Engagement & Billing Process

To ensure confidentiality and proper file handling, all documents are uploaded through our secure client portal.

After submitting your intake form, you will receive:

• A secure upload link via Clio
• Instructions for submitting your documents
• Your service invoice

Please do not send case files via email unless specifically instructed.

 For efficient processing, please include the following in your intake submission:
• Law Firm Name
• Contact Name
• Service Requested
• Date of Loss
• Claim Number
• Case Details