Arcuity SmartDocs · Revenue at Risk — Tristar California WC

FS FUNNEL — REVENUE LEFT ON THE TABLE

$2.77M

in gross File & Serve revenue Tristar+Arcuity did NOT bill across these 3,478 claims

Across the 3,478 currently-litigated claims, Tristar ordered 2.76× fewer File Preps, 4.0× fewer FS New, and 3.21× fewer FS In Process than what proper-ordering through the full Arcuity automated funnel would produce. The page-fee assumption uses the actual mailed-only inbound page rule — so the gap reflects what's actually billable, not theoretical maximum.

Total gap (gross)

$2,765,156

proper $4.02M − actual $1.25M

Arcuity share missed

$1,669,993

handling fee + 50/50 page+initial

Tristar share missed

$1,095,163

50/50 split on initial + pages

Order count under-provisioning

2.76×

New File Prep

Actual 1,261 · Proper 3,478

4.00×

FS New (1 per attorney)

Actual 1,739 · Proper 6,956

3.21×

FS In Process (monthly × 2)

Actual 25,989 · Proper 83,472

Proper-ordering = the automated cadence prescribed by Arcuity File Prep: 1 File Prep per claim · 2 FS New (one per attorney, LocSeq 001 + 002) · 12 monthly FS In Process per attorney. Multipliers show how much under-billing happened on the same 3,478 claims.

FS Funnel: Actual vs Proper

Line	Actual gross	Proper gross	Gap	Arcuity gap	Tristar gap
New File Prep	$346,884	$956,698	$609,814	$304,907	$304,907
FS New	$199,617	$798,450	$598,833	$299,416	$299,416
FS In Process (incl. $10 handling)	$703,689	$2,260,198	$1,556,509	$1,065,670	$490,840
TOTAL FS FUNNEL GAP	$1,250,190	$4,015,346	$2,765,156	$1,669,993	$1,095,163

FS In Process gap is the largest line — every monthly cycle Tristar skipped is one $10 handling fee + $10 per LocSeq + inbound page fee × $0.20. The handling line is 100% Arcuity, which is why the Arcuity share of the In Process gap ($1.07M) is so much larger than Tristar's ($491K).

Full proper-ordering scenario · all 7 products

Product	Gross	Arcuity	Tristar
IMR	$954,645	$477,322	$477,322
QME	$493,363	$246,682	$246,682
SDT	$110,655	$55,328	$55,328
File & Serve (New + In Process)	$3,058,648	$1,946,684	$1,111,964
New File Prep	$956,698	$478,349	$478,349
On-Demand	$411,365	$205,683	$205,683
Record Retrieval	$1,515,646	$757,823	$757,823
GRAND TOTAL (proper ordering)	$7,501,020	$4,167,870	$3,333,150

Page fees on IMR / SDT / FS / NFP / On-Demand use the mailed-only inbound page rule (page fee only when the order ships via mail — typically 19-50% of orders depending on product). QME is the exception — page fee on all inbound pages (mailed + electronic). RR uses standard pricing with 12-month projection.

Methodology

Source: tristar_pricing_calculator_proper_ordering_mailed_only.html — the proper-ordering scenario with the mailed-only page-fee rule. All formulas are the calculator's own; this page just evaluates them server-side from the embedded defaults so you don't have to open the calculator to see the numbers.

FS Funnel proper = 3,478 claims × (1 File Prep + 2 FS New + 12 × 2 FS In Process)

Mailed pages = order_count × per-WO_inbound_pgs × pulled/kept_ratio × 2025_mailed%

FS New mailed pages = 6,956 × 310 × 1.482 × 0.433 = 1,383,915

Mailed rate per product (2025): File Prep 19.1% · FS New 43.3% · FS In Process 49.6% · IMR 51.1% · SDT 49.4% · On-Demand 52.6%.

Per-product pulled/kept multipliers: Prep 1.43× · FS New 1.48× · FS InProc 1.46× · IMR 1.86× · QME 2.72× · SDT 1.51× · On-Demand 1.66×.

Actuals baseline (FS funnel only): 1,261 File Prep · 1,739 FS New · 25,989 FS In Process — per the Litigated Claims Detail tab. All other products use observed all-time invoice counts and mailed-inbound page sums from the billing parquet.