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Task Requests ›Seats & Capacity
What your mandate holds today, and how to grow it.
Releasing a seat or closing the account is done from Account.
On top of your primary seat, any further seat is $2,250 a month including one counsel day. Choose the seat and who holds it, which can be the executive you already have or another member of the team. It starts on the first of next month and appears on that invoice.
Add a counsel day or half day to your mandate every month. It joins your pool on the first of each month and is billed with your seats. Release it on 30 days' notice.
Need a day just once? Book or buy a single day in Schedule Days.
Schedule Days
Your counsel days. Book what you hold, add more, and see what is scheduled.
Click a booking to manage it, or an open weekday to book it.
Task Requests
Send work into the mandate: a contract to review, a question to answer, a document to draft. Your fractional lead will begin working on it on your next booked counsel day unless marked Urgent. To book time, use Schedule Days.
Urgent requests are handled as soon as possible rather than on your next booked day. If no counsel days remain this month, urgent work is charged as additional time in half or full day counsel blocks.
Documents
Approved templates and executed documents. Working files can be removed by you; the counsel file is retained as the Law Society requires.
Files up to 50MB. Uploads are private to your mandate and visible to your fractional team only.
Billing
Invoiced on the 1st for that month, due within 3 days, charged automatically to the method on file. Additional days from the previous month appear on the same invoice.
Checking…
Opens a secure page run by Stripe. Card and bank details never pass through this portal. Pre-authorized debit is available and costs you nothing extra.
Account
Company details, billing address, and who can use this portal.
Changes here alter your engagement. Added seats are released on 60 days' notice. Releasing your primary seat closes the account.
You sign in with a password. Add an authenticator app for a second factor.
Checking…
Everything still appears in the portal; this controls email.
Your name: · change
Data & Privacy
What we hold and what you control.
Full detail in our Privacy Policy.
Dashboard
Your week across every mandate.
Calendar
Every booking across every mandate. Click one to join, move or cancel it.
A draft, a signed copy, or a template. Choose the data class carefully: the counsel file is retained and cannot be removed by the client.
A document you need, a decision, a signature. It appears in their Task Requests marked as from you, and they can reply and attach files.
On the client's instruction, for example "the 15th of every month". It draws from their allocation for that month; anything beyond it is billed as additional days on their next invoice. The client's primary contact is the attendee and is notified.
Every change to the mandate the client accepted in the portal, with who and when. This is the written record.
Settings
Your sign-in and what you are emailed about.
Everything still appears in the portal; this controls email.
Change the password you use to sign in.
New mandate
Set up what was agreed on the scoping call. One seat with its included day, any standing additional days, the term, and the first person who will use the portal.
Short, unique, used across the record. Suggested from the name.
Includes one counsel day a month, as published.
For "8 days a month": 1 included with the seat plus 7 here. Billed every month with the seat; the days pool for that month.
On the first invoice only. Enter 0 to waive.
Billed in advance on the 1st, net 3, autopay. Standard hourly rate for out-of-day work: $550.
Made an admin, primary and billing contact. They receive a sign-in link and create their password on first entry.
Mandates
Every company where you hold a seat, and where each stands this month.
Work queue
Requests to move, and counsel-day overage to approve before it bills.
A client has added a seat naming you. It is not live, and not billed, until you accept the appointment.
A client has asked for the day at their offices. Until you confirm, the booking stands as remote.
Additional days only bill once you approve them. Nothing reaches an invoice without this step.