The initial matter involved employment litigation against a prestigious private motorsports club. The client's executive — who interfaced directly with counsel on litigation strategy and document collection — described the work product as 'sharp.' When a subsequent employment matter arose approximately six months later, the EPLI carrier's claims counsel confirmed that the client had 'renewed their request' for the firm specifically to maintain the working relationship. The carrier approved the transfer from the prior handling firm — O'Hagan Meyer — to the firm. Client-requested representation resulting in carrier-approved matter transfers is uncommon in the carrier-assigned defense model, where panel counsel assignments are typically driven by the carrier's internal rotation and cost considerations rather than client preference. The transfer reflected both the quality of the work product and the strength of the client relationship developed during the initial engagement.
Client Relations
Private Motorsports Club
EPLI carrier transferred the matter from prior counsel at the client's specific request.
The Transferable Point
In the carrier-assigned defense model, client-requested counsel transfers are uncommon — panel assignments are driven by carrier rotation and cost, not client preference. When a client specifically requests a firm for a subsequent matter and the carrier approves the transfer from prior counsel, it reflects both work product quality and relationship strength that overcame the carrier's default assignment process.
Methods Applied
- Responsive client communication on litigation strategy and document collection
- Work product quality that prompted unsolicited client endorsement
- Relationship continuity across multiple engagements
- Carrier-approved matter transfer from prior handling firm
The carrier's claims counsel confirmed that the client had renewed its request for the firm specifically to maintain the working relationship.
EPLI carrier claims file. Summarized, not a verbatim quotation.
Client-Requested Counsel Transfer
This matter description is for illustrative purposes only. Details have been generalized to protect client confidentiality. Prior results do not guarantee a similar outcome.