How It Works

CounselPort breaks cross-border lawyer search into a reviewable process: submit anonymized requirements, form a candidate panel, confirm matter interest, complete conflict checks, receive fee feedback, and connect formally.

Reviewable Process

From anonymized request to formal connection

Client names and counterparty information are not disclosed during the matter interest stage; only after overseas counsel confirms willingness are they shared through a controlled page for conflict checking.

Prerequisite

A verified account is required

The first step is not receiving a list. It is creating a verified account so the platform can manage requests, disclosures, conflict checks, and service records.

01

Register an account

Create a user record connected to the organization, team, or individual submitting the request.

02

Complete identity verification

Verification protects both the requester and network members who may review or respond to the matter.

Seven-step collaboration process

From submitting requirements to formal connection, each step has clear information-disclosure boundaries and privacy safeguards.

Start a Collaboration Request

01/07

Submit anonymized requirements

Use the collaboration request form to describe the matter jurisdiction, practice area, and timing requirements without disclosing the client name at this stage.

Matter information is used only inside CounselPort before matter interest confirmation.

02/07

Form candidate panel

Based on the request, CounselPort forms 3-6 anonymized candidate profiles showing jurisdiction, experience signals, and relationship paths.

Candidate identities are not disclosed at this stage.

03/07

Matter interest confirmation

Candidate overseas counsel indicate willingness based on the anonymized matter description, and you can review responses and interest notes.

Counsel sees only the anonymized matter summary and does not know the full client name.

04/07

Conflict check

Before formal connection, candidate counsel checks conflicts using the provided client name to confirm no conflict exists.

The client name is disclosed in a limited way only for conflict checking.

05/07

Fee feedback

Candidate counsel provides an indicative fee range for the matter before you decide.

Fee information is not publicly disclosed.

06/07

Formal connection

After conflict check clearance and connection intent are confirmed, CounselPort provides a formal contact path to both sides.

Full contact information is mutually disclosed only at this point.

07/07

Feedback and record

After the matter, feedback helps improve future candidate quality; you may request deletion or correction of personal data.

Feedback is anonymized before being used for system improvement.

Two service paths

Choose a service path based on matter complexity and trust requirements.

Path A

Counsel Panel Process

Use this path when the project direction is relatively clear and you need to form a set of comparable overseas counsel candidates in the target jurisdiction.

  • 01Submit Request
  • 02Form Candidate Panel
  • 03Matter Interest Confirmation
  • 04Conflict Check
  • 05Fee Feedback
  • 06Formal Connection
  • 07Feedback & Record

Path B

Senior Referral Route Process

Use this path for complex, high-value, or high-sensitivity matters where a senior cross-border practitioner is needed to provide candidates and recommendation rationale.

  • 01Submit anonymized matter summary
  • 02Send to senior practitioners
  • 03Submit candidates and recommendation rationale
  • 04Record rationale and relationship path
  • 05Matter interest confirmation
  • 06Conflict check
  • 07Fee feedback
  • 08Formal connection

How candidates are evaluated for further review

Basic fit, public credential verification, China-related experience signals, relationship paths, and process responsiveness are handled separately; these signals are not rankings or outcome guarantees.

04.01 — Basic Fit

Basic fit conditions

  • Country / jurisdiction / region
  • Matter direction / service type
  • Language and communication needs
  • Availability and engagement constraints

04.02 — Trust Basis

Higher-trust assessment

  • Whether identity and public credentials are verified
  • Whether a recommendation basis is explained
  • Whether willingness and conflict-check steps are controlled
  • Whether prior collaboration signals are available

Connect formally under clear boundaries

After matter interest confirmation, conflict check, and fee feedback are complete, CounselPort organizes the formal connection between initiator and overseas counsel.

Start a Collaboration RequestBrowse Anonymized Profiles