How to Partner with Compass: A Guide to Onboarding

At Compass, our goal is to simplify and streamline lien resolution so your team can stay focused on achieving the best outcomes for your clients.

Our onboarding process is designed to integrate smoothly with your firm's existing workflow while making it easy to begin working together.

Whether you're outsourcing a handful of cases or looking for ongoing lien resolution services, our onboarding process is designed to fit seamlessly into your firm's existing workflow.

Here's what you can expect when partnering with Compass. We'll walk through when to engage our team, what information you'll need, and how the onboarding process works.

When to Engage Compass

One of the most important parts of successful lien resolution is knowing when to engage your lien resolution partner.

Waiting until settlement, or after a demand letter has been sent, can create unnecessary delays in settlement distribution. Instead, Compass recommends getting started as early as possible in the life of a case.

Some recommended milestones include:

During Pre-Litigation

If you realize a case is likely to resolve at policy limits, that's an ideal time to engage Compass.

During Litigation

Once a lawsuit has been filed, or before mediation discussions begin, is another recommended time to begin working together. Starting early helps reduce the likelihood of delays in settlement distribution.

What You'll Need to Get Started

Providing the right information upfront helps Compass begin reviewing your case and start the lien resolution process.

Depending on the case, Compass may request:

• Intake forms or spreadsheets

• Client consent forms

• Insurance cards

• Lien correspondence

• A filed complaint or demand letter

• Important deadlines, including trial or mediation dates

• Estate documentation, when applicable

Having these materials available from the start helps create a smooth onboarding experience and allows the Compass team to begin reviewing your case.

Partner with Compass

Every law firm has its own processes, which is why Compass is designed to work as an extension of your team rather than changing the way you already work.

By engaging early, providing the necessary documentation, and maintaining open communication, firms can build a more consistent approach from the beginning of each case.

Compass is committed to providing the expertise, efficiency, and partnership your firm needs throughout the lien resolution process.