FR EA

Extract to table

Pull the structured facts out of a document: parties, dates, amounts, obligations.

Extract to table / claridge-engagement-proposal-review-memo.docx
claridge-engagement-proposal-review-memo.docx · 1025-00010

Parties

Harkness LLP
Claridge Forensic Advisory LLC
Quorum Insurance Holdings Corp
CrestPoint Brokerage LLC
Phantom Commission Inc
M. Kessler
Strauss LLP
M. Bressler

Dates

February 27, 2026
March 9, 2026
February 24, 2026
February 25, 2026
February 26, 2026
February 14, 2026
February 17, 2026
February 19, 2026
February 21, 2026
January 1, 2023

Amounts

$85,000
$120,000
$175,000
$225,000
$260,000
$345,000
$74
$9.6
$38.5
$48.1

Obligations

Any anticipated expenditure that would cause total Claridge fees to exceed the approved budget range must be flagged in advance and approved by Conrad Ashby before additional work is performed
All documents generated by Claridge in connection with the engagement must carry the privilege legend set forth in Section VI
Accordingly, Claridge must not take direction from, report to, or share information with any member of QIH management without C&H's express authorization
If the investigation ultimately substantiates the whistleblower's allegations, Kellner & Strauss will need to assess whether QIH's fiscal year 2025 financial statements require restatement and whether its previously issued unqualified audit opinion must be withdrawn or modified
Any sharing of Claridge's work product with Kellner & Strauss must be carefully managed to avoid waiver of attorney-client privilege and work-product protection