What Is Epic Advisor?
Instead of piecing together contracts or booking consultations one at a time, Epic Advisor gives you everything you need in a single plan. We identify your priorities, build a tailored roadmap, and deliver the services that make the most sense for your stage and industry.
Benefits
Custom Fit
Tailored to your business, not off the shelf
-
Services chosen based on your stage and industry
-
Flexible roadmap that adapts as you grow
-
Covers formation, contracts, IP, hiring, and more
-
Avoids wasting time on what you don’t need yet
Efficiency
Get everything at once, without delays
-
One plan covers your full legal stack
-
Faster onboarding with structured processes
-
Ongoing updates to ensure contract fit
-
Efficiency saves us time, which saves you money
Predictability
Flat fees, no surprises
-
Transparent pricing instead of open-ended hourly rates
-
Know your legal costs upfront
-
Bundle value compared to piecemeal services
-
Flexible payment options for startups
Partnership
An attorney team, in your corner
-
Direct access to attorneys who know your business
-
Consultations when strategy questions come up
-
Redline and negotiation support for deals
-
Peace of mind knowing you’re not on your own
What's Included in Epic Advisor?
Comprehensive, attorney-led services to cover your entire legal stack.
Epic Advisor isn’t just a bundle of documents — it’s an integrated legal program designed to protect your business from day one. Here’s what every plan includes:
🧩 Legal Assessments
-
Legal Needs Assessment to identify overall risks and priorities
-
Contract Assessment to review existing agreements and gaps
-
IP Assessment to protect your brand and technology
🗣️ Weekly Consultations & Check-Ins
-
Standing weekly sessions with your attorney team
-
Quick check-ins to keep projects moving
-
Space to ask questions, strategize, or review new deals
⚡ Client Connect – Growth
-
Three months of Growth plan access at no extra cost
-
Full access to TechDocs Resources, Workbooks, and Templates
-
Direct messaging with attorneys inside the Client Connect portal
-
Access to Bettym our legal AI assistant, and member-only discounts
✍️ Unlimited Contract Revisions & Document Setup
-
Unlimited redlines and revisions within your plan period
-
Set up of new agreements in Google Drive
-
Cloud storage and management inside your Client Connect portal
📑 Initial Review of Existing Contracts & Corporate Documents
-
Review of bylaws, consents, and governance docs
-
Audit of existing customer, vendor, and employment agreements
-
Identification of risks, inconsistencies, or outdated provisions
Launch and Grow Your Business with Confidence
The Epic Advisor Program is a comprehensive, proactive approach to managing legal needs. By providing a holistic legal assessment, the program identifies gaps, mitigates risks, and ensures your contracts, intellectual property, compliance obligations, and legal strategies are aligned with evolving business goals and regulations.
Epic Advisor Program
Limited Time Offer
