Your Path to Ongoing Legal Support
1-Hour Strategy Session — $250
Substantive legal advice on your specific issue. Fully credited toward any package of $2,000 or more.
Book Strategy SessionChoose Your Package or Retainer
Predictable flat fees or ongoing monthly support.
Savvy Essentials Monthly Retainer
Perfect for clients who want regular access to legal and business counsel for ad-hoc questions, document reviews, strategic check-ins, and smaller, defined tasks.
Monthly Investment
$1,500
5 hours of counsel (effective rate: $300/hour vs. standard $500/hour)
Additional Time
$475/hour
Preferred rate for services exceeding your monthly allotment
Services Covered
- Legal strategy development and consultation
- Contract review and negotiation guidance
- Document drafting and template creation
- Compliance and regulatory guidance
- Business strategy and advisory services
- Risk assessment and mitigation planning
- Intellectual property strategy
- General business and legal Q&A support
Covers professional services only. Third-party costs (e.g., state filing fees, application fees) are separate.
Your hours work when you do.
Startup legal needs come in waves — heavy during formation and fundraising, lighter in between. Unused hours roll forward for three full months (bank up to 15), so you get full value from every month of your retainer.
How Your Rollover Works
- Unused hours from your monthly 5-hour allotment roll over and remain available for three (3) months from the date they are credited
- Example: unused hours from June remain available through July and August, on top of each new month's 5 hours
- You can bank up to fifteen (15) unused hours at any time
- Hours expire only if unused within their 3-month validity window
- Upon cancellation, unused, unexpired rollover hours remain available until their normal expiration date
Example Rollover Scenario
Unused hours from June remain available through July and August, on top of each new month's 5 hours. You can bank up to 15 unused hours at any time; hours expire only if unused within their 3-month window.
Compare Your Ongoing Service Options
Savvy Essentials includes our most generous rollover — three months versus one for the fractional tiers.
Savvy Essentials
Entry-Level Monthly Support
- Best for
- Ongoing advisory needs, growing startups
- Monthly
- $1,500/mo
- Hours / month
- 5
- Effective rate
- $300/hr (vs. $500 standard)
- Overage rate
- $475/hr
- Rollover
- 3 months (bank up to 15 hours)
- Commitment
- Month-to-month, 10-day cancel notice
Key Features
- Ad-hoc questions and consultation
- Document review and basic drafting
- Strategic check-ins and planning
- Email and phone support
- 3-month hour rollover (bank up to 15 hours)
Fractional CLO
Strategic Legal Leadership
- Best for
- Companies needing executive-level legal leadership
- Monthly
- $4,000 / $7,500 / $10,500
- Hours / month
- 10 / 20 / 30
- Effective rate
- $400 / $375 / $350/hr
- Overage rate
- $425 / $400 / $375/hr
- Rollover
- 1 month
- Commitment
- Month-to-month, 10-day cancel notice
Key Features
- Strategic legal planning and oversight
- Corporate governance & compliance programs
- Complex transaction guidance
- IP strategy and portfolio management
- Management of external counsel
Fractional CPO
Privacy Leadership
- Best for
- Organizations building privacy programs
- Monthly
- $4,000 / $7,500 / $10,500
- Hours / month
- 10 / 20 / 30
- Effective rate
- $400 / $375 / $350/hr
- Overage rate
- $425 / $400 / $375/hr
- Rollover
- 1 month
- Commitment
- Month-to-month, 10-day cancel notice
Key Features
- Privacy program development
- GDPR/CCPA compliance frameworks
- Data protection strategy
- Breach response planning
- Privacy impact assessments
Budget-conscious? Let's talk. Payment plans are available on our professional fees. Third-party costs (filing fees, government fees) must be paid in advance.
Important Terms
- All retainer fees are non-refundable, earned upon receipt for securing the firm's availability, and deposited into the firm's operating account (not a client trust account).
- Cancellation requires written notice at least 10 days before the next payment date.
- Unused, unexpired rollover hours remain available after cancellation until their normal expiration.
- Retainers cover professional services only; third-party costs (government and vendor fees) are separate.
Ready to Establish Your Ongoing Partnership?
Schedule an initial consultation to assess your typical monthly requirements and determine the best retainer option for your needs.
Fully credited toward any package valued at $2,000 or more if you engage within 10 days.
Have initial questions? Contact us directly.