Services and Pricing
Every engagement produces something you keep. A written assessment. A documented framework. A working system. And the prices are published, because you should know what this costs before you pick up the phone.
These are founding client rates. The practice is new, the experience behind it is not. We are pricing our first engagements to earn a reference, and these rates hold for the full length of anything booked in 2026. The published prices are starting points for smaller engagements. Larger organizations and public sector work are scoped separately.
You know something isn't working, but it's hard to say what. Ninety minutes, and we go through where your files and records actually live and what it's costing you. You leave with a written summary of the top three problems and what to do about each one. Credited in full toward anything you book within 30 days. And if the session doesn't show you something worth acting on, don't pay for it.
You're about to switch on Microsoft Copilot, or somebody on your team already did. Copilot can read everything a person has permission to open. That includes the salary spreadsheet filed in the wrong folder in 2023, and the client contract in a link somebody shared with the whole company. We review your permissions, sharing links, and site structure first, and hand you a prioritized list of what to fix before it surfaces something you can't take back. Covers one Microsoft 365 tenant, up to 50 users.
A map of how information actually moves through your business. What's stored where. What's duplicated. What's missing. What's sitting somewhere it shouldn't be. And where your obligations sit. You get a written assessment and a roadmap in priority order, which you can work through with us or on your own. Scoped to up to 25 people and 3 systems. Larger environments quoted after a look.
You're paying for Microsoft 365 and using about a tenth of it. We build the rest. Document libraries, metadata and content types, permissions that make sense, and automated workflows for intake, approvals, and the compliance tasks that come around every quarter. Configured in your own tenant, so it's yours. You get the structure built, not a recommendation you're left to carry out yourself. Covers up to 6 document libraries, 3 automated workflows, and 25 users. Anything beyond that gets quoted once we've seen the scope.
Retention obligations you didn't write, a records officer role somebody has to fill, and a Microsoft 365 environment that grew without a plan. We've done this work inside federal commands under audit, and the discipline transfers directly to state agencies, localities, school divisions, and any organization past the sizes above. Scoped after a conversation rather than priced from a list.
Structure decays. People join, projects end, somebody shares a folder to get through a deadline and nobody closes it again. We keep it current. Policy upkeep, a quarterly review of who has access to what, onboarding help as your team grows, and a standing line for questions. Three-month minimum, then month to month.
Who does the work
The person who scopes your work is the person who does it. No junior consultant learning on your files. No handoff to a delivery team you never met. No account manager sitting between you and the work.
That also means we take a limited number of engagements at a time. If we say yes to you, it's because we can do it properly. If we're full, we'll tell you that instead of taking a deposit and stretching.
What to expect
1. Conversation. A short call, no charge, to understand what's going on and whether we're a fit. If we're not, we'll tell you.
2. Scope and quote. A written proposal with a fixed price, a defined deliverable, and a date. No hourly surprises.
3. The work. Assessment, design, or build, with checkpoints along the way so nothing is a surprise at the end.
4. Handover. Documentation written for your team, not for consultants. Plus a working session, so the structure actually gets used.
Payment and cancellation
Clarity Session. Paid at booking. If it doesn't show you something worth acting on, tell us and we refund it. No form, no explanation needed. Reschedule any time up to 48 hours before.
Copilot Readiness Review and Information Assessment. Half on signing, half on delivery.
Workspace Build-Out. 40% on signing, 30% when the architecture is approved, 30% on delivery. The middle payment is tied to a deliverable you sign off on, not to a date on a calendar.
Governance Retainer. Monthly in advance. Three months minimum, then month to month. Cancel before any billing date. Your documentation stays yours either way.
Invoices. Net 30 for commercial clients. Public sector clients are invoiced on the terms Virginia sets, which is 30 days for state agencies and 45 days for localities.
If you cancel after work has started, you're billed only for what's been completed, and you keep everything produced up to that point. Nothing here is designed to trap you in a contract.
Prices and terms on this page are indicative. Every engagement is confirmed in a written proposal, and that proposal governs.
Most clients start with a Clarity Session. It's the fastest way to find out what's actually wrong, and it costs less than a day of guessing.