Expert Witness Pre-Retention Intake
Start a confidentialexpert inquiry.
For counsel evaluating an independent securities or insurance expert — including FINRA arbitration matters. Share public case information below to begin a conflict check and preliminary discussion with American Elm Advisors.
How Retention Works
A conflict check comes first.
We take care to protect both sides before any substantive discussion. The steps below keep the process clean and preserve independence.
Submit public, non-privileged information using the form below.
We run a confidential conflict check and preliminary review.
If there is no conflict, we discuss scope, timing, and fees with counsel.
A signed engagement letter and retainer are put in place before any privileged materials are shared.
Prefer to talk first? Review our expert witness practice or contact us to arrange a brief, confidential call.