Confidential Intake Protocol

Secure Client Intake & Firm Engagement

Transmit initial matter parameters directly to our senior partner review committee under strict privilege and automated conflict screening.

Conflict Verification Safeguards

Mandatory pre-engagement clearance

  • Comprehensive adverse party cross-referencing against active matter records.
  • Immediate ethical wall implementation upon enterprise intake confirmation.
  • Strict adherence to New York Bar & ABA Model Rules of Professional Conduct.
Primary Dispatch LocationsMon-Fri: 9am – 6pm EST

New York Headquarters

Primary Dispatch

Corporate Advisory & M&A

200 Liberty Street, Suite 1500, New York, NY 10006

San Francisco Innovation Hub

IP Practice

Intellectual Property & Patents

555 California Street, 28th Floor, San Francisco, CA 94104

Secure Client Intake Form
Complete all required conflict parameters for privileged evaluation.

Please include prospective adverse entities or counter-parties to facilitate swift automated conflict verification.

Upload term sheets, patent briefs, or court filingsPDF, DOCX, or images up to 10MB
End-to-end 256-bit encryption. Submissions protected under Attorney-Client Privilege.