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Raising the Bar for Client Services in the Legal Industry

By Richard Culberson and 4 others |

The following was contributed by Richard Culberson, the CEO North America of Moneypenny, the world’s customer conversation experts, specializing in call answering and live chat solutions.

Delivering exceptional client service in the legal industry isn’t about grand gestures or over-the-top perks. Instead, it’s about providing seamless, efficient, and consistent experience—ensuring clients feel supported, informed, and confident in your expertise.

Legal professionals instinctively prioritize client satisfaction, knowing that trust and reputation are everything in the industry. However, keeping clients happy doesn’t require excessive handholding or elaborate corporate hospitality. True exceptional service comes from delivering reliable, solutions-focused support that alleviates stress and allows clients to focus on their priorities.

What Does Seamless Client Service Look Like in Law?

The key is demonstrating value by making legal processes smoother, less stressful, and more efficient. Clients don’t just seek legal expertise—they seek peace of mind that comes from knowing their matter is in good hands, that communication will be clear, and that their legal team will proactively anticipate their needs.

For law firms to reach this high level in client service, it means keeping promises, handling matters efficiently, and exceeding expectations where it matters most—through expertise, responsiveness, and a seamless experience.

How to Build Long-Term Client Loyalty

Focusing on client experience is often a thankless task in the short term, as good service is expected, while poor service is called out. However, over time, delivering consistently excellent service will build trust and loyalty because when clients know they can rely on you, they are more likely to return for future matters and refer others to your firm.

However, being dependable doesn’t mean standing still. Instead, by understanding client touchpoints and pain points, legal professionals can provide even greater value—sometimes before clients even realize they need it.

The Role of Personalization in Legal Client Service

Every client is unique, and every client has unique needs, and it goes without saying that tailoring your approach to those needs is a key differentiator in the legal industry. Even if it is the same type of case as the one you have just handled, it is still unique and requires personalized updates, proactive case management, and thoughtful communication. This will only serve to enhance the client experience and demonstrate that your firm values their business.

What’s more, providing this level of service turns satisfied clients into ambassadors for your firm. While appreciation gifts or hospitality, for example, can be a nice touch, they are meaningless without the reliable service behind them. The true measure of outstanding client service is in making complex legal matters as smooth and stress-free as possible.

Seven Pillars of Seamless Legal Client Service

To consistently deliver outstanding client service, legal professionals should focus on these key principles:

  1. Understand Your Client – Know their goals, concerns, and expectations.
  2. Deliver Convenience and Ease of Use – Make processes straightforward and accessible.
  3. Be Proactive – Anticipate client needs before they arise.
  4. Personalize Your Approach – Tailor communication and solutions to each client.
  5. Communicate Clearly and Regularly – Keep clients informed without overwhelming them.
  6. Keep Your Promises – Reliability builds trust and long-term relationships.
  7. Seek and Act on Feedback – Continuously improve based on client insights.

Reframing the goal from going “above and beyond” to making the legal journey as effortless as possible will create a strong foundation for long-term success. And by doing so, law firms can build lasting client loyalty and a reputation for excellence that sets them apart in an increasingly competitive industry.

Community Spotlights

Community Spotlight: Georgios Tzoumakas, Director of Capital & Investor Relations, Heirloom Fair Legal

By John Freund and 4 others |

Georgios is a seasoned finance professional with extensive experience across investment banking, technology, and the Food & Beverage industry. With a strong academic foundation, he holds a master’s in finance from the London School of Economics (LSE) and a master’s in management from Cass Business School, equipping him with deep financial expertise and strategic insight.

He began his career at a boutique investment bank in London, where he honed his skills in deal structuring, financial modelling, and capital markets. His career includes a pivotal role at Diageo, where he contributed to the overall marketing strategy for its premium alcoholic products. He has also been actively involved in the tech space, leveraging his financial acumen to drive innovation and business growth.

Currently, Georgios holds a pivotal role at Heirloom Fair Legal, which specialises in legal financings in the individual and small business consumer claims sector. As the Director of Capital & Investor Relations, he coordinates Heirloom’s co-investment program, allowing families to benefit from Heirloom’s deep experience and expertise. Through his leadership, he helps families who are interested in the sector but don’t have the extensive internal resources needed to learn more about this space and access the opportunities within it.

Heirloom focuses on funding meritorious legal cases and firms with strong recovery prospects, leveraging deep industry expertise and a robust network of legal and financial professionals. Georgios helps co-investors and families understand this unique asset class, which offers attractive, risk-adjusted returns, independent of traditional market cycles.

Headquarters: London, UK

Area of Focus: Family office services, Legal finance 

Member Quote: “Countless claims fail to reach the courts – not for lack of validity, but due to financial constraints and the absence of expert guidance. At Heirloom, we are steadfast in our commitment to advancing access to justice by providing both the strategic expertise and financial backing necessary to bring deserving cases to light. As pioneers in motor finance claims, we are leading the charge in holding institutions to account and ensuring claimants receive the redress they rightfully deserve.“

LCM Releases Interim Results for the Half Year ended 31 December 2024

By Harry Moran and 4 others |

Litigation Capital Management Limited (LCM) has released the following announcement detailing its interim results for the half year ended 31 December 2024:

Highlights

  • Seven realisations in period generating A$51m of revenue
  • Net realised gains of A$37.4m (HY24: A$19.6m), with concluded investments generating a 3.67x multiple of cash invested (MOIC)
  • Total income of A$4.7m (HY24: A$21.6m) due to A$32m negative fair value movement driven by fair value write-offs on concluded investments 
  • Loss after tax for the period of A$8.4m (HY24: profit A$7.3m)
  • Net assets of A$181.8m (HY24: A$188.9m)
  • Book value per share of 86.3 pence (FY24: 94.4 pence)
  • Total new commitments of A$34m added in the period (HY24: A$90m)

Outlook

  • Fund management momentum accelerating, with Fund III on track for launch before 30 June 2025
  • New commitments expected to rebound in the second half of FY25.

Commenting on the results, Patrick Moloney, CEO of Litigation Capital Management, said: “The first half of the year reflected the inherent volatility of litigation finance. While we secured significant wins in two arbitration cases, we also faced setbacks with two class action losses at trial, which are now subject to appeal. Our transition to a fund management model continues to gain momentum, and as we scale, we expect to reduce financial unpredictability. We remain disciplined in capital allocation, focused on generating strong long-term returns for our investors and shareholders.”

LCM will be hosting a webinar for investors today at 11.00 a.m. The presentation is open to all existing and potential shareholders. If you would like to attend this presentation, please register using the following link:

The full release from LCM, including detailed financial breakdowns and the Chief Executive’s full statement, can be read here.

Funders Partner with Law Firms on Sexual Abuse Lawsuits

By Harry Moran and 4 others |

The value of litigation funding in being able to offer victims, who otherwise would lack the required financial resources, access to justice, is seen as one of its greatest strengths. This beneficial quality can be seen most clearly in cases that not only seek legal redress, but also act as a force for social and moral justice. 

An article on Bloomberg Law examines the growing use of third-party funding by law firms to bring sexual abuse lawsuits against organizations including the Catholic Church, Boy Scouts and prisons. This turn towards working with litigation funders has been caused in part by the increase in volume of these claims, driven by changes made by states to the window in which past sexual abuse claims can be brought.

The similarities between mass tort claims and sexual abuse suits is highlighted as an attractive feature for legal funders. Jessica Pride, a sexual assault lawyer for survivors in San Diego, explained that “there weren’t as many mass torts to go after and all of a sudden everybody became a #MeToo lawyer when they realized that those kinds of cases were paying out.”

Bloomberg’s article highlights a number of examples of law firms working with third-party funders on these kinds of cases, including: Andrews & Thornton working with Corbin Capital and Catalur Capital from 2020 to 2023, Slater Slater & Schulman taking on loans from multiple entities between 2021 and 2024, Jeff Anderson and Associates receiving funding from Delaware LLC Kensal Green since 2021.

A recent press release from Legal-Bay, shared by LFJ, offers another example of a legal funder setting dedicated capital aside for the backing of sexual abuse and harassment lawsuits.

Community Spotlights

Community Spotlight: Craig Allsopp, Joint Head of Class Actions, Shine Lawyers

By John Freund and 4 others |

Based in Sydney, Australia, Craig Allsopp is the Joint Head of Class Actions at Shine Lawyers. Craig has over two decades of experience in class actions and large-scale litigation in both the private and public sectors. His unwavering commitment to justice has left an indelible mark on Australia’s legal landscape, positioning him as a trailblazer in shareholder dispute resolutions. Craig’s distinguished career is studded with triumphs that have shaped legal precedent. In every case he sees through, Craig strives to obtain justice for thousands of people impacted by the misconduct of corporations, the big banks and other major financial service institutions, and Australian governments. In particular, Craig has worked on some of Australia’s highest profile shareholder and social justice class actions.

Craig's dedication to legal excellence and social justice is demonstrated by the profound impact he has on the legal landscape. He has set a standard for advocacy and achieving substantive change in the pursuit of fairness and accountability, particularly in corporate and government sectors.

Company Name and Description: Shine Lawyers is an Australian law firm specialising in personal injury compensation and class actions. As one of Australia’s leading class actions firms, Shine Lawyers passionately fights to obtain justice for those who have been wronged and suffered loss at the hands of institutions or corporations.  

Company Websitehttps://www.shine.com.au/ 

Year Founded: 1976

Headquarters: Brisbane, Queensland, Australia

Area of Focus: Class Actions

Member QuoteThird-party litigation funding has significantly improved access to justice in Australian class actions allowing individuals to pursue representative claims against corporations and governments for various alleged misconducts.

Westpac Announces A$130m Settlement for Flex Commissions Class Action

By Harry Moran and 4 others |

The Banking Royal Commission established by the Australian government uncovered a wide range of misconduct and failing by the country’s financial institutions, with a slew of litigation and class action claims being brought in the aftermath. Six years on from the commission’s final report, some of these class actions are only now reaching a conclusion.

An article in Reuters covers the news that the Westpac Group has agreed to settle a class action brought against it by car loan customers, over “flex commissions” paid to car dealers by Westpac and St George Finance. The provisional settlement, which is subject to court approval, is for A$130 million and would see the class action resolved without Westpac accepting any admission of liability.

The claim was brought by law firm Maurice Blackburn in 2020 on behalf of consumers who entered into a finance agreement for the purchase of a car issued under Westpac or St George’s credit licence, between 1 March 2013 to 31 October 2018. In its announcement, Westpac said that it has not paid these flex commissions to car dealers since 2018, and had ceased providing new lending through its dealer introduced auto finance business since 2022.

At the time of reporting, Maurice Blackburn had not yet issued a statement on the announced settlement.

The full announcement from Westpac Group can be read here. More information about the class action can be found on the Supreme Court of Victoria’s website.

Omni Bridgeway Appoints David Breeney as Global Chief Financial Officer

By Harry Moran and 4 others |

An announcement from Omni Bridgeway confirms the appointment of David Breeney as Global Chief Financial Officer (GCFO), having officially taken over the role on 1 March 2025. The appointment sees Breeney move up from his previous position as Deputy CFO, having first joined Omni Bridgeway as Global Head of Financial Control in November 2023.

Prior to his time at Omni Bridgeway, Breeney spent 12 years at asset management firm Challenger Limited, where he served as Financial Controller for funds management and real estate. In the announcement, Omni Bridgeway said that “the background and experience of Mr. Breeney align well with the stated strategy of accelerated transition towards a fund and asset management model.”

The announcement also revealed that the departing GCFO, Guillaume Leger, will be leading the establishment of a capital formation team to coordinate fund capital raising activities of the group. After a period of three months in this role, Leger will be leaving the company and Omni Bridgeway will look to hire a permanent senior capital formation professional as a replacement.A separate announcement from Latitude Group Holdings confirms that Guillaume Leger will become the company’s new Chief Financial Officer on 16 June 2025.

Emmerson Announces First Draw Down from $11m Litigation Fund

By Harry Moran and 4 others |

As LFJ reported in January, a mining company’s investor-state dispute with the Moroccan government over a potash project has led the company to seek and secure third-party funding for its arbitration claim.

An announcement from Emmerson Plc reveals that the potash development company has drawn down the first tranche of its litigation funding, following the signing of an $11 million Capital Provision Agreement (CPA) with an unnamed litigation funder earlier this year. Emmerson explained that this initial draw down will cover all the company’s legal costs to date, whilst allowing its legal team to prepare and complete the next steps in the arbitration proceedings brought against the Moroccan government.

The announcement also detailed that alongside this first draw down, Emmerson and its subsidiaries in the UK and Morocco have “granted certain securities and charges over their assets to the funding counterparty in relation to amounts drawn down.”

The company explained that this is a normal action for litigation funding agreements, with the granting of these securities not to be enforced unless Emmerson fails to meet its obligations under the CPA.

Past Event

Virtual Town Hall – Investor Perspectives

Litigation finance has emerged as a compelling alternative asset investment, attracting institutional investors, hedge funds, family offices, and high-net-worth individuals. However, as the market evolves, so do the challenges and opportunities for capital allocators.  Join us for an exclusive Legal Funding Journal Virtual Town Hall, where leading investors in litigation finance will share their insights on risk management, portfolio construction, liquidity considerations, and evolving market trends. Topics include: 
  • Portfolio diversification: How do investors think about diversification within the litigation funding asset class? What attributes are most important, and what is often overlooked? 
  • Risk management: What are some of the ways investors mitigate risk in this quasi-binary asset class? 
  • Market trends: What concerns do investors have regarding the future growth potential of the industry, and which jurisdictions are most compelling from an investment perspective? 
  • Plus much more!