Contact
Conflict checks within 24 hours. Direct line to Jeff.
No gatekeeper, no portal, no auto-reply. Tell us the case caption and the parties; we will confirm yes or no within one business day so you can keep your matter moving.
Use any of the three paths below. For a conflict check, the intake form is fastest because it routes the matter caption straight to the engagement queue. For scheduling, calculation engagements, or general questions, the phone line is the most direct.
Phone
(817) 385-1866Direct line. Answered live during business hours, otherwise returned within one business day.
Best for: urgent conflict checks, scheduling a deposition, quick scope questions.
Intake Form
Submit the form below. Conflict checks turn around within 24 hours; engagement scoping calls are usually scheduled within two business days.
Best for: conflict checks, calculation engagements, valuation engagements, lost profits or lost earnings scoping.
Office
Harwell & Company
11816 Ferndale Lane
Aledo, TX 76008
In-person meetings by appointment only. Aledo is in Parker County, about 20 minutes west of downtown Fort Worth.
Engagement Intake
The Intent dropdown routes your inquiry to the correct queue. Pre-filled by URL parameter when you arrive from a service or attorney page (for example, ?intent=conflict-check). If you are unsure which engagement type fits, choose General inquiry and we will sort it on the call.
What to send for a conflict check
Conflict-check primer
- Case caption (full style of the case)
- All parties, including business entities, owners, and predecessors
- The court and cause number, if filed
- Your firm and the side you represent
- Whether you have previously discussed this matter with us in any way
We confirm yes or no within one business day. Do not send privileged information until we confirm we can take the engagement. A conflict check is procedural; it tells you whether we can talk further about scope, retainer, and an engagement letter without creating a downstream disqualification issue.
Engagement scope and standard of value
Once a conflict check clears, the next step is scope. We distinguish between a calculation engagement and a valuation engagement under SSVS No. 1 (the AICPA Statement on Standards for Valuation Services). A calculation engagement reaches a calculated value using procedures the analyst and client agree to in advance; it is faster and lighter, and the result is not a conclusion of value. A valuation engagement applies all procedures the analyst considers necessary and concludes a value, with the corresponding schedule of opinions, working papers, and report depth that hold up under deposition and cross-examination.
Which one fits depends on the procedural posture of your matter, the standard of value the court will apply (fair market value, fair value, investment value), and how the report will be used. We will discuss this on the scoping call and confirm in the engagement letter before any substantive work begins. Retainer terms, schedule of opinions deadlines, and rebuttal-report timing all flow from that scope decision.
Alternate contact
Email: [email TBD until reveal]
LinkedIn: linkedin.com/in/jeff-harwell-0380904