Savvy Essentials Monthly Retainer
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.
Monthly Investment
$1,500
5 hours of consulting (effective rate: $300/hour vs. standard $500/hour)
Additional Time
$475/hour
Preferred rate for services exceeding 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
* Excludes third-party costs such as state filing fees or application fees
Flexibility with Unused Hours
- Unused hours from your 5 monthly hours may be rolled over for one (1) subsequent month
- For example, unused hours from June may be used in July, after which they would expire if not utilized
- This ensures flexibility while allowing us to manage capacity
- Upon cancellation, unexpired hours remain available until normal expiration
Example Rollover Scenario
Unused hours from June may be used in July, after which they would expire if not utilized. This ensures flexibility while allowing us to manage capacity.
Compare Your Ongoing Service Options
Savvy Essentials Monthly Retainer
Entry-Level Monthly Support
5 hours/month
Regular advisory needs with predictable monthly usage
Key Features
- Ad-hoc questions and consultation
- Document review and basic drafting
- Strategic check-ins and planning
- Email and phone support
- Hour rollover for one subsequent month
Commitment: Month-to-month with 10-day notice
Overage Rate: $475/hour
Fractional CLO
Strategic Legal Leadership
10/20/30 hours/month
Companies needing executive-level legal leadership
Key Features
- Strategic legal planning and oversight
- Corporate governance & compliance programs
- Complex transaction guidance
- IP strategy development and portfolio management
- M&A legal operations and due diligence support
- Employment law advisory for executives
- Management of external counsel
- Scalable legal tools and processes
Commitment: Month-to-month with 10-day notice
Overage Rate: $425/$400/$375/hour
Fractional CPO
Privacy Leadership
10/20/30 hours/month
Organizations requiring comprehensive privacy programs
Key Features
- Privacy program development
- Compliance framework implementation (GDPR/CCPA)
- Data protection strategy
- Vendor privacy management
- Breach response planning
- Privacy impact assessments
- Data mapping and inventory
- Privacy training and awareness programs
Commitment: Month-to-month with 10-day notice
Overage Rate: $425/$400/$375/hour
Important Terms & Conditions
Cancellation Policy
Monthly retainer can be cancelled with written notice at least 10 days prior to next payment date. All retainer fees are non-refundable. Unused, unexpired rollover hours remain available until normal expiration.
Nature of Retainer Fee
All retainer fees are non-refundable, earned upon receipt for securing Savvy Esquires' availability, and deposited into the firm's operating account.
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.