
A Better Law Firm Referral: Consent, Scope, and Careful Handoffs
Make white-glove service measurable through a responsible transfer of information, clear roles, and written acceptance.
Broker Arb Lab / Reading theme
A focused reading collection across the Broker Arb Lab.
Coordination works best when roles and authority are explicit. These articles consider coordinated proceedings, panel review, and referrals from the perspective of the people responsible for organizing the work. They emphasize the difference between shared preparation and shared representation, and between an invitation to review a matter and an accepted engagement. Clients can use the same material to ask who will communicate with them and who can answer a time-sensitive question. Professional rules, court orders, and the terms of representation remain controlling. Treat these guides as an aid to structured discussion, not as a replacement for those documents.

Make white-glove service measurable through a responsible transfer of information, clear roles, and written acceptance.

Review disclosures, process experience, conflicts, and accessibility without treating a panel biography as a prediction.

Separate the type of claim from the procedure handling it, and learn what coordinated litigation does not automatically resolve.