Consortium Law · Legal Vertical · One-Pager · v3

AUM-Cycled Lead Acquisition Engine

A $100,000 monthly retainer from the AUM to Day-Law — Month 1 seeds MVA volume, Month 2+ opens third-party lead flow, and Month 1 principal recycles indefinitely through Case Cash.

2026-07-07 ET
v3 · internal
companion to CC Kick-Off
01The Engine · $100K/mo Retainer → Two Lead-Acquisition Lanes

The AUM Ops-Feeder inside the CC Kick-Off engine pays a $100,000 monthly retainer into Day-Law as pure lead-acquisition capital. The first tranche seeds MVA volume; every subsequent tranche funds third-party retention. Because the Month 1 principal is recycled monthly through Greg E. / Case Cash against fresh case collateral, from Month 2 onward the firm deploys $200,000 of working capital every month against a $100,000 recurring retainer draw — the principal never grows, but the throughput does.

DAY-LAW · RECURRING RETAINER $100,000 / mo into the firm MONTH 1 SEED · RECYCLED MONTHLY $100,000 → 40 MVA cases ~$2,500 acquisition cost / MVA case principal recycled every month through Greg E. / Case Cash · fresh collateral each cycle recycle MONTH 2+ · RETAINER RECURRING $100,000 / mo → 5 3rd-party cases $20,000 acquisition cost / 3rd-party case fresh AUM tranche each month · sourced by Consortium, processed by external trial firm 40 MVA / mo × ~$16,500 net ~$660K / mo firm net · 6–24 mo settle 5 3rd-party / mo × ~$165K net ~$825K / mo Consortium net · 18–36 mo settle
02The Cadence · What Each Month Buys

MVA Lane · Month 1 Seed, Recycled Thereafter$100,000 pinned principal

  • Month 1 deployment. The first retainer tranche buys 40 MVA case leads at ~$2,500 per case, filling Day-Law’s in-house pipeline.
  • Month 2 onward. Principal recycles through Greg E. / Case Cash against the prior cohort as fresh collateral — the same $100K funds 40 fresh MVA cases every month.
  • Firm economics. ~$50K face × 33% in-house contingency = ~$16,500 firm net per case.
  • Cash timing. MVA settlements land on a 6–24 month lag; the recycle mechanic keeps throughput flat during the lag.
  • Steady state. 40 MVA / mo · 480 cases / yr sourced.

Third-Party Lane · Month 2+ Fresh Retainer$100,000 / mo new capital

  • Month 2 onward. Each month’s fresh retainer draw buys 5 third-party case leads at $20,000 per case.
  • Sourcing split. Consortium originates the lead; an external trial firm processes on a 50 / 50 contingency split.
  • Consortium economics. ~$1M face × 33% trial-firm contingency × 50% Consortium share = ~$165,000 Consortium net per case.
  • Cash timing. Third-party settlements land on an 18–36 month lag; the retainer stream keeps monthly sourcing flat.
  • Steady state. 5 3rd-party / mo · 55 cases / yr sourced (Months 2–12) · 60 / yr fully-armed.
Recycle Optionality · Greg E. / Case Cash · equivalent case-funding facilities The Month 1 MVA principal is never re-raised. Consortium collateralizes each prior MVA cohort’s case-tape face value, receives principal back plus the funder’s spread on a secured note, and redeploys the same $100,000 against a fresh 40-case batch the following month. The AUM retainer flows uninterrupted alongside this recycle — net effect: from Month 2 onward, Consortium is running $200,000 of working capital in tandem against a $100,000 monthly draw. Same principal, new collateral, compounding case-tape upside retained by Consortium.
03Per-Case + Steady-State Economics · Recast for v3
Lane · Source Face / case Consortium share Net / case Volume Consortium net (steady state)
MVA · Day-Law in-house$100K principal · Month 1 seed · recycled monthly via Case Cash ~$50,000 33% contingency (in-house) ~$16,500 40 / mo ~$660,000 / mo~$7.92M / yr sourced
Third-Party · Consortium sourced$100K / mo fresh AUM retainer · Month 2 onward · $20K acquisition / case ~$1,000,000 50% × 33% = 16.5% of gross ~$165,000 5 / mo ~$825,000 / mo~$9.9M / yr sourced
V1 · LAD SaaS MRRfor completeness · outside the AUM lead-gen cycle — subscription · onboarded firms — — ~$60,000 / mo~$720K / yr · Q1 2027 target
Consortium Law · combined steady-state — MVA + 3rd-party + V1 SaaS — — ~$1,545,000 / mo~$18.54M / yr steady state

Steady-state assumes Month 2+ cadence (40 MVA recycled + 5 third-party fresh) held constant across 12 months. Year-1 partial ramp adjusts to ~$17.8M net (MVA active all 12 months = $7.92M; third-party lane active Months 2–12 = 11 × $825K = $9.075M; plus V1 SaaS partial ~$0.8M). MVA cash lands 6–24 months post-source; third-party cash lands 18–36 months post-source; recycle mechanic keeps sourcing throughput flat during settlement lag. Numbers are Joe-supplied operating economics for the Consortium-Law vertical — not third-party diligenced at this iteration.

CONFIDENTIAL · INTERNAL STRATEGY Consortium Law · AUM-Cycled Lead Acquisition · v3 · 2026-07-07