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 that the insurance side praised me for, including:
You receive a customized detailed written report (typically 5+ pages) that typically includes:
Within 90 days of receiving the report, you schedule a 30-minute call to:
Once you submit your demand, I’m available for follow-up consultation as negotiations progress:
Ideal For:
Best Timing:
With your client’s permission we discuss their case to determine if an audit is appropriate and what scope makes sense with which billing option is best.
Now accepting lien and contingency payment options on a case by case basis.
You receive, you and your client complete and return the consultation agreement.
You provide case materials through our or your secure portal:
I conduct a comprehensive evaluation using insurance industry methods and tools.
You receive a detailed written report via email.
We discuss findings, recommendations, and strategy.
I’m available for follow-up questions during a 30-day window.
Case Audit
$450+
Pricing estimate provided for approval with every assignment
Not only do I often find cost saving opportunities equal to or in excess of my invoice, I also help your firm increase general damages offered.
Expedited Service (Available)
+$500 for 2-business-day turnaround
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: $750 for a one hour file review and one hour consultation.
Ideal for:
What You Get:
Investment: $500+ per month depending on volume and support level needs
Ideal for:
What You Get:
Investment: $2,000+ per settlement conference or mediation.
Ideal for:
What You Get:
Investment: Starting at $3,000 per case
Schedule a complimentary 15 or 30 minute consultation to discuss your firm and client’s needs.
After reviewing your firm and client needs, I’ll confirm if I can be of any assistance. If yes, a consulting agreement will be provided for completion by you, your client, and myself for completion and return.
Billing options include pay as you go, lien basis, or contingency.
You provide a secure copy of the client file. I’ll then provide a bill estimate with delivery date estimation for approval prior to beginning any work.
2 Day Rush Available for an additional $500
You’ve received my review with answers to your specific questions and my recommendations.
Within 90 days of report receipt, you schedule your complimentary 30 minute follow up consultation.
Ideal For:
Possible Topics Covered:
Format: Interactive presentation with Q&A, case examples, and practical exercises
Investment: $3,500 (up to 15 participants) travel expense not included
Ideal for firms after at least a few file audits have been completed.
Advanced Claims Strategy for Plaintiff Attorneys
Ideal For:
Topic Possibilities: 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) travel expense not include
Ideal for firms after 1/2 day training.
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+ for comprehensive programs)
In-Person (Preferred for San Diego, Riverside, Imperial, Orange, and Los Angeles California Counties) travel expense may apply
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 Inside My 23 Year Career of Starting at the Bottom and Working My Way Up – All insurance side educational programs and associations prohibit this type of information sharing with the plaintiff side. It’s thanks to the FTC’s removal of the non-compete rule and my lack of affiliations or associations that makes my mission possible. This is knowledge gained from 23 years doing exactly what claim profession do on your cases every day. 23 years of large volume claim investigation, processing, and negotiation.
It’s Interactive Participants bring real questions and case scenarios. We problem-solve together and develop strategies specific to your practice.
Every firm is unique and everyone within your firm has their own strengths and areas for improvement. It is ideal to have at least a few file audits completed for each case manager to create a customized training plan cover all needed areas.
It’s Empowering Teams leave feeling more confident, capable, and strategic in their negotiations. The goal isn’t just knowledge transfer, it’s transformation.
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.
With my contingency or lien payment options no payment plan is necessary for audits.
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 by you, I don’t save your client’s documentation. 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 typically provided securely via your cloud service, I never save your client’s documentation to my systems. It is up to you and your firm to revoke my access.
My expertise is most directly applicable to California cases due to state-specific regulations and my experience with California carriers. However, I’ve processed and conducted claims investigations nationally. Contact me to discuss whether I can help with out-of-state cases.
While I primarily focus on strategic consulting, I can now serve as an expert witness through Consolidated Consultants. I also provide referrals to other qualified experts and can support your expert witness preparation.
YES! I also offer pay as you go or lien payment options.
Why would you entertain negotiations before I have had a chance to try to help you make more money for your client? My billing is in .25 increments, I’ll cease work immediately upon notice and bill for my time incurred.
Serving plaintiff attorneys throughout the United States of America. Previously licensed in CA, AZ, OR, & WA.
© 2026 Red Stapler Project. All rights reserved.
Professional consulting services for plaintiff attorneys.
Disclaimer: Red Stapler Project provides consulting and educational services. We do not practice law or provide legal advice. All services are designed to support attorneys in their representation of clients.