




Red Stapler Project offers three core services, each designed to address a specific need in your practice. Whether you need deep analysis of a complex case, quick strategic guidance on negotiation tactics, or comprehensive training for your team, I provide the insider intelligence that transforms how you approach insurance negotiations.
All services include:
I analyze your case using the same evaluation methods insurance adjusters use, including:
You receive a detailed written report (typically 5-15 pages) that includes:
After you review the report, we schedule a 60-minute call to:
Once you submit your demand, I’m available for follow-up consultation as negotiations progress:
Ideal For:
Best Timing:
We discuss your case to determine if an audit is appropriate and what scope makes sense.
You receive a formal engagement letter, fee agreement, and confidentiality agreement.
You provide case materials through our secure portal:
I conduct a comprehensive evaluation using insurance industry methods and tools.
You receive a detailed written report via secure email.
We discuss findings, recommendations, and strategy.
I’m available for follow-up questions during a 30-day window.
Standard Case Audit
$1,500 – $2,500
Pricing varies based on case complexity, number of claimants, and document volume
Complex Case Audit
$2,500 – $4,000
Multi-party liability, catastrophic injuries, significant pre-existing conditions, or extensive medical treatment
Expedited Service (Available)
+$500 for 3-business-day turnaround
Post-Demand Support Package
$750 for up to 3 hours of consultation during active negotiation

Initial Situation: Client had a prior back surgery and collected the policy limit from the defendant driver, but the client’s carrier hadn’t responded to the UIM BI demand.
Audit Findings: Vehicle damage documentation showed there were no injury causation concerns and the client’s own carrier had violated multiple portions of the CA Fair Claims Settlement Practices Act in addition to allowing the time limit demand to expire.
Recommendations: Begin to referring client as an eggshell, reference the specific codes believed to have been violated from the CA Fair Claims Settlement Practices Act in addition to the impact severity, and include copies of the supporting documentation.
Outcome: With strengthened documentation, case settled for the UIM BI policy limit shortly after.
Initial Situation: Client was injured when an in motion ceiling fan violently fell onto them.
Audit Findings: Located previously unrealized commercial defendant recovery contact information, medical lien, and additional documentation for damages maximization.
Recommendations: Send a letter of representation to the newly located commercial defendant, provided best practices for disfigurement documentation, lost wages verification, and of medical lien to pursue.
Outcome: Commercial policy located with agent of service information and firm prepped on how to maximize recovery via updated documentation methods.

Ideal for:
What You Get:
Investment: $175/hour, 1-hour minimum
Ideal for:
What You Get:
Investment: $1,500-$3,000/month depending on volume and support level
Ideal for:
What You Get:
Investment: $2,000-$3,500 per settlement conference
Ideal for:
What You Get:
Investment: Starting at $3,000 per case
Contact me via email or schedule a brief call to describe your situation.
I’ll confirm whether consultation is the right service and provide exact pricing.
We schedule your consultation and you provide any relevant documents in advance.
We discuss your questions, review materials, and develop strategy together.
You receive summary documentation and can ask follow-up questions within the engagement scope.

Ideal For:
Topics Covered:
Format: Interactive presentation with Q&A, case examples, and practical exercises
Investment: $3,500 (up to 15 participants)
Advanced Claims Strategy for Plaintiff Attorneys
Ideal For:
Topics Covered: All Half-Day topics PLUS:
Format: Mix of presentation, case studies, small-group exercises, and role-playing scenarios
Investment: $6,500 (up to 15 participants)
Ongoing Education Tailored to Your Practice
Ideal For:
What We Create Together:
Format: Flexible based on your needs—can include workshops, lunch-and-learns, one-on-one coaching, video modules
Investment: Custom pricing based on scope (typically $8,000-$20,000 for comprehensive programs)
In-Person (Preferred)
Virtual (Via Zoom)
Hybrid

It’s Not Theoretical—It’s Practical Every concept is tied to actionable strategies you can use immediately. No academic lectures about insurance law—just real-world intelligence that changes how you work cases.
It’s From The Inside I’m not teaching what I read in a book or learned at a CLE. This is knowledge gained from 23 years doing exactly what adjusters do on your cases every day.
It’s Interactive Participants bring real questions and case scenarios. We problem-solve together and develop strategies specific to your practice.
It’s Empowering Teams leave feeling more confident, capable, and strategic in their negotiations. The goal isn’t just knowledge transfer—it’s transformation.
| Your Situation | Recommended Service | Investment Range |
|---|---|---|
| High-value case that needs maximum positioning | Pre-Demand Case Audit | $1,500-$4,000 |
| Quick question about carrier behavior or tactics | One-Time Consultation | $500/hour |
| Complex case heading to mediation | Settlement Conference Support | $2,000-$3,500 |
| Multiple cases monthly, want ongoing support | Advisory Relationship | $1,500-$3,000/month |
| Team needs foundational training | Half-Day Workshop | $3,500 |
| Want comprehensive team education | Full-Day Intensive | $6,500 |
| Building long-term evaluation capabilities | Customized Training Series | $8,000-$20,000 |
Before you submit, let me review it through the adjuster’s eyes.
I review your demand letter and provide specific feedback on:
Investment: $500-$750 depending on complexity
Identify documentation gaps before carriers do.
Detailed review of medical records for:
Investment: $750-$1,500 depending on volume
Understand the specific company you’re negotiating with.
Research and briefing on:
Investment: $500 per carrier profile
Earn credits while learning insider knowledge.
I’m available to present CLE-approved programs on:
Investment: Custom pricing based on format and audience
Schedule a free 30-minute consultation. We’ll discuss your situation and I’ll recommend the most cost-effective approach. Sometimes a quick consultation is all you need; other times a full audit makes more sense.
Absolutely. Many clients start with a one-time consultation to get a feel for how I work, then engage for full audits on specific cases. If you do upgrade within 30 days, your consultation fee is credited toward the audit.
For training programs and advisory relationships, yes. For individual case audits, payment is due before work begins.
Standard turnaround is 5-7 business days. Expedited service (3 business days) is available for an additional $500.
I provide my professional opinion based on 23 years of experience, but I’m not infallible. We can discuss areas of disagreement, and I’m happy to explain my reasoning. Ultimately, you decide how to use the information.
All files are transmitted and stored using HIPAA-compliant encrypted systems. I sign NDAs as standard practice. Information is never shared with anyone, including anonymized use in training or case studies without your explicit written permission.
Files are securely deleted from my systems 90 days after engagement completion, unless you request earlier deletion or extended retention.
My expertise is most directly applicable to California cases due to state-specific regulations and my experience with California carriers. However, Colossus and many evaluation methods are used nationwide. Contact me to discuss whether I can help with out-of-state cases.
I generally don’t serve as an expert witness, as my value is in strategic consulting. However, I can provide referrals to qualified experts and can support your expert witness preparation.
No. My services require upfront payment or retainer. This ensures I maintain objectivity and can be honest even if the news isn’t what you want to hear.
If you notify me before I’ve substantially begun work, I’ll refund all but a $250 administrative fee. Once significant work is underway, refunds are pro-rated based on work completed.
No obligation. No pressure. Just a conversation about your needs and whether my services are a good fit.
Based on our conversation, I’ll send a detailed proposal with scope, timeline, and investment.
Once you approve, we’ll execute agreements and get started immediately.