Buyer Service Agreement
This Service Agreement (the “Agreement”) is entered into as of the Effective Date above between TrueCase Partners, a brand of KPI Network LLC (“Provider”), and the Client identified above (“Client”), collectively the “Parties.”
1. Services & Lead Delivery
Provider screens prospective claimants through an online intake process and refers qualified motor-vehicle-accident and personal-injury leads to Client. Specific lead volume, delivery cadence, pricing, and geographic scope are set forth in the Service Order (Exhibit A).
Lead Delivery
Each qualified lead is recorded in Client’s TrueCase Client Portal in real time. Client is notified of new leads through the channels selected in the Service Order, which may include in-portal notifications, email, SMS to designated mobile numbers, and (optionally) a webhook integration with Client’s existing case-management system.
Exclusivity
Unless otherwise specified in the Service Order, each lead is delivered exclusively to Client and not shared with any competing buyer.
Client Responsibilities
Client agrees to (a) contact each lead promptly upon delivery, (b) provide good-faith feedback on lead quality and case outcomes as described in Section 7, (c) maintain active access to its designated notification channels, and (d) communicate any geographic, volume, or scope changes to Provider in writing. Provider is not responsible for Client’s conversion rate or for Client’s failure to act on delivered leads.
2. Lead Qualification Criteria
Every lead delivered under this Agreement passes all of the following screening criteria. Prospects who fail any single criterion are disqualified at the intake stage and never reach Client. Provider captures no contact information from disqualified prospects.
| Criterion | Accepted | Rejected (not delivered) |
|---|---|---|
| Accident recency | Within the past one year | More than one year ago |
| Existing attorney | No attorney, or has one and looking to switch | Has an attorney they are satisfied with |
| Fault | Not at fault | At fault for the accident |
| Other-driver insurance | Other driver was insured; rideshare cases accepted regardless of other-driver insurance status | Other driver uninsured or fled the scene (non-rideshare) |
| Medical care | Ongoing treatment, or treatment within the past four months and still experiencing symptoms | Treatment lapsed more than four months, no medical care, or not injured / fully recovered |
Required Data Fields
Every delivered lead includes the consumer’s name, validated phone number, valid email address, residence ZIP code, state, accident type, accident timing, attorney status, medical status, fault, other-driver insurance status, and an optional free-text incident description.
Consent & Compliance Documentation
Every delivered lead carries a TrustedForm certificate URL documenting the consumer’s opt-in, including timestamp, IP address, form URL, full consent text, and the consumer’s affirmative click of an unchecked-by-default consent checkbox.
Replacement Policy
Leads that fail any of the following objective criteria will be replaced at no additional cost, provided Client submits a written replacement request within five (5) business days of delivery:
- Phone number invalid or disconnected (documented attempt to contact required)
- Email address bounces as undeliverable
- Duplicate of a lead delivered within the prior ninety (90) days
- Falls outside the Geographic Scope defined in the Service Order
- Demonstrably fails one or more of the Qualification Criteria above
Provider will review replacement requests within three (3) business days and either issue a credit toward the next billing cycle or substitute a replacement lead at Client’s preference. Subjective claims about a lead’s willingness to engage or sign are not grounds for replacement.
3. Compensation & Billing
Pricing & Cadence
Pricing, lead volume, and payment cadence are defined in the Service Order (Exhibit A). Provider invoices Client per the cadence specified there, which may be per-lead at delivery, weekly, or monthly.
Payment Method
Client authorizes Provider to charge the payment method on file for all fees due under this Agreement and the Service Order, including per-lead charges, setup fees, and any monthly minimums.
Late Payment
If a charge fails to process, Client has three (3) business days to update the payment method or remit payment by alternate means. After the cure period, Provider may pause lead delivery until the account is current. A late fee of 1.5% per month, or the maximum rate permitted by Texas law (whichever is lower), applies to overdue balances.
Chargebacks & Disputes
Client agrees to contact Provider directly to resolve any billing concern before initiating a chargeback with its payment processor.
4. TCPA Compliance & Consumer Consent
Provider represents and warrants that every lead delivered under this Agreement is generated in compliance with the Telephone Consumer Protection Act, the Federal Trade Commission Act, and applicable Federal Communications Commission regulations. Specifically:
- Leads are generated via an opt-in form with an unchecked consent checkbox.
- Consent language expressly names KPI Network LLC and participating attorneys as the parties authorized to contact the consumer.
- Consent text discloses contact method (autodialer, AI, or prerecorded voice; SMS), contact subject (the consumer’s injury claim), and that consent is not required for any purchase.
- A published Privacy Policy and Terms of Service are accessible on the intake site.
- Full consent documentation (timestamp, IP, form URL, disclosure text) is captured per lead and retained per industry-standard retention windows.
Indemnification
Provider will indemnify and hold Client harmless from any claims, fines, or liabilities arising from Provider’s failure to comply with TCPA or applicable consumer-protection laws in the generation of leads delivered under this Agreement. TrueCase Partners’ indemnity does not extend to Client’s own contact practices, scripts, or representations after the lead is delivered.
Client Compliance
Client is solely responsible for ensuring its own contact practices comply with TCPA, state telemarketing rules, and applicable bar association advertising rules; for honoring any consumer revocation of consent; and for abiding by the rules of professional conduct of every jurisdiction in which Client is licensed.
5. Term, Cancellation & Refunds
Term
This Agreement begins on the Effective Date and continues on a month-to-month basis unless otherwise specified in the Service Order.
Cancellation
Either Party may cancel this Agreement at any time with fourteen (14) days’ written notice. Provider will cease lead delivery within two (2) business days of receiving cancellation notice.
Pro-Rata Refunds
If Client cancels mid-cycle and has prepaid for a volume of leads not yet delivered, Provider will refund the unused portion within seven (7) business days of the cancellation effective date.
Service Pause
Client may request a temporary pause with three (3) business days’ notice. Pauses do not extend the Term but suspend lead delivery during the pause period.
6. General Provisions
Confidentiality
Each Party agrees to keep confidential all proprietary business information disclosed during the term of this Agreement. This obligation survives termination.
Provider Is Not a Law Firm
TrueCase Partners is a consumer education and referral service. Provider does not practice law, does not provide legal advice, and does not enter into any attorney-client relationship with any consumer. All legal services are provided exclusively by Client (or another participating attorney) under Client’s own engagement letter.
Limitation of Liability
Provider’s total liability under this Agreement shall not exceed the fees paid by Client to Provider in the three (3) months preceding any claim. Neither Party shall be liable for indirect, incidental, consequential, or punitive damages.
Governing Law
This Agreement is governed by the laws of the State of Texas, without regard to its conflict-of-laws provisions. Any disputes shall first be addressed through good-faith mediation; failing resolution, exclusive venue lies in the state or federal courts of Texas.
Entire Agreement
This Agreement, together with the Service Order (Exhibit A) and the Onboarding Workflow appended hereto, constitutes the entire understanding between the Parties. Amendments require written consent of both Parties. If any provision is found unenforceable, the remainder stays in effect.
7. Quality Feedback & Case Outcome Reporting
To support continuous improvement of lead quality, Client agrees to report back to Provider on a periodic basis through the communication channel established during onboarding. Reporting consists of:
- Notification when Client signs a retainer with a referred lead, together with an estimated case value.
- Replacement requests, as defined in Section 2.
- Periodic qualitative feedback on lead quality and any patterns Client observes.
Provider may streamline outcome reporting through automated pipeline-stage triggers in the Client Portal over time; until such automation is in place, the manual reporting process described above is the agreed channel.
8. Signatures
By signing below, both Parties acknowledge they have read, understood, and agree to the terms of this Agreement, the attached Service Order, and the Onboarding Workflow.
Provider
Client
Service Order
Incorporated into and governed by the Buyer Service Agreement above.