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Understanding Lead Quality & Our Vetting Process

How we verify, validate, and classify every referral to ensure you receive genuine, high-intent clients

Brandon Austin avatar
Written by Brandon Austin
Updated this week

Understanding Lead Quality & Our Vetting Process

Quick Answer

Every lead in the Heritage Web network undergoes a 24-hour manual review process to ensure quality and legitimacy. Our team verifies contact information, blocks spam, confirms genuine service needs, and properly categorizes each request before it enters the matching system. This human review, combined with qualifying questions that determine pricing, ensures you receive pre-qualified leads worth your investment. While we cannot guarantee conversion rates, we offer a 7-day good-faith refund policy for quality issues.

Overview

Lead quality is the foundation of Heritage Web's referral programs. Unlike automated lead generation systems that pass through unverified requests, we invest in manual review to protect professionals from spam, ensure accurate matching, and maintain the value of our lead ecosystem across all 300+ publications in our network.

The Manual Review Process

Step 1: Initial Submission Screening

When a potential client submits an intake form, our system performs immediate automated checks:

  • Duplicate Detection: Identifies repeat submissions across publications

  • Contact Validation: Third-party tools verify that email addresses and phone numbers are real and active

  • Geographic Verification: Confirms ZIP code and location data

  • Completeness Check: Ensures all required fields are filled

Step 2: Human Review (Within 24 Hours)

Our trained review team examines each submission individually to:

  • Verify the request represents a genuine need for services

  • Confirm that the contact information appears legitimate

  • Check for patterns indicating spam or fraudulent activity

  • Ensure proper categorization by practice area/specialty

  • Identify urgent cases requiring expedited handling

  • Separate pro bono from paid referral requests

Step 3: Quality Classification

Based on the review, leads are classified into categories:

  • Approved: Genuine requests with verified information

  • Qualified: Cases with completed qualifying questions provide deeper insight

  • Urgent: Time-sensitive matters needing immediate attention

  • Pending Clarification: Awaiting follow-up responses or additional information from the requester

  • Rejected: Spam, duplicates, or incomplete submissions

Step 4: Matching Activation

Only approved leads are entered into the six-filter matching engine to be distributed to professionals and businesses with approved listings.

Quality Indicators & Pricing

Quality Signal

Impact on Lead

Effect on Price

Detailed Description

Higher conversion likelihood

May increase price

Qualifying Questions

Better case understanding

$29-$395 range

Contact Verification

Reduced spam risk

Standard pricing

Urgency Indicators

Faster response needed

Premium pricing possible

Language Match

Better communication

No price impact

Geographic Proximity

Higher close rate

No price impact

What Makes a High-Quality Lead

Contact Information Quality

  • Verified Phone: Valid, working phone number

  • Confirmed Email: Active email address that passed validation

  • Preferred Contact Method: Clear communication preferences

  • Best Times: Specified availability for contact

Request Specificity

  • Clear Service Need: Specific description of required assistance

  • Timeline Definition: When services are needed

  • Budget Awareness: Understanding of professional service costs

  • Decision Authority: A Person can make hiring decisions

Intent Signals

  • First Contact: Haven't already hired another professional

  • Local Search: Looking for professionals in their area

  • Immediate Need: Ready to engage services now

  • Multiple Touchpoints: Willing to be contacted in various ways

The Role of Qualifying Questions

Qualifying questions serve dual purposes: to improve lead quality and determine fair pricing based on case complexity.

How Qualifying Questions Work

  1. Client completes basic intake form

  2. The system presents relevant qualifying questions based on the practice area

  3. Responses provide deeper insight into case value/complexity

  4. Pricing algorithm adjusts based on responses

  5. You see summarized information before purchasing

Example Qualifying Questions by Practice Area

  • Legal: Were you at fault in the incident? When did the incident occur? How many children are involved in your custody case? Have you previously filed a case of this type?

  • Medical: Insurance status, condition severity, treatment urgency

  • Real Estate: Property value, transaction timeline, financing status

  • Financial: Asset levels, service complexity, regulatory requirements

Lead Distribution & Quality Control

Sponsor Priority Window

Sponsor listings receive 24-hour exclusive access to review leads first, typically capturing the highest-quality opportunities before they become broadly available.

Geographic Relevance

The 75-mile default radius (adjustable via [email protected]) ensures leads are geographically relevant to your service area, improving conversion potential.

Exclusive Distribution

Each lead is sold to only one professional or business, eliminating competition and ensuring the client isn't overwhelmed with contacts.

Common Quality Concerns & Solutions

Concern

What We Do

Your Options

Invalid Contact Info

Pre-verify during review

Request refund within 7 days

Already Hired Someone

Check during intake

Report for good-faith refund

Outside Service Area

Match by radius setting

Adjust radius via support

Wrong Practice Area

Manual categorization

Hide or report miscategorization

Spam/Fake Request

24-hour manual review

Should be caught; report if found

Duplicate Lead

System detection

Automatic prevention

Quality Metrics & Expectations

Realistic Conversion Rates

  • Legal Industry Average: 2.5-7% for typical lead sources

  • Heritage Web Performance: 25-50% higher than industry average

  • High Performers: Many professionals see 10-15% conversion rates

  • Factors: Response time, cultural match, language alignment

Why Heritage Web Leads Convert Better

When someone searches for a "Vietnamese-speaking family lawyer in San Diego," they've already decided to hire an attorney. The combination of:

  • High Intent: Clients are ready in their journey to engage services

  • Cultural Trust: Professionals who understand their language and culture

  • Publication Credibility: Community-specific sites like VietnameseLawyers.com carry trust

  • Heritage Web Reputation: Established relationships with cultural communities

These factors create significantly higher conversion potential than generic lead sources.

Volume vs. Quality Balance

  • Higher Price Points: Generally indicate higher quality/complexity

  • Lower Price Points: May require more volume for ROI

  • Sweet Spot: Most professionals find optimal ROI at $75-$150 leads

The 7-Day Good-Faith Refund Policy

Qualifying for Refunds

We evaluate refund requests on a case-by-case basis for:

  • Invalid contact information

  • The client has already hired another professional

  • Significant mismatch in service needs

  • Technical errors in lead delivery

How to Request

  1. Contact support within 7 days of purchase

  2. Provide specific details about the quality issue

  3. Include lead ID and purchase date

  4. Explain attempts to contact the client

What Doesn't Qualify

  • The client is choosing not to hire you

  • Price sensitivity from the client

  • Change in client circumstances

  • General non-conversion

Best Practices for Maximizing Lead Quality

Profile Optimization

  • Complete All Specialties: Use all 7 specialty slots strategically

  • Accurate Licensing: Ensure credentials are current

  • Language Capabilities: List all languages you speak

  • Service Descriptions: Clear explanation of what you offer

Response Strategy

  • 2-Hour Rule: Contact leads within 2 hours

  • Multiple Attempts: Try phone, email, and text

  • Reference Specifics: Mention their stated needs

  • Professional Introduction: Build trust immediately

Lead Selection

  • Review Before Purchase: Read the full description carefully

  • Know Your Sweet Spot: Focus on your highest-converting types

  • Consider Timing: Purchase when you can respond immediately

  • Track Patterns: Note which sources convert best

Important Notes

  • Manual review may delay lead distribution by up to 24 hours

  • Third-party verification tools validate all contact information

  • Quality standards apply equally to free and sponsored listings

  • Pro bono leads undergo the same quality review as paid leads

  • Real estate leads have additional verification for property interest

  • Enterprise partnerships may have custom quality criteria

  • Conversion is never guaranteed, but our cultural and language matching significantly improves success rates

FAQs

Q: Why does manual review take up to 24 hours? A: Our team carefully examines each submission to verify legitimacy, check contact information, and ensure proper categorization. This human touch significantly improves lead quality compared to automated systems.

Q: How do you prevent the same person from submitting multiple requests? A: Our system detects duplicate submissions across all publications using email, phone, and IP matching. Duplicates are filtered during the manual review process.

Q: What percentage of submissions do you reject as spam or low quality? A: We typically reject 15-20% of submissions during manual review, protecting you from wasting money on invalid leads.

Q: Why can't I see the complete contact information before purchasing? A: This protects client privacy and ensures fair distribution. You can see enough information to evaluate the lead's relevance before making a purchase commitment.

Q: What makes Heritage Web leads convert better than the industry average? A: Our leads come from people actively searching for professionals who match their specific cultural and language needs. When someone visits IranianDoctors.com or BlackLawyers.com, they're already committed to finding the services they need. This intent, combined with cultural trust factors, typically results in conversion rates 25-50% higher than the 2.5-7% average in the legal industry.

Q: What if the client's needs don't match what was described? A: If there's a significant mismatch between the description and actual needs, contact support within 7 days with specific details for a good-faith refund evaluation.

Next Steps

  • Review your profile specialties for accurate matching

  • Set up email notifications for instant lead alerts

  • Establish a rapid response system for new leads

  • Track conversion rates by lead source and price point

  • Email [email protected] to optimize your radius setting

  • Consider sponsor status for 24-hour priority access

Related Articles

  • How Referrals Are Matched to Your Listings

  • Setting Your Referral Radius for Optimal Results

  • Best Practices: First 48 Hours After Purchase

  • Refunds & Disputes: Policy & Procedures

  • Sponsor vs Free Listing: Lead Access Comparison

  • Why Some Referrals Cost More Than Others

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