Responsibility map
Planning focus
Define which tasks belong to the investor, consultant, immigration attorney, transaction counsel, CPA and other professionals.
Service 08 · E-2 business services
08Build the case
Immigration Attorney & Case Coordination
Keep the investor, transaction, business evidence and legal strategy aligned through one disciplined coordination process.
Disciplined preparation
Strong professionals cannot protect a case when they receive incomplete or inconsistent information.
The seller, broker, franchisor, accountant, business-plan team and immigration counsel often work on different schedules. We organize responsibilities, evidence requests, decision points and unresolved questions without replacing legal representation.
The service connects commercial decisions, evidence development and professional responsibilities without confusing strategic coordination with legal, tax, accounting or brokerage work.
Important: No service can guarantee E-2 eligibility, visa issuance, admission or business success. Legal and regulated professional work remains separate.
Service framework
Four connected areas of work
Each area must support the same investor, business, transaction and evidence story.
Evidence control
Planning focus
Maintain a structured request list, naming system, version history and gap tracker.
Consistency review
Planning focus
Compare ownership, investment, funds, operations, staffing and timelines across workstreams.
Decision management
Planning focus
Identify issues that require legal advice before contracts, payments, filings, travel or interviews.
Professional scope
Clear deliverables. Clear professional boundaries.
We organize the work and identify what must be independently handled by counsel, CPAs, brokers, valuation specialists or other licensed professionals.
Included deliverables
- ✓
Kickoff and responsibility matrix
- ✓
Master evidence request list
- ✓
Document and issue tracker
- ✓
Cross-workstream consistency review
- ✓
Professional meeting preparation
- ✓
Milestone and unresolved-question summary
Not included
- —
Legal representation or legal advice
- —
Control over attorney judgment or government timing
- —
Filing forms without a separate professional engagement
- —
Guarantee of approval or processing time
Service process
From initial facts to an organized next step
The sequence is adapted to the investor, enterprise and transaction stage.
Assemble
Identify the team, scope and decision-makers.
Plan
Create milestones, responsibilities and evidence requests.
Track
Maintain document, issue and dependency status.
Reconcile
Check consistency before professional review and filing.
Handoff
Deliver organized materials and open questions to counsel.
Starting information
Information that makes the first review useful
Do not send confidential documents through the public inquiry form. A secure sharing method can be discussed after the initial contact.
- 01
Attorney engagement and requested checklist
- 02
Business and transaction records
- 03
Funds and ownership evidence
- 04
Business plan and financial assumptions
- 05
Applicant and dependent records
Focused service inquiry
Start with the facts you already have.
Tell us your current stage, business route, investment range and timing so we can identify the most useful next conversation.
Japanese-language consultations available by appointment.日本語でのご相談は事前予約にて承ります。
このサービスを日本語で見る →Confidential preliminary inquiry
Request a focused service review.
Tell us where you are in the E-2 planning process. Do not send passports, bank statements, tax returns or confidential transaction documents through this form.
Submitting this request does not create an attorney-client, brokerage, accounting or fiduciary relationship and does not guarantee E-2 eligibility or approval.
Frequently asked questions
Attorney & Case Coordination FAQ
General information only. Every investor, business and filing route requires individualized professional review.
Does this service replace an immigration attorney?+
No. It supports organization and coordination; legal advice and representation remain with qualified counsel.
Can you choose an attorney for me?+
We can explain coordination needs and possible referral considerations, but the client independently selects and retains counsel.
Who controls the legal strategy?+
The retained attorney advises on and controls legal analysis within the attorney-client engagement.
Why is coordination useful?+
It helps reduce missing documents, inconsistent facts, duplicated work and late discovery of transaction or evidence problems.