First Choice Legal Funding

Matter & Claimant

Matter ID

Agreement / funding date *

Claimant full legal name *

Claimant pronoun (for he/she wording)

Claimant address *

Claimant phone

Claimant email

Case

Claim type *

Date of loss (as written, e.g. "22nd of February 2026")

Requesting Firm & Attorney

Attorney of record

Law firm

Firm email

Firm phone

Firm address

Funding Terms

These drive the terms table, the contract body wording, and the repayment schedule. Defaults reflect your standard pricing.

Advance amount ($) *

Prior fundings — all contracts ($)

Administrative fee ($)

Rate (% per month, compounded)

Minimum term (months)

Renewal period (months)

Disbursement & Company

Payment method

Payment details (account / email / pickup name)

Company phone

Governing law state

Stage A–B · Clear & collect

Conflict / OFAC check clear
GATE: OFAC hit → decline.
Requesting firm on approved roster (or vetting)
Plaintiff intake call completed
Core documents received (pleadings, police/incident report, medicals, dec pages)

Stage C–E · Liability & liens

Liability posture

Sum of all senior liens ($)

Estimated case costs ($)

Stage F · Valuation & max-advance check

Low case value ($)

Mid case value ($)

High case value ($)

Attorney fee (% of gross)

Stage G · Recommendation

Recommended action

Approve Counter Decline

Pricing tier / notes

Generated live from the Deal tab. Red highlights = required field still blank.

First Choice Legal Funding, LLC