* Revenue figures are market-based estimates only and are not guarantees of income. Actual results will vary based on execution, market conditions, and individual effort. This is not financial or investment advice.
How the agent runs it
Law firms submit case intake forms describing the matter, jurisdiction, and expert discipline needed. The orchestrator agent fans out tasks to specialist agents who search the vetted expert database, verify credentials and prior testimony records, draft engagement proposals, and send availability pings to matched experts — all within hours. Confirmed placements trigger automated retainer invoices and onboarding packets, with the CEO agent logging every touchpoint and flagging any edge case for human review.
Who this is for
Best suited for a former litigation paralegal, legal ops consultant, or legal-tech salesperson who already has a Rolodex of plaintiff or defense attorneys. They don't need to code — just set up the Airtable schema, seed 50–100 expert profiles, and let the agent team run intake. Their existing credibility in the legal world accelerates the first 10 client relationships.
Market opportunity
The U.S. expert witness market exceeds $7B annually and is served almost entirely by manual phone-and-email boutique agencies with 3–10 person teams charging high margins. Post-2023 litigation surge in mass torts, IP disputes, and AI liability cases has created acute demand for faster expert matching — most firms report 2–4 week delays from legacy agencies. A fully automated bureau can compress that to 24–48 hours at lower cost, making timing highly favorable.
Boss agent: ARBITER (Autonomous Routing and Bureau Intelligence for Expert Retention)
ARBITER ingests every new case intake, scores urgency and complexity, sequences the specialist agents in the correct dependency order, enforces quality gates before any client-facing communication is sent, and escalates to the human owner if confidence scores drop below threshold.
- ■ No expert proposal is sent to a client until the Credential Agent has returned a verified bar-passage or CV-match score above 0.85
- ■ No placement confirmation is issued until a signed availability acknowledgment from the expert has been logged in Airtable
- ■ Any case requiring an expert in a discipline with fewer than three database entries is immediately flagged to the human owner rather than auto-matched
The agent team
Human touchpoints
// the only things that still need you
- 👤 Signing the business's master service agreements and engagement letter templates with law firm clients (legal signature requirement)
- 👤 Authorizing any single placement retainer exceeding $15,000 where the expert's rate or unusual case scope falls outside standard pricing guardrails
- 👤 Handling a client escalation where an expert performs poorly at deposition and the law firm demands a replacement or refund — a genuine brand-risk conversation requiring human judgment and relationship repair
Tech stack
Monetization
Placement fee of 15–20% of the expert's daily rate billed to the law firm on retainer confirmation; monthly SaaS tier ($499/mo) for high-volume firms that want priority queue access and dedicated case tracking dashboards.
Key risks
- → An expert's credentials contain a gap or undisclosed adverse testimony history that Apify's scraper misses, creating malpractice exposure for the law firm client
- → A niche technical discipline (e.g., rare toxicology subspecialty) has zero available experts in the database, causing placement failure and client churn if the gap isn't surfaced and escalated fast
Getting started
- 1 Build the vetted expert database in AirtableCreate an Airtable base with fields for name, discipline, CV link, prior case citations, jurisdiction, daily rate, and availability status. Seed it with 75–100 experts scraped via Apify from public academic directories, court filing databases, and LinkedIn — this is the core product asset.
- 2 Configure Claude Managed Agents orchestration layerSet up the CEO orchestrator agent and four specialist sub-agents with clearly scoped system prompts and tool access. Wire the orchestrator to trigger sub-agent chains on new Airtable intake record creation using Airtable Automations as the entry webhook.
- 3 Build the law firm intake form and case intake pipelineDeploy a Typeform or Airtable form capturing matter type, required discipline, jurisdiction, trial date, and budget ceiling. Map form submissions directly into the CRM base so the orchestrator agent picks them up within minutes of submission.
- 4 Set up Stripe retainer billing and SendGrid email flowsCreate two Stripe products — a per-placement fee link and a monthly SaaS subscription — and connect them to the billing agent via Stripe API. Configure SendGrid transactional templates for proposal delivery, retainer confirmation, and expert onboarding so no human drafts a single email.
- 5 Close three pilot law firms at zero placement feeOffer the first three litigation firms free placements in exchange for testimonials and permission to list them as reference clients. Use the real case data to identify database gaps, tune the matching agent's ranking logic, and prove 24-hour turnaround before moving to paid pricing.
// done for you
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