Five-year value capture for a high-volume immigration practice. Automated document and forms preparation, more matters per paralegal, faster filings.
Prepared by Vincent Oliver
Value Creation Operator
Scenario: Base Case
Client Value · 5-Year
—
Net of fees paid to Agentic Assembly
Total Investment · 5-Year
—
Build + retainer
Client Payback
—
On build investment
Scenario
The dominant driver is revenue: automated document and forms preparation lets the same team handle more matters. Conservatism is modeled as the percent capacity uplift, plus a ramp through build, pilot, and full rollout.
Operating Inputs
$
%
Value counts margin, not revenue
mo
mo
$
One-time engagement fee
$/mo
Begins after build
Value Drivers · Annual at Full Run-Rate
Labor cost eliminated
$
Document / forms prep
Time reallocated to higher-value work
$
Attorney review freed
Revenue uplift
—
Computed · core driver
Cost reduction
$
Rework / RFEs / missed deadlines
Pricing power
$
Optional
Revenue uplift is computed from the capacity uplift, flat fee, and margin. The other four are supporting value drivers identified in the audit; each ramps with adoption.
What Gets Built
Automated document and forms preparation. Drafts filings and forms directly from intake data.
Intake and eligibility triage. Routes each matter to the right path from the first contact.
Case-status and RFE tracking. Monitors deadlines and sends automated client updates.
Throughput dashboard. Tracks matters per paralegal, filing cycle time, and capacity.
Capability overview. Specific systems are scoped to your operation during the Opportunity Audit.
Five-Year Build-Up
Period
Incremental matters
Client value
Agentic Assembly fees
Client cumulative
Year one is partial by design: value accrues after build and pilot, then ramps to full rate. Client value is shown net of fees so the two columns never double-count.