For Attorneys
Pre-Settlement Funding Partnership for Attorneys
Clients under financial pressure often settle before a case has reached its full value. Caseflow Capital partners with attorneys to give clients a non-recourse cash advance against their pending case, so they can cover bills without rushing a settlement — at no cost, fee, or liability to your firm.
We work directly with the attorney of record on every file. Our role is limited to underwriting and funding the advance; your relationship with your client, your fee agreement, and your case strategy stay entirely yours.
Why It Matters
Why Attorneys Partner With Caseflow Capital
- No cost or liability to your firm — the advance is non-recourse against the case, never against you or your firm.
- No referral fees, ever — we do not pay attorneys for referrals, and we do not expect or accept compensation of any kind for funding a client's case. This keeps the relationship clean and avoids any fee-splitting concern under your jurisdiction's rules of professional conduct.
- Less pressure to settle early — clients with funding in place have room to wait for full case value instead of accepting a low offer out of financial necessity.
- Fast underwriting — most case reviews are completed within 24 hours of receiving the application and your confirmation of the basic case facts.
- Minimal time investment from your office — our intake team handles client communication and paperwork; we typically need only a brief confirmation call or document exchange from your office.
Compliance
How This Fits Within Your Ethical Obligations
Most state versions of ABA Model Rule 1.8(e) restrict a lawyer from providing financial assistance to a client in connection with pending litigation, subject to narrow exceptions for advancing court costs and litigation expenses. Third-party, non-recourse funding works differently: Caseflow Capital, not your firm, provides the advance, and repayment comes solely from the client's settlement proceeds — your firm is never a source of funds and never bears any repayment risk.
We do not pay referral fees or any other compensation to attorneys for client referrals, and we do not ask attorneys to recommend a specific funding amount or otherwise direct the client's financial decision. The decision to apply, and the decision to accept any funding offer, belongs entirely to the client.
vary by state. We recommend confirming your specific jurisdiction's requirements with your state bar or ethics counsel before referring clients, and we're glad to provide documentation of our funding terms for your own review.
How It Works
How the Process Works for Your Firm
1. Your client applies
The client submits a short application with basic case information and
your firm's contact details.
2. We confirm case details with you
Our underwriting team reaches out to confirm liability, insurance
coverage, and case stage — typically a single short call or document
request.
3. We underwrite and extend an offer
If approved, the client receives a funding offer outlining the amount
and repayment terms. There's no obligation to accept, and we encourage
clients to review the agreement with you before signing.
4. Repayment is coordinated through your trust account
When the case resolves, repayment is handled alongside your fees and any
liens through the standard settlement disbursement process — the same
way other case-related obligations are typically settled.
Eligibility
Case Types We Review
- Personal injury (auto, trucking, motorcycle, pedestrian/bicycle, premises liability)
- Medical malpractice
- Wrongful death
- Workers' compensation third-party claims and workplace injury litigation
- Maritime and offshore injury claims, including Jones Act matters
- Nursing home neglect and abuse
If your client's case type isn't listed, we're still happy to review it — every case is evaluated individually.
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Q&A
Frequently Asked Questions
Does referring a client to Caseflow Capital create a conflict under Rule 1.8(e)?
No. Rule 1.8(e) restricts a lawyer from personally providing financial assistance to a client. Caseflow Capital, a third party, provides the advance, and repayment comes only from the client's settlement — your firm is not a source of funds and bears no repayment risk.
Do you pay attorneys for referrals?
No. We do not pay referral fees or any other compensation to attorneys, and we do not expect any in return for working with your clients.
How much of my time does this require?
Typically very little. After the client applies, our underwriting team usually needs only a short confirmation call or a few documents from your office to complete the review.
Can I recommend a specific funding amount to my client?
We encourage you to discuss the client's needs and the funding agreement terms with them, but the decision to apply for funding and how much to request is the client's to make.
How is repayment handled at settlement?
Repayment is coordinated through the standard settlement disbursement process, alongside attorney fees and any liens, through your trust account.
What if my client's case doesn't settle or loses?
Our funding is structured as non-recourse, meaning the client generally owes nothing back if the case does not result in a recovery — and your firm has no obligation in either outcome.
For Attorneys
Ready to Apply?
If you have a client who could benefit from non-recourse funding while their case is pending, reach out to our underwriting team — most case reviews are completed within 24 hours.