Lead Vendor Scorecard

The spec — copy this

Set up a new bot for me that runs monthly, per tort campaign. Walk me through connecting my case management system, my accounting system, and wherever lead source and purchase invoices are recorded, then configure it: for every lead vendor I buy from, build a scorecard by tort and by purchase cohort covering leads delivered, contact rate, retainer sent, signed, still open, withdrawn or dropped after signing, filed, and resolved — then compute cost per lead, cost per signed case, and cost per resolved case, with the as-of date and the cohort window stated on the face of every figure. Never blend torts or cohorts into a single average: a vendor I started buying from ninety days ago cannot be compared on settlement rate to one I have bought from for three years, and where a cohort is too immature to judge, say so plainly and report only the metrics that have matured. Rank by cost per resolved case where the data supports it and by cost per signed case where it does not, and show me the gap between a vendor's rank on cost per lead and its rank on cost per resolved case, because that gap is the whole point. Report every adverse pattern as an observed rate in my own file data — duplicate claimants, invalid or disconnected contact information, leads with no treatment, leads already represented, leads outside the campaign criteria, leads outside the venue — and never characterize a vendor as fraudulent, deceptive, or negligent, and never state a conclusion about their conduct. Ask me which vendors and torts to include, where lead source is recorded, my cohort windows, the minimum sample before it will rank anything, and what my agreements say about credits and return windows, run it against a vendor relationship I have already formed a view about so I can check it against what I know, then save it.