pricing
Pricing is based on a 6-month build out with all subscriptions and services in one simple monthly fee
Ongoing commitment not required.
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
✓
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
.start-up
$2600/month
for 6 months
For firms 4 to 7 people.
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.
.scale-up
$4800/month
for 6 months
For firms 10 to 15 people.
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
24 hour support turnaround. Most issues can be resolved within a few hours.
.enterprise
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 to support team members 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