Owned, compliant onboarding for independent RIAs. No CRM switch.

Cut 10+ admin hours/client and reduce NIGOs 20–40% in 10 days with WORM archives and a clean audit trail.

How the 10-day pilot works

1. Baseline metrics (hours/NIGO/lead→booking).

2. Prospect→Booking + disclosures → immutable archive.

3. Intake→Prefill→E-sign → finals + cert → CRM tasks.

4. Day 10 report for compliance.
Price: $4,000 pay in full. Risk: we work free up to 10 more days (inside scope) if 2/3 metrics aren’t met.

FAQ:
“Do we need to switch CRM?” → No.

“DocuSign vs Adobe?” → Both work.

“Is storage compliant?” → WORM + checksums.