitations rules set by the customer.
How does Intake Firewall collect documents and signatures?
Claimants can upload files directly, capture documents with a device camera, receive secure text links, and sign electronically. The platform then packages the collected files for review or delivery.
What is in a completed intake package?
A completed package includes the full intake questionnaire plus the items your campaign requires, such as government ID, background check, next of kin, HIPAA authorization, and retainer. It can be delivered automatically or with one click through a secure transfer.
Does Intake Firewall replace intake agents?
No. Agents still run the conversation. The platform makes sure required qualification, validation, and document criteria can’t be skipped except through an authorized review or override.
What is a platform review?
It’s a review of your current intake rules, handoffs, file requirements, and operating constraints, so you can see where decisions can be standardized and how Intake Firewall could fit. No claimant information is needed to request one.
A practical review, not a generic demo
Start with your current intake process.
A platform review focuses on your intake rules, handoffs, file requirements, and operating constraints. We identify where decisions can be standardized and how a controlled workflow could fit your operation.
No claimant information is needed to request a review.
We'll review your current intake workflow
and discuss how Intake Firewall could fit.