Simple onboarding and transparent workflows.
Designed for outcomes and efficiency.
Step 1
Initial Consultation
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 you a Retainer Agreement via DocuSign® that clarifies your goals and describes our mutual expectations, scope of services, processes, and billing practices.
Step 3
Trust Deposit
After signing our retainer agreement, the next step is to make either an upfront deposit held in trust for future services rendered, or a payment for certain flat fee services, as applicable.
Step 4
Intake Docs
Once you have retained our firm, you will receive an email with a request for evidentiary submissions and witness backgrounds, along with a detailed description about the type and format of desirable evidence.
Step 5
Strategy
Based on the facts in your case, we typically develop an initial strategy memorandum that summarizes the facts, analyzes applicable laws, and develops a set of tailored recommendations for achieving your goals.
Step 6
Execution
For approved recommendations, our firm then 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 calendar-based billing, we typically bill clients only after delivering tangible value, such as completing a deliverable. This helps clients manage costs most effectively. All billing is handled electronically.