Three ways to work with us.
Projects
- Scope, price, and finish date in writing before work starts
- Scoped on the first call. For a bigger picture, start with the assessment.
- $150 per hour where scope cannot be fixed
Managed Support
- Unlimited requests for the covered systems and request types listed below, within reasonable use (defined below)
- One named contact, business hours, Monday to Friday
- Response within 1 to 4 business hours by priority; resolution targets published below
- Monthly report of every request handled
- 90-day initial term, then month to month with 30 days notice
Systems Assessment
- Scoped on a 30-minute call, then one or two 90-minute working sessions with your team
- Two weeks inside your systems
- Inventory of every platform, license, and who has access to what
- Workflow gaps by matter type
- Written recommendations with priced next steps
- A report you own, whether or not you hire us again
- Onboarding fee waived on any retainer signed within 60 days
Firms over 25 people are quoted individually. Onboarding covers admin access, support channel setup, documentation of your systems for the help desk, and team orientation. It starts at $750, depends on firm size, and is waived within 60 days of an assessment. It is not an assessment: no recommendations, no workflow review.
What Managed Support covers.
Included in Managed Support
Systems
- ✓Practice management: Clio, MyCase, Smokeball, Filevine, CASEpeer, or equivalent
- ✓Microsoft 365 or Google Workspace
- ✓Legal research tools such as Westlaw and Lexis
- ✓E-signature, document management, intake forms
- ✓Phones, scanners, and the integrations between all of the above
Requests
- ✓Something is not working, or someone does not know how
- ✓Operating system issues: updates, crashes, slow machines
- ✓Software that misfires, freezes, or will not open
- ✓Login, password, and multi-factor problems
- ✓Email delivery, calendar sync, and shared mailbox issues
- ✓Accounts, permissions, and access changes
- ✓Onboarding and offboarding
- ✓Printer, scanner, and peripheral connections
- ✓Configuration changes under two hours of work
- ✓Vendor escalation and follow-through
- ✓Quarterly license and access review
Not included
Quoted as a project
- –Platform migrations
- –New workflow builds
- –AI policy and rollout
- –Training programs
- –Any change over two hours of work
Available as an add-on
- –Weekend and after-hours support, priced per client
Not offered
- –Hardware purchasing and repair
- –Network and device security management. We partner with a managed IT provider when you need one.
Reasonable use, defined
Unlimited requests inside the covered list, up to the hours below. The numbers are the whole clause.
of covered work on the up-to-10-people plan
of covered work on the 11-to-25 plan
If a month runs over, we tell you in writing before billing anything. Sustained overage means the firm has outgrown its plan: we move you to the next band or scope the extra work as a project.
for repeated issues caused by unapproved software or disregarded recommendations, after written notice
Response and resolution, by priority.
Business hours, Monday to Friday, US Central. Response is a commitment. Resolution is a target: it assumes the fix is within our control. When a vendor must act, we own the escalation and keep you updated until it is closed.
| Priority | What it means | Response | Resolution target |
|---|---|---|---|
| Critical | The firm cannot work: practice management down, email down for everyone | 1 business hour | 4 business hours, or vendor escalation with a status update every 4 hours |
| High | One person is blocked, or a deadline is at risk | 2 business hours | Next business day |
| Standard | Inconvenience with a workaround | 4 business hours | 3 business days |
Common projects and starting prices.
| Project | What you get | Starting at |
|---|---|---|
| Practice management migration | Platform selection if needed, data and document migration, configuration for your practice area, team training | $4,000 |
| AI policy and rollout | Tool selection with enterprise data terms, written use policy, configuration, attorney and staff training | $3,000 |
| Workflow build, per matter type | Intake to close steps built into your platform with tasks, reminders, and status views | $2,500 |
| New hire technology setup | Every account, permission, device, and signature ready before day one; for firms without Managed Support | $500 |
| Anything else | Cleanup of shared drives and permissions, integrations, reporting | $150 per hour |
Start with a 30-minute call.
Tell us what is not working. We will tell you whether we can fix it and what it costs.