Advisory

AI will restructure
litigation operations.
We design how
your firm adapts.

Retained strategic advisory for plaintiff trial firms. Vendor evaluation, workflow architecture, and implementation sequencing, built for outcomes, not demos.

Vendor-agnostic

No software commissions. No preferred vendors.

Limited capacity

We work with a small number of firms at a time. Depth over volume.

Plaintiff-only

No carrier work. No defense. Your interests.

The problem

Tools won't save you.
Systems will.

Most firms are buying AI tools in isolation, without redesigning the workflows those tools are supposed to improve. The result is shelfware and skepticism.

The winning firms aren't the ones with the most subscriptions. They're the ones who built a clean operating system: disciplined inputs, defensible outputs, and adoption that survives a busy trial month.

What actually breaks
  • Intake bottlenecks that no AI tool gets upstream of
  • Demand packages that look AI-generated and invite lowball offers
  • Paralegals adopting new tools without guardrails or accountability
  • Partners making vendor decisions without a selection framework
  • Workflows that work in demos but collapse under real volume
"Most AI initiatives fail at adoption, not implementation."
— Phil, Counterbench Advisory
Focus areas

Four levers that move the needle in plaintiff PI firms.

01

Intake Intelligence

Speed-to-contact and triage accuracy are the two most important intake variables. We build systems that capture, score, and route leads before the first human touches them, without sacrificing warmth.

02

Demand Package Quality

Insurers know when a demand was generated by AI. We architect prompting systems and review workflows that produce demands that read like your best senior attorney wrote them, at half the time cost.

03

Negotiation Leverage

Information asymmetry wins negotiations. We identify where AI can surface comparable verdicts, treatment cost benchmarks, and carrier adjuster patterns, before you make the first call.

04

Operational Adoption

The last mile is the hardest. We build role-based SOPs, accountability checkpoints, and measurement frameworks so staff uses the systems you pay for, every day.

How it works

A structured 90-day engagement with clear deliverables at every phase.

What you walk away with
01

AI Readiness Scorecard

An honest assessment of where your firm stands across intake, case management, demand, and negotiation.

02

Vendor Evaluation Matrix

A scored comparison of every relevant tool in your workflow category, with a clear buy/pass recommendation.

03

Implementation Roadmap

A sequenced 90-day plan your partners can follow, with milestones, owners, and rollback criteria.

04

Role-Based SOPs

Documented workflows for intake coordinators, paralegals, case managers, and attorneys.

05

Prompt Library

A curated library of prompts for common tasks: demands, mediation briefs, client updates, and research.

06

Measurement Framework

The three metrics that tell you if your AI adoption is working, tracked from week one.

Pricing

Transparent. Retainer-based. No surprises.

All engagements are month-to-month after the initial 90-day engagement. No annual contracts. No upsells to software we get paid to recommend.

Orientation
$1,500/ mo

For smaller firms beginning their AI journey. Strategic clarity and a prioritized roadmap without full implementation support.

Get Started
Monthly strategy session (90 min)
AI readiness assessment
Vendor landscape briefing
Prioritized action list
Implementation support
Custom SOPs
Prompt library
Strategic Partner
$7,500/ mo

For multi-location or high-volume firms that need embedded, ongoing partnership, not a consulting cycle.

Inquire
Everything in Full Advisory
Unlimited async access
Staff training sessions
Quarterly firm review
Priority response (<4 hrs)
Competitive intelligence briefings
Partner-level retainer access

All engagements begin with a no-cost 30-minute private briefing. 90-day minimum on Full Advisory and Strategic Partner tiers.

What's includedOrientationFull AdvisoryStrategic Partner
Monthly strategy sessions1 × 90 min2 × 60 minWeekly
AI readiness assessment
Vendor evaluation matrix
Custom role-based SOPs
Prompt library50+ prompts100+ prompts
Staff training sessions
Async accessUnlimited
Competitive intelligence briefingsQuarterly
Fit

We work well with some firms, and not others.

This isn't a product you purchase and figure out on your own. It's a partnership. Here's an honest breakdown of who gets the most from it.

Good fit
PI or mass tort firm with 3–30 attorneys
Marketing works but operations are behind it
Partners willing to invest 2–3 hours/month in strategic work
Skeptical of vendor pitches and want independent guidance
Tired of buying tools that never get adopted
Growth-oriented but operationally cautious
Not a fit
Defense or carrier-side firms
Looking for a software vendor to implement tools
Want a one-time report with no implementation support
Not willing to involve the team in the process
Expecting AI to replace judgment, not augment it
Firms under significant financial stress
FAQ

Common questions.

What does the first 30 days look like?

We start with a 90-minute diagnostic session covering your current stack, top three workflows, and where cases are slowing down or leaking value. Then we deliver a written readiness assessment and a proposed engagement roadmap before month one is over.

Do I need technical staff to make this work?

No. We design everything for attorneys and paralegals, not developers. The SOPs, prompts, and workflows we deliver are built for real use inside your existing case management system.

Are you affiliated with any AI vendors?

No. We accept no commissions, referral fees, or compensation from software vendors. When we recommend a tool, it's because it's right for the workflow, not because someone paid us to say so.

What's the minimum commitment?

Full Advisory and Strategic Partner engagements have a 90-day minimum. It's the time needed to move from diagnostic to implementation to measurable results. Orientation is month-to-month from day one.

Can we start with the Diagnostic before committing to a retainer?

Yes. The standalone Case Diagnostic is designed as a proof-of-concept: you get a leverage map of one active matter, then decide whether to move into a retainer.

How is this different from hiring an AI consultant?

Most consultants are generalists who apply the same playbook across industries. Counterbench is built for plaintiff PI litigation: intake, demand, negotiation, and trial prep. That depth is the difference.

Do you work with mass tort or med-mal firms?

Yes. Many operational challenges map closely: intake volume, demand quality, documentation, and negotiation leverage. We adapt the advisory accordingly.

Next step

Start with a private briefing.

A 30-minute call with no sales pressure. We'll tell you honestly whether we can help, and if we can't, we'll point you in the right direction.

Limited to a small number of new engagements per quarter.

No commissions · No software · Vendor-agnostic · Plaintiff-only

Also available

Not ready for a retainer?

Start with the standalone Case Diagnostic, a matter-specific leverage discovery session that delivers a concrete leverage map in 48 hours.

Request

Request a private briefing.

Share your goal and constraints. We’ll reply with next steps.

Don’t include confidential details.

Plaintiff-only. Vendor-agnostic. Strategy that holds up in real cases.
Request Briefing
Strategic Advisory | Counterbench Advisory | Counterbench.AI