Mass Tort Litigation
Qualifying thousands of mass tort claimants without losing the thread
Triten Law runs nationwide mass tort campaigns across defective devices and pharmaceuticals. We built a Zoho CRM that tracks every claimant from intake through MDL stage.
The Challenge
Where Triten Law Was Stuck
The operational friction that was costing time, data accuracy, and growth before Zoho.
High-volume intake with inconsistent qualification
National ad campaigns and legal referral networks drove large volumes of inbound claimants, but case-criteria qualification wasn't applied consistently across intake staff.
No clear view of claimant stage across litigation tracks
With multiple product-liability and pharmaceutical campaigns running at once, tracking which claimants sat in which MDL or litigation stage was effectively manual.
Co-counsel and referral fee-splits tracked separately
Cases referred in through the firm's national attorney network had no systematic link between the referral relationship and the case record itself.
The Approach
How We Got Them There
Our standard discovery-to-launch methodology, applied to Triten Law's specific workflow.
Intake Criteria Audit
Documented the qualification criteria for each active mass tort campaign to remove inconsistency across intake staff.
CRM & Campaign Configuration
Built campaign-specific intake forms in Zoho CRM, each routing to the correct qualification Blueprint automatically.
MDL Stage Pipeline
Configured a litigation-stage pipeline so every claimant's position is visible at a glance, campaign by campaign.
Referral Network Rollout
Linked co-counsel and referral relationships to case records and trained national intake staff on the new system.
The Solution
What We Built
Every campaign now runs through consistent, criteria-driven intake in Zoho CRM, with a live view of each claimant's litigation stage and referral relationship attached to the case.
- Campaign-specific intake forms with automated qualification Blueprints
- Litigation/MDL-stage pipeline across all active mass tort campaigns
- Zoho Sign for retainer and case-management agreements
- Co-counsel and referral relationships linked to case records
- Zoho Flow routing for high-volume ad-driven intake
- Zoho Analytics reporting on qualification rate by campaign
The Results
The Impact
49%
Faster claimant qualification
3.0x
More case files completed per week
100%
Of campaigns on consistent criteria
27%
Fewer disqualified cases accepted
Figures are illustrative estimates based on the engagement scope, not independently audited client financials.
“At our volume, consistency is everything. Every claimant now gets qualified against the same criteria, every time.”
— Triten Law Team
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