Intake · about 15 minutes

Start here.

Fifteen minutes now saves the first call. Tell us how your firm runs and what you'd hand off, and you'll have a written scope and a price before we meet.

Nothing confidential belongs here: no client data, no fee schedules, no logins. Those stay in your own systems, where the work is done.

I · Your firm

The basics.

Firm name

Website (optional)

City and state

Number of advisors

Staff other than advisors

How the firm is registered

Custodians

II · The stack you run

What the system would work inside.

Tick what you use. The scope depends on this more than on anything else, so an honest "none" or "not sure" is more useful than a guess.

Planning software

Portfolio, billing or TAMP

Risk tool

Nitrogen (Riskalyze) Orion Risk Intelligence Other None

Meeting AI

Email and files

Google Workspace Microsoft 365 Other

Document exchange

E-signature

DocuSign Custodian e-sign Other None

Phone and texting

RingCentral Google Voice Other

Compliance archive

Presentations

Anything we didn't list (optional)

III · Insurance

If you write it.

Lines written (optional)

Carriers you use most (optional)

IV · What you'd delegate

Pick the work, not the software.

Four of these run at a firm today; the rest are built on the same core. Pick everything that would give your advisors hours back.

V · Who runs it

The person inside your firm.

Every system has an owner at the firm: the person who approves what it produces and tells us what to change. It is usually the planning lead or the operations lead, not the busiest advisor.

Who would own the system (role, not name)

AI tools in use today

What takes the most time right now? (optional)

VI · Where to send the scope

You, directly.

First name

Last name

Work email

Phone (optional)

Consent

You may contact me about this request by email or phone.

Book a call instead

We use what you send only to prepare your scope and reply to you. Nothing here is shared with anyone else. See our privacy notice.