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Lawyer Referral
Due Diligence Services

We know how important your client relationships are to you. In times of need, your clients look to you, their financial advisor, for help and guidance. That is why you should tell your clients about Eccleston Law’s nationwide Lawyer Referral Due Diligence Services.

What is it?

For your clients who have large, complex cases, have suffered serious injuries, or have a case out of state, no one wants a client to select a lawyer based upon a clever billboard, a catchy slogan, a slick TV ad, or the fact that the lawyer practices nearby or is a nice person. You always want your client to have the best lawyer for your client’s particular case.
 

How do we help?

Eccleston Law’s nationwide Lawyer Referral Due Diligence Services employs a 5-step process to ensure that your clients select the best lawyer for their case:

  1. Consultation with Client
  2. Due Diligence (including lawyer interviews and examinations of relevant accomplishments, court filings and trial experience)
  3. Selection of Lawyer with Client Approval
  4. Monitoring Progress of the Case and
  5. Reporting to Client and to Financial Advisor, If Desired

How are we paid for our services?

Your clients pay nothing to us for our services. Instead, the lawyer / law firm ultimately selected by your client after Eccleston Law’s 5-step process will pay Eccleston Law, LLC a traditional client referral fee fully disclosed to the client in writing and paid only out of the lawyer’s/law firm’s share of the legal fee.

 

TESTIMONIALS

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Jim, Stephany and the whole team were a God send.  We felt like we were put into a situation where we had no advocate. Jim’s team came in with a strong, well laid out strategy on how to get our story heard. Where our outside compliance company had no ability to help, our Broker Dealer was impenitent, and the regulators were aggressive pursuing vague rules, Jim came like a barricade against an assault we did not understand. Though you pay member dues to be affiliated with FINRA and a B/D, you have no voice. The only thing that is truly heard in this un-level playing field is a bulldog’s bark like Jim’s. I would encourage anyone to call Jim and his team to find a real ally in the tough and complicated world of securities regulation. They are truly the best.

Greg P.

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