Suite module

CharterForm the entity, track fundability, stay compliant.

Charter is the guided entity-formation module — everything to take a client from idea to a formed, fundable, compliant entity. It’s its own module, so you add it only if your practice forms entities.

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Module · Entity Formation1:24,000

Charter

Form the entity, track fundability, stay compliant.

What you get

Guided 12-step LLC/entity formation flow
8-question structure quiz mapping entity type + jurisdiction, with a tax-savings estimate
Live fundability score that updates as each requirement is completed
Beneficial Ownership (BOI) filing reminders
Compliance calendar that tracks deadlines automatically

Who it’s for

Practices that form entities for their clients — or want to.

The rest of the suite

Flagship

Navigator

The AI tax-strategy engine — document intake to reviewable strategy, under your firm’s brand.

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Module

First Officer

A compliant AI concierge — text, web, and voice — under your brand, behind the Semantic Firewall.

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Module

Quartermaster

Pre-formation trademark clearance — USPTO + common-law sweep, AI risk score, attorney brief.

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Module

Herald

Done-with-you campaigns, copy, and a steady content cadence run alongside the practice.

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Base

Platform

The white-labeled client platform, Console iPad, and white-glove setup every module runs on.

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Put Charter to work on your practice.

The suite is a one-time implementation engagement on the Platform base. Request a quote and a specialist follows up within one business day — no payment to get the number.

Request a quote