ProPlan Lab is our signature service for firms looking to create or refine their drafting systems. In this collaborative process, our experts will work directly with you to establish seamless workflows, optimize your use of drafting software like Wealth Counsel, and customize templates that align with your firm’s style and standards. By setting up efficient, scalable systems, ProPlan Lab helps your team reduce errors, save time, and elevate the quality of your output—setting you up for long-term success, scalability, and client satisfaction.

Your investment in ProPlan Lab depends on your firm size, goals, and systems. The average investment is about $7,500.00, but services can range anywhere from $2,000 to $25,000 for larger more complex projects.