Your Dedicated Business Operating Platform
Pricing & Engagement Models
Transparent. Scalable. Designed for Growth.
Each engagement includes a one-time implementation and optional retainer for support and optimization.
Engagement Tiers
Best For: Early-stage firms establishing formal operations and internal controls
Engagement Scope:
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Core platform configuration
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CRM & contact management setup
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Scheduling & calendar configuration
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Basic client portal
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Task & project structure
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Standard operational dashboard
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Basic role-based access
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One core onboarding workflow
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Initial system training
Best For: Team coordination & data-sensitive environments
Engagement Scope:
Everything in Growth, plus:
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Multi-department workflows
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Advanced automation & triggers
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Custom reporting dashboards
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Approval chains & governance rules
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Enhanced security & access controls
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Custom client portals by service line
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API / integration setup (where applicable)
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Dedicated implementation manager
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Ongoing optimization sessions
Best For: Growing firms, agencies, consultants, Health clinics
Engagement Scope:
Everything in Foundation, plus:
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Advanced CRM pipelines
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Client onboarding automation
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Billing & invoicing workflows
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Project generators
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Internal & client dashboards
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Secure document management
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Multiple workflows (3–5)
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Role-based permissions by function
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Team onboarding & training
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SOP alignment support
Best for: Executives, compliance-heavy environments
Engagement Scope:
Everything in Scale, plus:
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Full operational architecture design
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Executive dashboards & KPI tracking
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Custom governance & compliance workflows
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White-glove onboarding for teams & clients
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Continuous system optimization
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Quarterly strategy & ops reviews
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Priority support & escalation
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Custom SOP & documentation creation
MTS engagements are scope-driven and outcome-oriented.​
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How Pricing Works
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One-time implementation scoped and paid upfront
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Ongoing retainers ensure stability, optimization, and support
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No long-term contracts
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Custom engagements available upon request
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Each system is designed around your business structure and risk profile