Home / Our Approach / Onboarding
Client onboardingSigned. Here is what happens next.
The first thirty days of an engagement, so you always know what is coming and what we will ask of you.
Day 0
Welcome
A welcome email confirms your point of contact, the agreed scope, and how we will share files.
Days 1–5
Intake
We gather the documents and access the scope requires, using the checklist for your engagement.
Days 5–15
First delivery
The first deliverable named in your scope, with a short written status update.
Day 30
Review
A check-in on what is working, what to adjust, and the invoice for the period.
What we will ask you for
- The documents listed in your scope's intake checklist
- A single point of contact on your side
- Access to any accounts the work requires, set up so you stay the owner
- Approval before any fee or filing cost is incurred
How we will work with you
- Written status updates on a set rhythm
- Files shared only with you and the people you authorize
- Licensed work referred to verified professionals you contract directly
- A complete handover of records at close, or whenever you ask
Start an engagement
Let's put it in writing.
Tell us what you need handled. Within one business day you will have a reply, and before any work begins, a written scope and fee.