Questions we get on the first call.
If you don't see yours, ask it. We'd rather answer it now than have you guess.
Money and timing.
What does this cost?
Engagements start with a setup fee in the low thousands and a monthly fee after that. The exact number depends on the plan we write together before any contract is signed. We don't quote on the first call; we quote once we know what we're building.
How long is the contract?
Our standard agreement runs month-to-month after a short initial term. We don't lock firms into multi-year deals. The relationship works because both sides want it to.
What happens if I want out?
You give us 30 days' written notice. We hand over the documentation, the records, and the source for everything we built. There is no termination fee and nothing proprietary holding you in.
How fast does the first piece go live?
The first working pieces are live within thirty days of the contract. After that, the pace is roughly one new piece of work each month, plus running and maintaining what's already live.
Your data and how it runs.
Where does my client data go?
Into a private, locked-down space we set up for your firm, and nowhere else. It is kept apart from every other firm's work, and the open internet cannot reach into it. Anything tied to a specific client stays inside that space.
Will my data be used to train AI?
No. Your client information is never used to train or improve any AI model, ours or a vendor's. It is used to do your work, and for nothing else. That is in writing in the agreement.
Does anything ever leave my space?
Only work that doesn't involve a specific client: public filings, market data, generic templates. Every one of those is logged. None of them are tied to a specific client.
How are your other clients kept away from my data?
Each firm's space is fenced off from every other. The system can't pull one firm's information into another's work. It's built in, not a rule we ask you to trust us on.
Compliance and risk.
Do you have an agreement we can send to counsel?
Yes. We send our standard agreement before any contract conversation. It includes the 72-hour breach notice, records retention, the list of outside services we use, and the termination terms. Your counsel marks it up; we go from there.
What's your insurance posture?
We carry professional-liability and cyber coverage appropriate for a vendor working with regulated firms. The specifics are in the agreement package.
Are you registered with the SEC, FINRA, NAIC, or a state bar?
No. We are a software and services vendor, not a regulated entity. We build systems that run inside the workflows of the regulated firms we serve. The licensed people at your firm review and approve every output before it reaches a client or a regulator.
What outside services do you rely on?
We name them in the agreement. The list is short: an AI provider for the work that doesn't touch a specific client, a hosting provider, and an email service for replies to this site's contact form. We don't use any that won't sign data-handling terms equal to ours.