AI Settlement Explainer Agent
Translates the gross number into the net-to-client picture: liens deducted, fees and costs itemized, structure laid out in plain English. The client conversation becomes a decision conversation, not an arithmetic conversation.
- Net-to-client computation with every deduction itemized
- Lien analysis pulled from the matter file
- Comparison against past offers in the same matter
- Plain-English client-facing letter drafted for attorney review
Blueprint refunded if we don't leave you with a clear path forward.
The conversation you would have had to do in your head
A $185,000 settlement offer lands on a personal injury matter at 3pm. Your client wants to know what it actually means for her by tonight. In the old workflow, you'd spend 30 minutes pulling the lien total, computing the contingency fee against the gross, deducting costs, and writing the explanation. The Settlement Explainer drafts the breakdown in 2 minutes: gross, attorney fees per the agreement, costs to date, medical liens with the negotiated reductions, net-to-client. You verify the numbers, send the explanation letter, the client has the decision picture by 4pm instead of next morning.
What the Settlement Explainer does
- Computes the net-to-client from the gross offer using the fee agreement and cost ledger
- Pulls the lien picture from the matter file and applies any negotiated reductions
- Compares the offer to prior offers in the same matter and to comparable past matters
- Drafts a plain-English client letter explaining the breakdown
- Flags any deduction that's still uncertain (a lien still in negotiation, a cost still being verified)
Integrations
- Practice management system for fee agreement and cost records
- Document management system for lien correspondence
- Accounting system for cost-to-date verification
- Email for the client-letter draft delivery
Built from these legal skills
Each skill is a battle-tested template that codifies how your team already handles this kind of work. The agent orchestrates them into an end-to-end output.
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litigation-personal-injury-settlement-distribution-statement.md -
negotiation-support.md
Practice-area fit
Every engagement tunes the agent to your firm's specific matter mix. The areas below are where we've seen this agent fit most naturally.
Function
Safety posture
The breakdown is a draft for attorney review. The agent flags any input that's uncertain (a lien still in flux, a cost not yet posted) so the attorney can address it before the letter goes to the client. The client letter never sends without attorney signoff.
Frequently Asked Questions
Structured settlements get the same breakdown plus a present-value calculation and a payment-schedule summary. For structures involving annuities, the agent surfaces the inputs needed to evaluate the structure rather than computing the annuity value itself, which the structured settlement broker provides.
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