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
Retainer 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 a deposit for any hourly-rate services, and/or other fees that may apply, including retainer fees or flat-rate service fees, as applicable.
Step 4
Intake
For most clients, you can expect to receive an email requesting background information and evidentiary submissions to begin our collaborative work together.
Step 5
Fraud Assessment
For many clients, we will draft a detailed Fraud Assessment that summarizes the facts, analyzes the fraud, and develops a set of recommendations for achieving your goals.
Step 6
Action
For many clients, once you approve any recommendations, our firm will begin taking agreed-upon action to achieve your goals at the federal or state levels, as appropriate.
Step 7
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.