Disputes, Investiations, & Pre-Lit Strategy

When a dispute hits—demand letter, threatened claim, internal complaint, regulator inquiry, or a customer/vendor blow-up—the first moves matter. We help leaders triage facts, preserve privilege, control messaging, and build a path to resolution that protects the business (and keeps options open if litigation becomes unavoidable).

• Executives and HR/People leaders navigating sensitive employee issues

• Operations and finance teams facing nonpayment, performance, or contract disputes

• Companies responding to complaints, whistleblower reports, or internal investigations

• Businesses dealing with customer/vendor conflict, chargebacks, and project failures

• Leadership teams preparing for insurer notice, audit inquiries, or regulator contact

• Owners and boards who need a clear playbook, not a slow escalation

• Dispute triage checklist (facts, issues, objectives, exposure, next steps)

• Litigation hold package (notice + custodian instructions + data map prompts)

• Investigation kit (intake form, interview outline, findings memo template)

• Demand/response letter library (tone options + fallback positions)

• Settlement term sheet + release clause menu (tight, enforceable closures)

• “First 72 hours” playbook for leadership (who does what, when)

• Rapid Response (48–72 hours): Triage, plan, initial comms, and hold setup

• Investigation Sprint (2–3 weeks): Privileged investigation + findings + action plan

• Pre-Lit Negotiation: Demand/response, settlement strategy, and closure documents

• On-Call Counsel: Ongoing support for multiple issues as they arise

Faster decisions. Cleaner records. Reduced escalation. Resolutions that stick—and a stronger posture if litigation follows.

Dealing with a dispute or sensitive complaint? Let’s get a clear plan in place before it gets expensive.