Business Friends
Contact: Melissa Baldwin
San Francisco & Orange County, CA
Phone: (866) 456-0663
Cell: (415) 244-5124
www.mbsettlements.com
Business Friend
As a highly experienced structure settlement professional, Melissa Baldwin is committed to ensuring financial recovery for injured plaintiffs through unparalleled dedication to her clients. With offices located in both Northern and Southern California, Melissa and her team focus on the immediate and long-term financial needs of the injured person, tailoring structured annuities to address those concerns and providing financial peace of mind.
Specializing in physical injury cases related to wrongful death, medical malpractice, personal injury, and product liability, Melissa has an extensive network of settlement resources throughout California, including Trust Attorneys, Life Care Planners, Medicare Set Aside Specialists, and Trust Administrators. Her personal attention to the injured party and ability to coordinate all the moving parts of a case makes her a trusted partner in settlement negotiations.
Melissa understands that making important financial decisions is difficult under the best circumstances, and even more complicated when dealing with an injury or the death of a family member. With all the aspects involved in a settlement, finding a trusted business partner who truly has your clients’ best interests in mind is invaluable. You can be confident that Melissa Baldwin Settlements is the right choice.
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Contact: Raul Guisado
Managing Director – West Coast Region
1925 Century Park East
Suite A
Los Angeles, CA 90067
cell: (831) 206-4204
http://www.esquirebank.com/
Business Friend
We are pleased to be in partnership with the Consumer Attorneys of California, providing its members with exceptional “private bank” services. Esquire Bank is a full-service, federally chartered savings bank, founded by lawyers who believe in supporting law professionals with specialized financial products and unmatched client service throughout the United States.
Our goal is to become the bank of choice for the law profession by:
- offering the highest quality relationship banking products and services for the law community;
- providing a “safe and sound” institution for our clients’ deposits and;
- being a sponsor and business partner for local, regional, state and national associations that support attorneys through various programs and research tools.

Contact: Ramtin Ghaneeian
President | Rockpoint Legal Funding
PO Box 641039
Los Angeles, CA 90064
Cell: (949) 701-7750
Office: (310) 272-5851
Business Friend
Who We Are: Rockpoint Legal Funding is the nation’s fastest, easiest and most transparent funding company providing Non Recourse, Non-Compounding Funding for Medical and Plaintiff funding to handle all out-of-pocket medical costs and living expenses for injured plaintiffs.
What We Do: Rockpoint works with law firms to deliver non-recourse funding to plaintiffs involved in personal injury claims. We also provide Non-recourse Funding to Medical Providers who provide care to plaintiffs involved in personal injury claims.
What Makes Us Different: Rockpoint is commited to being fast, easy, and transparent. Rockpoint’s funding platform is designed to streamline the funding process for attorneys and their staff. Fundings are typically approved within an hour or less. Rockpoint takes the initiative in handling ALL customer service needs for plaintiffs, including the logistics of signing contracts and administering payments. Rockpoint also offers flat-rate pricing with ABSOLUTELY NO compound interest, administrative or hidden fees, and always makes certain that all parties are aware of the cost before funding. Rockpoint is pleased to be endorsed by CAOC (Consumer Attorneys of California).
With Medical Funding, Rockpoint helps your clients receive necessary medical treatment in instances where your clients may not have health insurance or when they want to access healthcare providers outside of their insurance network. Medical funding can also be utilized for surgeries, deductibles, medical devices, hardware, consultations, and any out-of-pocket medical costs.
Rockpoint's bottom line is simple. We are service-oriented and straight forward with an emphasis on being fast, easy, and transparent.
Business Friend
Steno is revolutionizing court reporting and the legal industry. Founded in 2018, Steno has become one of the premier court reporting agencies because of our reliability, constant innovation, and hospitality mindset. Steno can schedule your deposition, whether in-person or virtual, in as little time as a day and still provide premier quality services. We built our remote deposition platform, Steno Connect, specifically for litigation proceedings. Additionally, our top-tier support staff is present to ensure that you can focus on your deposition.
Steno is committed to offering the best services at the best rates, with no hidden costs. We also offer deferred payments with our Delay Pay and no recourse options. We are confident that whatever your court reporting needs, Steno is here to solve them.
Supio is a legal AI platform built exclusively for personal injury law. We help California firms transform complex case files into leverage by automatically generating source-linked medical chronologies, reconciling bills and liens, and flagging treatment gaps or overlooked injuries. Supio also accelerates drafting of demands, discovery and deposition materials - giving attorneys tools to prepare cases faster, strengthen arguments, and maximize client outcomes. With Supio, PI lawyers in California can reduce manual work, uncover hidden value, and focus on what matters most: Winning justice for their clients. Visit www.supio.com for more information or email sales@supio.com for a personalized demo.
Anytime AI is revolutionizing personal injury litigation with an All-in-One Legal AI Platform built exclusively for Plaintiff Lawyers — from Intake to Settlement. Powered by cutting-edge Generative AI, our platform streamlines every phase of litigation by automating critical tasks such as intake evaluation, demand letter drafting, medical record analysis, deposition summaries, document review, and the creation of key legal documents including complaints, legal memos, motions, and discovery responses. Built on a secure, closed AI infrastructure, Anytime AI ensures law firms can generate court-ready documents – tailored to their voice, jurisdiction, and formatting preferences – with speed, precision, and compliance. By reducing up to 90% of manual work, our platform frees attorneys to focus on what matters most: strategy, advocacy, and delivering outstanding client outcomes. Learn more at www.anytimeai.ai
Physician Life Care Planning is the nation’s leading provider of damages valuation services that specialize in the formulation of compensatory economic damages for trial attorneys who are representing chronically and catastrophically ill or injured individuals. Our Life Care Planners are practicing medical doctors, Board-Certified in Physical Medicine & Rehabilitation and possess the required capacity to independently formulate and defend their medical opinions on future care needs. In addition, our team of Certified Rehabilitation Specialists, Forensic Economists, and Financial Analysts create reports to objectively quantify loss of earnings and loss of household services.
Business Friend
ARC (Alternative Resolution Centers, LLC) is one of California’s first and longest-standing private dispute resolution providers. Since its inception, ARC has been at the forefront of the legal and cultural revolution. Our distinguished panel of jurists includes some of the region’s most sought-after retired State and Federal court judges and justices, as well as attorney-neutrals with years of subject matter expertise and ongoing training. Known for our integrity and high ethical standards, ARC consistently delivers results. Our commitment to both client and panelist satisfaction ensures a high level of quality, competence, and professionalism. ARC specializes in handling complex disputes across a wide range of practice areas, including multi-party business/commercial matters, construction defect, employment, entertainment, family law/divorce mediation, personal injury, probate, and many others.
Business Friend
Clio is the world’s leading provider of cloud-based legal technology, trusted by 150,000 legal professionals in 130+ countries. As the industry’s only end-to-end software solution, Clio centralizes client intake, case management, document automation, payments, accounting and more—powered by AI on its unified platform. Recognized by 100+ bar associations and law societies globally, Clio has the most 5-star reviews of any legal practice management software.
Redeem your CAOC* discount below to begin working in Clio today!
Redeem your discount!
* Clio is a legal technology solution recommended by the Consumer Attorneys of California. Members of CAOC receive a 10% discount on Clio products, excluding Clio Draft.
Business Friend
Eve works with you from first call to case closed, handling time-consuming tasks so you can operate at your highest potential. Eve’s purpose-built AI understands the complexities of plaintiff casework and is tailored to your firm’s unique voice, values, and processes.

Contact: Paul Lee
Vice President, Mid-Market
10250 Constellation Blvd | Suite 100
Los Angeles, CA 90067
(310) 499-2445
www.ExpertInstitute.com
Business Friend
Founded in 2010, Expert Institute is the leading legal-tech platform connecting attorneys with expert witnesses for complex litigation matters. We operate across all practice areas, supporting over 4,000 law firms nationwide, including many of the leading firms in California. Our service is highly comprehensive, encompassing a wide range of expert witness solutions with capabilities to support firms of all sizes.
Our core service offerings include:
1. Expert witness searches and referrals
2. Phone consultations with subject matter experts
3. Daubert / Frye challenge studies on opposing experts
In recognition of the exceptional level of service we are providing to the legal industry, we have been ranked the “#1 Expert Witness Provider” by the National Law Journal, New York Law Journal, The Recorder, Legal Times, Texas Lawyer, and Connecticut Law Tribune.
Business Friend
Filevine is the Legal Operating Intelligence System (LOIS) for visionary firms. As an AI-native ecosystem, LOIS transcends static tools to generate autonomous intelligence across every workflow. We transform legal operations into a dynamic intelligence asset, empowering teams to outpace complexity through predictive insights and strategic outcomes.
Business Friend
At goCloudOffice, we focus on helping law firms stay secure and connected in the cloud. CAOC members that need a modern, full-service IT department, including world class cybersecurity, please contact us today. Experienced IT consulting and IT department services since 2003, first law firm moved into the cloud in 2011.

Contact: Matthew P. Herrick, CFA®, CFP®, Esq.
Herrick Wealth Advisory
(408) 212-7917 (voice and text)
matthew@herrickwa.com
1960 The Alameda Suite 20
San Jose, CA 95126
www.herrickwa.com
Business Friend
Matthew P. Herrick, CFA, Esq., is a settlement planner, portfolio manager, attorney, and business friend of CAOC. He and his team work closely with civil litigators, their law firms and their clients.
He consults with CAOC attorneys on their personal financial planning, their 401(k)s and other firm-sponsored retirement plans as well as estate planning and insurance matters, education savings, debt and financing, and fee structuring.
He provides comprehensive settlement planning advice to their personal injury clients. Since 2012, he has consulted on hundreds of personal injury matters, assisted with the preparation and filing of compromise petitions, made court appearances, funded structured settlement annuities, created special needs and minor’s settlement trusts, installed professional trustees, managed portfolios and provided ongoing financial, tax and estate planning advice. Mr. Herrick is a 25-year veteran of the securities industry, an active member of the California Bar, and a holder of the Chartered Financial Analyst (CFA®) designation. He has been a CAOC Business Friend since 2014.

Contact: Danny Hughes
Senior Vice President
Law Firm Practice
NFP, an Aon Company
626 West Jackson Boulevard, Suite 500
Chicago, IL 60661
Mobile: (312) 320-9122
danny.hughes@nfp.com
www.nfp.com
Business Friend
NFP, an Aon Company, is a premier insurance brokerage specializing in placing legal malpractice insurance for 500+ law firms nationally. 220 of which are 100% plaintiff law firms. Our expertise and large volume of business enable us to quickly evaluate your insurance placement for inefficiencies in policy wording, coverage and pricing. Once we understand the specific needs and goals surrounding your current placement, we aggressively advocate on your behalf, leveraging competition in the market, to deliver superior results.

Contact: Tanis L. Kelly, Esq.
Settlement Consultant
Sage Settlement Consulting
555 California Street, Ste. 4925
San Francisco, CA 94104
Phone: (415) 715-7946
Fax: (512) 532-9765
https://www.sagesettlements.com/our-team/tanis-kelly-esq-/
Business Friend
Tanis Kelly and Sage Settlement Consulting offer comprehensive settlement services for plaintiff attorneys and their clients. As the nation’s largest plaintiff-focused settlement planning firm, Sage provides innovative solutions for trusts and government benefits planning, structured settlement and market-based annuities, and attorney fee deferrals. Sage also assist with Medicare Set-Asides, lien resolution, qualified settlement funds, and investment solutions for claimants and attorneys.
In her past experience as a litigation attorney, Tanis saw firsthand how vital it was to partner with a trusted settlement professional to maximize her clients’ settlements. Attorneys can rely upon her to attend mediations, educate plaintiffs on their settlement options, and prepare customized settlement plans. For assistance with your next case, contact Tanis today.
Business Friend
Tavrn is a leading provider of AI driven medical chronologies, demand letters, and record retrieval for personal injury firms. Our approach balances speed and accuracy, ensuring outputs with human-level accuracy in under 24 hours. We've built tools specifically for SSDI firms, workers compensation, and medical malpractice, and can customize outputs based on the customer's legal specialization or technical requirements. Our goal is to provide the highest quality, fastest, and lowest cost med-legal analyses for PI firms, while working alongside our customers to create competitive advantage and ultimately achieve higher settlements and better client outcomes.


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