Check scenarios to include in export. Radio selects primary (used for PJI & dashboard totals).
Evaluee Directory
New Evaluee & Case
Case Setup
Import Case Info
Paste case documents, intake notes, or report excerpts below. The AI parser will extract relevant fields (names, dates, earnings, jurisdictions, case type) and pre-fill the calculator.
Extracted Fields
Jurisdictional Profile
Case Configuration
Standard mode with user-defined wage growth & discount rate.
▶ Import from Source Documents
Paste the text content of your VE, LCP, and/or LHHS report below. The system will auto-detect the document type and extract all relevant fields using AI.
Extraction Results
Warnings
| Field | Value | Source | Conf. |
|---|
▶ Import from PDF (LCP / VE / LHHS)
Upload a PDF containing a Life Care Plan (LCP), Vocational Evaluation (VE), or Loss of Household Services (LHHS) report. The system will auto-detect the document type and extract the relevant data.
Parse Results
Warnings
Healthcare Items from LIFETIME COSTS
| LCP Category | Duration (yrs) | Annual Cost | Lifetime Cost | Growth Rate | Frequency | Mapped Service Category |
|---|
Earnings Data from VE
| Year | Wages |
|---|
Household Services (LHHS) Data
| Year | Age | Spouse/Child | Stage | Table | Life Event | Value |
|---|
Case Review Agent
Run the AI agent to review your case setup for completeness, flag potential issues, and suggest next steps.
Quick & Dirty Estimate
Attorney Call Prompts
- What is the case type (PI, WD adult, WD pediatric, or employment)?
- What is annual but-for earnings and expected annual residual/mitigation earnings?
- What fringe rate should be applied to but-for earnings?
- How many years are in the past loss period and future loss horizon?
- What growth and discount rates should be used for this rough estimate?
- Any annual healthcare or household services losses to include?
- Any consequential damages and uncertainty range to apply?
Quick Inputs
All percentage fields use whole percentage entry (example: enter 23 for 23%).
Quick Estimate Breakdown
Client Information
Personal Details
Key Dates
Earnings & Employment
Baseline Earnings
Core earnings inputs: pre/post-injury wages, return to work, and fringe rate.
Check if the plaintiff returned to work after a disability period. Loss will only apply from DOI to RTW date.
Annual earnings after returning to work. If same as pre-injury, leave at 0 or match pre-injury value.
Check if the plaintiff has a permanent reduced earning capacity starting at MMI. Loss = baseline − residual capacity.
Annual earning capacity after MMI. Loss each year = baseline earnings − this amount.
Fringe Benefits Module
ECEC Data
Choose custom categories or the standard package (total benefits minus FICA 7.65%), then apply a data-backed fringe loading.
| Benefit Type | Cost / Hour | % of Compensation | Included |
|---|
Detailed subcomponents are available for ownership rows from Table 1.
| Detailed Component | Cost / Hour | % of Compensation |
|---|
Rates & Adjustments
Enter percentage fields as whole percentages (example: 23 for 23%).
Ref: --
Ref: --
📚 Research-Based Net Discount Rate NAFE Literature
The net discount rate (NDR) approach combines wage growth and discount rate into a single differential. This is the dominant method used by forensic economists (Brookshire et al., 2012; 2017 NAFE Survey).
Net discount rate for earnings (discount rate minus wage growth).
Net discount rate for medical costs. Typically negative since medical CPI > general CPI.
Adjusts earnings by lifecycle pattern (concave: lower for young/old, peak at 45-55). Based on Census data (Thornton & Ward, 2002).
Medical CPI typically exceeds general CPI by 2-3% (Ewing et al., 2002; 2006).
Ref: --
Employment Damages Inputs
Model: Net loss = But-for compensation − mitigation compensation + consequential damages.
Defaults to valuation date if blank.
Optional if using Front Pay Years.
Used when Front Pay End Date is blank.
| Year | Back % | Front % | But-For Comp. | Mitigation Comp. | Consequential | Net Annual Loss | Back Pay | Front Pay | PV Front | Total PV |
|---|
AEF Summary
Methodology
All rate inputs below use whole percentage entry.
Earnings Validation Agent
Run the AI agent to validate your earnings assumptions against benchmarks and flag potential issues.
Life & Work Expectancy
Life Expectancy
Work-Life Expectancy
Skoog-Ciecka-Krueger Worklife Tables (2012-2017 Markov Model)
| Measure | Variable | Mean | Median | P25 | P75 | SD | SE |
|---|
Remaining Work-Life
LCP Life Expectancy
Scenario End Dates
Earnings Offsets
Post-Injury Offsets by Year
Override default post-injury earnings for individual years.
| Year | Amount ($) | Include |
|---|
Healthcare / Life Care Plan
Healthcare Discounting
When unchecked, healthcare uses the global discount rate from the PV/Discounting tab.
When checked, healthcare costs are valued from the report date forward only — no costs between DOI and report date.
Healthcare Items
Duration = 0 means "through LCP life expectancy." Growth rates auto-fill from CPI series. Cost Basis defines whether Unit Cost is per occurrence or already annualized.
| Category | Description | Unit Cost | Frequency | Cost Basis | Times/Yr | Duration | Start Offset | Replace Every | Growth |
|---|
Item Summary
LCP Reconciliation: Original vs Projected
Compares the original LCP lifetime cost totals (from the imported PDF) against the calculator's projected totals using your current assumptions (discount rate, growth rates, life expectancy).
Category Summary
Year-by-Year Schedule
| Year | Annual Cost (FV) | Present Value |
|---|
Healthcare Audit Agent
Run the AI agent to audit your healthcare/LCP items for missing categories, cost outliers, duration issues, and improvements.
Household Services (LHHS)
Calculation Mode
Staging Table
Import an LHHS source document to populate staging data.
Annual growth rate applied to staging table values (0 = use table values as-is).
Base Parameters
All LHHS percentage fields use whole percentage entry.
Age Reductions & Growth
Year Overrides
| Year | Growth Rate Override (%) |
|---|
LHHS Summary
Case Dashboard
Case Analysis
Case Summary
Key Assumptions
Scenario Comparison
| Scenario | End Date | Past Loss | Future Loss (Nom.) | Future Loss (PV) | Total (PV) |
|---|
QC Status
Calculation Audit
Show detailed check results
Sensitivity Analysis
Growth vs. Discount Rate Matrix
Varies ±2.0pp in 0.5 steps around base case.
Click "Run Analysis" to generate the 9×9 matrix.
Report Generation
Exhibits to Include
Select which tables to include in the Word and Excel exports.
Additional Content
Toggle extra exhibits and charts. Disabling charts speeds up export significantly.
Export
Download individual report files — Word tables, formatted Excel, or raw calculation workbook.
Section JSON Toolkit
Use this for fast AI-assisted imports. Pick a section, download a JSON template and AI instructions, then upload the completed JSON.
Glossary of Key Terms
- Present Value (PV)
- The current worth of a future sum of money, discounted at the appropriate rate to reflect the time value of money.
- Nominal vs. Real
- Nominal values include expected inflation; real values strip out inflation. The PV method selection determines which framework is used.
- Wage Growth Rate
- The expected annual percentage increase in earnings, typically sourced from the Philadelphia Fed Survey of Professional Forecasters (SPF).
- Discount Rate
- The interest rate used to convert future losses to present value. Typically based on U.S. Treasury yields or TIPS rates.
- Work-Life Expectancy (WLE)
- The expected number of remaining years an individual would participate in the labor force, from worklife tables (e.g., Skoog & Ciecka).
- Fringe Benefits
- Non-wage compensation (health insurance, retirement, etc.) typically estimated using BLS Employer Costs for Employee Compensation (ECEC) data.
- LHHS (Lost Household Services)
- The economic value of unpaid household work that can no longer be performed due to injury or death, valued at replacement cost.
- LCP (Life Care Plan)
- A detailed projection of future medical and care needs with associated costs, used to calculate healthcare damages.
- Prejudgment Interest (PJI)
- Interest accrued on past economic losses from the date of injury to the date of trial or settlement, per jurisdiction rules.
- Sensitivity Analysis
- A matrix showing how total damages change across different combinations of growth and discount rate assumptions.
Pediatric Wrongful Death
Education Earnings Scenarios
Check the education scenarios to include in calculations and export. Each uses its own WLE-derived retirement age and earnings basis.
| Include | Education Scenario | Annual Earnings | WLE | Ret. Age |
|---|---|---|---|---|
| Education earnings scenarios unavailable. | ||||
Pediatric Parameters
Schedule
| Year | Age | Pre | Post | Gross Earn. | Offset | Adj. Loss | Past Loss | Future Loss | PV Future | Total PV |
|---|
Summary
Method References
PC/PM Analysis
Personal Consumption / Personal Maintenance rate calculation using four standard methodologies.
AI-Assisted Auto-Fill
(Optional)Paste case information below and click "Auto-Fill" to populate the fields automatically.
Step 1: Decedent & Household Information
Tell us about the decedent and their household composition. Fields marked with a green badge were auto-filled from your case data.
Comprehensive Pediatric Analysis
Pediatric case detected. All household compositions will be analyzed automatically to present the full range of possible outcomes. Only decedent sex requires selection below.
All 7 types included
All 5 sizes (1–5+) included
All 9 compositions included
Used by RE2022 and PN1998 tables to look up consumption rates.
Number of people in the household at time of death. Used for the Patton & Nelson (1998) table lookup.
Household composition for the Rosenbaum & Ellis (2022) quadratic model.
Household composition for the Christensen (2022) ATUS household services model.
Step 2: Household Income
Enter the annual household income before taxes. For pediatric cases, you can select from the education-based earnings scenarios.
Click a scenario to use its earnings as the household income.
Total annual household income before taxes. This is the primary input for all PC/PM methods.
If you have a known PC rate from Krueger (2015) or another source, enter it here. Leave blank to skip this method.
Step 3: Household Services (Optional)
If the decedent provided household services, enter the details below. This is used only by the CH2022 method. Skip this step if not applicable.
Average hours per week the decedent spent on household services.
Cost to hire a replacement for these services.
Automatically computed: hours × rate × 52 weeks.
Step 4: Results
Education Scenario Comparison
| Education | Income | RE2022 | PN1998 | KR2015 | CH2022 | Average |
|---|
Comprehensive PC/PM Analysis
PC/PM Rate Ranges by Education Level
| Education | Income | Min PC Rate | Max PC Rate | Min Net/Yr | Max Net/Yr |
|---|