How we work

We learn how your practice takes on clients today. We walk through your intake with a test client (never a real one), talk with the people who run it, and map the software you already pay for. You receive a written report in plain English and a fixed-price recommendation you can take to anyone.

If your question is narrower, start smaller.

A review of why your email lands in junk. A review of what AI assistants tell people about your practice. Private AI sessions for a partner or owner.

Assessments are paid in advance. If one wasn't worth it, tell us within seven days of the readout and we refund it in full; you keep the report. The fee is credited toward any build you begin within 45 days of the readout. If we find something urgent, such as a security exposure, we tell you in writing within 24 hours.Note 2

1. The refund, credit and notice terms are printed in the engagement letter you sign before we start.

A statement of work sets the exact scope, dates, price and an acceptance checklist before we start. We configure what you already license first and write custom code only where it's needed. You get a short weekly check-in and a written update every Friday. The last part of the fee is due only when the acceptance checklist is met, and defects are fixed at no charge for 90 days after launch.Note 3

1. Each of these is a numbered clause in the statement of work. You read it before you sign.

Once something is live, we keep it safe, current and improving: monitoring for outages and silent breakage, security updates, verified backups and restore drills, a monthly allowance of changes, a monthly report and a quarterly review. Systems we build that hold client information need Stewardship for at least their first six months after launch, because they need an accountable maintainer. After that, it's month to month.Note 4

1. No exit fee at any point. If you leave, we hand over everything within ten business days and confirm in writing that our access is removed.