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Financial expert witness, litigation support, economic damages, and business valuation services for counsel who need courtroom-ready independence, disciplined expert reports, and trial-tested financial analysis.Contact us

Trust

United States

Conflict check process

Intake workflow covering information needed, timing, and who may participate. No promises about availability or conclusions.

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FAQ

Frequently asked questions

Answers to common intake, scope, and process questions before contacting the firm.

Why is a conflict check required first?
A conflict check helps determine whether the firm can consider an engagement before receiving confidential facts or sensitive documents.
What information is usually needed for a conflict check?
Typically, counsel provides party names, related entities, opposing counsel, known experts, and a general matter description without confidential details.
When can documents be shared?
Documents should generally be shared only after the conflict check, engagement scope, confidentiality expectations, and secure transfer method are addressed.

Discuss your case with an expert

Reach out before you send privileged documents.

Share party names for a conflict check, the general matter type, deadlines, and the financial question - so counsel can align on scope, forum requirements, and whether the engagement should be consulting or testifying. You can also request litigation support for damages, valuation, fraud investigations, contract financial issues, or court testimony preparation.