Retained Advisory

Your AI strategy, built by someone who doesn't sell software.

We evaluate every vendor objectively, build implementation roadmaps specific to your case mix, and stay alongside you as the landscape evolves. No software licenses. No affiliate commissions. No conflicts.

The Process

What 90 Days Looks Like

01
Month 1 — Audit & Strategy

Understand where you stand

Full diagnostic of current tech stack, workflows, data quality, team readiness. We map your case types to optimal AI tools. Identify your highest-ROI starting point. Deliver a written AI strategy document with a 12-month roadmap. You know exactly where you stand and where to go.

02
Month 2 — Vendor Evaluation

Find the right tools for your firm

Structured evaluation of 2-3 vendors against your firm-specific criteria. We negotiate terms. Run a controlled pilot on real cases. Measure results against pre-set benchmarks. No vendor pays us — the recommendation is yours.

03
Month 3 — Implementation & Optimization

Execute with confidence

Workflow integration. Staff training. Change management. ROI tracking dashboard. Ongoing advisory on what's working, what's not, and what to adjust. By the end of month 3, your firm has a clear AI strategy, the right tool(s), trained staff, and measurable results.

Investment

Choose your level of engagement

One recovered case value increase typically pays for 2+ years of advisory. This is an investment with measurable returns, not an expense.

Foundation
$3,500/month
AI readiness audit & gap analysis
Vendor landscape briefing (quarterly)
Implementation roadmap
Monthly strategy call
The Counterbench newsletter (paid edition included)
Get Started
Enterprise
$7,500/month
Everything in Strategic, plus:
Multi-practice AI integration
Dedicated Slack channel
Weekly advisory sessions
Board/partner presentation support
Custom competitive intelligence briefings
Get Started

All engagements are month-to-month. No long-term contracts. We earn your retention every 30 days.

Questions We Hear

How is this different from hiring a fractional CTO?

A fractional CTO manages your technology infrastructure. We build your AI strategy. Most CTOs are generalists — they've never evaluated plaintiff-specific AI tools or tracked carrier AI systems. We do nothing else.

Do you get paid by AI vendors?

No. Zero commissions. Zero partnerships. Zero affiliate revenue. If we recommend EvenUp over Eve for your firm, it's because the data supports it for your case mix — not because they're paying us.

My firm is only 5 attorneys. Is AI worth it?

A 5-attorney firm that automates medical chronologies gains back 1,000+ paralegal hours per year. AI scales down, not just up. The question isn't firm size — it's case volume.

Can't I just figure this out from vendor demos?

You can. But every vendor demo is a sales presentation. They'll show you their best cases and hide their weaknesses. We show you both. And we evaluate them against each other, which no vendor will do for you.

What if I'm not ready to commit to a monthly retainer?

Start with the free AI Readiness Diagnostic. Subscribe to The Counterbench newsletter. When you're ready, the advisory is here. No pressure.

How long do clients typically stay?

The AI landscape changes quarterly. Most clients stay 6-12+ months because the advisory remains relevant as new tools launch, carriers upgrade, and their firm's needs evolve. But engagements are month-to-month — no lock-in.

The carriers aren't waiting. Neither should you.

30-minute strategy call. No pitch deck. Just straight answers about your firm's AI readiness and what comes next.

Book a Strategy Call