We will gather the customer’s contact information and the facts of their concerns to generate a report that will help match the customer with attorneys.
What we collect
Contact information: full name, preferred phone number, email address, best times to be reached, and preferred contact method.
Basic demographic details: city, state, and zip code.
Case type and subcategory: brief selection of legal practice area (for example: personal injury — auto accident, medical malpractice, employment — wrongful termination, family law — divorce, criminal defense — DUI, immigration — visa, contract disputes, etc.).
Timeline and key dates: date of incident, date of notice or filing (if any), and any upcoming deadlines or court dates.
Opposing parties and witnesses: names and roles (employer, insurer, individual, business, government agency), and whether contact information or statements are available.
Documents and evidence summary: list of relevant documents (police reports, medical records, contracts, photographs, emails, pay stubs) and whether digital copies can be uploaded or provided.
Financial impact and damages: monetary losses, medical expenses, lost wages, property damage, and any claimed non-economic damages (pain and suffering).
Prior actions and representation: whether the customer has already spoken with an attorney, filed a claim, received settlement offers, or engaged in alternative dispute resolution.
Desired outcome and constraints: what resolution the customer seeks (settlement, trial, injunction, retention of custody, visa approval), preferred timeline, budget constraints, and willingness to consider contingency or hourly fee arrangements.
Conflicts and sensitivities: corporate affiliations, public profile, criminal history disclosures, or other conflict-of-interest flags that might affect attorney availability.
Consent and communications preferences: authorization to share the information with prospective attorneys, and agreement to receive calls, emails, or texts.
How we use this information
Generate a concise case report summarizing facts, evidence, timeline, parties involved, and the customer’s objectives.
Classify the case by practice area, urgency, complexity, and geographic jurisdiction to identify suitable attorneys.
Surface match criteria such as attorney experience level, past outcomes in similar matters, fee structures (contingency vs. hourly), courtroom experience, and language or cultural preferences.
Provide the customer with a shortlist of attorneys and a clear next-step plan for contacting counsel.
Privacy and security
We will keep all personal and case information confidential and only share it with attorneys who meet the match criteria and with the customer’s consent.
We will request permission before uploading or sending documents to third parties.
Customers can request deletion of their information or modify consent preferences at any time.
What we deliver
A downloadable or printable case report that includes: contact details, a factual summary, timeline, evidence inventory, legal issues identified, suggested practice areas, recommended attorney profile(s), and an action checklist.
A tailored list of attorneys matched to the case along with each attorney’s practice focus, relevant experience, fee structure, and next-step recommendations for initial contact.
How customers can prepare
Gather and label available documents (incident reports, medical bills, contracts, correspondence).
Make a concise
We will gather the customer’s contact information and the facts of their concerns to generate a report that will help match the customer with attorneys.
What we collect
Contact information: full name, preferred phone number, email address, best times to be reached, and preferred contact method.
Basic demographic details: city, state, and zip code.
Case type and subcategory: brief selection of legal practice area (for example: personal injury — auto accident, medical malpractice, employment — wrongful termination, family law — divorce, criminal defense — DUI, immigration — visa, contract disputes, etc.).
Timeline and key dates: date of incident, date of notice or filing (if any), and any upcoming deadlines or court dates.
Opposing parties and witnesses: names and roles (employer, insurer, individual, business, government agency), and whether contact information or statements are available.
Documents and evidence summary: list of relevant documents (police reports, medical records, contracts, photographs, emails, pay stubs) and whether digital copies can be uploaded or provided.
Financial impact and damages: monetary losses, medical expenses, lost wages, property damage, and any claimed non-economic damages (pain and suffering).
Prior actions and representation: whether the customer has already spoken with an attorney, filed a claim, received settlement offers, or engaged in alternative dispute resolution.
Desired outcome and constraints: what resolution the customer seeks (settlement, trial, injunction, retention of custody, visa approval), preferred timeline, budget constraints, and willingness to consider contingency or hourly fee arrangements.
Conflicts and sensitivities: corporate affiliations, public profile, criminal history disclosures, or other conflict-of-interest flags that might affect attorney availability.
Consent and communications preferences: authorization to share the information with prospective attorneys, and agreement to receive calls, emails, or texts.
How we use this information
Generate a concise case report summarizing facts, evidence, timeline, parties involved, and the customer’s objectives.
Classify the case by practice area, urgency, complexity, and geographic jurisdiction to identify suitable attorneys.
Surface match criteria such as attorney experience level, past outcomes in similar matters, fee structures (contingency vs. hourly), courtroom experience, and language or cultural preferences.
Provide the customer with a shortlist of attorneys and a clear next-step plan for contacting counsel.
Privacy and security
We will keep all personal and case information confidential and only share it with attorneys who meet the match criteria and with the customer’s consent.
We will request permission before uploading or sending documents to third parties.
Customers can request deletion of their information or modify consent preferences at any time.
What we deliver
A downloadable or printable case report that includes: contact details, a factual summary, timeline, evidence inventory, legal issues identified, suggested practice areas, recommended attorney profile(s), and an action checklist.
A tailored list of attorneys matched to the case along with each attorney’s practice focus, relevant experience, fee structure, and next-step recommendations for initial contact.
How customers can prepare
Gather and label available documents (incident reports, medical bills, contracts, correspondence).
Make a concise
