Proposal Document

Marketing Strategy Proposal

Potter Padilla & Pfau

Prepared By
Tal Freibergs
Graphic Design + Marketing
Prepared For
Wendy Pfau, Attorney
Potter Padilla & Pfau
cc: Eve Jebens, Office Manager
Address
3852 E Colorado Blvd.
Pasadena, CA 91107
Date
June 2026

"A 90-day foundation engagement that builds the digital infrastructure every future marketing investment depends on — designed specifically for the economics and competitive landscape of Social Security Disability law."

Section 01

Research Investment & Findings

Before recommending a direction, a comprehensive research phase was completed specifically for Potter Padilla & Pfau. The following summarizes what was researched, what was found, and what it means for the firm's marketing strategy going forward.

Atticus Contract & Cost Analysis

Reviewed the updated April 2026 fee-sharing agreement and modeled its financial impact. The firm has paid $221,510 to Atticus since 2019 — averaging $31,644/year at the historical rate. The new 30% rate (effective May 2026) increases this to approximately $47,700/year — a $16,000/year increase — while Atticus bears no responsibility for case outcomes after referral.

SSDI Marketing Agency Landscape

Nine agencies that specialize exclusively in Social Security Disability (SSDI) marketing were identified and evaluated. Every agency in this niche charges a minimum of $2,500/month — with top firms charging up to $9,250/month. Three verified examples:

  • Firmidable — Founded in 1991, the self-described "#1 SSDI marketing agency nationally." Full-service: television, digital, SEO, pay-per-click, and branding. Pricing not public.
  • Grow Law — The only SSDI agency with publicly stated pricing: SEO services start at $2,500/month.
  • Neon Ambition — SSDI local SEO specialist. Their own website states: "At $7,200 max per case, you can't absorb the same cost-per-lead that a personal injury firm can" — directly acknowledging the economic constraints unique to disability law.

Google Local Services Ads (LSA) — Future Growth Goal

Google Local Services Ads (LSA) are pay-per-call advertisements that appear at the very top of Google search results — above all other ads and organic listings. When a potential client searches "disability attorney Pasadena," the firm's phone number appears prominently with a "Google Screened" badge. The client calls directly. No website visit required.

This matters because SSDI claimants often call rather than browse — they need help now, not a research project. LSA is the shortest path from search to phone call, and phone calls convert to signed cases at dramatically higher rates than web form submissions.

How it works in practice:

  • Google charges per qualified phone call received (not per click)
  • Estimated cost per call in Pasadena/LA metro: $50–$150
  • Compare: personal injury attorneys pay $240–$378 per call
  • The call is answered by a PP&P team member or a legal intake call center — similar in concept to how Atticus routes leads, but the firm keeps 100% of the fee

Ad copy (the words that appear in the ad) is a critical component — the right message determines whether a qualified claimant calls or scrolls past. Ad copy strategy is included in this engagement as part of the growth path planning.

Minimum industry spend to run LSA competitively: $1,000–$2,000/month in the LA metro market.

Prerequisites before LSA can launch:

  • 15+ Google reviews at 4.5 stars or higher
  • Google Screened verification (background check, bar license, insurance verification)
  • Fully optimized Google Business Profile
  • Clean NAP (Name, Address, Phone) consistency across all directories

This is a growth path goal — not a 90-day deliverable. The 90-day engagement builds every prerequisite LSA requires.

Call Center & Intake Vendor Landscape

Twelve intake and answering service vendors were evaluated across four categories: legal-specialty answering services, SSDI-specific intake platforms, AI-powered chat tools, and general legal intake services. A 3-finalist shortlist was produced. This research is available as a separate deliverable — call center coordination is not included in the 90-day scope.

Intake Quality & Conversion Benchmarks

Speed of response is the most underestimated factor in lead conversion. Research shows that responding to an inquiry within 5 minutes produces a 21x higher conversion rate than responding at 30 minutes (Velocify/Lead Connect study). Between 33–50% of legal inquiries arrive outside business hours (Ruby Receptionists/Clio data). Potter Padilla & Pfau currently has no after-hours coverage — meaning every inquiry that arrives after 4:30pm or on weekends goes unanswered until the next business day.

NAP & Citation Audit

NAP stands for Name, Address, and Phone number — the three data points Google uses to verify a business is legitimate and determine how prominently to show it in local search results. Three active inconsistencies were identified in the firm's current online presence that suppress search visibility and must be corrected before any marketing spend can be effective. These are detailed in Section 4.

Compliance Review

California Rules of Professional Conduct 5.3 and 5.4 — which govern how attorneys may work with outside vendors for intake and lead generation — were reviewed. Any vendor arrangement must be structured so that the firm retains full supervisory responsibility and no fee-sharing with non-attorneys occurs. This framework is available as a separate document.

Additional, in-depth research documentation is available here → Research Documentation

Section 02

The Budget Reality

The firm's approved marketing budget of $500–$800/month places it below the minimum engagement fee of every SSDI-specialized agency in the country. This is not a criticism — it is a market reality that shapes every recommendation in this proposal.

Specialized SSDI Agency This Engagement
Monthly cost$2,500–$9,250/month$800/month or less
SSDI expertiseDeep, specializedResearch-informed
Contract length6–12 month minimums90-day flat fee
Setup time60–90 days2 weeks (GBP sprint)
ReportingMonthly90-day comprehensive
Ad spend includedSeparate (add $1,000+/mo)Not in 90-day scope

What $800/month can accomplish is real — but only when the work is sequenced correctly. The highest-leverage, lowest-cost work also happens to be the work that must come first. That sequencing is what this 90-day engagement delivers.

Section 03

Why the Appeals Niche Is the Right Focus

Not all SSDI marketing is equal. The strategic recommendation for Potter Padilla & Pfau is to focus on claimants who have already been denied — people actively searching for an attorney to help them appeal. Here is why this matters.

Reason 1
Lower Competition, Lower Cost

The keyword "SSDI attorney Pasadena" is dominated by large firms with large budgets. But search terms like "appeal Social Security denial Pasadena" or "ALJ hearing attorney San Gabriel Valley" are what SEO professionals call "long-tail keywords" — more specific phrases with lower competition. Lower competition means lower cost to rank for them, and lower cost per click in paid ads.

Reason 2
Faster Path to a Signed Case

A claimant at the appeals stage has already been through the system once. They know they need an attorney. They are not browsing — they are ready to hire. This produces higher conversion rates (the percentage of inquiries that become signed clients) than targeting first-time applicants who are still deciding whether to hire anyone at all.

Reason 3
Faster Path to Revenue

SSDI cases take 18–36 months from application to payment. But a claimant who comes to the firm already at the ALJ hearing stage is further along in that timeline. They represent faster potential revenue compared to a brand-new applicant starting from scratch.

Reason 4
Content That Stands Out

Most large SSDI firms produce generic content about applying for disability. Very few produce detailed, stage-specific content about what happens at a reconsideration, what to expect at an ALJ hearing, or how to appeal an Appeals Council denial. This content gap is an opportunity. When a denied claimant finds a detailed, helpful explanation of exactly their situation on the firm's website, trust is established before the first phone call.

The appeals focus is not about turning away initial applicants. It is about building a digital presence that is most visible, most relevant, and most trusted by the claimants most likely to hire an attorney immediately.

Section 04

90-Day Scope of Work

The following three phases build the digital foundation that every subsequent marketing activity depends on. Paid search, content marketing, and Google Local Services Ads cannot perform effectively without this foundation in place. This is not preliminary work — it is the work that determines whether everything that follows succeeds or fails.

Phase 1 — Weeks 1–2

NAP & Citation Cleanup

What this means: NAP stands for Name, Address, and Phone number. Google compares your NAP across hundreds of websites and directories to verify your business is legitimate. Inconsistencies — even minor ones like a comma in the wrong place or an old website URL — suppress your visibility in local search results. Think of it as Google's fact-checking process. If the facts don't match, your ranking suffers.

Specific issues identified that must be corrected:

  • Business name inconsistency — The firm's name appears differently across listings: "Potter Padilla & Pfau" (with comma) vs. "Potter Padilla & Pfau" (without comma). Google treats these as two different businesses. One version must be chosen and applied consistently everywhere.
  • Old domain still listed on California State Bar profiles — Both Rebecca Padilla and Wendy Pfau currently list pottercohenlaw.com (the old firm website) as their official website on their State Bar profiles, not potterpadillalaw.com. This sends conflicting signals to Google about which website represents the firm.
  • Old firm name still appearing in search results — "Potter Cohen & Samulon" still appears in some directory listings and a Facebook page, creating brand confusion for potential clients searching the firm's name.
Important — What Potter Padilla & Pfau Must Handle Directly

Some corrections can only be made by the attorneys themselves. These items are the firm's responsibility and must be completed for Phase 1 to be fully effective:

  • California State Bar profile updates (Rebecca Padilla, Wendy Pfau) — only the individual attorney can log in and update their own profile
  • Any directory accounts where the firm already has login credentials
  • Facebook page update or closure (requires admin access)

These items will be identified and flagged with clear instructions. The remaining directory corrections will be handled as part of this engagement.

Responsibility split:

Handled by Tal Freibergs Handled by PP&P Directly
Google Business ProfileCalifornia State Bar profiles (all 3 attorneys)
Bing PlacesAny existing directory logins
Apple MapsFacebook page
Yelp (if unclaimed)
BBB listing
Avvo, Justia, FindLaw
Martindale-Hubbell
Lawyers.com, Yellow Pages
Unclaimed/scraper directories

Note: Some directories (called "aggregators" or "scrapers") automatically update when the primary sources — Google, Yelp, and the State Bar — are corrected. Not every directory requires a manual login.

Phase 2 — Weeks 2–4

Google Business Profile (GBP) Optimization Sprint

What this means: Google Business Profile (GBP) is the free listing that appears when someone searches the firm's name or "disability attorney Pasadena" on Google Maps or in the local search results sidebar. It is the #1 factor in local search visibility. An optimized profile with photos, complete service descriptions, and regular posts can receive up to 300% more clicks than an incomplete profile.

Most competing disability attorneys serving Pasadena already have dedicated local landing pages optimized for city-specific searches — and several have more GBP posting activity and photos than Potter Padilla & Pfau currently has. Both gaps are entirely closeable. Closing them is among the fastest and least expensive competitive advantages available to the firm.

Work included:

  • Write a new business description with SSDI-specific search terms (the words potential clients type into Google)
  • Set the correct primary and secondary business categories (Google uses these to decide which searches to show the firm for)
  • Add a complete services list with descriptions for each practice area
  • Upload 10+ professional photos — office exterior, reception, team headshots, and any available client-facing spaces
  • Seed the Q&A section with pre-written answers to the questions potential clients most commonly ask
  • Verify correct website URL, business hours, and contact information
  • Connect GBP to Google Search Console (Google's free tool that shows which searches are finding the website)
  • Begin GBP posts — short updates that keep the profile active and signal to Google that the business is engaged

GBP Posts: Using an AI-assisted content workflow, 3–5 posts per week will be created and published throughout the 90-day engagement. Posts will rotate across six content types: SSDI process tips, local area information, myth-busting facts, generalized outcome stories, consultation prompts, and Q&A responses.

Compliance Note

All GBP posts will comply with California State Bar Rule 1-400 governing attorney advertising. No specific case outcomes, no guarantees, no language that could be construed as a promise of results.

Phase 3 — Weeks 4–12

Local Service Page Architecture Plan

Why City Pages Matter — The Front Door Analogy

A claimant in Monrovia searching for help is not looking for a Pasadena attorney. They are looking for a Monrovia attorney. Google prioritizes results that match the searcher's location — and a page that specifically mentions Monrovia, references local geography, and is built around that city's search terms will outrank a generic page that simply says "we serve the San Gabriel Valley."

Think of each city page as a separate front door. Without them, Potter Padilla & Pfau is invisible to anyone searching with a city name other than Pasadena — even if the firm has represented clients there for decades.

The most significant competitive gap identified in the local search audit is this: competing disability attorneys serving Pasadena already have dedicated local landing pages optimized for city-specific searches. Potter Padilla & Pfau does not — yet. This is what the Phase 3 architecture plan directly addresses.

What this means: A website's architecture is the underlying structure of its pages — which pages exist, what they cover, how they link to each other. For a law firm, this architecture is what determines whether Google understands what the firm does, who it serves, and where it serves them. Without the right page structure, even excellent content struggles to rank.

The deliverable for this phase is a complete written blueprint — not the pages themselves, but the plan for every page that needs to exist. This plan can then be implemented by any web developer or directly by the firm.

The architecture follows the model used by JurisPage, one of the most sophisticated SSDI content agencies in the country — organizing content by the stage of the appeals process to capture potential clients at every point in their journey.

How Many Pages — And What Kind?

The architecture plan covers 17 new pages total.

Part A — 5 SSDI Appeals Stage Pages

These pages go deep on each stage of the appeals process — content that most SSDI firms do not publish and that targets claimants who are ready to hire an attorney immediately.

Recommended pages (subject to Wendy's approval):

  • SSDI Initial Application
    /social-security-disability-lawyers/initial-application/
  • Request for Reconsideration (first appeal)
    /social-security-disability-lawyers/reconsideration/
  • ALJ Hearing (Administrative Law Judge)
    /social-security-disability-lawyers/alj-hearing/
  • Appeals Council Review
    /social-security-disability-lawyers/appeals-council/
  • Federal Court Review
    /social-security-disability-lawyers/federal-court/

Each page follows the same structure as the firm's existing practice area pages: introduction, substantive content sections, a helpful resource callout, and an FAQ accordion (4–5 questions specific to that appeals stage), followed by a consultation CTA.

Part B — 12 City Local Service Pages

One page per city within the firm's primary service area, each targeting local search terms for disability attorney services.

Priority Tier 1:

  • Pasadena (master template — written first)
  • Arcadia
  • Monrovia
  • Alhambra
  • El Monte
  • West Covina

Priority Tier 2:

  • Pomona
  • Glendora
  • Covina
  • Baldwin Park
  • San Gabriel
  • Temple City

The Pasadena page is the original. The remaining 11 city pages are localized versions of the same master template — swapping city name, local landmarks, courthouse references, and geographic details. Each localized page takes approximately 20–30 minutes to produce once the master is built.

Content effort summary:

  • 6 pages requiring original writing: 5 appeals stage pages + 1 master city page
  • 11 pages requiring localization only: remaining city pages
Important

The page topics, structure, and build order presented here are strategic recommendations based on current research. Final decisions on which pages to build, in what order, and whether the appeals stage structure fits the firm's priorities will be made collaboratively with Wendy Pfau before any content is written or pages are built. Nothing in this architecture plan is implemented without her approval.

For each page, the architecture document will specify: recommended page title and URL, primary search term to target, key content elements that must appear on the page, internal links (which other pages it should link to and from), and geographic and courthouse-specific references to include.

Section 05

What's Not Included (And Why)

The following are deliberately outside the scope of this engagement. Clear boundaries protect both parties and ensure the 90-day work stays focused on what produces the most impact.

Not Included Why
Blog & article writing Content needs local service page architecture first — blog posts without structure have nowhere to link and limited SEO value
Google LSA / paid ad management GBP must be optimized and 15+ reviews built before paid ads perform cost-effectively
Call center coordination Separate engagement scope; 3-finalist shortlist available upon request
Social media management Lower priority than owned search infrastructure at this budget level
Website page development Architecture plan is the deliverable; building the pages is separate work
Ongoing citation management NAP cleanup is a one-time fix; ongoing management is minimal after the initial correction
Section 06

Deliverables & Reporting

At the conclusion of the 90-day engagement, the following will be delivered:

  • 1 NAP Audit Report — Complete documentation of all directory listings reviewed, every correction made, and any outstanding items that require action by the firm directly (such as State Bar profile updates). Serves as a permanent reference document for the firm.
  • 2 Google Business Profile (GBP) Optimization Summary — A before-and-after record of all changes made to the GBP listing, with notes on what was changed and why.
  • 3 GBP Post Library — A library of 30+ branded posts with reusable Canva graphic templates — ready for the firm to continue publishing independently after the engagement ends.
  • 4 Review Solicitation System — A complete review-building process set up and ready to use — including a simplified direct review link, a text/email request template triggered at case conclusion, a staff-assisted phone walkthrough script for clients who need help, and pre-written response templates for replying to every Google review received. Designed specifically for SSDI clients who may not be tech-savvy.
  • 5 Tone & Style Intake Document — Prior to writing any case studies or attorney-bylined content, a brief tone and style intake will be conducted — including review of existing client communications such as emails and letters — to capture Wendy Pfau's natural voice, vocabulary, and professional approach. This document becomes the style reference for all future content written on behalf of the firm.
  • 6 Local Service Page Architecture Document — A complete page-by-page blueprint specifying every page the website needs, what goes on it, and how the pages connect to each other. Ready to hand to any web developer.
  • 7 Google Analytics Report — A 90-day website traffic analysis showing where visitors come from, which pages they visit, and how the numbers trend over the engagement period. Establishes the baseline for measuring all future marketing activity.
  • 8 Google Business Profile (GBP) Insights Report — Shows how many times the GBP listing appeared in searches, how many people clicked for directions, and how many called directly from the listing. This is typically the fastest-moving metric in the engagement.
  • 9 Google Search Console Report — Shows which search queries are finding the website, whether Google has correctly indexed all pages, and any technical issues that may be limiting visibility.
  • 10 Growth Path Recommendations — Written recommendations for Months 4–12 based on what the 90-day data shows, what the local page architecture revealed, and where the best opportunities lie.

A note on timelines: SEO is a long-term investment. Industry research consistently shows that meaningful organic traffic results require 6–12 months minimum — a timeline acknowledged by every specialist in the field and consistent with Google's own guidance. The 90-day reports will show whether the foundation has been correctly built. Measurable lead flow from organic search should be evaluated at the 6–12 month mark, not at 90 days. Google Local Services Ads, once launched, can produce phone calls within days — which is why LSA is the target for Month 12 and beyond.

Section 07

The Growth Path — Months 4–12

This section is not included in the 90-day fee. It is provided as a roadmap so the firm can see where this engagement leads and make informed decisions about continuing.

Every element of the growth path — page topics, content priorities, budget decisions, and timing — will be presented as a recommendation and implemented only with Wendy Pfau's explicit approval. This is a collaborative roadmap, not a predetermined plan.

Months 4–6

Local Service Pages Built

The architecture plan from Phase 3 is implemented — pages are written, built, and published on the website. Each page is optimized for its target search term and geographic area. Internal links connect the pages to each other and to existing content. GBP posts begin referencing specific pages to drive traffic.

Months 6–9

Case Study Content

Generalized outcome stories are written and published — describing real case types and results without identifying any individual client. Example format: "A 54-year-old Pasadena resident with degenerative disc disease was denied at the initial application stage. After retaining representation for an ALJ hearing, benefits were awarded including significant back pay."

Compliance Note

Case studies are written in accordance with California State Bar Rule 1-400. No client names, no specific identifying details, no guarantees of similar results. All outcomes described will be accompanied by the required disclaimer: "Past results do not guarantee future outcomes."

Real examples of how other SSDI firms use this approach:

  • Reyes & Reyes Law Firm — Uses anonymized age/occupation descriptions: "58-year-old male construction worker," "49-year-old single mother with fibromyalgia"
  • Disability Help Group — Uses condition + outcome format: "57-year-old former Behavioral Aide — approved for full back pay and ongoing benefits after two prior denials"
  • Gonzalez & Goetz — Uses age/location/prior history format with ALJ hearing outcomes

How Case Studies Are Created — The Questionnaire Process

Case study content will be collected via a standing online form. When a notable case closes, Wendy or a staff member submits the form. No meetings or additional coordination required.

Each questionnaire asks:

  • What stage did the client typically come to the firm at?
  • What were the primary barriers to approval at that stage?
  • What evidence or documentation made the difference?
  • What was the general outcome?
  • What would you want a potential client in this situation to know?

Wendy's answers become the factual foundation for each case study. All writing is done from her responses — no additional time required beyond completing the form.

Tone & Voice Matching

Prior to writing any case studies or attorney-bylined content, a brief tone and style intake will be conducted — including a review of existing client communications such as emails or letters — to ensure all published content authentically reflects Wendy Pfau's voice, vocabulary, and professional approach. This is standard practice in legal content marketing and produces content that reads as genuinely hers — because it is based entirely on her expertise and her words.

Months 9–12

SSDI Appeals Content Hub

Why appeals content — and not general SSDI content?

Most SSDI law firm websites publish the same generic articles: "How to Apply for Social Security Disability," "What is SSDI?" These topics are dominated by large national firms and disability advocacy organizations with enormous budgets. Competing for them at this budget level is not realistic.

Appeals content is different. Here is why it may be the right strategic focus for Potter Padilla & Pfau:

Reason 1 — Lower Competition (Lower Keyword Difficulty)

Search terms like "how to appeal Social Security denial Pasadena" or "ALJ hearing attorney San Gabriel Valley" are what SEO professionals call long-tail keywords — specific phrases with far fewer competing pages. Lower competition means lower cost and faster results to rank for them organically.

Reason 2 — Higher Intent, Higher Conversion

A claimant researching their ALJ hearing options has already been denied once or twice. They are not browsing — they are ready to hire an attorney. This should produce significantly higher conversion rates than content targeting first-time applicants who are still deciding whether to hire anyone at all.

Reason 3 — Faster Path to Revenue

A claimant who comes to the firm already at the ALJ hearing stage is further along in that timeline — representing faster potential revenue compared to a brand-new applicant starting from scratch.

Reason 4 — A Real Content Gap

Very few SSDI firms publish detailed, stage-specific content about what actually happens at a reconsideration review, what to expect at an ALJ hearing, or how to navigate an Appeals Council denial. When a denied claimant finds a clear, helpful explanation of exactly their situation on the firm's website, trust is established before the first phone call is made.

Reason 5 — Topical Authority

Publishing content across every stage of the appeals process signals to Google that this firm is the authoritative local source on SSDI appeals — which lifts the ranking of every page on the site, including the local service pages and the GBP listing.

The appeals focus does not mean turning away initial applicants. It means building a digital presence that is most visible, most relevant, and most trusted by the claimants most likely to hire an attorney immediately — and most likely to produce revenue within the shortest timeframe.

Month 12+

Client's Choice — Three Paths Forward

By Month 12, the data will clearly show which direction produces the best return. Based on what the analytics reveal, one or more of the following paths will be recommended — the final decision is always the firm's.

Path A — Google Local Services Ads (LSA) Launch

If review velocity is strong (15+ reviews at 4.5 stars) and the GBP is performing well, LSA becomes viable. Ads appear at the very top of Google for disability attorney searches in the Pasadena/LA area. Phone calls come directly to the firm or to a legal intake call center — similar to how Atticus routes leads, but the firm keeps 100% of the fee. Estimated cost per call: $50–$150. Minimum recommended monthly budget: $1,000–$2,000. Ad copy strategy is included in LSA launch planning.

Path B — Expand Content Marketing

If organic search traffic is growing steadily, the better investment may be accelerating content production — more appeals-stage posts, more condition-specific articles, more case studies. This builds long-term authority without paid ad spend.

Path C — Expand Local Service Pages

If certain geographic areas are showing strong GBP impressions but no dedicated local page exists, expanding the city page footprint captures that demand. Additional pages can be added to the existing template efficiently.

The right path at Month 12 depends entirely on what the data shows. A written recommendation with supporting analytics will be provided at the 90-day mark and again at Month 6 — so the firm always has current, evidence-based guidance rather than guesswork.

Each phase depends on the previous one. The 90-day engagement is not optional preparation — it is the sequence that makes everything that follows work.

Section 08

Investment & Payment Terms

90-Day Engagement Fee
$1,800

Fixed fee. No hourly billing. No scope creep.

Amount Due Milestone
$300Day 1Upon signed agreement — work begins
$300Day 30Phase 1 (NAP audit) complete
$600Day 60Phase 2 (GBP optimization) complete
$600Day 90All deliverables delivered

No work begins until the Day 1 payment is received. Each subsequent payment is tied to a completed phase milestone.

Monthly Retainer (Post-90 Days)

Following the 90-day engagement, ongoing marketing management is available on a month-to-month basis with no long-term commitment. Retainer scope and pricing will be proposed based on what the 90-day data shows. Retainer payments are due at the start of each month.

Section 09

Next Steps

To move forward:

  1. Review this proposal and note any questions
  2. Reply by email or phone to confirm approval
  3. Invoice for the $300 deposit will be sent upon approval
  4. Work can commence as early as June 15, 2026 — within 5 business days of signed agreement and receipt of deposit.
Tal Freibergs
Graphic Design + Marketing
714-713-5129
tal@trezian.com
Supporting Material

Research Documentation

The following research was conducted in preparation for this proposal. It is provided for reference.

01
SSD Lead Acquisition & Intake Channels — Lead Channel Research Report
Full analysis of Google LSAs and call-center pre-qualification as a replacement for Atticus referrals. Covers economics, LSA details, vendor landscape, conversion benchmarks, compliance brief, and recommendations. Prepared May 2026.
02
Call Center & Intake Vendor Research Report
Detailed evaluation of 12 intake and answering service vendors across 4 categories. Includes pricing, SSD experience, exclusivity terms, key integrations, and Rule 5.4 risk assessment.
03
Intake Quality & Conversion Benchmarks Report
Data-driven analysis of intake quality standards and conversion rate benchmarks for SSD law firms. Covers speed-to-lead research, after-hours impact, and industry performance standards.
04
Compliance Framework for Outsourced Intake & Lead Generation
Review of ABA Rules 5.4 and 7.2, California-specific rules, SSA EDPNA regulations, and practical guardrails for working with outside intake vendors.
05
Vendor Shortlist — 3 Finalists
Final recommendation of three call center vendors with side-by-side comparison across 12 evaluation criteria.

← Back to Proposals

Prepared June 2026 by Tal Freibergs | Graphic Design + Marketing
Confidential — prepared exclusively for Potter Padilla & Pfau
714-713-5129 · tal@trezian.com