Begin with a conflict and fit check
In the first inquiry, identify the parties, law firms, side represented, county or court, the disputed brokerage conduct, and any disclosure or testimony deadline. Please do not send privileged or highly sensitive materials through the public form. A preliminary inquiry does not create an engagement.
After conflict review and a written agreement, counsel can provide the pleadings, key transaction documents, communications, brokerage relationship forms, policies, and a clear list of questions. Daniel considers plaintiff and defense matters and retains independent judgment about whether the record supports an opinion.
A useful first assignment
A bounded review can ask: What relationship and duty applied? What do the current records show? What material records are missing? Is the issue within Daniel’s subject-matter expertise? What conclusions can be reached now, and what would require further evidence? This may give counsel a practical way to evaluate the matter before asking for a formal report or testimony.
Scope and deliverables
- Consulting review: assess the documents and discuss the professional-practice issues and limits with counsel.
- Written analysis: provide a report or memorandum when there is a sufficient factual basis and an agreed scope.
- Testimony: consider deposition, hearing, or trial testimony when the opinion is independently supportable and schedules permit.
Compensation is for time and agreed expenses, never for a particular opinion or outcome. Engagement is subject to a conflict check, availability, written agreement, and the limits of Daniel’s education and experience. Prior testimony history can be discussed candidly when counsel evaluates qualifications.