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ÍøÆØ³Ô¹Ï

 

Lawyer Referral
Due Diligence Services

ÍøÆØ³Ô¹Ï know how important your client relationships are to you. In times of need, your clients look to you, their financial advisor, for help and guidance. That is why you should tell your clients about ÍøÆØ³Ô¹Ï’s nationwide Lawyer Referral Due Diligence Services.

What is it?

For your clients who have large, complex cases, have suffered serious injuries, or have a case out of state, no one wants a client to select a lawyer based upon a clever billboard, a catchy slogan, a slick TV ad, or the fact that the lawyer practices nearby or is a nice person. You always want your client to have the best lawyer for your client’s particular case.
 

How do we help?

ÍøÆØ³Ô¹Ï’s nationwide Lawyer Referral Due Diligence Services employs a 5-step process to ensure that your clients select the best lawyer for their case:

  1. Consultation with Client
  2. Due Diligence (including lawyer interviews and examinations of relevant accomplishments, court filings and trial experience)
  3. Selection of Lawyer with Client Approval
  4. Monitoring Progress of the Case and
  5. Reporting to Client and to Financial Advisor, If Desired

How are we paid for our services?

Your clients pay nothing to us for our services. Instead, the lawyer / law firm ultimately selected by your client after ÍøÆØ³Ô¹Ï’s 5-step process will pay ÍøÆØ³Ô¹Ï, LLC a traditional client referral fee fully disclosed to the client in writing and paid only out of the lawyer’s/law firm’s share of the legal fee.

 

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I cannot thank you enough for your efforts. You have proven to be a valuable resource.

Jim T.

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