Initial Engagement

Start with a discovery call.

A free 30-minute conversation. Tell us about your firm and what you're trying to solve. We'll tell you whether we're a fit and what cohort would suit. The same shape as the engagement you offer your own clients - a conversation first, then we go from there.

Pick a slot

Pick a time that suits.

Next Steps

From discovery call to first cohort.

01

The discovery call

Thirty minutes with a consultant. We learn about your firm, your current process, and where you're trying to get to. You ask whatever you need.

02

Fact find, if we're a fit

If both sides want to proceed, your consultant sends a short fact find to capture the detail. Same shape as the one you'd send a new client.

03

Cohort onboarding

Your four-week managed onboarding begins with the next available cohort. Brand, templates, portal - all built and approved before you go live.