Confidential — For Kim & Jake Only

Section 01

Market Research

First question: is there actually a market for this? Who are the buyers, how many are there, and will they pay $25K-$50K? The short answer: yes, and it's bigger than I expected.

3.5M+
Target Professionals in the US

Across law, medicine, finance, consulting, and real estate — where $25k-$50k is a reasonable technology investment

The Intent-to-Action Gap

The AI Adoption Gap

74%
The Gap

The gap IS the business

82% of legal professionals want to increase AI use. Only 8% of solo practitioners and 4% of small firms have deployed it widely. The barrier is not willingness — it's capability. That capability gap is what we sell.

Buyer Personas

L

Lawyer

1,374,720 active (ABA 2025)

Ethical obligations + no IT staff. Only 8% of solo and 4% of small firms have widely adopted AI.

Budget: $25k-$50k
P

Physician

~776,500 (BLS 2023)

HIPAA compliance, fragmented tools. 66% using some AI but no managed deployment available.

Budget: $50k-$100k
F

Financial Advisor

300,000+ advisors at RIA firms

Client data sensitivity, compliance requirements. Spending 3-4% of revenue on tech.

Budget: $35k-$75k
E

C-Suite / Executive

Millions across SMBs

Personal productivity and competitive edge. Currently paying $80k-$200k/yr for human assistants.

Budget: $40k-$60k

Market Sizing

Profession US Count SF/Bay Area AI Adoption
Lawyers 1,374,720 40-50k 8% solo / 4% small firm
Physicians 776,500 25-30k 66% using some AI
Financial Advisors 300,000+ 42,000+ Early stage
CPAs 653,408 15-20k Emerging
Management Consultants 111,534 10-15k Higher than average
Total 3,500,000+ 140-165k

Bay Area Beachhead

140-165K
Target Professionals Locally
15-25K
Potential Buyers (Filtered SAM)
0.1-0.3%
Conversion Needed for Year 1

At 20-40 Year 1 engagements, we need to convert just 0.1-0.3% of our local serviceable market. This is achievable through targeted networking, referrals, and your legal connections.

Key Findings

$25k-$50k pricing is well-calibrated. Below procurement committees, above DIY, anchored against Harvey AI ($288k/yr minimum). A lawyer billing $400/hr who saves 8 hours/week generates $166k in recovered billable time per year. ROI in 6-12 weeks.

Legal tech spending surged 9.7% in 2025 — the fastest growth the industry has ever seen. AI adoption jumped from 19% to 79% in a single year. The execution gap is enormous.

OpenClaw's 145K+ GitHub stars create demand but not capability. Professionals hear about it, want it, but can't deploy it themselves. We bridge that gap.

Recurring revenue is the real prize. $2k-$5k/month ongoing managed services compound into a predictable business. By Year 3, maintenance ARR alone could exceed $7.9M.