The required base

PlatformThe shell every module runs on.

The white-labeled client platform and tenant provisioning that every Helmstead module is delivered on — plus the hardware and hands-on setup to stand it up under your brand. It’s the base; the modules are what make it yours.

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The Base · Required1:24,000

Platform

The shell every module runs on.

What you get

White-labeled client platform — funnels, calculators, and CRM under your brand
Platform-level admin AI (drafting and content helpers)
Tenant provisioning, authentication, and billing
One Console iPad, provisioned and ready to hand a client
White-glove implementation — we stand it up with you

Who it’s for

Every Helmstead customer — it’s the required base.

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

Charter

Guided entity formation, a live fundability score, BOI reminders, and a compliance calendar.

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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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Put Platform 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.

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