Pricing + Services

***Prices vary by package purchased and will be discussed during discovery call

STARTER PACKAGE – $1,500 per month (new system integration and/or engagement of up to 4 clients per month)

  • Weekly Team Meeting – 1 phone call each week: 30 mins(Preparation and prioritization for the upcoming week)
  • Email management (check email 1-2 times per day response to emails within 48 hours)
  • Calendar management
  • One (1) blog creation and posting to the firm website
  • New Client workflow creation and systems:
    • Prospect/client intake
    • Appointment confirmations
    • Create client account/file in database and file storage platform
    • Send out pre-meeting packages
    • Presentation follow-up
    • Create workflows and automation in CRM, email marketing program, and other programs used in firm practice

EXECUTIVE PACKAGE – $3,000 per month (engagement of up to 5-9 clients per month)

  • Weekly team meeting – 1 phone call each week: 45 mins (Preparation and prioritization for the upcoming week)
  • Email management (response to emails within 24 hours)
  • Calendar management
  • Minimum one (1) blog creation and posting to the firm website. Second social media post available upon request
  • Post blog/other content to social media accounts (up to 3 accounts)
  • Preparation and sending of the weekly and monthly newsletter
  • Client Workflow and Management:
    • client intake
    • appointment confirmations
    • create client account/file in database and file storage platform
    • send pre-meeting packages
    • communication with clients re various documents/info needed
    • review trust docs before printing for signing meeting
    • preparation of binder/docs for the final meeting

PREMIUM PACKAGE: $5,000 per month (engagement of up to 10 clients or more per month)

  • Weekly team meeting – 1 phone call each week: 45 mins  (Preparation and prioritization for the upcoming week )
  • Email management (response to emails within 4 hours)
  • Calendar management
  • Minimum one (1) blog creation and posting to website. Second social media post available upon request
  • Post blog/other content to social media accounts (unlimited number of accounts)
  • Preparation and sending of weekly and monthly newsletter – content to be provided by attorney
  • Client Workflow and Management:
    • client intake
    • appointment confirmations
    • create client account/file in database and file storage platform
    • send pre-meeting packages
    • communication with clients re various documents/info needed
    • review trust docs before printing for signing meeting
    • preparation of binder/docs for final meeting
    • funding asset spreadsheet
    • funding follow up letters
    • Market research
    • Prospective Presentation Research
    • Prepare for Presentations

Additional Services – To Be Purchased Without the Above Packages

Business Audit – $500

  • Review of current systems
  • Set up of new systems
  • 1-hour zoom conference call
  • Implementation of new systems