Attorney resources

A straightforward referral process.

Practical information to help counsel determine fit and prepare a focused review.

01

Initial inquiry

Share the referral question, jurisdiction, deadlines, and parties for conflict review—without protected health information.

02

Scope & engagement

Confirm the materials, requested work product, timing, and terms.

03

Secure transfer

Provide records only through the approved secure channel after engagement.

04

Review & opinion

Receive clear communication, a thorough analysis, and the agreed deliverable.

Resources

Referral process

Four steps from inquiry to opinion.

01 · Initial inquiry
Share the referral question, jurisdiction, deadlines, and parties for conflict review—without protected health information.

02 · Scope & engagement
Confirm the materials, requested work product, timing, and terms.

03 · Secure transfer
Provide records only through the approved secure channel after engagement.

04 · Review & opinion
Receive clear communication, a thorough analysis, and the agreed deliverable.

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