Business Friends

Platinum Level

Contact: Megan Payne
California Attorney Lending

6400 Main Street, Suite 120
Williamsville, NY 14221
Ph: (866) 522-0216
Fax: (716) 210-1059
Exclusive 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.
Bronze Level

Contact: Andrew Sims
Amplify Savings LLC

235 Peachtree Street, Suite 400
Atlanta, GA 30303
Ph: (347) 247-2631
Business Friend

Amplify Savings works with industry-leading associations and their members to deliver exclusive savings for operational costs. These discounts are exclusive to Amplify members. Our goal is to help firms by offering solutions that manage up to 20% of their cost structure, reducing it by over 35% together with simplifying back office management.

The initial focus of our partnership with CAOC is to deliver savings on two of attorneys’ largest non-payroll expenditures: shipping and office supplies. With Amplify, you can realize up to 40% on overnight shipping savings (whilst receiving a timely electronic summary of usage to improve cost recovery and streamline billing) and, depending on the area, up to 72% off items at Staples. While Staples is known for its paper, toner, and office supplies, these savings extend to other frequently-used items including furniture, technology, coffee, protein bars, even gummy bears!

All our agreements are pre-negotiated and ready to implement with no disruption to your business. So even the smallest firm can now access transformative savings. There are no minimums or contracts, which gives our clients complete flexibility.

Contact: Melissa Baldwin
Atlas Settlement Group, Inc.

San Francisco & Orange County, CA
Toll: (800) 485-0336
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 of Atlas Settlement Group is the right choice.

Contact: Jake Ivry
Esquire Bank

20 East 46th Street
New York, NY 10017
Ph: (800) 996-0213
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.

Contact: Ahmed Zeki
Garretson Resolution Group

2115 Rexford Road, 4th Floor
Charlotte, NC 28211
PH: (916) 295-0071
FX: (704) 559-4331

Business Friend

The Garretson Resolution Group, Inc. assists the settlement community by evaluating the settling parties’ affirmative obligation and satisfying health care providers’ interests in personal injury, wrongful death, workers compensation, and mass tort settlements. We evaluate and resolve: Medicare Reimbursement Claims; Medicaid Liens; Private Heathcare/ERISA Liens; and Medicare Set-Asides (Workers Compensation & Liability). GRG offers CAOC members a special discount on the first case they submit for lien resolution. We also have an extensive library of information in the learning and resource center of our website where CAOC members will find helpful tips and info on hot topics such as the MMSEA.


Contact: Patrick Ivie
Kurtzman Carson Consultants

75 Rowland Way
Novato, CA 94945
PH: (415) 798-5900


Business Friend

Kurtzman Carson Consultants’ Class Action Services guides Counsel to deliver high-quality, cost-effective notice and settlement administration services. They have earned the trust and confidence of their clients by being a high-responsive partner and know first-hand the intricacies of class action settlement administration. They have administered more than 1,300 settlements and our disbursement services team distributes more than $250 billion annually. With the largest domestic infrastructure in the settlement administration industry, KCC offers in-house solutions including a 900 seat, 24/7 call center and document production capabilities that can handle hundreds of millions of documents annually.

Contact: Matthew P. Herrick
CFA, Financial Advisor
Morgan Stanley Wealth Management

2882 Sand Hill Road Suite 200
Menlo Park, CA 94025
PH: (650) 234-5166
FX: (650) 234-5183


Business Friend

Morgan Stanley provides brokerage, investment and financial services to hundreds of thousands of individual investors. We apply our expertise in serving institutional clients to create new opportunities for people to achieve their personal financial goals. Morgan Stanley has one of the largest retail brokerage networks, with numerous worldwide representatives and retail locations. Our services are tailored to each clients’ investment objectives, risk tolerance, and financial needs. Products include mutual funds, stocks, bonds, and alternative investments where appropriate, as well as banking, mortgages, insurance and annuities, including structured settlements.

Contact: Traci Kaas
The Settlement Alliance-WEST

9210 Irvine Center Drive
Irvine, CA 92618
PH:(800) 354-2258


Business Friend

The Settlement Alliance-WEST is one of the nation’s most reputable settlement planning firms. TSA-WEST’s settlement planners have assisted on thousands of personal injury, wrongful death and workers’ compensation cases. We also offer assistance for many non-injury cases, including class actions, divorce, defamation, employment, the sale of business or property, and much more.

Our comprehensive services include structured settlements, trust planning, qualified settlement fund administration, attorney fee deferrals, government benefit preservation, lien resolution, Medicare Set-Asides, non-qualified settlements, and bankruptcy and probate coordination.

No matter who we work with, our goal is consistent: to ensure that clients enjoy emotional and financial peace of mind, not just for a one-time settlement or windfall, but throughout the rest of their lives. For more information, visit

Contact: Amanda Greenburg
Shapiro Settlement Solutions

11211 Taylor Draper Lane, Suite 210
Austin, TX 78759
OFFICE: (512) 382-5100
CELL: (949) 929-2564


Business Friend

Shapiro Settlement Solutions (S3) is an Austin, TX based LLC whose core business provides consulting and administrative solutions to plaintiff attorneys and their clients in Individual and Mass Tort personal injury cases.

Our unwavering mission is to provide simple, effective solutions to the intricate Medicare, Medicaid, and Private/ERISA Insurance lien resolution and claims administration process, providing the best possible results for our clients. It’s our mission to “sweat the small stuff” that takes our results to the next level. S3’s attention to detail and finesse with the complexities of the lien resolution process ensures the careful adherence of all applicable regulations including those of private insurers and government agencies.

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

Manuel and Manny Valdez are Certified Structured Settlement Consultants with Ringler Associates, the oldest and largest structured settlement firm in the nation. The Valdez Team has over 4 decades of combined experience and has 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. The Valdez Team is 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. We 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: 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.