A practical checklist for plaintiff firms evaluating direct critical-crash source access and optional processing support.
What products are available? Which event categories are covered? What fields are provided? How quickly are records delivered? What does the source agreement permit? Are there restrictions on storage, contact, downstream processing, or use by outside service providers?
A firm should answer these questions directly with the source provider before it receives or processes a record.
Which events will go directly to attorneys? Who performs conflict checks? What is the expected response time? Who handles contact, scheduling, and follow-up? What records must be retained? Which documents are needed if the firm decides to move forward?
These answers create the internal triage and intake plan that sits behind source access.
Which records should be submitted to Nexus? Does the firm want support for contact, nonprofit outreach, screening, scheduling, transfer, administrative engagement, document handling, or a combination? Which states are activated? Who is the designated recipient?
The firm should also identify its approved brand disclosures, retainer documents, intake criteria, and escalation contacts before processing begins.
A critical-crash program should be designed, not improvised. Direct source access, attorney triage, and optional Nexus processing support can be combined into a workflow that reflects the firm’s actual practice and capacity.
Availability is nationwide and remains subject to applicable state law, state bar advertising and solicitation rules, privacy and telemarketing requirements, data-source terms, advertising platform policies, and client approval.
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