Case Broker Certification Course

Topics for this course

  1. Introduction

This is a welcome to the Case Brokers Certification Course and an explanation of what a Certified Case Broker can and cannot do.


  1. CasePrep

This is an introduction to the CasePrep company and its vital importance to the Case Broker’s career.


  1. A Case Broker Tells…They Never Sell

The roll of a Case Broker in a person’s case is discussed with an emphasis on helping the client understand the nature of their case (they tell) without the Case Broker ever receiving any payment for that help from the client (they never sell…the Case Broker is paid by a third party company.)


  1. Civil Cases v. Criminal Cases

A short discussion on the two types of basic cases that make up the judicial system docket and how a Case Broker is only concerned with certain civil cases, i.e. someone sues some other party for bodily injuries.


  1. Money and the Injured Party in a Civil Case

This section involves the lawyer contingency contract, the percentages and expenses of the case and the length of time it can take a case to be finally resolved.


  1. The Client’s Shortcut to Some Money…The Advance

The secret of how a client may get some money very quickly and how the Case Broker can offer that opportunity.


  1. What does the Advance Company Get Out of It?

The nature of the reimbursement of the advance to the Advance Company out of the judgment or settlement is explained.


  1. Why the Client Should Opt For an Advance

A strong explanation is presented here of the dire consequences of the client not taking the advance and the long road ahead of a civil suit is introduced.


  1. The Client’s Long Road – The Journey of a Civil Case from Start to Finish

Presented here are the many steps in a civil case and the necessity of understanding the long arduous path that a client has to travel to possibly see any money at the end of the civil case journey.


  1. The Advantages of Being a Case Broker

The knowledge, connections and access to proprietary technology are some of the benefits that give a Case Broker the ability to confidently, wisely and efficiently help their clients.


  1. Lawyer versus Pre-Lawyer cases

A description of lawyer cases that can be post or pre complaint as compared to the cases with no lawyers involved…yet.


  1. Pros and Cons of Lawyer and Pre-Lawyer Cases

The advantages and disadvantages of these type cases are discussed as they apply to the Case Broker.


  1. Getting Down to Your Business and How to Find Clients

The essential element of the Case Broker business is the client and this section talks about ways to find good clients.



  1. What to do Once You’ve Found a Potential Client

A return to the roll of a Case Broker in a person’s case by discussing with the client the nature of their case and telling them the potential of an advance payment…it’s just a conversation, but a very important conversation for the client.


  1. You Found a Case and a Willing Client…on to the Case Brokers Dashboard

The Case Brokers Dashboard is the Case Broker’s mission control and here is where you learn how to input and manage your cases.


  1. The Case Input Screen

The Case Input Screen is the most important item in your Dashboard and here you will learn how to use it.


  1. The Client Consent Form

Before a case goes forward, you have to have the client’s consent.  Here is how to present the Client Consent Form and record their response.


  1. After the Client Input…Here’s what happens when You Click “SEND”

This section discusses the behind-the scenes work that is done by CasePrep and their in-house lawyers to review the case and put it into proper order for the advance.


  1. The Advance Company Process

This is an overview of thee Advance Company’s procedures and review process


  1. The Advance Company Decision

The Advance Company has the final say on any advance payments.  This is a revealing discussion of their decision process.


  1. The Payments

If the Advance Company says “Yes” to a payment, then this is what the client (and you) can expect.


  1. Once Again, What a Case Broker Can Do and What They Can’t Do

This is an emphasis of the responsibilities, restrictions and rights concerning a Case Broker as a preamble to the Case Broker Certification Agreement.


  1. The Case Broker Licensing Agreement

Each paragraph and clause of the Case Broker Licensing Agreement will be explained and the importance of your commitment to these principles emphasized.


  1. You Are a Certified Case Broker…the Next Step

You’ve completed the Case Brokers Certification Course and properly acknowledged the Case Broker Licensing Agreement.  It’s time to get started with your new career.