CONNECT • FRAME • IMPLEMENT

A Structured Approach to Litigation Management

CFI’s capabilities are organized across three core pillars: Operational Infrastructure, Litigation Intelligence, and Claims & Litigation Advisory, all designed to support every stage of the litigation lifecycle.

Rather than offering disconnected services, CFI delivers an integrated framework that combines operational execution, data-driven intelligence, and strategic advisory. This approach provides the structure, visibility, and control organizations need t o manage litigation effectively, from individual case decisions to portfolio-level performance.

Operational Infrastructure

Operational infrastructure forms the backbone of effective claims and litigation management. These services allow legal teams and claims organizations to operate efficiently without expanding internal administrative overhead.

Litigation Operations Management
CFI supports operational workflows tied to litigation management including matter intake, conflict checks, case creation, and litigation process tracking. These systems help ensure matters move efficiently while maintaining operational consistency.
Technology & Platform Administration
We support administration and optimization of case management platforms, document systems, and collaboration tools. This includes workflow configuration, user support, and platform optimization to improve operational efficiency.
Financial & Billing Operations
CFI assists with litigation billing workflows tied to legal billing platforms and carrier guidelines. Services include invoice submission coordination, realization monitoring, and financial reporting tied to litigation spend.
Organizational Support
We assist organizations with operational staffing support including recruiting coordination, onboarding workflows, and administrative oversight that helps maintain operational stability.
Claims Integrity Database (CID)
Our proprietary Claims Integrity Database identifies patterns in claims activity, potential fraud indicators, and emerging litigation risks that may impact strategy.
Social Media Intelligence
Structured investigations analyze publicly available online activity to identify information relevant to claims evaluation, credibility assessments, or litigation strategy.
Trial Consulting
Day-to-day support during trials, monitoring and reporting for insurers and policyholders. Trial observation, shadow jurors, jury selection consulting, and status reports.
Trial Preparation, Focus Groups, & Mock Trials
Operational support for litigation teams preparing for trial, including exhibit coordination, presentation development, and mock trial preparation designed to refine case themes and presentation strategies. OnCue Certified.

Litigation Intelligence & Operations

CFI combines operational support with investigative intelligence and analytics that help organizations better understand litigation trends, claims exposure, and case performance.

Claims & Litigation Advisory

CFI also provides advisory services designed to help organizations oversee litigation portfolios and evaluate performance at a broader level.

Panel Counsel Oversight
Evaluation of defense counsel performance across litigation portfolios through structured reporting, metrics analysis, and performance review programs.
Claim File Audits
Independent claim audits that deliver actionable insight into performance, risk, and opportunities for imporvement.
Early Case Assessment Programs
Development of structured frameworks to evaluate claim exposure early in the lifecycle of litigation.
Claims Advocate / Policyholder Advisor
Independent advisory support for complex, high-exposure claims requiring strategic oversight.
Claims Handling Advisory
Guidance for organizations seeking to improve claims handling practices and litigation management strategy.

THE RESULT

By combining operational infrastructure, litigation intelligence, and governance advisory services, CFI helps organizations improve transparency, strengthen decision-making, and manage litigation portfolios more effectively.

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