CONCIERGE MEMBERSHIP PACKAGES

Macy & Peters® understands that successful companies use legal services on a regular basis to minimize risk, educate personnel, and operate within the bounds of the laws that are always changing. While large companies may have in-house attorneys, small companies typically use attorneys reactively to solve problems instead of proactively to prevent problems. Macy & Peters strives to be a resource for companies of all sizes for various legal needs.


Macy & Peters's Concierge Legal Services is here to serve your business needs at a low flat monthly rate. Macy & Peters ensures that our members get more value and spend less. As a client, your time and energy are our priority. Macy & Peters strives to make our members' lives easier and schedules more manageable by offering consultations at our client's place of business, centrally located meeting point, or online.


Concierge Legal Services are available to a limited number of clients at a low flat monthly rate.


Initial Consultation - Initially, we will meet with you to discuss your business operations, your business goals, and if and how Concierge Subscription Services can work for your business.

Strategy and Annual Review - At the outset, and every year thereafter, we conduct a thorough review of your business plans, goals, and operations, developing a budget and plan for the anticipated legal matters for the year.

Check-ins - By checking in at scheduled intervals, we're able to take the pulse of your business and assist you with any legal issues early before they develop into costly problems.


Member Pricing - Additional legal services beyond the Concierge Legal Subscription are available to Concierge Members at discounted rates.

 

Benefits:
Macy & Peters Concierge membership provides several advantages to business clients.

 

  • Legal fees are fixed, every month for the lifetime of your membership. You can consistently budget for your monthly legal fees without worrying about changes or surprises.

  • You will get to spread out your legal costs over an entire year, rather than having to pay them all upfront. This makes getting the legal services your business needs much more affordable.

  • You get tremendous value for their dollar. You will get significantly more legal services than if you purchased them separately, on a flat fee or hourly basis.

  • You will get a discount on any additional legal fees not included in your membership plan.

  • You receive “as needed” access to an experienced attorney. This means that if you have a legal question, you can contact an attorney either by phone or email to get it answered. This service costs you NOTHING extra, unlike other attorneys. Imagine having your own corporate attorney on staff. This is what a membership in the Macy & Peters Concierge program provides our clients.

Starter

Starting at $500/month

Who is this for?
New founders/business owners seeking proactive legal advice & ongoing support to help establish and grow their

business.


What’s included:

–Everything in the

Counsel on Demand Plan
–One 1 hour meeting per month in our office/online
–Ongoing assistance & monitoring of business compliance

-Fee Launch account with Carta

– PLUS –

annual business assessment
quarterly trademark search
quarterly strategy session
quarterly legal project
___

projects include:
(1) entity setup,
(2) trademark application,
(3) customized contract template, or
(4) operations development & support.

*maximum of one trademark
*additional trademark search is $550
*excludes report and Government fees

*Free Carta account to qualifying companies only

*clients outside NV will have access to trademark and non-legal operations projects only

Growth

Starting at $1000/month

Who is this for?
Seasoned business owners seeking proactive legal advice & support to protect their assets and grow their business.


What’s included:

–Everything in the

Counsel on Demand Plan
–Everything in the

Contract Administration Plan
–One  90 minute meeting per month in your office or location (if local)
–Ongoing assistance & monitoring of business compliance

–Coordination and oversight of matters outside of our expertise

–20% First-Year Carta Discount

 

– PLUS –

 

annual business assessment
quarterly trademark search
quarterly strategy session
six (6) legal projects per year
___

 

projects include:
(1) entity setup,
(2) trademark application,
(3) customized contract template, or
(4) operations development & support.

 

*maximum of two trademarks
*additional trademark search is $550
*excludes report and Government fees

*Carta discount not available to existing Carta customers

*clients outside NV will have access to trademark and non-legal operations projects only

Scale

Starting at $2000/month

Who is this for?
6-7 figure business owners seeking proactive legal advice & ongoing

support to scale their business

and build their team.


What’s included:

–Everything in the

Counsel on Demand Plan
–Everything in the

Contract Administration Plan
–One 2 hour meeting per month in your office or location
–Ongoing assistance & monitoring of business compliance

–20% First-Year Carta Discount

 

– PLUS –

bi-annual business assessment
monthly trademark search
monthly strategy session
monthly legal project
___

 

projects include:
(1) entity setup,

(2) Coversheet patent application
(3) trademark application,
(4) customized contract template,
(5) operations development & support,
(6) customized team trainings & workshops, or
(7) ongoing deal management & contract negotiations.

*maximum of three trademarks
*additional trademark search is $550
*excludes report and Government fees

*clients outside NV will have access to trademark, patent, and non-legal operations projects only

Corporate Governance

Starting at $150/month

Who is this for?

This is perfect for clients with Delaware or California corporations. We provide the support you need to properly maintain your corporation.


What’s included:

–Fee or discounted account with Carta

–Annual shareholders consent actions electing board of directors for upcoming year, and ratifying all actions taken by board of directors and officers
        –Annual board of directors consent action, electing officers for upcoming year
– Unlimited board resolutions throughout the year, to authorize a variety of actions – issuing stock and stock options, entering into contracts, etc.
– Assistance with filing annual report and other periodic filing and reporting obligations
        – Reminders when annual meetings and filings are due

*Only available to clients in NV

Counsel On-Demand

Starting at $250/month

Who is this for?

Counsel On Demand is for clients that simply want to regularly discuss day to day matters with informed counsel to better understand the business and legal implications of the decisions and options they face. Subscribers can phone or email us as often as needed, with no additional consultation fees. This is great for those times when you have a legal question or you are doing something new and want to make sure that your bases are covered.

*clients outside NV will have access to trademark, patent, and non-legal operations counsel only

Contract Administration

Starting at $550/month

Who is this for?

If someone sends you a contract or other legal document, send it to us for review. We will review the document and go over it with you, alerting you to any red flags or things that could be improved in your favor.


Contracts/documents covered*:

Customer agreements

Vendor agreements
        License agreements
        Consulting agreements

Work-for-hire agreements

Independent Contractor agreements
        Nondisclosure agreements
        Manufacturing and distribution agreements
Terms of Use

Privacy policies


*optional drafting, markups and contract negotiation priced on a separate fixed-fee basis

*Only available to clients in NV