How a matter moves from first call to resolution
A clear process removes uncertainty. Here is exactly what happens at each stage, and when.
- 1
Free case review
You submit the intake form or call us. Sarah Whitfield gathers the facts and key documents, runs a conflict check, and schedules a call with the right attorney. You receive a written preliminary assessment within one business day: whether we think you have a claim, what it is likely worth, and what we recommend.
- 2
Engagement and preservation
If we proceed, you receive an engagement letter with a written fee proposal. The same day, we send preservation demands to the other side, payment processors, platforms, banks, and carriers. If money or assets are moving, we evaluate emergency injunctive relief immediately.
- 3
Investigation and the file
We collect and organize the evidence, our forensic accounting group traces funds and verifies the numbers, and we identify the counterparty and their assets. The result is a documented file that supports every claim we are about to make.
- 4
The demand
We send a formal demand package: the facts, the legal basis, the verified amount, and a specific proposed resolution with a firm deadline. Because the complaint is already drafted, the other side understands that silence has consequences.
- 5
Structured negotiation and mediation
Negotiation runs to a timetable with defined information exchanges. Where the parties are close but stuck, we bring in a neutral mediator. Roughly nine out of ten matters that enter this phase resolve here with a signed settlement agreement.
- 6
Litigation, if required
If the other side will not engage in good faith, we file in the appropriate state or federal court. We pursue early motions where they can end or reshape the case, run targeted discovery, and prepare for trial from the first day. Settlement remains open throughout.
- 7
Enforcement and collection
A judgment is not a recovery until it is collected. We locate assets, pursue liens, garnishments, and turnover orders, and domesticate the judgment in other states as needed. We stay on the matter until you are paid.
Documents that help us move quickly
Do not worry if you do not have everything. Bring what you can and we will help you find the rest.
Agreements
Contracts, purchase orders, operating or partnership agreements, terms of sale, and any amendments or side letters.
Financial records
Invoices, payment confirmations, bank statements, chargeback notices, and platform or processor correspondence.
Communications
Emails, text messages, and chat logs with the other side, in their original form where possible.