Claim-rich assets needing fast evaluation
A damaged or underfunded asset may require a quick read on whether there is enough recovery value to justify focused counsel now.
For counsel, advisors & fiduciaries
Focused recovery counsel alongside your existing team.
A focused recovery role with clear status and decision communication for serious property, insurance, construction, delay, and project-loss disputes where existing counsel or advisors remain in place.
No fee unless money is recovered on accepted matters, subject to a written fee agreement.
Define the role at the outset
Existing relationships to protect
The referring lawyer or advisor may want to preserve the broader client relationship while adding a narrow construction-and-insurance recovery role.
Coordination across stakeholders
The client may already be working with lenders, investors, boards, trustees, receivers, or property managers who need a clear communication structure.
Scope, responsibilities and communication
Conflict check and short document review
Start with a non-confidential summary; provide contracts, policies, and selected claim documents when requested after the conflict and initial review.
Fit assessment
A direct read on whether the problem appears to support a focused recovery role, whether contingency may fit, and what documents are still missing.
Client communication plan
Clarity about who is communicating what, how the role is described, what status updates are needed, and whether local counsel or co-counsel needs to be involved.
Written structure if the matter moves forward
Any co-counsel, referral-fee, fiduciary, or local-counsel arrangement is handled only as permitted by applicable rules and written agreements.
Records to prepare
Start with a short non-confidential summary. Prepare these records and provide selected documents when the firm requests them after initial review.
- Short summary of the dispute and current posture
- Policy or contract materials
- Repair estimates, expert notes, or claim correspondence
- Timeline of major events and deadlines
- Any existing counsel or advisor structure that needs to stay in place
Agree on the working arrangement.
Confirm the proposed claim-specific role, who communicates with the client, the next decision, and how the existing relationship will continue. Any co-counsel, referral-fee, fiduciary, or local-counsel arrangement is handled only as permitted by applicable rules and written agreements.
Explore the related guidance
Professional inquiry
Discuss the matter and the role you need.
Identify the dispute, your role, the existing team, and any time pressure in a non-confidential summary.
No fee unless money is recovered for you on accepted matters, subject to a written fee agreement.