Services
What we handle for your firm
You keep the case moving. We handle the structure, the quotes and the paperwork.
Structure design and carrier quotes
We build payout options around the client's needs: monthly income, lump sums at milestones, education funding or a mix. Quotes come from multiple carriers within 24 hours of a complete request.
- Level, increasing and deferred payment options
- Guaranteed-period and life-contingent designs
- Side-by-side comparisons the client can follow
The settlement packet
One packet with everything your team needs to put the structure into the settlement.
- Structured settlement language for the agreement
- Qualified assignment documents
- Release wording and funding instructions
Already-settled cases
When a case settles before the structure is decided, a qualified settlement fund can hold the proceeds. We coordinate with the QSF administrator so the client can still structure their share.
Minors and court approval
Structures for minor or incapacitated clients often need court approval. We prepare the illustrations and documents the petition usually calls for and keep the timeline visible to your team.
Benefits coordination
For clients on needs-based benefits, we design around the plan your special needs counsel puts in place so payments fit the trust and the client's eligibility.
Firm portal
Every firm gets its own login code. Your attorneys and staff can request estimates, upload documents and download a PDF estimate any time.
- No accounts or passwords to manage
- Estimates tied to your firm and contacts
What we need to quote
Five details start every quote
- Client date of birthDrives the payout math
- Client stateFor licensing and carrier rules
- Amount to structureNet to the structure
- Payout goalMonthly income, lump sums or a mix
- Expected settlement dateSets the first payment