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Assignment Request
Use this form to request an initial conflict and assignment review. Submission does not create an engagement or guarantee acceptance. We will review the information provided and confirm next steps.
Guidance Panel
When you transmit this intake record, our team performs three procedural safeguards before establishing an appraisal file:
1
All named carriers, appraisers, counsel, and claimants are screened against past and active matters.
2
We confirm the dispute fits the appraisal clause and that the role requested is legally appropriate.
3
Formal agreement terms, retainer parameters, and instructions for records are provided prior to work.
Transparent Process
A predictable four-stage protocol guarantees impartial review, transparent communication, and rigorous file preparation.
01
Screening
We compare the parties and known representatives against current and prior assignments.
Step 1 of 4
02
Evaluation
We assess the requested role, general dispute, location, and information available.
Step 2 of 4
03
Agreement
If the assignment is a fit, the role, needed records, fees, and engagement terms are confirmed before work begins.
Step 3 of 4
File Preparation
After the assignment is accepted, we may request documents relevant to the amount-of-loss review.
Category A
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Category D
Category E
Category F
Document submission protocol: Share documents only through the secure method provided after engagement. Redact unrelated sensitive information when appropriate.
Scope of Authority & Engagement
01
Appraisal generally addresses the amount of loss, not coverage.
02
Services do not constitute legal advice.
03
Policy terms, engagement terms, and applicable law control.
04
No particular outcome or completion date is guaranteed.
If you need advice about coverage, policy interpretation, or legal rights, consult a qualified attorney.