pricing
Pricing is based on a 6-month build out with everything included in a one-time fee
Own your system and tools, with minimal ongoing costs.
Dramatically reduce your software subscriptions with one simple investment.
Initial 6 month term includes software seats, the entire system including custom client portal website hosting with domain plus everything below:
✓
Base system & apps included
✓
Custom systems your firm needs
✓
Integrations with your existing workflows as required
✓
Automations / AI integration
✓
AI render workflow
✓
Staff support and training
✓
Financial tracking / connections to Quickbooks
✓
Specifications database and automations
✓
Materials database and web clipper
✓
Vendor tracking database
✓
Internal task management tool
✓
Project management / note taking management system
✓
Custom connector to your AI note taker (or we'll set this up for you)
✓
Client presentation database / automations
✓
Client portal website, custom domain, management
✓
Customizable internal dashboard
✓
Auto PDF Generator custom extension
✓
Revit / AutoCAD connector
+
wayyy more!
Fees are for the 6 month investment in your firm's transformation. Everything Included. After that, price drops to ~$20/user/month.
Term Commitment
Requires 6 month term commitment
Ongoing support is possible but optional. Contact us for more details.
Support
24/7 video training
1:1 live support calls when needed
Weekly office hours
48 hour support turnaround. Most issues can be resolved within a few hours.
What's pricing like after 6 months?
Teable and Airtable are ~$20/user/month on the annual plan! Compare that to $50–$100+/user/month for leading practice-management software, plus the separate tools you'd still need. Once your system is built, you own the workflow.
what happens after you buy?
Most teams can get the full system delivered two weeks after the initial audit.
Your team gets a one-hour crash course so everyone can start using it right away.
Each month, we run deeper learning sessions so the rollout feels easy and never overwhelming.
We're available anytime for 1:1 support for the team as they get comfortable.
Over the 6-month onboarding period, we continuously tailor and refine your systems to match how your firm truly works.
After 6 months, you start managing the system on your own.
You can continue working with us as a fractional COO partner at a reduced rate after your term. Contact us for pricing options.
.why it's worth it