A la carte services
These services can be chosen as stand-alone, or can be added to either guided DIY and full service plans. These are part of tailoring Time Well Spent plans to meet all your closing needs.
File storage and custody: you can assign Time Well Spent to take over your client records and store them appropriately for the legally required amount of timed. We can also respond to client requests for their documents and coordinate Release of Information requests.
Group training and education opportunities: the guided DIY process but for a larger group or organization. By the end of the training, each participant would have an outline of what they need to be able to close. Finalizing that plan would be done by participants after the training is completed.
All guided DIY plans provided by Time Well Spent come with the possibility of adding some a la carte services or even upgrading to a full-service plan. But the important idea is that you’ve used the resources here to have a clearer plan for the closing of your business. Your clients deserve ethical closure.
