What Is JCox Legal Concierge?

At JCox CPAs & Advisors, we recognize that legal challenges often arise alongside financial and operational ones. That’s why we’ve created JCox Legal Concierge, a personalized service that bridges the gap between our clients and a vetted network of independent law firms. This offer is designed to streamline how our clients and prospective clients access reliable legal support, eliminating the confusion of searching and vetting attorneys themselves. While we do not provide legal advice, we coordinate and connect, ensuring our clients are paired with attorneys who specialize in areas that matter most to their business. From initial referrals to scheduling and document coordination, JCox Legal Concierge keeps the legal process efficient, transparent, and focused, allowing you to stay focused on growing your business while we manage the connection.

This strategic offer is the result of in-depth meetings with small and mid-sized businesses, combined with data-driven insights and findings supported by peer-reviewed research. Over the past two years, our firm has made a significant investment in marketing and industry research to ensure this initiative meets real client needs and elevates the value we provide.

How It Works:

• Tailored Referrals: We assess your specific legal needs and recommend qualified attorneys who specialize in the areas that matter most to you—whether it’s contract law, business formation, litigation, or regulatory compliance.

• Scheduling & Coordination: We handle appointment scheduling, document exchange, and communication logistics between you and your legal counsel, saving you valuable time.

• Administrative Support: Our team assists with organizing legal documents and ensuring that information flows smoothly to your attorney.

• Clear Boundaries: While we facilitate the connection and provide coordination, JCox does not provide legal advice or representation. All legal services are delivered by the independent law firms directly.

Why Choose Legal Concierge?

• Avoid the hassle of searching for reliable legal help on your own

• Gain peace of mind knowing you are working with vetted, qualified attorneys

• Focus on running your business while we manage the legal coordination

• Benefit from streamlined communication and efficient handling of your legal matters

Disclaimer: Legal fees are billed separately by the law firms. JCox CPAs & Advisors, P.C. charges only for its concierge coordination services, not for legal advice, legal representation, or any legal outcome.

Notice:

Our firm does not promote or endorse any law firm on this page unless they have undergone our formal vetting process and have received written approval to be featured. Only vetted and approved firms may appear as recommended resources.

Individuals and businesses may download our “JCox Legal Concierge – AICPA Compliance and Service Boundaries” document here. For ongoing reference or to access the most current version, please visit our webpage titled “Firm Compliance and Oversight,” where a copy of this file is always available