A flat-fee review of the documentation for a specific job. Not advocacy. Not cheerleading. A straight read of what holds up and what doesn't — before this gets worse.
Free initial review first. Flat fee quoted before any work begins.
The Documentation Audit is a written review of everything you have on a specific job: field notes, Xactimate scope, photos, moisture logs, psychrometric data, daily equipment records, carrier correspondence, and any other documentation you can provide.
The output is a written summary of findings — not a formal report, but a clear, actionable assessment. It covers:
What holds up
The specific documentation that supports your scope, with the standard it references and the language you'd use to defend it.
What has gaps
Where the documentation doesn't fully support the scope — and what you'd need to close those gaps, if it's possible.
What doesn't hold up
Where the scope doesn't align with the applicable standard — and what that means for this dispute and for future jobs.
What you can realistically do about it
Specific next steps — whether that's supplementing the claim, referring to a consultant for formal representation, or knowing when to settle.
The carrier's estimate came back short. You need to know if the cut is legitimate or bad faith — and if it's bad faith, what documentation would support a supplement.
They're pushing back. Maybe they have a lawyer. You need to know where you actually stand before this goes further — not where you hope you stand.
Something feels off. The carrier is asking questions. You want to understand your position before the dispute becomes a formal complaint or a lawsuit.
The more complete your documentation, the more complete the audit. Provide everything you have — the gaps in what you can provide are often as informative as what's there.
Don't have all of this? That's fine — submit what you have. The initial review will identify what's missing and whether it matters for your situation.
The Documentation Audit is priced as a flat fee based on the scope and complexity of the job. The fee is quoted after the free initial review — before any work begins.
Why flat fee?
Percentage-based fees create the same incentive problem as public adjusters — the reviewer has a financial interest in the outcome. A flat fee means the review tells you what the documentation says, not what would maximize the reviewer's take.
The effective rate is approximately $200/hour. Market rate for this level of expertise in dispute resolution contexts is $225–$350/hour. The lower rate reflects lower overhead — no corporate infrastructure, no billing department. The savings pass to you.
Sometimes the audit reveals a legitimate dispute that requires formal representation — someone who can engage publicly with the carrier, write a formal report, or testify if it comes to that.
When that's the case, you'll get a referral to a vetted consultant who can do that work. The referral is part of the service — not an upsell.
The audit tells you what you're dealing with. If it turns out you need a bigger gun, you'll know that — and you'll know who to call.