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WHAT WE DO

Litigation Counsel

Supporting Your Clients

WealthDocket will coordinate, on behalf of your client, a robust bidding process with litigation funders and capital sources known to be interested in supporting the specific claim type being litigated.

Navigating Professional Responsibilities

Litigation counsel have a fiduciary duty to act in the client’s best interest and a professional responsibility to avoid conflicts of interest. Recommending a litigation funding facility to a client without engaging in a competitive bidding process may not be sufficient to satisfy counsel's fiduciary duties and professional responsibilities.


Litigation counsel's economic interest in obtaining a funding facility may create at least the perception of a conflict of interest with the client when counsel selects the funder and/or leads the negotiations of the funding terms and contractual provisions on behalf of the client.


By engaging WealthDocket to coordinate the litigation funding bidding process on behalf of your client, litigation counsel can:

 

  • save significant time which could be allocated to billable matters; and

  • avoid any perception of a conflict of interest and inquiries into whether counsel's fiduciary duties were fulfilled.

Law Firm Funding

WealthDocket obtains non-recourse funding facilities for law firms as a low-friction financing option for firms with high-value litigation opportunities seeking cash flow options.  Our services include:

  • Assessing the firm’s capital needs, its past engagements, pending matters, and pipeline potential to create a clear, tailored offering for presentation to capital sources

  • Engaging in a bidding process on behalf of the firm to obtain competitive offers for the firm’s funding facility

  • Reviewing funding proposals with the law firm and modeling repayment scenarios under each to quantify the cost of funding

  • Advising the law firm on funder selection and negotiating the financial and contractual terms with the funder

  • Coordinating the closing process and the delivery of closing documents

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IMPORTANT MESSAGE: www.wealthdocket.com (the “Site”) is a website owned and operated by WealthDocket LLC (“WealthDocket”). By accessing this Site and any pages on this Site, you agree to be bound by its Terms of Service and Privacy Policy, as may be amended from time to time without liability or notice. Investment opportunities posted on the Site are indirect investments in legal claims offered through single purpose pooled investment funds managed by WealthDocket Management LLC. WealthDocket is not an investment advisor, broker-dealer, or crowdfunding portal and does not engage in any activities requiring any such registration. The securities offerings posted on the Site are available to accredited investors only. By using the Site, you acknowledge the speculative nature of the investments featured on the Site and accept the high risks associated with investing in legal claims including but not limited to adverse outcomes in litigation associated with the claims and lack of control over the assertion of such claims. Investments in private placements are speculative and involve a high degree of risk and those investors who cannot afford to lose their entire investment should not invest. Additionally, investors may receive illiquid and/or restricted securities that may be subject to holding period requirements and/or liquidity concerns. Investments in private placements are highly illiquid and those investors who cannot hold an investment for the long term should not invest. Diversification does not guarantee profits or protect against losses. Securities are offered pursuant to an exemption from the registration requirements of the Securities Act of 1933, as amended, and are not required to comply with specific disclosure requirements that apply to registration under the Securities Act. Neither the US Securities and Exchange Commission nor any state regulator or other regulatory body has passed upon the merits of or given its approval to the securities, the terms of the offerings, or the accuracy or completeness of any offering materials. Neither WealthDocket nor any of its directors, officers, employees, representatives, affiliates, or agents shall have any liability whatsoever arising from any error or incompleteness of fact or opinion in, or lack of care in the preparation or publication of, the materials and communication herein. WealthDocket does not give investment advice, provide analysis, or make recommendations regarding any offering posted on the Site. Any financial projections or returns shown on the website are estimated predictions of performance only, are hypothetical, are not based on actual investment results and are not guarantees of future results. Estimated projections do not represent or guarantee the actual results of any transaction, and no representation is made that any transaction will, or is likely to, achieve results or profits similar to those shown. Any investment information contained herein has been secured from sources that WealthDocket believes are reliable, but we make no representations or warranties as to the accuracy of such information and accept no liability therefore. You are strongly advised to consult your legal, tax and financial advisors before investing. This website does not constitute an offer to sell or buy any securities. No offer or sale of any securities will occur without the delivery of offering materials and related documents. You are solely responsible for compliance with the laws and regulations of your country of residence, including without limitation those applicable to the public solicitation of securities offerings. Learn more about investing in private placements from the SEC and FINRA.


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