Welcome to Your 

Legal Plan Associate Handbook

Make the most of your new account!

 What types of leads do I need? 

Still considering our services? Here's how we stand apart from the competition.

 How do I manage my leads? 

 How do I process refunds? 

We have several ways to have your Legal Plan leads delivered, depending on your needs. There are two basic types of leads, Live Calls and Web Leads

Live Calls call YOU. We connect you on the phone with a lead the moment they reach out for help. 

With Web Leads, you receive information after a lead fills out a form online or contacts our call center, and then you reach out to them. Our leads are delivered in REAL TIME, which means that almost instantly after the lead submits a request their information is delivered to YOU, giving you the best possible chance of reaching them.

You can have both types of leads if you want, and we recommend it! Different people communicate in different ways. For example, not all leads are comfortable with the Live Call option. Leaving out one of the lead types could cause you to miss out on some opportunities. Prices listed below are per lead. 

Scroll down or click the links below to learn about each type of lead. 


Live Calls

Standard Delivery (Web Leads)

Priority Delivery with Category Selection (Web Leads and Live Calls)

Business Owner (Web Leads)

Cherry Picker (Discounted Web Leads)


All of these lead types can be selected by logging into your Backoffice Portal under "Manage Lead Settings."

  Live Calls  

(They Call YOU. Curated Categories.)

$9*

Live Calls come from a default selection of legal categories made up of Legal Plan bestsellers. There's NO PHONE TAG! They call YOU!

*Non-refundable phone usage charges of 8 cents per minute will apply. 

Learn More About Live CallsCreate Your AccountEmail Us

Standard Delivery Web Leads

(You Call THEM. Curated Categories.)

$9

This package brings you a random mix of leads from our most popular categories for Legal Plan Associates. These are the categories we've identified over the years as being of highest interest and relevance.. We continually refine and curate the selection of categories based on feedback. 

Learn More About Standard DeliveryCreate Your Account

 Priority Delivery with Category Selection 

(For Web Leads AND Live Calls*)

(Customizable Categories)

$12

*For Live Calls, non-refundable phone usage charges of 8 cents per minute will apply. 

We offer this package because experienced legal plan sales associates have a strong understanding of their client base and wish to refine their lead flow for efficiency of time and higher conversion rates. This option allows you to customize your lead flow by selecting your categories. This package also gives you priority delivery status for leads.

Learn More About Priority DeliveryCreate Your Account

Business Owner Web Leads

(You Call THEM. Specialty Product.)

$25

At this time these are infrequent, about 1 per day on average if you are funded/active 24 hours per day.

With Web Leads, you receive information after a lead fills out a form online, and you reach out to them. Our leads are delivered in REAL TIME, which means almost instantly after the lead hits "Submit" that information is delivered to YOU, giving you the best possible chance of reaching them.

Email Us For Details

 "Cherry Picker" Web Leads 

(You Call THEM. Select By Category.)

Discounted Rates Starting at $3.50

The “Cherry Picker System” is a unique, powerful service available to 4LegalLeads account holders. A small percentage of our exclusive leads end up in a holding pattern in our system because they are not able to be connected in real-time for their exact subcategory/location combination at the exact time of the request. We’ve made them available so you can go “picking” and find the ones that work best for you. You can shop for these "aged" leads directly through your online account at any time!

Learn More About Cherry Picker LeadsCreate Your Account

Business Owner Web Leads

(You Call THEM. Specialty Product.)

$12

At this time these are infrequent, about 1 per day on average if you are funded/active 24 hours per day.

IMPORTANTThis category requires our help to get you set up. Email us, and we'll get you started!

With Traditional Web Leads, you receive information after a lead fills out a form online, and you reach out to them. However, our leads are delivered in REAL TIME, which means almost instantly after the lead hits "Submit" that information is delivered to YOU, giving you the best possible chance of reaching them.

Email Us For Details
Return to the Top of the Page

 How do I get the most 

 value from my leads? 

1. How do I LOGIN to my account?

Log in at 4LegalLeads by clicking "Login To Your Account" at the top of the website. Type in your email address as your partner username and your password (Case sensitive!) where the key icon is. Make sure you click "I am not a robot" and, if prompted, select the correct photos to validate your login. 

(PLEASE NOTE: Having trouble? Make sure your browser is not blocking pop up windows. Also, Internet Explorer is not a recommended browser, Try using Chrome, Mozilla or Firefox instead.) 



2. What is the Backoffice Portal, and why is it so important?

Once you've logged in, you are sent to a webpage, the Backoffice Portal. The Backoffice Portal could also be called your "Account Portal." Here you have all you need to manage your 4LegalLeads account. This is where all of the actions we discuss below take place. It looks like this...

4. How do I use the Backoffice Portal to organize my leads?5. How do I change my account settings like targeting, lead volume, and the kind of lead types I want to receive?7. How can I use the Backoffice Portal to help prep for a sales call?Return to the Top of the Page1. How do I request a refund credit for an invalid lead?2. How are refunds processed?3. What are VALID requests for a refund?4. What are INVALID requests for a refund?

Remember!

The most important thing you need to remember with refunds is your 5-day window to submit them for review. Your 5-day window begins the moment you receive the lead, and a day is defined as a 24-hour period. The 5-day window is NOT based on business days, but on calendar days, so you will want to include weekends and holidays as you track your refund windows.

Return to the Top of the PageReturn to the Top of the Page1. Receive a FUNDING Bonus!2. Receive a REFERRAL Bonus!3. Increase your lead flow with discounted CHERRY PICKER LEADS!4. Try these helpful tips for improving your member retention.

Warning!

If the record for your lead reads "TCPA: Yes", you may contact them by text with your cell phone. However, If the lead reads "TCPA: No", you may not. It's against the law! Even if the lead says "yes", a text should never be your first means of communication with the lead. Learn more about TCPA law in Question #4 in the link above or by doing your own research.

5. Troubleshooting spam filters and voice mail.View our Terms of Use, Privacy, and E-Commerce Policies

 What types of leads do I need? 

  Live Calls  

(They Call YOU. Curated Categories.)

$9

They come from a default selection of legal categories made up of Legal Plan bestsellers. There's NO PHONE TAG! They call YOU!

*Non-refundable phone usage charges of 8 cents per minute will apply. 

Learn More About Live CallsCreate Your AccountEmail Us

We have several ways to have your Legal Plan leads delivered, depending on your needs. There are two basic types of leads, Live Calls and Web Leads

Live Calls call YOU. We connect you on the phone with a lead the moment they reach out for help. 

With Web Leads, you receive information after a lead fills out a form online or contacts our call center, and then you reach out to them. Our leads are delivered in REAL TIME, which means that almost instantly after the lead submits a request their information is delivered to YOU, giving you the best possible chance of reaching them.

You can have both types of leads if you want, and we recommend it! Different people communicate in different ways. For example, not all leads are comfortable with the Live Call option. Leaving out one of the lead types could cause you to miss out on some opportunities. Prices listed below are per lead. 

Scroll down or click the links below to learn about each type of lead. 


Live Calls

Standard Delivery (Web Leads)

Priority Delivery with Category Selection (Web Leads and Live Calls)

Business Owner (Web Leads)

Cherry Picker (Discounted Web Leads)

 

All of these lead types can be selected by logging into your Backoffice Portal under "Manage Lead Settings."

 Priority Delivery with Category Selection 

(For Web Leads AND Live Calls*)

(Customizable Categories)

$12

* For Live Calls, non-refundable phone usage charges of 8 cents per minute will apply. 

We offer this package because experienced legal plan sales associates have a strong understanding of their client base and wish to refine their lead flow for efficiency of time and higher conversion rates. This option allows you to customize your lead flow by selecting your categories. This package also gives you priority delivery status for leads.

Learn More About Priority DeliveryCreate Your Account

Standard Delivery Web Leads

(You Call THEM. Curated Categories.)

$9

This package brings you a random mix of leads from our most popular categories for Legal Plan Associates. These are the categories we've identified over the years as being of highest interest and relevance.. We continually refine and curate the selection of categories based on feedback. 

Learn More About Standard DeliveryCreate Your Account

 "Cherry Picker" Web Leads 

(You Call THEM. Select By Category.)

Discounted Rates Starting at $3.50

The “Cherry Picker System” is a unique, powerful service available to 4LegalLeads account holders. A small percentage of our exclusive leads end up in a holding pattern in our system because they are not able to be connected in real-time for their exact subcategory/location combination at the exact time of the request. We’ve made them available so you can go “picking” and find the ones that work best for you. You can shop for these "aged" leads directly through your online account at any time!

Learn More About Cherry Picker LeadsCreate Your Account

Business Owner

Web Leads

(You Call THEM. Specialty Product.)

$25

At this time these are infrequent, about 1 per day on average if you are funded/active 24 hours per day.

With Web Leads, you receive information after a lead fills out a form online, and you reach out to them. Our leads are delivered in REAL TIME, which means almost instantly after the lead hits "Submit" that information is delivered to YOU, giving you the best possible chance of reaching them.

Email Us For Details

 How do I manage my leads? 

 How do I process refunds? 

 How do I get the most 

 value from my leads? 

8. Can I use text messages for legal plan sales?

In this online handbook, you'll find everything you need to know about using your Legal Plan Account at 4LegalLeads.

If you need further help, you can always reach us by the email or phone links above!

In this online handbook, you'll find everything you need to know about using your Legal Plan Account at 4LegalLeads. 

If you need further help, you can always reach us by the email or phone links above!

Learn How to Customize Your Account Settings!3. How do I ACTIVATE and PAUSE individual lead types?6. How do I add funding to my account?

Did You Know?

Our system is set up so you can make many changes on your own. Use the link below to learn how. If you have any questions, contact support@4legalleads.com.

Learn How to Customize Your Account Settings!