Your Firm's Business-Plan Team, Without the Headcount
We prepare business plans, financial projections, and Source of Funds reports under your letterhead. Your client sees your brand. We do the analytical work.
Not a law firm. We work alongside your attorney or authorized representative.
Who the program is for
How white-label works
Onboarding call (30 min): your formatting standards, letterhead, case types, and volume.
NDA and data agreement: signed before the first file.[our NDA template or yours]
Case submission: secure upload of intake form and documents through[portal/tool].
Drafting: your dedicated analyst prepares the plan to your template.
Your review: redlines go to one point of contact; revisions within[X] business days.
Delivery: branded PDF and editable files, ready to file.
Confidentiality commitments
Turnaround tiers
| TIER | DELIVERY AFTER COMPLETE DOCUMENTS | BEST FOR |
|---|---|---|
| Standard | [X] business days | Planned filings |
| Priority | [X] business days | Tight filing calendars |
| Rush | [X] business days | RFE deadlines, urgent consular dates |
Pricing model
Per-case pricing:
fixed fee per plan type [partner rates].
Volume tiers:
reduced rates from [X] cases per month.
Retainer option:
reserved monthly capacity for firms with steady volume.
Source of Funds, RFE support, translations coordination.
Quality guarantees (not outcome guarantees)
Sample workflow
Frequently asked questions
Apply to the partner program
A 15-minute call about your case mix, volume and standards. No commitment.
