What's in this plan
Five sections, about five minutes to read.
- 01What we heardYour four priorities, and where the hours go today
- 02What we'd buildDemand Desk, three tools around it, and how records stay protected
- 03How we'd get thereProve it on your closed cases first, then build
- 04InvestmentA paid proof, then a partnership or a project
- 05Next stepsA thirty-minute walkthrough and five quick items
What we heard
Four things came out of our call, and every one of them shaped this plan.
"90% of the paralegal work and a lot of the attorney work is stuff that can be replicated and duplicated."Mike
"…there's where we need the most help, would be drafting the demand, but also for AI to be able to do a review of the bills and records."Claritza
"An AI that's probably a closed system… so that there's no risk of it coming public."Mike
"It would be nice if it would just be all-in-one where we don't have to log in into another platform or system."Claritza
And one Mike raised before we hung up
Intake calls taken on a cell phone, often from the car. Pulling over to take notes, then typing them into an email for the intake team, turns the focus "into making sure we're getting the notes" instead of the client. It's on this plan as its own piece, and it's the fastest win in it.
Where the day goes
Your process as Claritza described it, with the handoffs marked.
- IntakeCall notes go into CasePeer, CFA and HIPAA go out. HandoffCapture the call instead of transcribing it.
- Opening the fileRep letters to the insurance companies, police report ordered. HandoffLetters drafted from your templates and the facts already in CasePeer.
- TreatmentA paralegal checks in with the client by phone every month. HandoffStatus updates on a schedule, with real substance.
- Records and billsHospital and ambulance once liability is accepted. Treating providers once the client is released, usually learned on the monthly call. HandoffKnowing treatment ended the day it happens, and the request letters to providers, health insurance and lienholders.
- The demandA paralegal reads every bill and record, then writes it. HandoffThe reading and the first draft. This is the big one.
What we'd build
One core system that takes on the demand, and three smaller tools that each take a recurring chore off someone's plate.
Demand Desk
Bills and records in. A first-draft demand out, inside CasePeer.
Your paralegals stop reading every page from scratch and start reviewing a draft that shows its work. Every dollar figure links to the page it came from, and the letter is written from your own best demands, not a generic template.
- Records come inThrough Records On Time, as they do now. Nobody presses start.
- It reads themA chronology by provider and date of service, and a bills ledger.
- It draftsIn your voice, using the case facts already in CasePeer.
- You review and signThe draft waits in the case file. Nothing goes out on its own.
It also covers what your current records review tool does, so that could be one less subscription.
Three tools to add around it
Intake Recorder
Take the call. The notes write themselves.
Press the button on a Plaud, the small recorder that clips to the back of your phone (we'll help you pick the right device). The call becomes a draft intake note in CasePeer and a summary for the intake team, with anything you didn't ask flagged. No pulling over to take notes.
For the attorneys and the intake team
Letter Drafting
Letters ready to review, not ready to write.
Rep letters, police report requests, and records and lien requests to providers and health insurance, filled from your templates and the case data in CasePeer. Your team checks and sends.
For the intake team and paralegals
Client Updates
Every client hears from you, every month.
A short status report written from what actually moved on the file, sent through CasePeer's own messaging. No client can say they haven't heard from their attorney.
For the attorneys and paralegals
What we checked before writing this
We went through CasePeer's API endpoint by endpoint. It can read a case's documents and data, write a draft back into the file, and assign a review task, so there's no new login. The hard part is the bills, which live inside scanned PDFs rather than as data. That reading is the real work, and it's exactly what the proof phase tests.
Down the road: because we run the platform at Arizona Personal Injury Centers, shared patients' "released from treatment" status could reach you within a day instead of at the monthly call. Worth a conversation once the rest is live.
Protecting the record
Mike asked for a closed system. Here's what that means, plainly enough for your counsel to check.
- U.S. infrastructure and a language model, both under signed business associate agreements. Your records never train anyone's model, and the retention window goes in writing.
- Your own isolated tenant, never mixed with another client's data.
- Encrypted in transit and at rest, access by role, and an audit trail of every document read and every draft created.
- A written retention and deletion policy for closed cases.
A law firm usually isn't a HIPAA covered entity, but your duty of confidentiality and your responsibility for vendors are real. So we build to the healthcare standard anyway, and we put confidentiality terms in our engagement so that question has a paper answer.
Not legal advice. Your attorneys make the final call on the firm's ethics obligations. We're describing how we build so that call is an easy one.
How we'd get there
Start with proof on your own cases. Commit to the build only after you've read the results.
You stopped using ProPlaintiff because you didn't like how it drafted. You shouldn't have to take our word for how ours writes.
- Month one opens with the proofWe take fifteen to twenty closed cases and draft each demand without seeing yours. Then we put them side by side, next to what the carrier actually paid.
- Build Demand DeskIn stages. Your team tests each piece, tells us what's wrong, and it ships once they're happy with it.
- Add the tools on your timingIntake Recorder, Letter Drafting and Client Updates, in whatever order you want. Intake can even come first.
What the proof phase gives you
- Your own cases, drafted by the system, to judge for yourself.
- A real accuracy number, and an honest account of where it struggled.
- A firm price for the build, based on evidence rather than a guess.
- A clear no if the drafts aren't good enough, for the cost of one month instead of a full build.
Who's doing the work
Sidekick has built software for eighteen years. Dan and Alex sent you our way because we already built and run the operations platform at Arizona Personal Injury Centers, including the protected data layer this plan sits on. It's in daily use, so your files wouldn't be its first.
Investment
Start with proof on your own cases. Then choose how you'd like to work with us.
Month one: prove it, then keep going
$5,500
Month one opens with the proof. We build the reading engine, the hardest part of Demand Desk, and run it on fifteen to twenty of your closed cases. You'll have our drafts next to the demands your team actually sent well before the month is out.
Then you decide. If the drafts hold up, the rest of the month goes straight into building and you choose one of the two options below. If they don't, month one is all you pay, and you walk away with a clear answer.
Then, one of two ways forward
Partnership
Recommended$5,500/month
Months two through six at a locked rate, committed only after you've seen the proof
- Demand Desk, built and live
- Intake Recorder, Letter Drafting and Client Updates, in the order you choose
- Hosting, security and monitoring
- Tuning as your team corrects the drafts
- One shared priority list, reviewed together monthly
After month six, keep building month to month at the same rate, or move to Care.
Project
$22,000–30,000
Demand Desk, fixed price set after month one, with month one's fee applied
- Half at the start, half at launch
- Each tool priced separately, $4,000–7,000
- Care from launch
- New work quoted as it comes up
Best if you want Demand Desk alone and plan to stop there.
Care, $2,000 a month
Keeps everything running and improving once it's built: hosting, security, monitoring, fixes, tuning the drafts as your team's feedback comes in, a monthly check-in, and keeping up as CasePeer and the AI models change. It's included during the partnership and starts at launch on the project route. New builds aren't part of Care. They're added to the partnership list or quoted on their own.
How the partnership works
Mike said you want someone looking across the firm's operations, not just one tool. The partnership gives you a dedicated build track: one shared priority list, worked from the top, one build at a time. Each piece ships and gets tested by your team before the next one starts. Demand Desk and the three tools fit inside the six months.
Want more moving at once? Add a second track at the same monthly rate, for as long as you need it, and two builds run side by side.
New ideas along the way? They go on the list. If the list runs past six months, the partnership simply continues at the same rate.
The monthly price only changes if you choose to add a track.
Putting it in perspective
About four hundred open cases, each running roughly a year, means around thirty demands a month. If Demand Desk saves your paralegals three hours on each one, that's about ninety hours a month back, more than half a full-time paralegal. That's before counting attorney time on intake calls, or retiring your current records review tool.
Every month you wait is another thirty or so demands written the slow way.
AI processing is passed through at cost with no markup, and we'll confirm the per-case figure in the proof phase. If you need CasePeer's top tier for API access, that's billed by CasePeer. Pricing holds through October 31, 2026.
Next steps
Two ways forward. Pick whichever fits where you are.
Talk it through
Thirty minutes to walk through the plan, answer questions, and hear which piece matters most to you. You may rank things differently than we have, and that's worth knowing.
Start month one
Reply and we'll send a short agreement for month one. We can begin within a week of getting the closed cases, and you'll see drafts on your own files before the month is out.
To book a time: calendly.com/sidekickis/30min. To start month one, reply to Rick at rick@sidekick.is.
What we'd need to start
Confirm your CasePeer tier
ClaritzaAPI access is a top-tier feature, so it's worth knowing up front.
A Data Sync key
ClaritzaGenerated from your account settings, no support ticket needed.
An API credentials request
ClaritzaWe'll draft it for you. CasePeer's lead time is out of our hands, so it's worth starting now, even before you decide.
Fifteen to twenty closed cases
Mike & ClaritzaThe demands you're proudest of, and the records behind them.
Dropbox connection confirmed
ClaritzaNeeded to write drafts back into CasePeer.
Once you say go, we'll send one short checklist that walks Claritza through each item. We handle everything else, including the technical side with CasePeer.