Our Approach to Pricing
We quote only on an all-in, fixed price basis. Our customers deserve certainty and we believe professionalism demands that certainty be part of the bargain.
Not all forms deserve to be intelligent or automated. The best candidates fall into three categories. Though none of the categorical boundaries are fixed, they provide guidelines with which to scope your own needs. But first, let’s establish some common ground.
An intelligent form should be designed to mimic the very best judgement of your very best subject area expert when he or she pays the task at hand 100% attention.
What’s a Form?
Forms are documents that are reusable with or without changes. They come in all shapes and sizes, in every language and exist in every business. They range from 100% stock text with no variable information, perhaps a notice sent home from school to all students’ families about an upcoming holiday schedule; to documents where 100% of the information provided is variable and only the structure is constant, a driver license comes to mind. Both those examples, however, describe forms that don’t need intelligence, there’s no requirement for internal decision-making.
Contrast that with the forms required to form or capitalize new companies, create a will or trust, defend or prosecute a legal matter, write emergency manuals for deep-sea drilling platforms, build and price an insurance policy for mineral extraction and processing conglomerates, report on the status of employees’ benefit programs, recommend wealth management strategies to the wealthiest 0.1%, or evaluate risks incurred in world-class real estate development projects. Those projects beg for intelligent forms that can fit circumstances precisely, be efficiently created, avoid errors, and assure compliance.
Those are just a few of the needs that our forms answer.
Our pricing algorithms consider the size of the project, the number of variables and questions, and the complexities within the forms. Complexities can include above average uses of external sources, nested Conditions, layered and formatted Lists, Tables, Date Offsets and Math.
Candidates for automation
Any forms used more than 20 times a month: pleadings, engagement letters, valuations, wills and trusts, estate plans, appraisals, apartment leases
Complex forms created three or more times a month
that represent potential compliance or error issues or
which are so complex the labor costs of completion represent
an obstacle: risk assessments, insurance binders, loan
Projects where traditional manual completion stresses resources:
annual employee benefit statements, agency reports
Examples of Project Quotations
|Notice: TTEE Sale 1.||1800||143||42||$6,475|
|Engagement Letter 2.||7300||94||23||$4,095|
|Medicaid Appeal 3.||1400||22||10||$1,120|
|TTEE Objections 4.||2000/|
|Real Estate Agmt. 5.||27000||90||90||$6,300|
|Parenting Plan 6.||4600||419||122||$18,935|
- Extensive Date Offsets, Math Tables, Payment calculations, formatted Lists
- Massive text changes based on Passages determined by complex nested Conditions, layered lists
- The entire form based on Conditions, using Passages and Wrappers based on different jurisdictions
- Almost 100 Passages controlled by nested Conditions
- Extensive use of formatted Tables based on Lists
- Date Offsets, layered lists, complex Roles, scores of financial tables
In every case, the expected result is for the intelligent form to completely pay for itself within five uses, preferably within one month, with all additional future uses contributing substantially to the benefit of the customer firm, leveraging a ratio of 5-to-1 or better.