Go straight to the work product you need prepared. Every document below is a published deliverable with a flat fee for its printed base scope, prepared at your direction and returned in DOCX and PDF for your review, signature and filing. Anything beyond the printed base scope is quoted in writing before work begins.
Party list, counsel list, procedural posture, pleading index, order index, key-date summary, document index, procedural history and written case summary.
Base scope: Up to 500 pages of attorney-supplied records
Everything in the case file setup plus detailed chronology, claim matrix, defense matrix, evidence matrix, witness matrix and a written list of issues requiring attorney attention.
Base scope: Multi-count or multi-party matters
Full record reconstruction, expanded chronology, claim/defense/evidence/witness matrices, pleading analysis, key-document index, deadline matrix and attorney issue memorandum outline.
Base scope: Large, document-heavy or multi-party matters
Caption, party allegations, factual allegations, attorney-directed claims, requested relief, attorney review draft.
Base scope: Up to 3 causes of action · 3 parties · ~500 pages
Complex factual histories, significant exhibits, business disputes, fraud allegations, complex damages, multi-contract disputes.
Base scope: Multi-party / multi-claim
Routine attorney-directed motion based on supplied facts and authorities.
Base scope: Up to 25 interrogatories
Base scope: Up to 25 requests
Base scope: Up to 25 requests
Interrogatories, requests for production and requests for admission within standard scope.
Attorney-directed response preparation based on supplied information.
Base scope: Per case — minimum review fee
Base scope: One narrow legal issue
Base scope: Up to ~250 pages
Witness summary, relevant-document index, topic outline, exhibit list, chronology, attorney-directed question outline.
Base scope: Up to ~200 transcript pages
Attorney-directed drafts and schedules for the administration.
Base scope: Includes up to 250 transactions and 2 financial accounts per year
When statements or transaction history are incomplete.
When ordered separately from the annual accountings.
For more complex trusts.
For larger record sets.
Base scope: Up to ~1,000 pages
Base scope: ~1,001–2,500 pages
Base scope: ~2,501–5,000 pages
Tabbed exhibit index, cover sheets, pagination and a document inventory for the filing packet.
Base scope: Up to 300 pages
Drafted strictly from client-supplied facts and attorney direction; delivered unsigned for attorney review.
Base scope: Per declarant
Attorney-directed form population, supporting-evidence index, cover letter draft and filing checklist.
Base scope: One petition · one beneficiary
Notice breakdown, item-by-item response index, evidence assembly and response cover letter draft.
Base scope: Per notice
Attorney-directed form population, employer support-document index, exhibit assembly and filing checklist.
Base scope: One petition
Filing chronology, country-condition exhibit index, application packet assembly and hearing binder for attorney review.
Base scope: Per hearing set
Confirm the scope in writing, pay the flat fee, sign the service agreement, complete the matter intake, then upload your records to the secure vault. Preparation begins when the file is complete.