Blueprint first. Build second. Ownership always.

Scoping Blueprint

14 days · £2,500

We audit before we quote.

A fixed-fee diagnostic that maps your intake leakage, assesses CMS integration risk, and produces a written implementation proposal with a fixed price. Credited back in full if you proceed within 60 days.

Project kick-off

Day 1 of build

A named project lead, a clear plan, a weekly rhythm.

Before any build work starts, you're introduced to your named senior project lead. Scope and timeline are baselined from the Blueprint, the weekly Friday update lands in your inbox, and a short 30-minute weekly call is scheduled. One accountable contact, written reporting, no surprises.

Discovery

Week 1

We map your intake the way it really works.

One workshop with your fee-earners and practice manager. We document your current Wills intake steps, the fields your CMS expects, and the places clients drop out.

Bespoke build

Weeks 2–4

We engineer your portal — not configure a template.

Vaulted's tech bench builds your portal in your brand, with your question logic and your tone of voice. AI refines complex client inputs into structured background instructions; your fee-earner maintains absolute review and control before any document is generated in your CMS. Engineered on a single-tenant data design with strict zero-retention variables — ensuring client payloads are completely isolated and never used to train public AI models.

CMS integration

Week 5

Bi-directional sync with your case management system.

We connect to LEAP, Clio, Actionstep, or LEGL. Completed intakes flow into the matter as structured fields — no rekeying. Document handling stays in your CMS, where your fee-earners already work.

Handover & Partnership rhythm

Week 6 → Year 3

Your team goes live. The Partnership takes over.

Fee-earner training, client-facing collateral, and a 30-day hyper-care window — all severities responded to one tier faster, direct channel to your delivery lead, and two configuration tweaks per week included. From day one, the portal — and the data — belong to your firm. From day 31, the engagement continues as a three-year Partnership at a predictable annual fee, not a per-seat licence: quarterly iteration, compliance upkeep, and a named senior lead. Standard support matrix and 99.5% monthly availability target published at /support.