The platform scope
Your team, disciplines, workflows and the capabilities included in the proposal.
Clear scope. Considered pricing.
Your practice is specific.
Your proposal should be too.
Tell us about the work, the team and the systems involved. We will discuss the fit and provide a written proposal so you can assess the scope and cost together.
Before you decide
Not a number
without context.
No published price is offered on this page. The agreed written proposal sets out the services, costs and conditions for your practice.
Tell us what you needWhat to make clear.
The transition
Data review, agreed migration work, templates, training and the responsibilities on each side.
Connections and usage
Provider requirements, any separate service costs and any applicable usage limits.
The ongoing relationship
Support arrangements, billing terms and how changes in scope are handled.
A better starting point
Work out the fit.
Then the commitment.
What do you need to prepare a proposal?
Start with your team size, advice disciplines, current systems and priorities. We can clarify the detail together before defining the scope.
Are migration and provider costs always included?
Do not assume they are. The written proposal should identify included work, separate provider costs and any limits that apply to your practice.
Does an enquiry commit us to anything?
No. An enquiry starts a conversation. Commercial services require an agreed scope and terms.
The next conversation
Start with your practice.
Get the detail in writing.
Tell us about your team, your clients and the work getting in the way. We can explore the fit together, with scope and costs agreed before you commit.
Enquire about the next intakeHow the move works