Monthly Advisory Services
Essentials
Post-implementation, post-customization ongoing availability
- Up to 4 consulting hours/month
- Priority availability for training and/or meetings
- Monthly designated virtual office hours for staff
- Quarterly Neos health check-in
- Continued support on workflow/configuration questions
- Email access for routine questions
Continued Optimization
Ongoing training and oversight to monitor adoption and compliance
- Up to 10 consulting hours/month
- Monthly meeting with Firm Administrator / Management Team
- Maintain an ongoing enhancement roadmap
- Periodic reevaluation of workflows to assure optimization
- Dashboard/reporting review
- Staff training and office hours
- Quarterly Neos health check-in
- Evaluation of new features, integrations, and automation opportunities
- Routine email/Teams consultation
Fractional Advisor
In-House Case Management Expert
- Up to 20 hours/month
- Everything in Essentials and Continued Optimization
- Broader legal technology strategy
- Microsoft 365/Copilot and automation opportunities
- Vendor/integration evaluation
- eDiscovery/workflow consultation
- Technology purchasing guidance
- Annual technology roadmap
- Executive strategy sessions