Services
Engagements.
Every engagement produces a written, defensible opinion. The scope changes; the standard does not.
01 / Due Diligence & Valuation
Due Diligence & Valuation
Pre-commitment underwriting of a law firm or case portfolio. We analyze the firm's economics, capacity, and controls; the attorneys' record and conduct history; the case inventory's merits, posture, concentration, and expected duration; and the market conditions bearing on resolution. The engagement concludes with an independent estimate of asset value and the reasoning behind it.
Deliverable — Due Diligence Report with Independent Value Estimate
02 / Portfolio Surveillance
Portfolio Surveillance
Recurring revaluation of an existing asset pool. Marks are updated on a defined cadence; exposure is tracked by litigation type, jurisdiction, and counsel; duration risk is remeasured as cases age; and drift is reported against the client's own advance-rate or allocation policy. Surveillance is designed so that no quarter's mark is a surprise.
Deliverable — Recurring Surveillance Report and Mark File
03 / Targeted Reviews
Targeted Reviews
Event-driven analysis of a specific asset, attorney, or situation. This includes insured conduct reviews, single-case revaluations following a material development, and second opinions on positions already held. Targeted reviews apply the same four-layer framework at the resolution the event requires.
Deliverable — Targeted Review Memorandum
Scope, cadence, and fee structure are set per engagement.
Discuss an engagement