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Recaptured Value Assessment

Calder & Roe Injury Law

Plaintiff personal injury · 3 attorneys

PreparedSeptember 17, 2026

Prepared byByteable

Systems assessed13

Added a year once phase 1 is live

+$181K

Enterprise value created

+$543K

Illustrative report. Calder & Roe Injury Law is a representative plaintiff personal injury firm, not a real client; the figures are the published assessment for a business of this size.

01

Business summary

$2.2M

Revenue

$700K

Owner profit

10

Staff, 3 attorneys

$15K

Average case fee

150

Leads a month

12

Cases signed a month

The highest-return vertical we have mapped. One signed case is worth thousands in contingency fees, lead volume is high, and the work that decides whether a case gets signed is the most repetitive work in the building.

Area of the businessRecommended stack
Intake and phoneSpeed-to-lead, missed-call-to-text, after-hours capture
Lead qualificationCase-merit screening, value scoring, routing
Retainer and onboardingE-sign retainer, auto info capture, conflict check
Case managementKeep Clio or Filevine; add an AI orchestration layer
Documents and draftingDemands, discovery and pleadings from the case file
Records and evidenceMedical-record retrieval, tracking, AI summaries
Deadlines and complianceDocket and statute-of-limitations guardrails
Billing and disbursementSettlement statements, lien tracking, AI A/R
Marketing and reviewsLSA, GBP and PPC management, triggered review requests
02

Executive summary

We found 13 opportunities worth an estimated $326K a year combined. Most of the money is not new demand: it is cases the firm already attracts and loses between the first call and the signed retainer, plus paralegal and attorney hours spent on work a system should do.

We recommend starting with 7 quick wins, high impact and low effort, worth $181K a year. Built one at a time on a Breakaway membership, all 7 are live by month 7. The 6 larger builds follow.

Owner profit moves from $700K to $881K. At a 3.0× multiple, held constant, the business becomes worth about $543K more.

The three biggest gaps

  1. 1Speed-to-lead, instant AI intake +$48K/yrToday: ~150 web leads a month, ~2-hour average response, gaps after hours.
  2. 2Client records retrieval and case summaries +$42K/yrToday: Paralegals spend weeks ordering and reading records.
  3. 3Demand letter and document drafting +$40K/yrToday: Attorneys draft demands and discovery by hand.

New revenue$150K

Cost and time saved$176K

03

Implementation plan

Every system, in the order we would build it, with when it goes live and what it adds each year.

BUILD FIRST · worth more, lands soonerFAST, SMALLERBIG BETS · worth the waitLATERFinancial impact, added a year →$14K$20KImplementation time →2 wks4 wks10 wks1. Speed-to-lead, instant AI intake — +$48K a year, about 2 weeks to build12. Intake to e-sign retainer — +$30K a year, about 3 weeks to build23. Review generation and AI response — +$18K a year, about 2 weeks to build34. Local SEO, GBP, LSA and PPC — +$28K a year, about 4 weeks to build45. Lead qualification and case scoring — +$24K a year, about 4 weeks to build56. Case-status update automation — +$18K a year, about 4 weeks to build67. Deadline, SOL and docket guardrails — +$15K a year, about 4 weeks to build78. Referral and past-client nurture — +$14K a year, about 3 weeks to build89. Client records retrieval and case summaries — +$42K a year, about 9 weeks to build910. Demand letter and document drafting — +$40K a year, about 10 weeks to build1011. Disbursement and lien tracking — +$15K a year, about 6 weeks to build1112. Injury client check-ins and alerts — +$14K a year, about 6 weeks to build1213. Discovery and deposition analysis — +$20K a year, about 9 weeks to build13
Phase 1, quick winsPhase 2, bigger buildsScroll the chart sideways. Each number is a row in the plan below.

We start in the bottom right, where a system is worth the most and takes the least time to build, and work outward from there. The 7 systems in that corner are phase 1.

Phase 1 · Quick wins

High impact, low effort. Built first. · $181K a year

1Speed-to-lead, instant AI intakeWin the work · New revenue~150 web leads a month, ~2-hour average response, gaps after hours. → Reply inside five minutes, around the clock. 78% hire the first attorney to respond.1–2 wks50 BytesMonth 1+$48K
2Intake to e-sign retainerWin the work · EfficiencyA verbal yes, then paperwork, then the client drifts. → Retainer and e-sign fire immediately, less signed-case leakage.2–3 wks80 BytesMonth 2+$30K
3Review generation and AI responseFind customers · New revenueSporadic asks, and reviews drive both hiring and map ranking. → Auto-ask at resolution, AI responses, more reviews, more leads.1–2 wks50 BytesMonth 2+$18K
4Local SEO, GBP, LSA and PPCFind customers · New revenueBrutal PI ad competition, high cost per case, wasted spend. → Managed bids and GBP tuning, lower cost per signed case.3–4 wks110 BytesMonth 3+$28K
5Lead qualification and case scoringWin the work · New revenueStaff screen by hand; strong cases wait behind weak ones. → Merit, liability and value scored, hot cases routed to attorneys first.3–4 wks110 BytesMonth 4+$24K
6Case-status update automationKeep and grow · New revenue"Where is my case" calls all day, and the bad reviews that follow. → Proactive status updates and FAQ deflection.3–4 wks110 BytesMonth 6+$18K
7Deadline, SOL and docket guardrailsGet paid · EfficiencyManual calendaring, and missed-deadline malpractice exposure. → AI docket with statute-of-limitations guardrails.3–4 wks110 BytesMonth 7+$15K

Phase 2 · Bigger builds

Deeper integrations that compound on phase 1. · $145K a year

8Referral and past-client nurtureKeep and grow · New revenueAd-hoc referrals; past clients and referring attorneys neglected. → Timed referral asks and life-event nurture.2–3 wks80 BytesMonth 7+$14K
9Client records retrieval and case summariesWin the work · EfficiencyParalegals spend weeks ordering and reading records. → Auto-request and track, AI summaries, faster settlements.8–10 wks270 BytesMonth 10+$42K
10Demand letter and document draftingWin the work · EfficiencyAttorneys draft demands and discovery by hand. → Drafted from the case file in hours rather than days.8–12 wks300 BytesMonth 13+$40K
11Disbursement and lien trackingGet paid · EfficiencyManual settlement statements, lien resolution lags cash-out. → Automated calculation and tracking, faster cash.5–6 wks170 BytesMonth 15+$15K
12Injury client check-ins and alertsRun the work · EfficiencyGaps in client treatment quietly lower the ultimate case value. → Automated check-ins and alerts, stronger demands.5–6 wks170 BytesMonth 17+$14K
13Discovery and deposition analysisWin the work · EfficiencyManual review of records, discovery and transcripts. → Extraction and summaries, faster prep.8–10 wks270 BytesMonth 19+$20K

All 13 systems, live by month 19 on Breakaway

+$326K a year

04

Value created

Phase 1 quick wins only, at a 3.0× multiple.

Profit today

$700K

Worth $2.10M

Added by phase 1

+$181K

a year, once live

Profit after

$881K

Worth $2.64M

Enterprise value created: +$543K. Held constant. A systematized firm that depends less on one named partner would command a higher multiple; that is not assumed here.

05

Build your queue

Start from our recommended order, or pick your own and watch when the revenue arrives.

Step 1 · Pick your systems

Tap to add to your queue

Step 3 · Watch the revenue arrive

Everything live by month 6 on Breakaway.

A full year, once it is all running

+$180K

0$4K$8K$13K$17KSpeed-to-lead, instant AI intake — live month 1, $4K a monthIntake to e-sign retainer — live month 2, $3K a monthReview generation and AI response — live month 2, $2K a monthLocal SEO, GBP, LSA and PPC — live month 3, $2K a monthLead qualification and case scoring — live month 4, $2K a monthReferral and past-client nurture — live month 5, $1K a monthCase-status update automation — live month 6, $2K a monthall livenowm2m4m6m8m10

Built one at a time in your queue order, each ramping up over about 2 months. Figures describe a representative business. A projection, not a forecast.

A

Method and sources

Representative business: ~$2.2M revenue · ~$700K owner profit · ~10 staff (3 attorneys) · ~$15K average case fee · ~150 leads/mo · signs ~12 cases/mo. Impact and difficulty are reasoned relative scores. Build order puts high-impact, low-effort systems first, then ranks by value per Byte. Go-live months assume one system at a time on a Breakaway membership.

Sources: Clio Legal Trends Report, PI intake studies, MIT/InsideSales and HBR on speed-to-lead, BrightLocal, ABA/ALPS malpractice data, Bain on retention.

Conservative, illustrative estimates for the representative business described, grounded in the cited benchmarks. For planning conversations, not guarantees. Actual results vary and are confirmed in your own Recaptured Value Assessment.

Your business, not a representative one

We will build this report around your numbers.