Tr?id=566623520170033&ev=PageView&noscript=1
 

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

Previous
Next
Quotes Bigger

You guys are good!

Mike L.

LATEST NEWS AND ARTICLES

1794596228 Law
November 13, 2026
Snowden Lane Partners to Pay $364,590 Over Undisclosed Conflicts and Misleading Client Agreements

Snowden Lane Partners will pay $364,590 to settle Securities and Exchange Commission (SEC) charges that it failed to disclose compensation arrangements tied to client cash sweep investments and margin loans.

1794509056 Law
November 12, 2026
SEC Issues its 2026 Enforcement Report

The Securities and Exchange Commission (SEC) filed 348 enforcement actions in fiscal year 2026, including 235 standalone actions and 113 follow-on administrative proceedings.

1794418115 Law
November 11, 2026
Morgan Stanley Develops AI Super Agents to Build Portfolios and Manage Client Accounts

Morgan Stanley is developing AI-powered "super agents" that could eventually build investment portfolios, manage client accounts and handle many of the routine tasks that wealth management professionals perform today.