One coordinating team. Clear expectations. A process you can follow.
If you decline necessary additional work before substantive work begins, the base payment is refunded except separately approved, nonrecoverable third-party costs. After work begins, completed work and approved costs are reconciled and the unused balance is refunded. Read cancellation and refund terms.
Find the right starting point and see exactly what is included.
Explore the catalogue or use Find My Service. For a defined package, review the entities, periods, quantity limits, and exclusions. Complex work starts with a scope request.
Complete your intake and upload records in your private portal.
After signing in, open an engagement and complete the intake. Your documents are shared within your private engagement, with access limited to the people involved.
Your team reviews the details. You approve any additional work.
Your team checks your records before substantive work. Necessary additions come with an explanation, itemized price, and revised timeline. You can approve and pay online or decline under the cancellation policy.
Track progress, review the result, and receive your deliverables.
Your coordinator manages preparation and review. You can follow requests, approve drafts, and download the final work. Filing authorization is obtained separately from payment.
The scope can be updated through a new quote. We do not automatically charge you for extra work, and fixing our own error is not an additional service.
Not sure where to begin?
We’ll help you find the right service.