Plans that Scale With Your Firm.
Managed automation infrastructure designed for operational continuity, compliance integrity, and long-term scalability.
Save 17% annually
Annual retainers include continuous compliance management and version support.
Core Infrastructure
Launch-ready automated client intake and communications hub
Implementation Fee:$1,200
Operational Retainer:$500/mo
- Automated client intake routing
- Intelligent message handling
- Performance visibility portal
- Single communication endpoint
- Standard support access
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Operational System
Scalable automation layer across communication, scheduling, and analytics
Implementation Fee:$2,500
Operational Retainer:$1,200/mo
- Unified communication layer
- Integrated client and scheduling data
- 5–8 custom workflow automations
- Advanced analytics and reporting
- Priority support response
Strategic Infrastructure
Custom-built orchestration environment with compliance and dedicated management
Implementation Fee:$5,000
Operational Retainer:$2,500/mo
- Multi-location orchestration
- Custom workflow architecture
- Private deployment environment
- Dedicated account management
- Compliance-grade uptime SLA
Frequently Asked Questions
System design, operational mapping, infrastructure deployment, and team onboarding with compliance validation.
The operational retainer ensures continuous uptime monitoring, compliance renewals, system optimization, and version support.
Yes — you receive fully managed infrastructure backed by expert consulting. We handle all technical operations, maintenance, and compliance management.
Initiate Your System Assessment.
Every project begins with structured discovery and compliance mapping.
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