Engagement Model

Six Phases, Clearly Defined

1

Discovery Call (30 Minutes)

A structured conversation about your firm's current workflows, pain points, volume, and goals. We assess fit and identify which service tier addresses your highest-impact needs. No obligation.

No Commitment Required
2

NDA Execution

Before any matter information is shared, we execute a mutual non-disclosure agreement. This establishes the confidentiality and privilege-aware framework governing all subsequent work. No work begins without this step.

3

Onboarding & Workflow Configuration (3–5 Days)

We conduct a structured onboarding session to configure intake templates, file naming conventions, communication protocols, and reporting formats to your firm's standards. We document every configuration for your records.

4

Active Service Delivery

Ongoing work is delivered according to defined SLAs. Intake Services and Full Admin run on monthly cadences with daily operational support. Litigation Acceleration is project-triggered with 48–72 hour turnarounds. All deliverables include QA review before delivery.

5

Attorney Review Checkpoint

Every deliverable is structured for efficient attorney review. Drafts are clearly labeled. Flags are inline. Citations are tagged for verification. The attorney approves or revises before any work product is used or filed.

Draft for Attorney Review
6

Reporting & Monthly Review

Monthly operational reports cover completed work, SLA performance, and upcoming workload. Full Admin clients receive a dedicated monthly review call. All service tiers maintain an auditable activity log.

Quality Control

QA Protocol on Every Deliverable

Before any work product is delivered, it passes through a defined quality review checklist. This is not aspirational — it is a documented step in every engagement.

  • Draft labeled "Draft for Attorney Review" on every page
  • All citations tagged with verification flags
  • Risk and ambiguity issues flagged inline
  • Structural gaps identified and marked
  • Scope confirmation attached to delivery
  • Delivery log updated with timestamp
24hr
Intake SLA
48hr
Standard SLA
72hr
Complex Drafts
100%
QA Before Delivery
Get Started

Schedule a Discovery Call

30 minutes. Structured assessment. Clear next steps.

Book Your Call