For Personal Injury Attorneys
You Fought for the Recovery. Help Your Client Think Carefully About What Comes Next.
Post Settlement Planning gives PI firms an optional client-care resource — without requiring attorneys or staff to become financial advisers.
High Client Value. Minimal Firm Effort.
The firm's role in this program takes less than two minutes. Mention the resource. Provide the information. Let the client decide. Then we do the rest.
Mention the resource
Your firm makes the resource available as part of the closing experience.
The client decides
Participation is entirely voluntary. The client chooses whether to request an introduction.
We do the rest
Post Settlement Planning handles scheduling, follow-up, and the planning conversation.
The firm's role takes less than two minutes.
What the Program Offers Your Firm
Extend the client experience
Demonstrate care beyond the settlement check — a meaningful differentiator in a competitive market.
Differentiate your firm
Offer something most PI firms don't: a thoughtful, structured resource for what comes after the case.
Help preserve the recovery
Clients who make thoughtful financial decisions are more likely to protect what their attorneys helped them recover.
Build lasting goodwill
Clients remember firms that treated them as whole people, not just cases. No referral promises required.
Minimal staff time
No follow-up required from your team. Once the client opts in, Post Settlement Planning manages the relationship.
No referral compensation
The program is structured to avoid referral fee arrangements. Your firm offers a resource — nothing more.
Program Boundaries
The program is designed with professional separation, client choice, and compliance in mind.
Client Choice
Participation is entirely voluntary. No client is enrolled without their decision to proceed.
No Referral Compensation
The law firm is not paid for introductions. The program is structured to avoid referral fee arrangements.
No Automatic Client List Transfer
Contact occurs only after appropriate client authorization or client-initiated contact. No client lists are transferred.
Independent Professionals
Attorneys provide legal advice. Financial professionals provide financial services separately. These roles do not overlap.
No Required Purchase
A planning conversation does not obligate the client to purchase any product or service.
Compliance First
Final procedures and disclosures require appropriate legal and compliance review before implementation.
Questions Attorneys Ask
"Are you asking for my client list?"
No. Your firm offers the resource and the client decides whether contact occurs. No client information is transferred without appropriate authorization.
"Does my firm receive a referral fee?"
No. The program is structured to avoid referral fee arrangements. Your firm makes a resource available — it does not receive compensation for introductions.
"Will my staff have to follow up?"
No. Once the client opts in, Post Settlement Planning handles scheduling and follow-up. Your team's involvement ends when the resource is mentioned.
"Are you going to aggressively sell my clients?"
No. The initial purpose is planning and education — helping clients understand their situation and think through their options. Any later financial services remain voluntary and subject to applicable requirements.
"Does this create liability for my firm?"
We cannot promise zero liability — no program can. The program is designed with professional separation, client choice, written disclosures, client authorization, no referral compensation, and legal and compliance review. Attorneys should evaluate the program with their own counsel.
"Why not just tell clients to find their own adviser?"
They can — and that is always an option. This program simply makes a dedicated, settlement-specific resource easier to access while preserving client choice. It is an addition, not a replacement.
Start Small
Don't Change Your Firm. Test the Idea.
We offer a 60–90 day pilot program with a limited number of clients. Evaluate client value, staff burden, client experience, and compliance fit before making any broader commitment.
Evaluate
- Client value
- Staff burden
- Client experience
- Compliance fit
"You make the resource available. The client decides. We do the rest."
Get in Touch
Discuss a Pilot Program
Tell us about your firm and what you'd like to explore. A conversation doesn't obligate you to anything.