Five-year value capture for a plaintiff personal-injury firm. Faster intake, higher signed-case conversion, and paralegal capacity.
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: instant intake response and automated follow-up lift the signed-case rate. Conservatism is modeled as how many percentage points the signed-case rate improves, plus a ramp through build, pilot, and full rollout.
Operating Inputs
%
$
%
Net of case costs
mo
mo
$
One-time engagement fee
$/mo
Begins after build
Value Drivers · Annual at Full Run-Rate
Labor cost eliminated
$
Intake / CSR
Time reallocated to higher-value work
$
Paralegals / attorneys freed
Revenue uplift
—
Computed · core driver
Cost reduction
$
Missed follow-ups / leakage
Pricing power
$
Optional
Revenue uplift is computed from the signed-case rate lift, average fee, and margin. The other four are supporting value drivers identified in the audit; each ramps with adoption.
What Gets Built
Instant intake response. Engages every new injury inquiry within seconds, day or night.
Automated follow-up. Nurtures across call, text, and email until the case is signed.
Case and document automation. Handles records requests, demand-package assembly, and status updates.
Intake-to-settlement dashboard. Tracks lead source, signed-case rate, and case value.
Capability overview. Specific systems are scoped to your operation during the Opportunity Audit.
Five-Year Build-Up
Period
Incremental signed cases
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.