Simple onboarding and transparent workflows.
Designed for outcomes and efficiency.
Step 1
Initial Consult
We start every client relationship with an initial consultation between you and our managing attorney. The purpose is to understand the facts and determine whether we can add significant value to your matter.
Step 2
Agreement
If we accept your case, we will email a Retainer Agreement via DocuSign® that clarifies your goals and establishes mutual expectations, scope of services, processes, pricing, and practices.
Step 3
Payment
After signing the agreement, you will receive an email requesting retainer fees for any hourly-rate services, or payment for any flat-rate services, as applicable.
Step 4
Intake
For most services, you will receive an email requesting background information and evidentiary submissions to begin our collaborative work together.
Step 5
Strategy
For most services, we draft an initial strategy memorandum that summarizes the facts, assesses the fraud, and develops a set of recommendations for achieving your goals.
Step 6
Execution
For approved recommendations, our firm begins working to achieve your goals. You will have direct access to your attorney’s calendar and can book a meeting at anytime along the way.
Step 7
Value Billing
Unlike traditional calendar-based billing, we bill clients after delivering tangible value, such as completing a deliverable. This helps clients manage costs most effectively.