Bronze Package

This package is for those of you that already have your processes outlined and you know what you want your Practice Management Software to do. You just need someone to put it into action!

$1,750

  • Practice Management Buildout
  • Limit to 2 process buildouts
  • 10 Doc Templates
  • 20 Email Templates
  • 1 hr training group training on the buildout
  • $300 for each additional process buildout

Silver Package

This package is for when you Need some additional guidance on Practice Manage Software capability and help with getting your firm workflows designed for implementation.

$3,250

  • Practice Management Buildout (limit to 3 processes in your firm)
  • Consultancy services to help guide you on designing your firm workflows to best fit the Practice Management Software and your Team
  • Standard Operating Procedures for each process developed
  • 20 Doc Templates
  • 30 Email Templates
  • 1 hr group training on the buildout
  • $500 for each additional process buildout

Gold Package

The creme dela creme package! It isn’t just help with workflow development and Practice Management Software that you need. You have a full tech stack that you need organized, builtout and well integrated to each other and into your firm processes. This can include booking software, document drafting software, intake software, etc.

$4,750

  • Practice Management Buildout (limit to 4 processes in your firm)
  • Consultancy services to help guide you on designing your firm workflows to best fit the Practice Management Software and your Team
  • Full tech stack buildout w/ integrations.
  • Standard Operating Procedures for each process developed
  • 30 Doc Templates
  • 50 Email Templates
  • 1 hour training per individual w/in the firm
  • $500 for each additional process buildout