What Your Administrator Needs to Provide an Accurate Quote

A practical checklist for assembling the right case details before requesting a proposal.

The more complete the information you can share at the outset, the more accurately your class action administrator can scope the work, anticipate requirements, and prepare a reliable quote.

When gathering case details, remember: we welcome the detail. Start with the class itself - who is included, the expected class size, and how settlement shares will be calculated. Notice requirements are equally important. Let your administrator know whether notice will be delivered by physical mail, email, or both. For mailed notice, include the page count and whether a response form is enclosed.

Helpful shortcut: If court documents are available, SureClaim can review them to identify details that add useful context to the proposal.

Your quote-preparation checklist

Use this list to bring the essential information together. Not every item will apply to every matter, but each detail helps align the proposed administration plan with the case.

Case profile

• Class size

• Defendant company name

• Location

• Total gross settlement amount

• Whether administrator fees are capped in the settlement agreement

Notice and outreach

• Notice page count

• Translation requirements

• Physical-mail return envelope

• Email notice

• NCOA and skip-trace needs

• Toll-free number

• 
  

Response and website

• Response type: opt-out, opt-in, claim, dispute, and/or objection

• Website need: none, static informational site, or dynamic site with online responses

Distribution and data

• How settlement shares are calculated, such as a pro rata share of workweeks

• Whether data points such as workweeks will be provided or calculated by the administrator

• How settlement shares are taxed

• Where unclaimed funds will be distributed

Built for the realities of an evolving case c

Case requirements can change - and some details may not yet be known when the proposal is requested. Your administrator should be ready to add items, talk through best practices, and help keep the administration process smooth from start to finish.