Jureva.aiJureva

The Managed Intelligence Infrastructure for Complex Plaintiff Litigation

A managed service that pairs secure case intelligence with accountable execution—from better case selection to settlement conversion, with Jureva carrying out the operating work.

Fragmented records
Structured reasoning
A decision
An operating action
A resolved outcome

Investor Opportunity Presentation | Version 2.0

The thesis

02

Plaintiff firms manage portfolios of uncertain legal assets—but their operating systems do not.

A managing partner can tell you the value of her building and her receivables. Ask her the expected value of the 180 cases on her shelves and she gives you an educated feeling.

Jureva is a managed service: secure case intelligence, advanced reasoning, and lawyer-governed quality, with Jureva carrying out the execution—so firms can invest in better cases and realize value without proportional growth in senior legal headcount.

01

Select stronger cases

02

Develop them consistently

03

Allocate case capital intelligently

04

Convert settlement-ready matters into realized outcomes

Recurring managed-service revenue today; compounding reasoning assets and declining labor intensity over time.

The problem

03

The firm’s highest-value decisions still run on fragmented evidence, partner intuition, and manual handoffs.

The file everyone agrees is worth settling has been open for nine months. Nobody has done anything wrong. There is simply no one whose job it is to close it.

Intake
Investigation
Experts
Discovery
Demand
Negotiation
Trial / Settlement

Leak 01

Money spent before anyone can see the case will fail

Weak cases absorb attorney time and expert expense before failure becomes visible.

Leak 02

Strong cases sold short because the proof surfaces late

Causal chains and defense vulnerabilities appear after the value conversation has already happened.

Leak 03

Settlement-ready files sit open because nobody owns the close

The cross-functional conversion work has no owner, so the matter waits.

Case-management systems record activity; they rarely reason about legal, medical, and economic meaning.

Why now

04

Legal AI adoption proves the demand—but software still leaves the execution unmanaged.

Firms already bought the AI tools. They summarize records beautifully. Then the summary lands in an inbox, and a partner still has to decide what to do about it.

1

Plaintiff firms face pressure to improve case productivity and cash timing.

2

AI point tools have normalized medical summaries, drafting, record retrieval, and demand packages.6

3

Complex reasoning still requires traceability, attorney governance, and practice-specific configuration.

4

A persistent execution gap remains between “this case should settle” and “this case is resolved.”

Jureva’s category is managed intelligence infrastructure—a managed service that owns the execution, not another legal AI feature.

How it works

05

A managed service connects intelligence to action across the full economic life of a case.

One continuous managed service from the first record request to the money landing in the client’s account. Each stage hands the next stage something usable—and Jureva operates the handoffs.

Stage 1

Intake intelligence

merit + expected value

Stage 2

Case development

living claim map

Stage 3

Expert / adversarial reasoning

defense simulation

Stage 4

Settlement intelligence

resolution corridor

Stage 5

ResolutionOps conversion

managed closure

Stage 6

Portfolio intelligence

capital + cash outlook

Governance runs across every stage

Sources traceable → lawyer review → approval gates → client retains final authority

The wedge

06

Three complex medical specialties share one reusable reasoning architecture.

Medical malpractice
Birth injury
Nursing-home abuse & neglect

One shared reasoning core

  • Duty / standard of care
  • Action or omission
  • Causation / alternative cause
  • Damages and expert proof
  • Expected case economics

60%–75%

of underlying data structures, reasoning workflow, quality controls, and integrations expected to be reusable — planning assumption

High case value

Dense records

Expert dependence

Real cost of a bad decision

Without the coordination burden of mass torts or class actions.

ResolutionOps

07

The economic leak happens after the firm already knows a case should settle.

Today

  • Senior lawyers rebuild the record again
  • Coordinate experts between other deadlines
  • Prepare the demand from scratch
  • Analyze counters in stolen hours
  • Schedule mediation, then chase closing steps

With ResolutionOps

  • Jureva’s managed operations team assembles the intelligence
  • Manages preparation and counter analysis as a service
  • Runs deadlines, coordination, and escalation
  • Licensed counsel communicates positions
  • Closure or documented impasse, on the record

ResolutionOps is a managed service: it converts a case-intelligence recommendation into a supervised operating process—run by Jureva, governed by the firm—leading to agreement or documented impasse.

Jureva is the plaintiff firm’s aligned resolution operator—an accountable managed service, not software the firm has to staff. Jureva is never the neutral mediator.

ResolutionOps

08

A five-stage managed service turns settlement readiness into accountable execution.

1

Detect the window

Compare the resolution corridor with probability-adjusted trial value, remaining expense, delay, and capacity.

Signal review

2

Authorize transfer

Supervising attorney approves scope and the negotiating-authority process.

Attorney approval

3

Build the dossier

Liability, causation, damages, experts, defense simulation, and economics in one place.

Quality review

4

Operate negotiation

Licensed counsel communicates legal positions; Jureva manages preparation, counters, deadlines, escalation.

Authority thresholds

5

Drive closure

Coordinate independent mediation if needed; manage terms, releases, milestones — or document impasse and return to litigation.

Client sign-off

Every stage ends in a decision the supervising attorney owns; Jureva carries out everything between decisions as a managed service. The process ends in agreement or in documented impasse — both are complete outcomes.

Professional responsibility

09

Jureva is plaintiff-aligned; neutral mediation stays structurally independent.

Jureva ResolutionOps

  • Retained by the plaintiff firm
  • Operates with privileged firm intelligence
  • Supports licensed negotiation
  • Named attorney supervision and approval thresholds
separate

Independent mediator

  • Jointly accepted neutral
  • Separate clean workspace
  • Only party-authorized submissions
  • Structurally independent of Jureva

Plaintiff retains final settlement authority.

Pricing is not tied to recovery or legal fees.

Privileged plaintiff-side intelligence is never reused in a neutral workspace without explicit authorization.

The boundary reduces unauthorized-practice, neutrality-conflict, and settlement-bias risk while preserving Jureva’s differentiated role.

The customer

10

One better decision a year justifies the contract.

A 22-attorney medical malpractice firm in Orange County. One better acceptance decision or one settlement closed a quarter earlier pays for the contract.

8–40

Attorneys

25–150

Total employees

$10M–$75M

Annual revenue

75–400

Complex active matters

20–50

New complex matters / year

10+ per year

Mature matters where timing moves return

Who signs off

Managing partner

COO

Head of litigation

IT

Finance

Better case decisions + scalable capacity + faster cash realization + execution delivered as an accountable managed service

Managing partner plus a COO, executive director, or sophisticated operations lead. Digitized records on Filevine, Litify, SmartAdvocate, or Clio.8

Packaging

11

Three recurring packages, one add-on, and implementation priced on its own.

$420K / yr$35K / month$780K / yr$65K / month$1320K / yr$110K / month+ ResolutionOps$250K–$640K

Case Intake Intelligence

Case Intelligence Operations

Portfolio Intelligence Enterprise

ResolutionOps add-on

  • $15K monthly capacity retainer
  • $10K activation per accepted matter
  • $7.5K completed-cycle fee

$250K–$640K annual value

Implementation — separate from recurring service

Onboarding: $50K–$125K

Case-management integration: $75K–$250K

Standard workflow configuration belongs in recurring service; repeated client-specific development is separately scoped.

Preliminary model — assumptions require pilot validation

Account economics

12

In the base case, ResolutionOps expands a $780K account to about $1.16M—roughly 49% growth.

Base case, one Operations account, one year

35Mature matters at a decision point19Receive an active-resolution recommendation — 55%12Delegated to ResolutionOps — 60%8Reach agreement — 65%

Operations account

$780K $1.16M

Enterprise account

$1.32M $1.70M

$380K annual ResolutionOps revenue — about 49% account growth.

The completed-cycle fee is paid for settlement or documented impasse. It is never triggered by recovery.

Illustrative planning assumptions — to be validated through closed-case analysis and live pilots

Unit economics

13

Launch economics fund delivery; standardization is what creates venture-scale margins.

~$681K

Blended annual contract value

46.3%

Blended launch gross margin

~6.7 months

Gross-profit CAC payback at $175K CAC

Blended gross margin

42%–47% 58%–65%

Cases per legal operations analyst

75–100 150–225

Clients per supervising lawyer

2–3 4–6

Resolution matters per supervising settlement lawyer

20–30 / year 45–60 / year

Reusable Skills

Standard dossiers

Automated evidence assembly

Firm-specific reasoning memory

Exception-based attorney review

Preliminary model — assumptions require pilot validation

Market

14

California is the proof market; national expansion supplies the headroom.

ResolutionOps overlay$100M–$250MCalifornia$24M–$54MCA + OR + WA · $45M–$72MUnited States · $210M–$420M

California1

40–90 qualified firms · $24M–$54M

California + Oregon + Washington1

75–120 firms · $45M–$72M

United States1

350–700 firms · $210M–$420M core managed-service TAM

ResolutionOps U.S. planning range: $100M–$250M

Expansion overlay, partly overlapping the core TAM. Settlement intelligence is already inside the core packages; ResolutionOps monetizes additional operating work. Do not add it to the core TAM.

Three-year West Coast SOM: 8–15 customers; $4.8M–$9M ARR

Directional, bottom-up planning model; firm deduplication, plaintiff orientation, purchasing power, delegation rates, and willingness to pay still require validation.

Operating model

15

Year 3 reaches $25.3M revenue and positive EBITDA—if delivery leverage is proven.

$0M$9M$18M$27M$36MYear 1 · $2.57MYear 2 · $9.77MYear 3 · $25.26M$4.47M$14.65M$34.84MRecognized revenueExit recurring revenue run rate$-4M$-2M$0M$2M$4M$6M$8M($2.22M)Year 1 · 42% GM($0.61M)Year 2 · 50% GM$5.15MYear 3 · 58% GMEBITDA ($M)Gross margin % (0–70% scale)

Year 1

6 customers · 15% ResolutionOps attach

Year 2

18 customers · 35% ResolutionOps attach

Year 3

40 customers · 50% ResolutionOps attach

Ambitious scenario — not a forecast. Year 2–3 scale requires national selling or adjacent-vertical expansion after California proof.

Go to market

16

Three paid design partners can test value, delivery economics, and ResolutionOps demand.

01 · Days 0–30

Build one closed-case demonstration in each of the three initial verticals.

02 · Days 20–60

Recruit three paid design partners at $75K–$150K for 90–120-day pilots.

03 · Days 45–120

Validate against 15–25 closed matters and 5–10 active matters per partner.

04 · Days 60–120

Select two ResolutionOps pilot firms and 10–15 live settlement-ready matters.

05 · Days 30–180

Instrument attorney hours, issue discovery, range accuracy, cycle time, partner escalations, direct delivery cost, and production conversion.

06 · Days 120–180

Convert at least two pilots into $35K–$65K monthly production engagements.

Los Angeles / Orange County
Broader California
Seattle / Portland
National associations and specialists after 3–5 reference customers

The moat and the ask

17

Delivery becomes defensible only when every engagement compounds proprietary assets.

Managed deliveryValidated reasoning SkillsFirm-specific memoryOutcome-linked benchmarksFaster, more consistent deliveryHigher margins and retentionEvery engagementcompounds the next one

Vertical case ontologies

Traceable lawyer-governed quality system

Secure embedded integrations

Resolution benchmarks connecting case characteristics, posture, timing, cost, recommended range, and realized outcome

Illustrative capital requirement: $5M–$7M, released against proof milestones.

Product proof

Commercial proof

45%+ initial gross margin with a path above 60%

Retention and expansion proof

ResolutionOps proof across 10–15 live matters

Jureva intends to become the managed intelligence service for complex plaintiff litigation—carrying out the operating work that turns better reasoning into better portfolio returns, and settlement readiness into realized outcomes.

We would welcome a working session on the design-partner slate and the financing plan.

Appendix

Detail behind the model: delivery costs, scenario sensitivity, risks, valuation sensitivity, and sources.

Appendix A

18

Package delivery cost model

Monthly direct costIntakeOperationsEnterprise
Account manager allocation$2K$3K$5K
Lawyer quality allocation$5K$10K$16K
Client success allocation$2K$3K$5K
Legal operations analysts$5K$10K$18K
AI, hosting, processing$2K$4K$7K
Shared development / support$3K$5K$7K
Total direct cost$19K$35K$58K
Launch gross margin45.7%46.2%47.3%

Jureva preliminary management model, Version 2.0

Appendix B

19

ResolutionOps scenario sensitivity

MeasureConservativeBaseStrong
Mature decision-point matters203550
Active-resolution recommendation40%55%70%
Delegation rate50%60%75%
Delegated matters41226
Agreements reached55%65%75%
Completed settlements2820
Annual ResolutionOps revenue~$250K~$380K~$640K

The base column matches the funnel on the expansion-economics section: 35 mature matters resolve to approximately 12 delegated matters and 8 completed settlements.

Appendix C

20

Key risks and the de-risking plan

RiskHow it gets de-risked
Incumbent competitionNarrow positioning in complex medical reasoning and accountable service
Services-margin trapBounded scope, separately priced integration, standard Skills, hours-per-case measurement
Legal quality and liabilityTraceability, escalation, attorney approval, insurance
Data securityHIPAA-aligned controls, SOC 2 roadmap, tenant isolation, auditable access
Long sales cyclesPaid pilots, closed-case proof, association credibility
Limited California ICPNational selling after 3–5 reference accounts
Unauthorized practice / supervisionLicensed-counsel delivery, named supervising lawyer, explicit approval gates
Neutrality conflictIndependent mediator and clean neutral workspace
Settlement-pressure biasFixed capacity and work fees; no percentage of recovery or legal fees

Appendix D

21

Valuation depends on revenue quality, retention, margins, repeatability, and controlled professional risk—not AI sophistication alone.

Applied to $34.84M Year 3 exit recurring revenue run rate:

2× revenue

≈ $70M enterprise value

4× revenue

≈ $139M

6× revenue

≈ $209M

Illustrative scenarios only. Not a financing representation, valuation, or forecast.

Appendix E

22

Sources and assumptions

Legal market and attorney population

  • 1. ABA National Lawyer Population Survey — attorney counts by state.
  • 2. U.S. Bureau of Labor Statistics — legal services employment and establishment data.
  • 3. IBISWorld / industry revenue benchmarks for personal injury law firms.

California market structure and MICRA

  • 4. California MICRA statute and 2022 amendment schedule (AB 35) — non-economic damages caps.
  • 5. State Bar of California — active attorney and firm structure data.

Competitor / category validation

  • 6. Public product and funding disclosures from legal AI vendors in medical summarization, demand drafting, and record retrieval.
  • 7. Published legal technology adoption surveys.

Case-management platforms

  • 8. Filevine, Litify, SmartAdvocate, and Clio public product and integration documentation.

Professional responsibility and mediation boundaries

  • 9. ABA Model Rules of Professional Conduct — Rules 1.1, 5.3, 5.5, and 1.2(a) settlement authority.
  • 10. ABA Model Standards of Conduct for Mediators — neutrality and impartiality.

Modeled figures

  • 11. Jureva preliminary management model, Version 2.0. All economics, funnels, market sizing, and three-year figures are modeled assumptions requiring validation.