For accounting firms and consultancies
Your clients are already asking you about legal matters
Refer the matter without losing the relationship. We litigate, you keep your client.
The model
We already work this way
A share of the matters we handle is referred by accounting firms and tax consultancies. The accountant spots the legal problem before anyone else: a notice, an audit, a partner blocking the shareholders meeting. When that matter goes beyond their scope, the risk is losing the client entirely.
The arrangement is simple: you refer, we litigate and you stay informed of the progress. We do not offer accounting services and we do not seek to displace your relationship.
What your firm gains
Three terms of the arrangement
You keep the client
The legal matter is handled without your client having to go looking for a firm. The accounting relationship remains yours.
One point of contact
You speak with the responsible lawyer, not a switchboard. We report progress so you can answer your client.
Complete coverage
Tax, criminal, civil, amparo and regulatory compliance. We do not hand a matter back midway for lack of expertise.
Questions
What accountants ask us
Will you offer my client other services?
We do not provide accounting services. If your client needs something outside the referred matter, we tell you first.
Can I take part in the strategy?
Yes, and it helps. In tax matters the accountant knows the operation and the working papers better than anyone. We include you in the initial review when the client authorizes it.
How are fees handled?
They are defined per matter and in writing before we start. Any referral or participation arrangement is agreed directly with your firm.
Next step
Let us discuss the referral arrangement.
We work Monday to Friday, 9:00 to 16:00. Write or call +52 55 6791 2014.
