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: 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: Dorian Ring
Garretson Resolution Group

6281 Tri-Ridge Boulevard, Ste 300
Cincinnati, OH 45140
PH: (513) 794-0400
FX: (513) 575-7202

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: 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.
Associate Level

Contact: Joseph Genovesi
Phone number: (201) 568-9007 ext. 140

RD Legal Funding
45 Legion Dr.
Cresskill, NJ 07626
Ph: (201) 568-9007
Ph: (201) 568-9307

Business Friend

RD Legal Funding is a legal finance company that provides immediate funds to attorneys who have legal fees between $20,000 up to $20 million and more facing delays in payment. Our Fee Acceleration Program helps solve cash flow problems for attorneys and helps them grow their practice. While most legal funding companies offer pre-settlement funding, RD Legal exclusively offers post-settlement funding to attorneys with delayed legal fees and their clients who have settlements but are also experiencing delays in payment.