Seats and files. Not mystery tiers.

One association

This association, this month: agenda packet, statute watch, vendor score, emails ready to send.

• Monthly agenda packet drafted to that state’s notice clock
• Statute watch for the next meeting
• Vendor score on the open contracts
• Ready-to-send emails — you approve every one

One association

Template library — letters, agendas, scripts. New pack each month. You fill them in.

• Monthly template pack
• Letters, agendas, and scripts
• No drafting desk — you complete the forms

Up to 5 associations

White-label briefs for up to five associations. Shared letter path. The only volume seat on this catalog.

• White-label packets for up to five communities
• Shared letter and notice path
• You remain the manager of record

One matter

Violation, demand, and courtesy letters on their letterhead. One pack, one matter.

• Drafted letters on your letterhead
• You approve. We send or you send.

One bid

What the landscaper / pool / roof bid actually says. One bid.

• Plain-English read of one vendor bid
• Questions for the next meeting

One election

Notice, ballot, quorum tracker, scripts. Not legal advice. One election.

• Notice and ballot drafts
• Quorum tracker
• Meeting scripts. Counsel still advises.

One study

The reserve study in plain English for the next meeting. One study.

• Plain-English translation of one reserve study
• Talking points for the board

One rewrite

Redline of what changed and why. Counsel still signs. One rewrite.

• Redline of rule changes
• Member-facing explanation. Counsel signs.

One board or one contractor book

We calendar this board’s meeting, budget, and rule-change clocks and draft the notices. You approve every send.

• Statutory clocks for this client
• Draft notices on that state’s code
• Proof of delivery filed
• Not priced per envelope — this retainer covers the desk for that client

One firm seat

Your firm stays counsel of record. We run clocks and drafts for this seat. Not a per-community meter — talk to us if you have a large book.

• Deadline desk for the firm
• Drafts you remain on as counsel
• We calendar, draft, and hold proof
• You record, appear, and advise. We do not practice law

One file

One account or one job: notice draft, recipient list, mail checklist, next clock dated.

• One notice draft for one property / account
• Recipient list and certified-mail checklist
• Next statutory date on the calendar
• Next file is another packet — or go monthly

One employer or GC

Injury-night intake, first-report draft, COI chase, light-duty log. Not a carrier.

• Intake when someone gets hurt
• State first-report draft (you file)
• COI chase on the vendors you name
• Light-duty log. We do not determine compensability

One employer or GC

Keel Desk plus vendor COI reminders and a weekly exception dump.

• Everything on Keel Desk
• Vendor COI reminder calendar
• Weekly exception dump of what expired or is missing

One injury

One injury: state-aware first-report draft, witness sheet, light-duty note. You file.

• One FROI / first-report draft for that state
• Witness sheet and light-duty note
• Next injury is another packet — or go monthly