™Module 1 of 7
Runs on every file you open
Foundation
A new client called. Should you take it, what will it cost, and how do you bill a week you barely wrote down? None of that is case-type work, and all of it is every case.
$400
What it covers
Seven topic areas, and every one of them is every case.
- 01Intake and conflicts. The first half hour of a matter: conflict checks, the improper-purpose screen, and what to do when a prospective client will not answer a question.
- 02Scope of work. Written after intake clears and before any billable hour, including the exclusions that keep a matter from drifting.
- 03Case budgets. An estimate in private work, and a document you have to defend in court-appointed and indigent matters.
- 04Report structure. The standard report and the court-ready one, and what changes between them.
- 05Disclosure and testimony. What to say when you are asked how AI was used on a file, and the four questions that come on cross.
- 06Billing narratives. Turning captured time into entries that answer the client's question before it is asked, and survive a fee audit.
- 07File management. Organization, retention, and closing a matter properly.
What you get
A folder you upload to Claude once.
Inside it is a router file that decides which reference applies to the task in front of you, a firm profile you fill in once, and twelve reference documents written the way a working investigator would write them. No subscription, no login, no platform. The files are yours.
Before you buy
Three things to know.
- You need a Claude account. Free, Pro, Max, Team or Enterprise all work.
- If you are on Free, Pro or Max, turn off model training in your privacy settings before you put case material through it. The install guide walks you through it.
- It is your license on the report. This drafts, organizes and checks. You still do the work and you still sign it.
Every dollar credits toward the complete stack. Buying one at a time never costs more.
Add Hard to Serve to this order for $75.
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