Prepare the matter for independent counsel.
If a collection or judgment matter may need legal review, ask about organizing the account records and coordinating a referral to independent counsel. Partner availability and the coordination work need confirmation before proceeding.
Counsel decides whether to accept the legal engagement and controls fees, advice and strategy. CBEOF does not provide legal representation or promise a lawsuit or recovery. Court and legal charges are separate unless your arrangement expressly includes them.
What’s included.
Identify the reason for referral
Identify the account or judgment and the reason independent counsel is being considered.
Organize the records for counsel
Organize agreements, balances, payment history, disputes, and relevant court records for the requested handoff.
Keep the legal engagement separate
Counsel’s acceptance, fees, representation, and strategy remain separate from CBEOF’s coordination scope.
Agree on updates and additional costs
Define who provides updates and approves additional work; do not assume legal or court charges are included in a collection arrangement.
What you’ll receive
- A defined referral request.
- An organized matter-document checklist or handoff file.
- Agreed client, coordinator, and counsel contacts.
- Status communication within the accepted coordination scope.
How it works.
Organize the matter for review
Gather the documented account or judgment and referral question.
Confirm counsel and referral terms
Check independent counsel availability and separate engagement requirements.
Receive the agreed updates
Maintain the defined communication path without assuming counsel’s legal role.
Know what to expect.
We’ll confirm the work, the updates you’ll receive and who to contact along the way.
- The matter, referral question and document list authorized for independent counsel’s review.
- The client, coordinator and counsel contacts and the scope of status communication.
- Which coordination charges are accepted and which legal engagement, court or research costs require separate approval.
What helps us help you.
- Account or judgment details and jurisdiction.
- Supporting documents and prior recovery history.
- Known disputes and existing legal representation.
- Authorized client contact and the question for counsel.
What shapes your quote.
- Matter complexity and document volume.
- Jurisdiction and counsel availability.
- Coordination work requested.
- Separately approved counsel, court, or research charges.
Tell us what you need help with. We’ll explain which records are needed and how to provide them. Personal reports, ID images and account files can wait until then.