Our intake team triages instructions by peril type, policy form, quantum band, and forum. We then propose experts whose CVs, prior cases, and availability align with your timetable - with conflicts checks before any introduction.
Is this an insurance claim quantification, a litigation matter, a bad faith dispute, or a policy interpretation question? This determines whether you need a loss quantification specialist, insurance industry expert, or combined forensic/insurance expert.
Domestic BI form vs global form; contingent BI; cyber BI; DSU - each requires specific expertise and different documentary starting points.
CPA for loss quantification; CPCU/CPCU for insurance bad faith; CFE where fraud is alleged; CVA/ABV for business valuation elements.
Daubert-compliant report history; prior tribunal and court experience; familiarity with pandemic BI litigation implications for pandemic wordings.
Prior relationship with insurer, policyholder, or their advisors - including informal expert consultations on related claims.
Assess communication: can they explain the BI formula, business income margin, and extra expense limits in plain language while maintaining technical precision?
Scope, confidentiality, billing terms, and Federal Rule of Evidence 702 obligations should be explicit - including document handling and joint expert protocols.
Intake & conflict screening
Actor: Instructing attorney / insurer + our intake team
Artefact: Case summary, parties list, preliminary conflict questionnaire
Credential match to dispute profile
Actor: Network curator
Artefact: Shortlist criteria memo (peril, quantum band, forum)
Curated CVs & availability
Actor: Proposed experts
Artefact: Redacted CVs, availability confirmation, capacity memo
Introductory call
Actor: Client + expert candidates
Artefact: Agenda, data-room access plan, next-step email
Letter of instruction
Actor: Client → expert
Artefact: Signed LOI, scope of opinions
Interim advice or draft report
Actor: Expert + client team
Artefact: Working papers, draft Daubert-compliant expert report (if engaged)
Joint expert process / trial
Actor: Experts + court timetable
Artefact: Joint statement, trial bundle references, hearing support
Share your dispute details and we will match you with a credentialed specialist for loss quantification, policy interpretation, and Daubert-compliant reporting.
