Platinum Preferred Partners | $20,000 Annual Investment | Strategy Summit Marquee Sponsors

To help as many lawyers as possible create the practice of their dreams. More profits. More Cases and a law firm that gives you freedom to live the life you want and experience greater success on your own terms.

PILMMA provides its members with a multitude of Practical and Proven Tools, Tactics, Strategies, Coaching and Mentoring all designed to help lawyers scale their law firms for greater growth and success.

Diamond Preferred Partner | $50,000 Annual Investment

With over 30 years of litigation and settlement planning experience, Raleigh attorney Tacker LeCarpentier started Settlement Planning Services to provide comprehensive settlement planning services to injury victims, their families and attorneys throughout the State of North Carolina. A North Carolina native, Tacker has been a strong NCAJ supporter, member and sponsor for over 17 years. At no charge to your clients, Tacker and his associates offer life care planning cost analysis, governmental benefits assessments, mediation attendance, as well as appearances at all settlement hearings. Settlement planning solutions include Structured Settlements, Special Needs Trusts, Family Security and Settlement Preservation Trusts, Medicare Set-Aside Accounts, and lien resolution assistance.

Securing Your Clients’ Future Financial Needs.

Diamond Preferred Partner | $50,000 Annual Investment

Personal injuries are painful emotionally and physically. Personal injury settlements should represent healing and order born out of chaos and loss.

When you work with Byrd Settlements, we will:

• Protect your recovery
• Simplify your life
• Secure your future

We provide as much or as little direction as needed to create a lifetime of financial security.

We consider it our responsibility to both clients and their loved ones to reduce or even eliminate financial risk to the extent possible and appropriate and do everything we can to provide a lifetime of financial security.

Sapphire Preferred Partner | $40,000 Annual Investment

Cattie & Gonzalez is the nation’s preeminent law firm providing clients legal advice about resolving liens and protecting future healthcare benefits like Medicare and Medicaid. Our team of experienced attorneys, paralegals, nurses and analysts knows how to get great reductions for Medicare conditional payments, Medicaid liens, and other liens. We also provide clients with services such as future medical cost projections, Medicare Set-aside (MSA) Allocations, and the ability to submit MSAs to Medicare for review and approval. Perhaps our most innovative service though is our MSA Legal Opinion, which is used by thousands of clients nationwide to protect a client’s future Medicare benefits and protect the client and firm from Medicare’s potential overreach for MSA proceeds.

We call it the Cattie Promise, and we stand behind the legal conclusions of our MSA Legal Opinions 100%. Cattie & Gonzalez is based in Charlotte, and we look forward to resolving liens and preservation future government benefits on behalf of the victims of Camp Lejeune and its contaminated water.

Learn more about what Cattie & Gonzalez can do for your clients.

Ruby Preferred Partner | $30,000 Annual Investment

In business since 1977 as the first mutually owned insurance company for lawyers in the country, Lawyers Mutual has been providing continuous financial protection from professional liability to North Carolina lawyers longer than any other insurance company. Legal professional liability insurance is the only type of coverage we offer. As a result of doing one thing, we do that one thing well.

Lawyers Mutual has a reputation for leadership and professionalism, and a commitment to North Carolina lawyers by which other malpractice insurance providers must be measured. Our dedicated professionals are always available to discuss your coverage or claims. We provide a broad program of risk management and law practice management education at no cost to policyholders. We also recognize and value the many contributions of our insureds that meet the legal needs of the public.

Lawyers Mutual takes pride in being your supportive partner while building for a better tomorrow.

GOLD PREFERRED PARTNERS | $15,000 ANNUAL INVESTMENT

Hona transforms how law firms manage client communication by seamlessly integrating with their CMS. As attorneys work on the case, Hona automatically updates clients via a user-friendly portal, keeping them informed on every phase of their case. With features like explainer videos, FAQs, and mass messaging, Hona reduces redundant client inquiries, saving firms time and boosting efficiency. Firms using Hona can handle up to 25% more cases annually, increase revenue by $120K–$300K, and achieve a 20% rise in 5-star reviews. Hona will elevate client satisfaction while driving growth for modern law firms.

Learn More

Silver Preferred Partner | $10,000 Annual Investment

With 50 locations across North Carolina and Virginia, TowneBank financial professionals serve the North Carolina legal community in the Raleigh, Cary, Charlotte, Greensboro, Greenville, and Outer Banks markets. Known for our high-touch banking services, our bankers are available and accessible to businesses and individuals when and where they are needed.

TowneBank has designed an exclusive program for legal professionals that benefits your business, family, and staff—all with your practice in mind. Your dedicated private banker will work with you to create an integrated strategy for expediting payments and optimizing cash positions using tools such as wire transfers, ACH, and payroll, so you can keep your focus on running a successful practice.

Find out more at TowneBank.com/LegalPartners or find a full listing of our local bankers who specialize in financial services for law firms here.
Member FDIC | Equal Housing Lender