Partnering with solicitors
Working together to support your clients
At Level, we are committed to working side by side with our valued legal partners across family law and probate.
By entering into a single agreement with approved law firms, we can efficiently cover all loans that we provide to your clients. We offer both secured and unsecured lending, tailored to your client’s individual circumstances, as well as separate facilities to cover living expenses.
Where your clients don’t require funding for their legal fees, but may wish to access some of their settlement early for other purposes, such as a deposit for re-housing or paying inheritance tax, we can also help.
Our fast, flexible funding and simplified lending process helps your client meet your fees or achieve their own financial goals as swiftly as possible, while giving you the space to focus on their case.
AS FEATURED IN
Our loan process
If you’re a solicitor and your client is considering a loan from Level, here’s how our funding process works.
1. Application
2. Advice
3. Funding
4. Repayment
1. Application
2. Advice
3. Funding
4. Repayment
To start an application, please contact us and request a form. We'll review your client's eligibility and ask your opinion on the likely success of their case, aiming to give an initial lending decision in 1-2 working days.
To make sure our loan is suitable and your client understands their obligation to us, they need to take legal advice before we approve their loan. If the loan is secured over property, they'll also need to take separate independent mortgage advice.
Our loan is a flexible facility. For legal fee funding, each time you raise an invoice we'll settle it and pay it into your client account, subject to your client's approval. We'll also send an annual statement, and any ad-hoc statements you need.
The repayment date varies on a case-by-case basis, but the loan can be repaid at any point during proceedings and we don't charge early repayment penalties.
For more information about our application process, read our guide.
SPECIALISMS
Family
law
Strategic liquidity funding
We provide legal fee and living expenses funding to individuals in family law proceedings, including Financial Remedy, Children Act, enforcement, Part III, ToLATA and Schedule 1 proceedings.
It may be possible to unlock a proportion of your financial settlement early, pre or post judgement. This may be helpful in the litigation itself, or to allow you move forward with your life, e.g. buying or renting property or paying urgent bills.
Inheritance
release
It usually takes around 12 months for an inheritance to be distributed from an estate. During this time you may have pressing financial needs. Level may allow you to release up to 60% of your inheritance early.
Estate expense & IHT funding
Executors may be able to unlock a proportion of an estate early to pay Inheritance Tax and other testamentary expenses which could otherwise delay the distribution of the estate to the beneficiaries.
Private client and probate disputes
Law firm finance
We provide bespoke financing solutions to our partner solicitor firms – assisting with refinancing CFAs, cash flow management alongside other one-off situations.
We provide legal fee and living expenses funding to individuals in a wide array of dispute resolution proceedings such as contentious probate (including 1975 Act claims), the dissolution of farming or other partnerships, shareholder disputes and other matters.
Why Level?
Streamlined lending process improves cashflow, maximises efficiency and helps your case move forward
Flexible approach means our loans are tailored on a case-by-case basis, and you can draw down from the loan at any point during your proceedings
From a judge’s perspective, a loan from us carries more credibility than a ‘soft’ loan from friends or family
There are no up-front payments. You don’t need to pay us until the final settlement has been paid, and you’ll only pay interest on the amount you use
In-house legal and financial experience empowers us to make swift lending decisions – you could have an in-principle offer in 1-2 working days
Our responsive in-house team are here to provide confidence and clarity from start to finish in order to give you total peace of mind
TESTIMONIALS
"Level echoes the first class, bespoke service offered by elite family firms. With a personal touch and excellent service, they understand the complexities of cases from only an initial call and give swift decisions, which delights practitioners and clients alike."
Rosie Schumm
Partner at Forsters LLP
"How refreshing to be able to deal with an organisation which is legally savvy, open-minded, unstuffy and user-friendly. With a family lawyer in the team, Level understands the needs of family practitioners and their clients and is willing to help with the minimum of fuss for the maximum benefit to all concerned."
Jeremy Levison
Partner at Levison Meltzer Pigott
Partner with us
We’re proud to work with an elite network of top-level law firms. If you’d like to partner with us, here’s how to get in touch.