Plaintiff Fact Sheet

Plaintiff Fact Sheet

Once a prospective client has been properly vetted through UMTA’s intake process, we’ll move quickly to have them execute a Retainer Agreement with your firm. Although your Retainer Agreement will be unique to your law firm, our experts will ensure new clients understand each provision contained in the contract. This approach allows our team to clearly communicate and manage new client expectations and responsibilities.



When new clients enter into Retainer Agreements with law firms, they often have questions that can be easily answered by UMTA’s legal experts, circumventing the back and forth that can arise when a client reaches out to the law firm directly for administrative questions. UMTA prioritizes prompt communication when clients are preparing to execute Retainer Agreements and after they’ve signed.

In addition to taking pride in our human-to-human interactions, UMTA uses the best available technology to facilitate the confidential exchange of paperwork and e-signatures during the contract review process and execution. The digital era has ushered in invaluable tools that enable the UMTA team to send and receive sensitive information with the click of a button. UMTA’s safe systems protect clients’ medical information and other confidential materials. If clients do not have access to a computer, we can use public or private mail service.

At UMTA, we understand that outsourcing client onboarding can feel impersonal. Rest assured, however, that we have the processes and people in place to take very good care of your clients. Everything we do is designed to increase your efficiency, so you can focus on providing exceptional legal services.

When you choose UMTA, you can trust that we will work tirelessly to ensure prospective clients are seamlessly transitioned into qualified new clients with fully executed Retainer Agreements.