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Submit your information for initial review and scope assessment.

Initial Review Submission

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Step 1 of 4: Tell us who you are

Contact Information: Please provide either an email address or phone number (or both).

What Happens After You Submit

  • We review your submission within 2–3 business days
  • If your situation is a good fit, you will receive a pricing proposal and engagement agreement
  • Engagement begins only after agreement acceptance and payment of the engagement fee
  • All communication and document exchange occur through our secure Client Portal

Contact Information

Review Process

  1. 1. Initial review of submission
  2. 2. Scope and pricing proposal
  3. 3. Engagement agreement and fee
  4. 4. Client Portal access

Pricing Approach

Pricing is determined after review to ensure accuracy, proper scope, and professional standards.