When the stakes are too high for AI alone — and too fast for traditional legal/financial services.

AI Speed. Human Confidence. Professional-Quality Outcomes in 24 Hours.

AI drafts your document or analysis in minutes. A vetted attorney, CPA, or financial advisor reviews it and delivers the final version within 24 hours. $299/case vs. $1,500–$5,000 for traditional professional review.

Submit My Case — $299→

Every case reviewed by a licensed professional with 5+ years of experience in the relevant practice area.

Part of the AEQUARA Suite · 46 AI tools · Not legal/financial advice

24 hrs
Maximum turnaround time from submission to final delivery
$299
Per case vs. $1,500–$5,000 for traditional professional review
100%
Cases reviewed by a licensed attorney, CPA, or financial advisor

Every high-stakes document covered. Every case reviewed by a licensed expert.

📄

Contract Review

AI identifies risk clauses, missing terms, and negotiation leverage. M&A attorney reviews and delivers a redlined version with commentary. Series A term sheets, vendor agreements, employment contracts.

🏛️

Estate Planning

AI drafts your will, trust, or power of attorney using best-practice templates. Estate planning attorney reviews for jurisdictional compliance and delivers a court-ready document.

🧾

Tax Strategy

AI builds a comprehensive tax strategy memo covering deductions, entity structure, and timing. CPA reviews, validates every figure, and signs off on a filed-ready strategy.

📋

Insurance Appeals

AI drafts a clinical, evidence-backed appeal letter. Licensed insurance attorney reviews and strengthens it with case precedents. Average claim recovery: 3–7× the appeal cost.

⚖️

Employment Matters

Severance negotiation, wrongful termination analysis, non-compete review. Employment attorney delivers a strategy memo and draft correspondence within 24 hours.

🏢

Business Formation

AI drafts your operating agreement, bylaws, or shareholder agreement. Business attorney reviews and delivers a properly structured document ready for filing.

💰

Financial Planning

AI builds a comprehensive financial analysis — retirement projections, asset allocation, tax efficiency. CFP reviews and delivers a personalized, actionable financial plan.

🔍

Other Legal/Financial

Immigration, real estate, intellectual property, debt negotiation, regulatory compliance — if it involves legal or financial expertise, we have vetted professionals in your area.

TRUSTED BY EARLY USERS · ★★★★★ AVERAGE

“
✓ Verified

Used Concierge for our Series A term sheet review. Got a full redline from an M&A attorney within 18 hours. Saved us $4,200 vs. our usual outside counsel rate.

M
Marcus T.
Founder & CEO, SaaS startup
“
✓ Verified

IRS sent us a $50K audit notice. Submitted through Concierge on a Friday. CPA had a complete response memo and supporting documentation ready Monday morning.

D
Diane K.
Small business owner
“
✓ Verified

Estate plan for a $2M estate — AI drafted the will and trust, attorney reviewed and flagged two state-specific issues I never would have caught. Worth every dollar.

R
Robert M.
Retired engineer

Professional review at a fraction of traditional rates.

Per Case

$299/case

AI draft + licensed professional review. Delivered to your inbox within 24 hours. No subscription required.

  • AI drafts your document in minutes
  • Licensed professional review (attorney, CPA, or CFP)
  • Final document delivered within 24 hours
  • Drafting notes explaining all decisions
  • Client-ready plain-English summary
  • 1 round of revisions included

30-day money-back guarantee

MOST POPULAR

Concierge Monthly

$299/mo

Unlimited case submissions with priority 12-hour turnaround. Includes one dedicated reviewer who learns your context.

  • Unlimited case submissions
  • Priority 12-hour turnaround (vs. 24)
  • Dedicated reviewer for continuity
  • Full document library — all cases archived
  • Phone consultation (30 min/mo)
  • Cancel anytime

30-day money-back guarantee

Concierge Annual

$2,499/yr

Best value. 2 months free. Priority access and dedicated reviewer relationship.

  • Everything in Monthly
  • 2 months free ($598 savings)
  • Same-day turnaround available
  • Direct reviewer contact via email
  • Quarterly strategy review (1 hr)

30-day money-back guarantee

Frequently asked

How is this different from just using AI?

You see the AI draft immediately — full transparency. But the AI draft also goes to a licensed professional who reviews every claim, flags jurisdiction-specific issues, and adds their own commentary and corrections. You get the speed of AI and the reliability of a licensed expert. Neither alone gives you both.

Who reviews my case?

All reviewers are licensed professionals with 5+ years of experience in their practice area: barred attorneys, CPAs with active credentials, or CFPs. We match your case type to the appropriate specialist. You see their credentials before delivery.

What if my case is urgent?

Standard turnaround is 24 hours. Monthly and Annual subscribers get 12-hour priority turnaround. For same-day delivery, contact us directly — available for Annual subscribers.

Do I see the AI draft before the professional reviews it?

Yes. This is intentional. You see the AI draft immediately after submission so you can understand what the professional is reviewing. The final delivery includes both the AI draft and the reviewed/revised document, so you can see exactly what changed.

Is my information confidential?

Yes. All case information is transmitted encrypted and subject to confidentiality obligations. Reviewers operate under professional confidentiality rules. We do not use your case content to train AI models.

What if I need more than one round of revisions?

Each case includes one round of revisions. Additional revision rounds are available at $99/round. Monthly and Annual subscribers receive unlimited revisions on all cases.