How It Works

Six clear stages, one named caseworker, and no surprises along the way.

From the first quiet conversation to the day funds are returned, every Clearstone case follows the same documented process. You always know where you are, what's next, and what we need from you.

Start a Case Speak with us first

Predictable timeline

30 — 90 days for most cases, with weekly written updates throughout.

One named caseworker

Same person, start to finish. They know your file and answer your calls.

No-recovery, no fee

Fixed fee on recovered amounts only. If we recover nothing, you owe nothing.

The Six Stages

Designed to be predictable — because at this stage of life, the last thing you need is one more thing to worry about.

01
Day 1 · Free

The first conversation

You speak with a senior caseworker for as long as you need to. They listen, ask careful questions, and at the end of the call tell you — honestly — whether they believe a recovery effort is worth pursuing in your situation.

  • 30 to 60 minutes by phone, video, or in person
  • No paperwork, no payment, no commitment of any kind
  • Honest assessment of likelihood, timeline, and approach
~ 45 minAverage call length
Same dayInitial response
$0No charge, ever
02
Day 2 — 5 · Engagement

Engagement & intake review

If we both agree to proceed, you'll receive a two-page engagement letter in plain English. Once it's signed, your caseworker schedules a structured intake review to capture the full timeline and supporting documents.

  • Two-page engagement letter — no fine print, no upfront fees
  • Secure portal access activated for document upload
  • Named caseworker, analyst, and (if needed) partner counsel assigned
2 pagesEngagement letter
3 — 5 daysTo full intake
End-to-endEncrypted portal
03
Week 2 — 3 · Documentation

Case file & evidence assembly

Your caseworker and analyst build a single, verifiable record of what happened — assembling correspondence, statements, agreements, and contemporaneous notes into a structured file that becomes the foundation of every subsequent step.

  • Plain-language timeline reconstructed from your records
  • Independent verification of supporting evidence
  • Final case file shared with you for review and approval
11 ptsAvg. evidence items
Your sign-offBefore next stage
SOC 2Audited storage
04
Week 3 — 5 · Filing

Filing & outreach

With your written approval, we initiate the appropriate recovery channels — direct outreach to counterparties, formal filings with the relevant institutions, and where required, escalation to regulatory bodies. Every action is logged in your portal.

  • Channel-by-channel filing strategy approved by you in writing
  • Regulatory and institutional outreach where appropriate
  • Weekly written status updates posted to your portal
WeeklyStatus updates
LoggedEvery action
Your callTo escalate
05
Week 5 — 8 · Resolution

Negotiation & resolution

As responses come in, we negotiate on your behalf — and present every offer to you for approval before accepting. If a case requires formal proceedings, our of-counsel partners step in with your written consent.

  • Every offer presented to you in writing, with our recommendation
  • You decide whether to accept, counter, or escalate
  • Partner counsel engaged only with your explicit authorization
You decideOn every offer
WrittenRecommendations
Same dayCaseworker reachable
06
Final · Disbursement

Funds returned to you

Recovered amounts are placed in our regulated trust account, our fixed fee is deducted as agreed, and the remainder is released to your verified account on your written instruction — typically within two business days of clearance.

  • Funds held in a Lloyd's-bonded trust account, never co-mingled
  • Disbursement to your verified account on your written instruction
  • Final case report and full ledger archived to your portal
2 daysFrom clearance to release
Lloyd'sTrust account
LifetimePortal access
A Simple Engagement

One agreement. One percentage. No surprises.

We have always operated on a single, transparent engagement structure. Here it is in full.

Standard Engagement

Clearstone Recovery Service

No-recovery, no-fee

What you pay upfront

  • Initial consultation $0
  • Engagement & intake $0
  • Documentation & filing $0
  • Negotiation & case management $0

Our success fee

  • Standard cases 22% of recovered amount
  • Cases requiring formal counsel 28% of recovered amount
  • Cases declined after intake $0 (no fee)
  • If we recover nothing $0 (no fee)

What's always included

  • Named senior caseworker for the duration Included
  • Weekly written status updates Included
  • Encrypted portal & document storage Included
  • Trust account & bonded disbursement Included
Fee percentages are agreed in writing at the start of every engagement and do not change. Standard cases settle without formal proceedings; partner counsel is engaged only with your explicit consent. The full engagement letter is two pages and we'll walk through every line on the first call.
A Different Kind of Practice

How we compare to the alternatives.

Most clients come to us after trying something else first. Here's how a Clearstone engagement differs from what they typically describe.

Typical alternative
Clearstone Group
First conversation
Sales-led, scripted, time-boxed
Senior caseworker · as long as needed · honest assessment
Upfront fees
Retainer or membership tier
$0 — only fixed % of any amount actually recovered
Point of contact
Bounced between teams
One named caseworker for the entire case
Updates
On request, sometimes by email
Weekly written status, posted to portal · 24/7 access
Approval to proceed
Signed once at the start
Required at every stage, in writing
Funds disbursement
Co-mingled, deducted at source
Lloyd's-bonded trust · released on your instruction
Right to end engagement
Penalty or fees for unrealized work
Anytime, no penalty, no fees for unrealized work
Ready to begin?

Start with a conversation.

No paperwork, no commitment. We listen first, and we'll tell you honestly if a recovery effort is worth pursuing.

Start a Case Schedule a Call