In general, yes, I only accept a case submissions from a lawyer, solicitor, or barrister.  I will explain why that is done in a minute, but there are a few exceptions to this rule.

I may accept cases from someone other than the above (e.g., usually a party directly or personally involved in the matter) so long as the following conditions apply:

1. It is NOT a matter before the courts,
2. It is NOT a matter intended to go before the courts, and
3. It is NOT a matter with any legal or judicial implications.

Now, this might seem to rule out a lot of things and it does.  The kind of submission I will accept directly from a private citizen (i.e., non-lawyer/non-barrister) are those aimed at genealogical research, personal interest or education, and similar things.  If you aren’t sure about this, please ask and I will clarify.

For most matters a submission must be arranged and executed through a lawyer, solicitor, or barrister. I will, however, consider a contract if struck with some businesses or a government department/agency of well-established reputation.

It is important that the contract for services be formed between a lawyer or law firm (as a representative) and myself because it helps to ensure:

1. a professional relationship in all matters,
2. an arms-length arrangement relative to any party with a personal interest in the outcome, and
3. there is minimal and controlled interaction to avoid introducing biasing information into the process. Please note that, as a potential expert witness, I must do everything possible to minimize any bias that may affect the outcome in casework.

This might seem unnecessary and even problematic, but it really does work to the benefit of all parties. If you have any questions, please let me know.