📊 Case Assessment & Upsell Generator

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How this works: Load a client from their intake submission, fill in your assessment findings, then generate a professional document with a personalized enrollment link. Send it directly to the client or copy the link.

① Load Client from Intake

Pull data directly from a website submission, or fill manually below.

Or fill in client info manually in the fields below.

② Client Information

Full Name *

Evaluation Date

Client Email *

State

Phone

Matter ID (optional)

③ Dispute Details

Adverse Party / Respondent

Dispute Type

Client's Situation (from intake or notes)

④ Your Assessment Findings

Violations Identified

Estimated Damages

Case Strength

Filing Deadline (if known)

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⑤ Upsell Recommendation

This determines which enrollment link is embedded in the document.

Recommended Service

Arbitration Preparation — $1,497

Document prep, demand letters, arbitration strategy, filing support

Full Case Management — $2,497

End-to-end representation, all filings, hearing support, and settlement negotiation

Notes to Client (displayed in document)

Prepared By

Document Preview

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Fill in the assessment fields and click Generate to create a professional document with your personalized enrollment link.