# Intake Triage AI — Pricing

Every number in this document is arithmetic you can check. Where a figure is an assumption rather than a measurement,
it is labeled as one.

---

## 1. Packages

| | **Desk** | **Firm** ★ | **Multi-office** |
|---|---|---|---|
| Setup (one-time) | **$4,500** | **$9,500** | **$18,000** |
| Monthly | **$1,450** | **$3,400** | **$6,500** |
| Leads included / month | 250 | 800 | 2,500 |
| Overage | $4.00 / lead | $3.00 / lead | $2.00 / lead |
| Intake sources | 2 | 6 | unlimited |
| Attorney routing | tier only | full: caseload + SLA + language | per-office rules |
| CRM write-back | CSV / email digest | Litify, Filevine, Clio Grow, Lawmatics, SmartAdvocate, CasePeer | + custom / API |
| Calibration on firm history | — | 12–24 months | 24–36 months, per office |
| Statute tables | single state | up to 4 states | unlimited, per-jurisdiction |
| Support | email, 1 business day | shared Slack, 4 business hours | 4h SLA + quarterly on-site |
| Year-one contract value | **$21,900** | **$50,300** | **$96,000** |

★ Where roughly 70% of firms land.

### Why the setup fee exists and why it is that size

The setup fee is not a license. It is 40–90 hours of work that has to happen once per firm and cannot be productized:

| Setup work | Desk | Firm | Multi-office |
|---|---|---|---|
| Intake-flow discovery + source mapping | 4h | 8h | 14h |
| Weight/threshold calibration against signed & declined history | 6h | 16h | 26h |
| Jurisdiction + administrative-deadline table build and verification | 3h | 8h | 18h |
| CRM integration, field mapping, write-back testing | 6h | 14h | 24h |
| Attorney roster, capacity model, routing rules | 2h | 6h | 12h |
| Two-week shadow evaluation + written accuracy report | 6h | 10h | 14h |
| Staff training + runbook | 3h | 6h | 10h |
| **Total** | **30h** | **68h** | **118h** |
| **Implied rate** | **$150/h** | **$140/h** | **$153/h** |

The setup fee is **refundable in full** if the shadow-period report does not beat the firm's existing intake ordering on
the firm's own historical data. That is a real term, not a marketing line — it is why the shadow period exists.

---

## 2. What It Replaces — In Dollars

Reference firm: **12 attorneys, plaintiff-side PI, 340 inbound leads/month (4,080/year), $180 average cost per lead
($734,400/year in paid acquisition).** This is the modal firm in the ICP.

| Line item | Basis | Annual |
|---|---|---|
| **Ad spend on leads never contacted within 24h** | 18% of 4,080 leads = 734 leads × $180. The 18% figure is the median of the intake logs I have reviewed; ask any firm to run it and they usually find 15–25%. | **$132,192** |
| **Fees lost to slow first contact** | 4 signable cases/year lost to a competitor who called first × $29,000 average fee. Conservative: firms that measure it usually find 6–10. | **$116,000** |
| **Attorney hours on unqualified consults** | 310 attorney-hours/year screening cases that should never have reached an attorney × $275 blended internal cost. That is 26 hours/month across 12 attorneys — about 2 hours each. | **$85,250** |
| **Intake specialist, fully loaded** | $46,000 salary + 24% benefits/payroll tax = $57,040, + $4,360 amortized turnover (35% annual turnover × ~$12,500 replacement cost) | **$61,400** |
| **After-hours answering service** | $1,550/month for a legal answering service that takes a message and does nothing else | **$18,600** |
| **One missed deadline per year** | Malpractice deductible ($15,000) + premium impact ($10,000). Assumption: one near-miss or miss per year at this volume. Firms that have had one will tell you it is low. | **$25,000** |
| | | **$438,442** |

**Important honesty note:** Intake Triage AI does not eliminate all $438,442. It does not fire the intake specialist —
most firms redeploy her onto signed-case follow-up. It does not replace the answering service on day one. What it
directly attacks is the first three lines ($333,442) and the last one ($25,000). The staffing lines are shown because
buyers always ask "what do I cut," and the honest answer is: probably nothing, and that is not where the return is.

---

## 3. ROI Math

Same reference firm. Firm tier. Every step shown.

**Baseline**

```
Inbound leads per month                          340
Inbound leads per year                4,080  (340 × 12)
Current signed-case rate                        8.5%
Signed cases per month                28.9   (340 × 0.085)
Signed cases per year                  347   (28.9 × 12)
Average fee per signed case                  $29,000
Annual fee revenue from inbound  $10,063,000   (347 × 29,000)
```

**Cost of the system, year one**

```
Setup                                         $9,500
Monthly × 12                    $40,800   (3,400 × 12)
Year-one total                               $50,300
```

**Break-even — the only number that matters in the first meeting**

```
Break-even additional signed cases = 50,300 / 29,000 = 1.74 cases
```

One and three-quarters additional signed cases in twelve months, out of 347. That is a required lift of **0.50%** on
the signed-case rate — from 8.5% to 8.54%.

**Modeled uplift**

Two mechanisms, both measurable in the shadow period:

1. *Speed.* Lead-response research (InsideSales/Harvard Business Review, replicated repeatedly since) shows contact
   inside 5 minutes yields roughly 21× the qualification odds of contact at 30 minutes, and 78% of buyers transact with
   the firm that responds first. This firm's median is 11+ hours on after-hours leads.
2. *Order.* The best case in a 340-lead month currently gets the same position in the queue as the worst. Correct
   ordering moves attorney attention to the top decile.

I model the combined effect at **+0.9 percentage points** on the signed-case rate — 8.5% → 9.4%. That is a 10.6%
relative lift, against a mechanism that research supports at multiples of that. Then I cut it by 40% anyway.

```
New signed-case rate                            9.4%
Signed cases per month                32.0   (340 × 0.094)
Incremental cases per month            3.1   (32.0 − 28.9)
Incremental cases per year            36.7   (3.06 × 12)
After a 40% haircut                   22.0   (36.7 × 0.60)
Incremental fee revenue          $638,000   (22.0 × 29,000)
Less year-one cost               −$50,300
Net year one                     $587,700
Return                                 12.7×
Payback                          4.1 weeks   (50,300 ÷ (638,000/52))
```

**Downside case.** If the uplift is only one-quarter of what is modeled — 5.5 incremental cases instead of 22 — the
year-one return is $159,500 of fee revenue on $50,300 of cost — 3.2× gross, $109,200 net. The model has to be wrong by more than **92%** (22.0 cases down to 1.74) before the firm loses money.

**How to check it in 20 minutes.** Export last month's intake log. Run it through the engine. Sort by score. Look at
the top 15 and ask what time each one was first contacted. That single view is the entire sales argument, and the
firm's own data either supports it or does not.

---

## 4. Margin Math — the operator's side

### Cost to deliver

| Cost | Basis | Per client, year one |
|---|---|---|
| Inference | Self-hosted: 3× RTX PRO 6000 (blackwell) + 4 LAN nodes, 293GB VRAM, already owned and already powered. Marginal cost of an additional client ≈ electricity. 800 leads/mo × ~2,400 tokens ≈ 1.9M tokens/mo — under 4% of one node's idle capacity. | **~$180/yr** (power) |
| Setup delivery | 68h × $95/h true opportunity cost of operator time | **$6,460** |
| Ongoing support & calibration | 5h/month × 12 × $95/h | **$5,700** |
| Integration/API costs | CRM APIs are included in the firm's own license; no third-party AI spend | **$0** |
| Hosting/infra amortization | Fleet already exists for the RIG stack; allocate $120/mo | **$1,440** |
| **Total cost to deliver, year one** | | **$13,780** |

### Gross margin by tier, year one

| Tier | Revenue Y1 | Delivery cost Y1 | Gross margin | % |
|---|---|---|---|---|
| Desk | $21,900 | $7,830  (30h setup + 3h/mo support + $1,560 infra) | $14,070 | **64.2%** |
| Firm | $50,300 | $13,780 (68h setup + 5h/mo support + $1,620 infra) | $36,520 | **72.6%** |
| Multi-office | $96,000 | $22,170 (118h setup + 8h/mo support + $1,840 infra) | $73,830 | **76.9%** |

### Year two and beyond

Setup delivery is gone. Only support and calibration remain.

| Tier | Revenue Y2 | Delivery cost Y2 | Gross margin | % |
|---|---|---|---|---|
| Desk | $17,400 | $4,980 | $12,420 | **71.4%** |
| Firm | $40,800 | $7,320 | $33,480 | **82.1%** |
| Multi-office | $78,000 | $10,960 | $67,040 | **85.9%** |

### Break-even client count

Fixed operating cost of the practice (hardware amortization, power, tooling, domain/email infra, accounting):
**$3,200/month = $38,400/year.**

```
Firm-tier gross margin, year one:  $36,520
Break-even:                        38,400 / 36,520 = 1.05 clients
```

**One Firm-tier client covers the entire fixed cost base.** Client #2 onward is ~$36,500/year each in year one and
~$33,700/year in every year after, against roughly 11 hours/month of operator time.

### Capacity ceiling

Support and calibration run ~5 hours/month per Firm-tier client. At 60 productive hours/month allocated to this
product, the ceiling is **12 concurrent clients** before a hire is required — approximately **$490,000/year in
recurring revenue** at Firm tier. Setup work is the real constraint: 68 hours per new client caps onboarding at
roughly **one new client per month** without help.

---

## 5. Contract Terms

**Term.** 12 months initial, then month-to-month. No auto-renewing annual lock.

**Payment.** Setup 50% at signature, 50% at go-live. Monthly billed in advance on the 1st, ACH or card. Net 15.

**Pilot.** Two-week shadow evaluation for **$2,500**, credited in full against the setup fee if the firm proceeds. The
system scores the live queue and changes nothing; deliverable is a written accuracy report comparing its ranking to the
firm's own on the same leads.

**Setup refund.** If the shadow report does not show better ordering than the firm's current process on the firm's own
historical data, the setup fee is refunded in full and the engagement ends. No negotiation, no partial.

**Cancellation.** 30 days written notice after the initial term. On termination the firm keeps every memo, score and
export already generated, plus a full CSV of the scored history. No data hostage.

**Price protection.** Rate is locked for 24 months from signature.

**Out of scope** (quoted separately at $150/hour):
- Building or migrating a case management system
- Marketing, ad management, or lead generation of any kind
- Call recording, transcription hardware, or telephony replacement
- Custom intake form design beyond field mapping
- Legal review of the jurisdiction tables — the firm's own counsel signs off before go-live
- Anything downstream of case acceptance (demand letters, medical record retrieval, litigation support)

**What is explicitly not promised:**
- No guarantee of any specific signed-case rate
- No legal advice; this is decision-support software and every intake requires attorney review
- No statement that a statute has or has not run — the flag exists to force a human to look
- No indemnification for a missed deadline. The system reduces the probability of a miss; it does not assume the
  malpractice risk, and no vendor at this price honestly could.

---

## 6. Discounting policy

| Situation | Allowed |
|---|---|
| Annual prepay | 10% off the monthly, taken as one month free |
| First 3 reference clients | 30% off setup in exchange for a named written case study and a reference call |
| Multi-office added within 90 days of the first office | 50% off the incremental setup |
| Anything else | No. The price is the price. Discounting the monthly on a product with 72% gross margin and a 12-client ceiling is buying revenue with capacity that cannot be replaced. |