Ready to Apply? Here’s What You Need

May 1, 2023

Law Firm Accounting and Finance
May 1, 2023

Ready to Apply? Here’s What You Need

Applying for case financing for your trial expenses does not have to be complicated, which is why we’ve streamlined the process here at LevelEsq.

When applying for financing for your case costs, there are several required documents that we’ll want to see. These materials help lenders assess your financial position, understand your cash flow, and determine your creditworthiness. We’ve made it simple by requiring materials that should already be readily available.

Bank statements

You’ll need your most recent bank statements from the past three months. This allows lenders to see your cash flow and assess your ability to repay the loan.

Tax returns

The last three years of tax returns for your business. This gives lenders a clearer understanding of your business's financial history and its ability to generate revenue.

Most recent P&L Statement

We require your most recent profit and loss statement/balance sheet. This helps them understand your current financial position and assess your profitability. If you're applying later in the year, a year-to-date profit and loss statement will also be required.  

Personal financial statement

Also required is a personal financial statement along with the supporting documentation.  

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By providing these materials, you can make the loan application process smoother and faster. Be sure to keep these documents up-to-date and readily available to ensure a smooth application process for future financing needs.

How can we help your firm?

Lawsuit Cost Financing

Quick and seamless access to capital to fund your case expenses.

Litigation Cost Protection

Protect the downside with insurance coverage for litigation costs.