Implementation Services
We've seen too many firms buy great tools that sit unused because nobody configured them properly or trained the team. We don't leave until your team is actually using the system and everything is connected.
Our Implementation Process
Process Discovery
We start by understanding how your firm actually works. Not how you think it should work—how it really works today.
- Current workflow documentation
- Pain point identification
- Tool audit and data inventory
- Requirements gathering
Solution Design
Based on discovery, we design a solution tailored to your firm. Which of your current tools stay, where our free stack fills gaps, how everything integrates, and what workflows to automate.
- Technical architecture document
- Integration design
- Data flow diagrams
- Project timeline
Deployment
We deploy and configure your operations environment. Infrastructure setup, new component installation, connections to your existing tools, security configuration, and initial customization.
- Infrastructure provisioning
- Component deployment
- Security configuration
- Custom branding
Integration & Automation
Connect everything together — your tools and ours — and build the automated workflows that will save you hours every week.
- External system integrations
- Workflow automation setup
- Custom dashboards
- Notification configuration
Data Migration
Your data from existing tools—contacts, projects, documents—migrated and validated so nothing gets lost in the transition.
- Data extraction from legacy systems
- Data cleaning and transformation
- Import and validation
- Historical data preservation
Training
Hands-on training for admins and end-users. We don't stop until your team is confident and self-sufficient.
- Administrator training
- End-user training sessions
- Documentation and guides
- Recorded training videos
Post-Launch Support
We stick around after go-live to answer questions, fix issues, and make adjustments as you settle into the new system.
- Priority support access
- Configuration adjustments
- Additional training as needed
- Transition to managed services
Implementation Packages
Scoped to match your firm's size and complexity.
Quick Start
$5,000
2 weeks
Best for firms with 6-10 employees getting their tools connected.
Includes:
- Stack deployment & configuration
- Admin training (2 hours)
- 30 days post-launch support
Standard
$15,000
4 weeks
Best for firms with 10-18 employees integrating existing tools and filling gaps.
Includes:
- Everything in Quick Start, plus:
- Process discovery workshop
- 3 custom automations
- Data migration
- Team training (6 hours)
- 45 days post-launch support
Full
$25,000
6 weeks
Best for firms with 18-25 employees building a fully integrated operation.
Includes:
- Everything in Standard, plus:
- Comprehensive discovery & solution design
- 6+ custom automations
- Full data migration
- Team training (12 hours)
- 60 days post-launch support
Need Something Custom?
For complex requirements beyond our packages, we offer custom implementation at $175/hour.
What You Walk Away With
Working System
A fully connected operation — your existing tools integrated with any new ones — configured, tested, and ready for daily use.
Migrated Data
All your existing client, project, and operational data in the new system.
Automated Workflows
Key processes automated so data flows between systems automatically.
Trained Team
Staff who know how to use the system effectively, not just login credentials.
Documentation
System documentation, user guides, and recorded training for future reference.
Ongoing Support Path
Clear transition to managed services for continuous support and optimization.
Let's Talk Implementation
Schedule a discovery call to discuss your firm's needs and get a customized implementation plan.
Book Your Discovery Call