Business Friends

Platinum Level

Contact: Megan Payne
California Attorney Lending

6400 Main Street, Suite 120
Williamsville, NY 14221
Ph: (866) 522-0216
Fx: (716) 210-1059
Business Friend

California Attorney Lending (CAL) is an invaluable resource when it comes to securing the capital needed to meet various law firm related expenses. CAL offers working capital credit lines up to $5 million+ exclusively to plaintiffs' counsel based upon the total value of a litigator's contingent fee case portfolio. Unlike a bank, CAL's unique ability to assess case recoveries allows them to grant loans far in excess of personal assets. Proceeds may be used for all law firm expenses, including case costs, experts, advertising, practice expansion and general overhead. The company was founded and run by lawyers, so they truly understand an attorney's need for immediate, significant results.

CAL is the only law firm financing company exclusively endorsed by CAOC as well as AAJ, so you know you’re dealing with a reputable organization. Today, CAL is the largest provider of attorney funding for litigators in California.
Silver Level

Contact: Jacob Ivry
Senior Managing Director - Senior Relationship Manager

Work: 212.286.3030
Cell: 516.659.6034

Business Friend

We are pleased to be in partnership with the Consumer Attorneys of California, providing its members with exceptional “private bank” services. Esquire Bank is a full-service, federally chartered savings bank, founded by lawyers who believe in supporting law professionals with specialized financial products and unmatched client service throughout the United States.

Our goal is to become the bank of choice for the law profession by:

  • offering the highest quality relationship banking products and services for the law community;
  • providing a “safe and sound” institution for our clients’ deposits and;
  • being a sponsor and business partner for local, regional, state and national associations that support attorneys through various programs and research tools.
Bronze Level

Contact: Amanda Greenburg
Archer Systems
101 Broadway, Suite 220
Oakland, CA 94607
OFFICE: (512) 382-5100
CELL: (949) 929-2564


Business Friend

Archer provides claims administration and litigation support services to firms nationwide. Archer was recently formed following the merger of Shapiro Settlement Solutions and The Settlement Alliance’s Litigation Benefits Group, which have separately provided proven results while maintaining client service as a primary focus and top priority. As a merged company, Archer provides firms with a one-stop, comprehensive solution to claims administration including medical record review, special master services, lien resolution, bankruptcy and probate coordination, qualified settlement fund administration, and distributions to claimants, law firms, and lienholders.

Contact: Melissa Baldwin

San Francisco & Orange County, CA
Toll: (866) 456-0663
Cell: (415) 244-5124

Business Friend

As a highly experienced structure settlement professional, Melissa Baldwin is committed to ensuring financial recovery for injured plaintiffs through unparalleled dedication to her clients. With offices located in both Northern and Southern California, Melissa and her team focus on the immediate and long-term financial needs of the injured person, tailoring structured annuities to address those concerns and providing financial peace of mind.

Specializing in physical injury cases related to wrongful death, medical malpractice, personal injury, and product liability, Melissa has an extensive network of settlement resources throughout California, including Trust Attorneys, Life Care Planners, Medicare Set Aside Specialists, and Trust Administrators. Her personal attention to the injured party and ability to coordinate all the moving parts of a case makes her a trusted partner in settlement negotiations.

Melissa understands that making important financial decisions is difficult under the best circumstances, and even more complicated when dealing with an injury or the death of a family member. With all the aspects involved in a settlement, finding a trusted business partner who truly has your clients’ best interests in mind is invaluable. You can be confident that Melissa Baldwin Settlements is the right choice.

Paul Lee
Vice President, Mid-Market
10250 Constellation Blvd | Suite 100
Los Angeles, CA 90067

Ph: (310) 499-2445

Business Friend

Founded in 2010, Expert Institute is the leading legal-tech platform connecting attorneys with expert witnesses for complex litigation matters. We operate across all practice areas, supporting over 4,000 law firms nationwide, including many of the leading firms in California. Our service is highly comprehensive, encompassing a wide range of expert witness solutions with capabilities to support firms of all sizes.

Our core service offerings include:
1. Expert witness searches and referrals
2. Phone consultations with subject matter experts
3. Daubert / Frye challenge studies on opposing experts

In recognition of the exceptional level of service we are providing to the legal industry, we have been ranked the “#1 Expert Witness Provider” by the National Law Journal, New York Law Journal, The Recorder, Legal Times, Texas Lawyer, and Connecticut Law Tribune.

Contact: Richard Abi-Rached
HMR Regional Sales Manager
Cell: (346) 300-8787
Fax: (888) 428-6811

Contact: Kyle Kinberger
HMR National Sales Manager
Cell: (225) 456-7826
Fax: (888) 428-6811

Business Friend

At HMR Funding, our personal injury funding programs are designed to alleviate the financial concerns of plaintiff attorneys and their clients who lack the resources to access quality healthcare and sometimes even provide for their family’s basic need of food and shelter.

We help uninsured or underinsured persons pay for the quality medical care they may require due to injuries sustained in an accident through no fault of their own.

As an industry leader in medical funding, we continue to expand our network of thousands of medical providers and attorneys nationwide. We have had the opportunity to fund several thousand cases and that number continues to grow year after year with a primary concentration on funding catastrophic injury cases for plaintiffs who are uninsured.

HMR works with several different specialty providers that include Orthopedic Surgeons, Neurosurgeons, Pain Management Specialists, Imaging Facilities, and Inpatient and Outpatient Traumatic Brain Injury Centers.

We are one of the only companies in the country that are willing to fund large brain injury cases for patients involved in litigation.

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Contact: Tanis L. Kelly, Esq.
Settlement Consultant
Sage Settlement Consulting
555 California Street, Ste. 4925
San Francisco, CA 94104
Ph: (415) 715-7946
Fx: (512) 532-9765
Business Friend

Tanis Kelly and Sage Settlement Consulting offer comprehensive settlement services for plaintiff attorneys and their clients. As the nation’s largest plaintiff-focused settlement planning firm, Sage provides innovative solutions for trusts and government benefits planning, structured settlement and market-based annuities, and attorney fee deferrals. Sage also assist with Medicare Set-Asides, lien resolution, qualified settlement funds, and investment solutions for claimants and attorneys.

In her past experience as a litigation attorney, Tanis saw firsthand how vital it was to partner with a trusted settlement professional to maximize her clients’ settlements. Attorneys can rely upon her to attend mediations, educate plaintiffs on their settlement options, and prepare customized settlement plans. For assistance with your next case, contact Tanis today.


Contact: Matthew P. Herrick, CFA
Senior Vice President
Financial Advisor
Morgan Stanley
2882 Sand Hill Road Suite 200
Menlo Park, CA 94025
Ph: (650) 234-5166
Fx: (650) 234-5183

Business Friend

Comprehensive Financial Planning.

Certified Structured Settlement Consultant
Contact: Noah Schwartz
Ph: (916) 649-7585

Certified Structured Settlement Consultant
Contact: Manny J. Valdez
Ph: (877) 231-3334
Business Friend

Ringler: Valdez Team & Offices of Noah S. A. Schwartz are Certified Structured Settlement Consultants with Ringler, the oldest and largest structured settlement firm in the nation. With over 75 years of combined experience, they have helped thousands of plaintiffs and plaintiff attorneys secure their financial future through the use of a structured settlement.

They are well equipped to navigate through complex catastrophic cases involving Medicare Set-Asides, Special Needs Trusts, Conservatorships/Guardianships, Qualified Settlement Funds, multi-plaintiff cases, and other unique matters.

As skilled consultants with a strong track record of successful outcomes, they offer highly personalized service to our clients. Ringler: Valdez Team & Offices of Noah S. A. Schwartz are both reliable, trustworthy and committed to bringing superior value to each case and client.

Their team handles cases throughout California and have a Spanish-English Bilingual staff. They are prepared to walk your clients through each step of the settlement process before and after. Please keep them in mind when you are looking to structure a settlement.
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Contact: Ramtin Ghaneeian
President | Rockpoint Legal Funding
PO Box 641039
Los Angeles, CA 90064
Cell: (949) 701-7750
Office: (310) 272-5851


Business Friend

Who We Are: Rockpoint Legal Funding is the nation’s fastest, easiest and most transparent funding company providing Non Recourse, Non-Compounding Funding for Medical and Plaintiff funding to handle all out-of-pocket medical costs and living expenses for injured plaintiffs.

What We Do: Rockpoint works with law firms to deliver non-recourse funding to plaintiffs involved in personal injury claims. We also provide Non-recourse Funding to Medical Providers who provide care to plaintiffs involved in personal injury claims.

What Makes Us Different: Rockpoint is commited to being fast, easy, and transparent. Rockpoint’s funding platform is designed to streamline the funding process for attorneys and their staff. Fundings are typically approved within an hour or less. Rockpoint takes the initiative in handling ALL customer service needs for plaintiffs, including the logistics of signing contracts and administering payments. Rockpoint also offers flat-rate pricing with ABSOLUTELY NO compound interest, administrative or hidden fees, and always makes certain that all parties are aware of the cost before funding. Rockpoint is pleased to be endorsed by CAOC (Consumer Attorneys of California).

With Medical Funding, Rockpoint helps your clients receive necessary medical treatment in instances where your clients may not have health insurance or when they want to access healthcare providers outside of their insurance network. Medical funding can also be utilized for surgeries, deductibles, medical devices, hardware, consultations, and any out-of-pocket medical costs.

Rockpoint's bottom line is simple. We are service-oriented and straight forward with an emphasis on being fast, easy, and transparent. 


Contact: Ric Perez
Strategic Capital
645 West 9th Street, Unit 110
Los Angeles, CA, 90015
Ph: (866) 821-6108
Fx: (866) 249-5117
Business Friend

Strategic Capital is a specialty finance company founded in 1994 with a focus on providing present-value liquidity for unusual or illiquid payment streams. To date, the company has successfully originated over $1.5 billion in future payments.

Areas of Expertise include post-settlement financial solutions for the Legal Community with value-add products for Attorneys and their past clients to enable access to Structured Attorney Fees and Structured Settlements for their more immediate needs.

Contact: Michael Zera
Vice President
626 West Jackson Boulevard Suite 500
Chicago, IL 60661
Office: (312) 239-2800
Direct: (312) 239-2819
Business Friend

Thompson Flanagan is a premier insurance brokerage specializing in placing legal malpractice insurance for 500+ law firms nationally. 220 of which are 100% plaintiff law firms. Our expertise and large volume of business enable us to quickly evaluate your insurance placement for inefficiencies in policy wording, coverage and pricing. Once we understand the specific needs and goals surrounding your current placement, we aggressively advocate on your behalf, leveraging competition in the market, to deliver superior results.