Four services, none of which involve us giving legal advice.
We evaluate, organize, and connect. An independent attorney handles anything that requires practicing law.
Whistleblower Case Evaluation
A confidential initial assessment of whether your information fits the eligibility criteria for the SEC, CFTC, IRS, or False Claims Act whistleblower reward programs — and, just as often, an honest explanation of why it doesn't.
- Program fit screening against current eligibility thresholds
- No employer name or identifying details required for the first conversation
- Plain-language explanation of which program, if any, applies
Evidence Organization & Documentation Support
Help assembling and organizing the documents, timelines, and communications that make a submission credible — without ever advising you on what to say in a legal filing.
- Timeline construction from your account and available records
- Document organization in the format your eventual attorney will need
- Guidance on preserving evidence without violating any confidentiality obligations you may have
Attorney Network Referral & Case Management
Matching to an independent attorney in our network with direct experience in the specific program your case fits — SEC and CFTC cases, IRS tax fraud claims, or False Claims Act qui tam actions specifically.
- Referral based on program-specific attorney experience
- No referral fee charged to you for the introduction
- Ongoing point of contact while your case moves through the attorney's process
Retaliation Protection & Confidentiality Guidance
Plain guidance on the anti-retaliation protections that exist under Dodd-Frank, Sarbanes-Oxley, and the False Claims Act, and what to document if you believe retaliation has already started.
- Overview of applicable anti-retaliation protections by program
- Guidance on documenting retaliation if it occurs
- Referral to employment counsel when retaliation itself becomes a separate claim
We don't file claims, and we're not your attorney.
Qui tam actions under the False Claims Act must be filed by a licensed attorney, and SEC and IRS submissions carry real strategic considerations that deserve individual legal judgment. That work belongs to the attorney we connect you with — a relationship we don't insert ourselves into once it begins.