Contract analysis

I. Engagement & Pre-Litigation Investigation | Nov 2021 – Mar 2022 | Whistleblower analysis; Thornbury audit coordination; FLA review; breach notice; demand letter; complaint drafting | $485,000.00 | $0.00 | $485,000.00 | 5.07%

II. Pleadings & Initial Case Management | Mar 2022 – Jun 2022 | Complaint filing; answer to counterclaim; case management conference; initial discovery planning; e-discovery protocol | $320,000.00 | $48,000.00 | $368,000.00 | 3.84%

III. Fact discovery | Jul 2022 – Mar 2023 | Interrogatories; 147 RFPs; motion to compel Suncoast records; review of 396,000 documents; 14 fact depositions; Ironclad subpoena | $2,180,000.00 | $695,000.00 | $2,875,000.00 | 30.03%

IV. Expert discovery | Dec 2022 – Jun 2023 | Expert retention; Kettlewell report coordination and review; Hargrove rebuttal analysis; rebuttal report; 2 expert depositions | $890,000.00 | $1,850,000.00 | $2,740,000.00 | 28.62%

V. Dispositive Motions & Summary Judgment | Aug 2023 – Feb 2024 | Legal research; partial summary judgment briefing (42-page memo, 127 undisputed facts); response to cross-motion; reply; oral argument preparation | $1,650,000.00 | $25,000.00 | $1,675,000.00 | 17.50%

VI. Mediation & Settlement | Feb 2024 – Apr 2024 | Mediation proposal; confidential mediation statement; settlement authority analysis; two-day mediation; term sheet; 52-page settlement agreement drafting and negotiation (3 versions); closing | $1,020,000.00 | $93,500.00 | $1,113,500.00 | 11.63%

VII. Post-Settlement & Matter Closing | Apr 2024 | UCC-1 filing; Ironclad notice; franchise-surrender notices; compliance monitoring memo; dismissal stipulation; closing checklist; final billing | $275,000.00 | $43,000.00 | $318,000.00 | 3.32% TOTAL | Nov 2021 – Apr 2024 | $6,820,000.00 | $2,754,500.00 | $9,574,500.00 | 100.00% [sheet: Settlement Payment Schedule] Payment No. | Payment Date | Payment Type | Principal