Services & Pricing

Clear scope. Published prices.

Everything below is what I actually charge. What I don't do is published too — I'd rather refer you well than stretch past my lane.

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Entry point

The Legal Operating Review

$3,500 flat fee · 2–3 weeks

A structured diagnostic producing:

  • A written legal risk register
  • A contract-stack audit
  • A corporate-hygiene review (cap table, board minutes, IP assignments, equity plan)
  • A state-of-compliance memo covering the Utah Consumer Privacy Act, the Utah AI Policy Act, and restrictive-covenant exposure
  • A 12-month prioritized legal roadmap with budget

100% of this fee is credited against the first three months of any retainer tier.

Nothing is charged here. I run a conflicts check first, and no attorney-client relationship exists until a written Engagement Letter is signed by both parties.

The retainer ladder

Pick the tier that fits today.

Foundation

$2,500

per month

Core legal hygiene and a senior set of eyes each month.

  • Up to 4 standard agreements per month
  • Monthly 60-minute strategy call, email access
  • Response: 2 business days on routine matters
  • No board support

Scoped for light, recurring needs — unusually heavy months are quoted as separate fixed-fee projects.

Best for: Pre-seed / <15 employees / <$2M revenue

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Most common

Operating GC

$5,500

per month

A working general counsel inside your operating rhythm.

  • Up to 10 agreements per month, including negotiation support
  • Biweekly calls plus a dedicated Slack/Teams channel
  • Response: 1 business day
  • Standard corporate minutes and consents

Best for: Seed–Series A / 15–60 employees / $2M–$15M

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Embedded GC

$9,500

per month

A seat at the leadership table and ownership of key deals.

  • Contract support within reasonable scope; negotiation lead on key deals
  • Weekly leadership-team participation, Slack/Teams channel
  • Response: 4 business hours on business-critical matters
  • Board package review and observer access

Best for: Series A–C / 60–200 employees / $15M–$50M

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Portfolio GC

$15,000+

per month

Full contract and governance ownership across entities.

  • Full contract-function ownership across entities, quarterly scope true-up
  • Weekly cadence plus board attendance
  • Response: Same day on critical matters
  • Board attendance and governance calendar management

Pricing is custom, based on entity count and complexity.

Best for: PE-backed, multi-entity, pre-transaction

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Every tier carries a 90-day initial commitment with 30-day notice thereafter. Work outside the defined scope is quoted up front as a fixed-fee project — never billed hourly.

Retainer tier comparison
CompareFoundationOperating GCEmbedded GCPortfolio GC
Monthly$2,500$5,500$9,500$15,000+
Annual prepay (10% off)$27,000$59,400$102,600Custom
Typical monthly scopeUp to 4 standard agreements per monthUp to 10 agreements per month, including negotiation supportContract support within reasonable scope; negotiation lead on key dealsFull contract-function ownership across entities, quarterly scope true-up
Communication & accessMonthly 60-minute strategy call, email accessBiweekly calls plus a dedicated Slack/Teams channelWeekly leadership-team participation, Slack/Teams channelWeekly cadence plus board attendance
Response time2 business days on routine matters1 business day4 business hours on business-critical mattersSame day on critical matters
Governance supportStandard corporate minutes and consentsBoard package review and observer accessBoard attendance and governance calendar management
Best forPre-seed / <15 employees / <$2M revenueSeed–Series A / 15–60 employees / $2M–$15MSeries A–C / 60–200 employees / $15M–$50MPE-backed, multi-entity, pre-transaction

Trust accounting

How We Handle Your Fees

Fixed-fee projects and the Legal Operating Review are deposited into Plumeria's client trust account and released as work is completed, consistent with Utah's trust-accounting rules. Monthly retainers are earned upon receipt for the defined scope and access period described in your Engagement Letter — not billed against hours. No fee is ever treated as “nonrefundable,” and you'll always know what's in trust and what's been earned.

Payment methods

How You Can Pay

Once your engagement letter is signed, payment runs through Stripe on a secure page — I never see or store your card or bank credentials. You can pay by:

  • ACH bank transfer

    Direct debit from a U.S. business checking account. Lowest processing cost, ideal for monthly retainers.

  • Credit or debit card

    All major cards. Many founders prefer this to earn points, miles, or cash back on a recurring business expense.

  • Link

    Stripe's saved-payment wallet, for one-click renewals on the card or bank account you already use.

The price is the same whichever method you choose — I don't add surcharges or convenience fees, and I don't discount for ACH. Any rewards, points, or cash back are strictly between you and your card issuer; Plumeria neither offers nor administers a rewards program, and nothing here is tax or accounting advice about how to treat those rewards.

Conflicts

What if you already work with a company like mine?

Because I work with a range of growing companies, it's possible I already advise someone in your industry, investor network, or on the other side of a deal. Every Engagement Letter includes a standard clause addressing this upfront. If your situation involves an actual, specific overlap with an existing client, I'll flag it during the conflicts check and ask for an additional, plain-English waiver — signed by everyone affected — before we move forward. You're always welcome to review either document with independent counsel first.

Transparency

What's explicitly excluded

A fractional GC who claims to do everything is telling on themselves. These matters sit outside my retainers:

  • Litigation and court appearances
  • Patent and trademark prosecution
  • Securities and complex regulatory matters
  • M&A transactions
  • Priced financing rounds
  • Complex tax and real estate

Each of these is quoted separately as a fixed-fee project or referred to specialist counsel.

Fixed-fee project menu

Discrete work, quoted up front.

Fixed-fee project pricing
ProjectRetainer clientNon-retainer
Entity formation + founder docs (multi-member)$3,500$5,500
Equity incentive plan + 409A coordination$4,000$5,500
SAFE / convertible note round$4,500$6,500
Priced seed round (NVCA docs)$16,000$22,000
Series A (lead or co-counsel with specialist)$40,000–$65,000ReferredRequest quote
Commercial contract stack (MSA, SOW, DPA, NDA, EULA, order form)$7,500$11,000
Employee handbook + offer letter and IP assignment set (Utah single-state)$4,500$6,500
UCPA + Utah AI Policy Act compliance readiness$6,500$9,000
Restrictive-covenant refresh (post-2026 HB 270 / SB 111)$3,000$4,500
Sell-side M&A quarterback (non-lead)$18,000–$35,000QuotedRequest quote
"GC for a Day" — 8-hour intensive$2,500$3,200