Pricing is never a percentage and never a cut of your cases. The full technology stack is included in all tiers. Ad spend and QuickBooks Online are the only client-managed expenses.
Case Acquisition Engine — intake, sales & marketing management. The full lead-to-signed-case system, built and managed for you.
Case Acquisition + Business Operations — everything in Tier 1 plus the financial, HR, and team infrastructure your firm needs to scale.
Full MSO — all three engines plus embedded fractional COO partnership. Elevation builds the systems and actively partners in running them.
Each tier is available independently or in combination. Elevation works with your firm to build the right service configuration for where you are today. All tiers can be customized to your firm's particular needs.
| Service Area | Essentials | Growth | Executive |
|---|---|---|---|
| Full marketing management | ✓ | ✓ | ✓ |
| 24/7 AI intake agent | ✓ | ✓ | ✓ |
| Live intake closer | ✓ | ✓ | ✓ |
| Multi-channel follow-up sequences | ✓ | ✓ | ✓ |
| Reputation management | ✓ | ✓ | ✓ |
| Monthly financial reporting | — | ✓ | ✓ |
| Full HR & payroll (Gusto Plus) | — | ✓ | ✓ |
| KPI dashboard & scorecards | — | ✓ | ✓ |
| Org chart & role definitions | — | ✓ | ✓ |
| SOPs (intake, marketing, HR) | — | ✓ | ✓ |
| Monthly strategy call (90 min) | — | ✓ | ✓ |
| Quarterly Business Review | — | 60 min | 3 hours |
| Q4 Extended QBR | — | 90 min | 4 hours |
| Bi-weekly check-ins | — | — | ✓ |
| Finalist candidate interviews on key hires | — | — | ✓ |
| Pre-termination coaching | — | — | ✓ |
| Vision & values facilitation | — | One session | Ongoing integration |
| SOPs — all departments + leadership | — | — | ✓ |
Schedule a discovery call. We'll review your current numbers, identify where your firm is leaking revenue, and recommend the right starting point.
Schedule a Discovery Call