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Business Features

Start Your Own Business

You’ll have every form & document to establish or transition to a profitable cash-based retainer business.

  • Comprehensive Business Reference Manual
  • Checklists & Guidelines for new startups or for transitioning from insurance to a retainer business model
  • Fee guidelines
  • Boilerplate legal contracts – customize to your practice
  • Authorizations, Consents, Notices, and many more business documents
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