The Challenge
One of top 10 law firms came to us asking for a former Wealth Advisor that primarily dealt with high net worth clients and had the following criteria
The Vetting Process
We dug deep into the bench to pull the right candidate for this analysis, as it was a smaller lawsuit inside of a larger one
The repercussions of not having the right financial service expert in there could possibly “domino” effect the rest of the case, which would be detrimental in this $2 Billion dollar case.
The firm asked for our experience in helping secure an expert witness so we brought in 3-5 candidates for the firm to review. They ended up taking 2 of them to focus on different areas of the analysis
$2B
At stake
Which was a smaller suit within a larger one
3-5
Candidate’s
We brought to the table for the law firm to review
500+
Documents to review
Statements, signed documents and agreements
“The important thing in this case was to prioritize what needed to be delivered first”
Sandy Schadler
Account Executive
The Process
The Account Executive was brought in to help manage the case deliverables with the expert witness with a suggested course of action.
Conclusion
The case is still ongoing.
The firm and legal team were happy with the speed and accuracy of the analysis.
Overall it took about 36 hours to accomplish this task.
