For PI firms

Stop drowning in intake and records requests. Start closing more cases.

Dedicated paralegal pods handle your intake, records, med chronologies, and client communication — with AI already built into how they work. No hiring. No training. No turnover.

Built for intake-heavy PI workflows
US-hosted, SOC 2-certified
Live in 2-3 weeks
Cancel anytime
What we handle

The work that quietly breaks your week.

Intake + client comms

Calls, follow-ups, pipeline hygiene, appointment scheduling. Nothing falls through.

Records + demands

Requesting, tracking, indexing, summaries, demand packet assembly, and consistent status reporting.

Drafting + overflow

Litigation support and drafting under your supervision — clean, structured, on template.

Pricing

Straightforward. Month-to-month. No lock-ins.

Core
$3,750/mo
Up to 80-120 hours/month
Solo practitioners and 2-4 attorney firms handling 20-40 cases/month
  • Dedicated paralegal pod
  • Intake and client communication management
  • Record requests and tracking
  • Medical chronology preparation
  • Case status reporting and updates
  • Weekly quality assurance
Replaces: ½–¾ of a full-time paralegal. Salary + benefits: $55K–65K. Recruiting timeline: 3–6 months.
Most popular
Scale
Starting at $6,500/mo
120-160+ hours/month
4-10 attorney firms with high-volume caseloads
  • Everything in Core
  • Litigation document drafting and support
  • Demand packet assembly and indexing
  • Priority request handling and expedited turnaround
  • Legal research and case analysis support
  • Dedicated account manager
  • Advanced reporting and analytics
  • Custom workflow integration
Replaces: 1–2 full-time paralegals. Annual costs: $110K–170K (salary + benefits + recruiting).
Add-ons
Extra 20-hour block$850

One-time add for additional capacity beyond your plan.

Rush / same-day request$250

Expedited turnaround on urgent intake, records, or drafting.

Medical chronology (flat fee)$750

Complete medical chronology assembly from records and imaging.

Demand package assembly (flat fee)$500

Complete demand packet, indexed and formatted.

After-hours coverage$400/mo

Evening and weekend support.

FAQ

Common questions.

What happens if I need more capacity mid-month?

Add extra 20-hour blocks ($850 each) anytime. If you're consistently exceeding capacity, we'll upgrade you to the next tier and prorate the difference — no penalties.

Can I cancel anytime?

Yes. Month-to-month only. No long-term contracts, no lock-ins. Cancel with 30 days' notice and we'll do a graceful transition.

Who are the paralegals on my pod? Can I meet them?

Your pod is managed by a core paralegal team overseen by a pod manager. We introduce them during onboarding and you'll have direct Slack/email access. Scale customers get a dedicated account manager.

What case management systems do you work with?

We integrate with most PI case management systems — Clio, CaseWare, Centerbase, MyCase, and others. We also work via email, Slack, Google Drive, and OneDrive. During discovery, we'll map your specific workflow.

Is my data secure?

Yes. SOC 2 Type II certified, US-hosted, encrypted at rest and in transit. All team members sign NDAs. Compliance is baseline, not an add-on.

How quickly can I go live?

Typically 2-3 weeks from signed agreement to first active pod. We handle onboarding, system access, and workflow mapping during that window.

Why Counterbench

The team comes with the tools.

Most firms are forced to choose between software they have to operate and staffing they have to manage. Counterbench gives you the operating layer: trained paralegal pods using AI workflows for intake, records, summaries, and demand support.

Get started

Ready to scale your firm?

Book a 30-minute discovery call. We map your workflow, propose the right pod structure, and give you pricing and a launch timeline.

No long-term contracts Cancel anytime Live in 2-3 weeks