Flexible Retainer Options for Continuous Strategic Guidance

Savvy Essentials Monthly Retainer

Our Savvy Essentials Monthly Retainer is perfect for clients who desire regular access to legal and business counsel for ad-hoc questions, document reviews, strategic check-ins, and smaller, defined tasks. It ensures you have a dedicated partner to turn to as your venture evolves.

Package Details:

Services Covered:

These hours can be used for any of our legal or business consulting services, excluding third-party costs such as state filing fees or application fees.

Flexibility with Unused Hours:

• Rollover: Unused hours from your monthly allotment may be rolled over for up to three (3) subsequent months. For example, unused hours from June may be used in July, August, or September, after which they would expire if not utilized.
• Rollover Cap: A maximum of fifteen (15) unused hours can be carried over at any time.
• Expiration Policy (Detailed): Each block of five (5) monthly hours is available for your use for three (3) months from the date it is credited. If a block of monthly hours isn't used within its three (3) month validity period, it will then expire.

Cancellation:

This ongoing monthly retainer can be cancelled by providing written notice at least ten (10) days prior to the next scheduled monthly payment date. All retainer fees paid prior to the effective date of cancellation are non-refundable. Upon cancellation, any unused, unexpired rollover hours will remain available for your use until their normal expiration date.

Nature of Fee:

All retainer fees are non-refundable, earned upon receipt for securing Savvy Esquires' availability, and will be deposited into the Firm's operating account.

Benefits of the Savvy Essentials Retainer:

• Predictable budgeting for regular advisory needs.
• Access to preferred hourly rates for both included and additional time.
• Priority access for your inquiries.
• A proactive partnership for ongoing support.
• Simplified engagement for recurring needs.

Is This Retainer Right for You?

The Savvy Essentials Retainer is ideal if you anticipate needing consistent, but not necessarily extensive, legal or business advice each month. It keeps us connected and ready to assist promptly.

For businesses requiring a higher level of dedicated strategic leadership and a larger block of reserved time each month, please see our Fractional Executive Program Services.

General Upfront Retainer (Project/Hourly Focus) - Option B

Suitable for specific projects or when you anticipate a defined block of hourly work and wish to secure availability and potentially preferred rates for that scope.

Key Terms for General Upfront Retainer:

• Customized Amount: A specified non-refundable sum (e.g., $1,000, $2,500, or as agreed based on project scope) is paid upfront. This fee is earned upon receipt for securing availability for a specific matter or a block of time.
• Hourly Work Tracking: Legal or business consulting work performed is tracked against this retainer balance at our standard hourly rate of $500/hr (or a different agreed-upon rate for the specific engagement).
• Replenishment: If the retainer balance is depleted and further work is required, a replenishment of the retainer will be requested.
• Conclusion of Matter: Any unused portion of the availability credit secured by the upfront retainer at the conclusion of the specific matter is non-refundable.

Fractional Executive Services Retainers - Option C

For businesses needing dedicated, C-level legal or data privacy leadership on an ongoing, part-time basis, our Fractional Executive retainers offer set hours at tiered rates.

Full details, including the services offered and specific pricing tiers (10 hours for $4,000/month, 20 hours for $7,500/month, 30 hours for $10,500/month), are available on our Fractional Executive service pages:

• Fractional CLO/General Counsel Services
• Fractional CPO/Data Privacy Officer Services

Key terms (such as 1-month unused hour rollover and specific overage rates) are detailed on those pages.