Enterprise, Portfolio & Custom Support · Configured After a Strategy Session

Enterprise, Portfolio & Custom Support — for more than one company.

For funds, studios, programs, family offices and groups with recurring legal needs across several companies: one configured relationship, built around how the organization actually operates.

EngagementCustom configuration
Entry pointStrategy session
FeePriced to the configuration
ClientEach company is its own client
JurisdictionsCanada & UAE directly · US via alliance
What We Configure

The configuration menu — assembled around you.

The same structured legal systems the firm runs for a single company, combined to fit your structure, volume, jurisdictions and risk areas — deployed at portfolio scale, not reinvented company by company.

Intake

Custom intake & matter triage

Every request from a company in the portfolio enters one defined workflow and is routed to the right path — a kit, standing capacity, advisory work, or not yet — with scope and fees stated in writing before any work begins. No founder is left guessing where to start, and no matter that needs judgment is forced into a template.

Intake & triage···
Incorporation — routed to Launch
Financing — advisory review
Shareholder dispute — escalated
Kits

An approved Workflow Kit menu

A vetted menu of Workflow Kits your companies can draw from — consistent foundations across the portfolio, at the fee published on each kit page, whether the company pays or the organization does.

Launch / Startup Kit
Build a Team Kit
Equity Structuring & ESOP
Funding Kit
Capacity

Recurring counsel capacity

Standing capacity through Ongoing Counsel Support — defined annual counsel capacity or a retainer — built into the configuration where the organization or its companies need a lawyer on call rather than a series of one-off files.

Counsel hours14 / 20
This quarterRolls over
Escalation

Escalation into advisory work

Complex, negotiated and securities-sensitive matters — a priced round, an acquisition, a shareholder dispute, a cross-border structure — route to Advisory & Transactional Work under rules agreed in advance, scoped and engaged with the company concerned.

Coordination

Across entities and jurisdictions

One coordinated relationship across several companies, holding structures and borders. The firm is licensed in Canada and the UAE and handles both directly; US-law work is delivered through its alliance with a US firm. See Canada–UAE and Canada–US.

Reporting

A reporting cadence, where scoped

Visibility into what is moving, approved or escalated across the portfolio, at the cadence you set — in aggregate by default, and about a particular company’s matter only with that company’s written consent. Each company is its own client; the reporting is designed around that, not against it.

Why Configure

Legal infrastructure beyond a single company.

Some organizations need legal support that goes beyond one company, one matter or one defined workflow. This page is for repeated or coordinated legal needs across several companies — not a single standard matter that fits a normal intake path.

For the sponsoring organization
A legal layer you can stand behind

Consistent, lawyer-vetted foundations across the portfolio — one coordinated relationship, defined triage and proper escalation, instead of every company improvising its own.

Funds · Studios · Programs · Family offices · Groups
For the companies in it
The right step, at the right time

Lawyer-led infrastructure at a defined scope — the right legal step at the right stage, with a clear path the moment things get complex, and a firm that answers to the company, not only to the sponsor.

Founders · Portfolio companies · Subsidiaries
Priced to your configuration.

There is no public tier and no self-checkout. A coordinated, multi-entity support model is priced once its shape is known — after the strategy session, conflict review and written engagement terms. The fee depends on the entities supported, expected matter volume, the approved kit menu, counsel capacity, jurisdictions, reporting and escalation rules. The kits inside a configuration keep the fee published on their pages; who pays for them is part of the configuration.

Fees & Engagement
NO PUBLIC
TIER
STRATEGY
SESSION
CONFLICT
REVIEW
WRITTEN
TERMS
Suitable for
+Venture funds and their platform teams
+Venture studios
+Family offices and portfolio groups
+Multi-entity businesses
+Canada–UAE and Canada–US groups

Each company inside a configuration is its own client, with its own engagement terms and its own confidences. Where the sponsor and a company have different interests — a financing in which the fund invests, a buy-back, a dispute — the firm acts for one side only, says which in writing, and the other side takes its own counsel. A strategy-session request does not create a lawyer-client relationship.

How This Differs & Connects

The operating model, and the matters within it.

Enterprise support builds the coordinated system; advisory work handles the complex matters that arise inside it. The same Structured Legal Systems, deployed at portfolio scale.

Enterprise, Portfolio & Custom Support

Builds the coordinated operating model.

  • ●repeatable workflows and recurring matter intake across companies;
  • ●an approved Workflow Kit menu and triage rules;
  • ●standing counsel capacity for the sponsor, the companies, or both;
  • ●escalation rules into advisory mandates, and a reporting cadence.

Advisory & Transactional Work

Handles the individual complex matter.

  • ●investor negotiations and priced rounds;
  • ●securities filings and M&A;
  • ●shareholder or founder disputes;
  • ●cross-border, tax-sensitive structuring — engaged with the company concerned.
Workflows

Workflow Kits

Approved kit menus give portfolio companies consistent, lawyer-led legal infrastructure at a published fee.

Browse Workflow Kits
Capacity

Ongoing Counsel Support

Recurring counsel capacity, built into a configuration where standing support is needed.

View Ongoing Counsel
Programs

Programs & accelerators

The no-cost pathway for a program — a cohort session, office hours and one intake route — lives on its own page. This page is the priced layer beyond it.

View Programs & Accelerators
Example Configurations

Illustrative configurations by use case.

Illustrative only. Final configuration, escalation rules and fees are confirmed after the strategy session and written engagement terms.

Venture fund

Support the whole portfolio.

Kit menu + intake Advisory

An approved kit menu, portfolio intake routing, founder-setup pathways and financing-readiness triage. Priced rounds, securities filings and investor negotiations escalate to advisory, engaged with the portfolio company — and where the fund is on the other side of the table, the firm acts for one party only.

Browse Workflow Kits
Venture studio

Build companies on one template.

Studio intake Startup Kit

A studio spinning out several companies a year gets one formation and founder-agreement template, IP assignment from the studio into each company, and a standing capacity line for the questions that recur.

Explore Structured Systems
Accelerator / program

The layer beyond the free pathway.

Pathway Configured layer

The cohort session, office hours and intake route cost a program nothing. Where a program funds kits for its cohort, wants standing counsel capacity, or wants aggregate reporting across several programs, that is configured and priced here.

View Programs & Accelerators
Family office / group

Govern the holdings.

Entity-level intake Ongoing counsel

Holding companies, several operating companies and a governance calendar that has to be kept: entity-level intake, standing counsel capacity, subsidiary governance and the annual corporate maintenance across the group. Reorganizations and tax-sensitive structuring move to advisory scope.

View Ongoing Counsel
Multi-entity business

Coordinate the group.

Group intake Advisory

Recurring corporate support, approved workflows, matter routing and stakeholder coordination across the entities of one business — with the outside-general-counsel model available for a subsidiary that has no legal function of its own.

View Regulated Industries
Canada–UAE · Canada–US

One engagement, both sides of either border.

Canadian entities UAE entities US entities

A group with companies in Canada and the UAE gets one firm licensed in both, reading the two sides together. A group with US entities gets the US-law work through the firm’s alliance with a US firm, inside the same engagement. Tax in any country stays with your accountants, coordinated by the firm.

The Process

A lawyer-led process from request to rollout.

Enterprise support begins with a strategy session, not a form. Submitting a request does not create a lawyer-client relationship or guarantee acceptance of the engagement.

Step 01 · 02

Request & fit review

You submit a short request describing the organization, its companies, stakeholders and jurisdictions. The firm runs a conflict and fit review across structured, ongoing or advisory support — including conflicts between the sponsor and the companies.

Step 03 · 04

Strategy session & proposal

The session maps entities, stakeholders, jurisdictions, risk and matter volume. The firm proposes a configuration of workflows, capacity, triage, escalation, reporting and fee — and who pays for what.

Step 05

Engagement terms

Scope, fees, responsibilities, exclusions, term, reporting, payment or retainer, and escalation rules — confirmed in writing with the organization, and separately with each company as it engages.

Step 06 · Ongoing

Rollout, operate & review

The model rolls out across the organization. Workflows run, matters route through triage, complex matters escalate under the agreed rules, and the configuration is reviewed at a set cadence and adjusted.

Have questions?
Find answers.

Any more questions? Contact us Ready to begin? Request a Strategy Session Running a program? Programs and accelerators
Is there a public fixed fee for enterprise support?

No. There is no public plan tier, no fixed-fee menu and no self-checkout. Enterprise, Portfolio & Custom Support is configured after intake, conflict review, a strategy session and written engagement terms, with a custom quote. The kits inside a configuration keep the fee published on their pages; who pays for them — the company or the organization — is part of the configuration.

Who is the client?

Each company is. The organization engages the firm for the configuration — the intake, the capacity, the reporting — and each company engages the firm for its own matters, on its own terms, with its own confidences. Where the sponsor and a company have different interests — a financing the fund is investing in, a buy-back, a dispute — the firm acts for one side only, says which in writing, and the other side takes its own counsel. That is the rule that lets a fund or a program stand behind the layer without its companies wondering whose lawyer it is.

What is the entry point?

A strategy session. You submit a short request describing the organization, its companies, stakeholders, jurisdictions and objectives. Submitting a request does not create a lawyer-client relationship or guarantee acceptance.

How is this different from Advisory & Transactional Work?

Advisory & Transactional Work is bespoke legal work for one complex, negotiated, securities-sensitive, governance-sensitive, cross-border or transactional matter. Enterprise support builds the coordinated model that many matters run through, and its escalation rules decide when a matter leaves the model for advisory scope. The two work together: structured workflows handle repeatable needs; advisory handles judgment and negotiation.

Who is this designed for?

Organizations with repeated or coordinated legal needs across several companies: venture funds and their platform teams, venture studios, accelerators and programs, family offices and portfolio groups, multi-entity businesses, and groups with companies in Canada and the UAE or the United States. It is not for a single standard matter that fits a normal intake path — the structured systems handle that directly.

We run an accelerator. What do we pay?

Nothing for the pathway. A cohort session, office hours, one intake route and the materials a program can circulate cost the program nothing; founders who engage the firm do so directly, at the fee on each kit page. That pathway has its own page: Programs and accelerators. This page is the priced layer beyond it — where a program funds kits for its cohort, wants standing counsel capacity, or wants aggregate reporting across several programs — and it is configured only if a program asks for it.

Can we use individual Workflow Kits within a configuration?

Yes. A configuration can include an approved Workflow Kit menu your companies draw from. Not every kit is automatically on the menu — it depends on the organization, the intended users, the risk profile, volume and scope — and any company can always go to a kit directly, outside the configuration, at the same published fee.

Does this include Ongoing Counsel Support?

It can. Recurring counsel capacity through Ongoing Counsel Support — defined annual capacity or a retainer — can be built into the configuration for the organization, for particular companies, or both, on intake-based or custom terms.

How does escalation to advisory work?

The configuration sets the rules. Complex, negotiated or securities-sensitive matters — investor negotiations, priced rounds, securities filings, M&A, disputes, complex governance — route to Advisory & Transactional Work under separate, matter-specific engagement terms with the company concerned, scoped in phases with a budget agreed before each.

What does the reporting cover, and what does it not?

Where reporting is scoped, the organization sees what is moving, approved or escalated across the portfolio at the cadence it sets — in aggregate by default: which companies have used which workflows, what has been completed, what has escalated. The content of a particular company’s matter is that company’s confidence, and reaches the organization only with the company’s written consent. Funds with information rights and companies that want their investor kept informed can build that consent into the configuration from the start.

Can you support multiple entities or jurisdictions?

Yes. The model is designed to coordinate recurring legal work across companies, entities, stakeholders and jurisdictions, with intake-based routing and one coordinated relationship rather than scattered files. The firm is licensed in Canada and the UAE and handles both directly; US-law work is delivered through its alliance with a US firm, inside the same engagement.

Do you support Canada–UAE and Canada–US groups?

Yes, on both sides. For a group with companies in Canada and the UAE, the firm is licensed in both countries and reads the two sides of a matter together — see Canada–UAE. For US entities, the firm engages directly with you and delivers the US-law work through its alliance with a US firm — see Canada–US. Tax in any country stays with your accountants, coordinated by the firm.

What does the fee depend on?

The number of companies or entities supported, expected matter volume, the approved kit menu, annual counsel capacity, recurring advisory capacity, complexity, jurisdictions, stakeholder groups, reporting requirements, escalation rules and urgency. HST, government, filing, registry, platform, external-counsel and third-party costs are separate unless expressly included.

What happens after the strategy session?

If the fit is right, the firm proposes a configuration — workflows, capacity, intake and triage rules, escalation paths, reporting cadence, who pays for what, and fee. Once written engagement terms are accepted and any required payment or retainer is in place, the model rolls out, and it is reviewed at a set cadence and adjusted as the portfolio changes.

Build legal infrastructure around how your organization actually operates.

If your fund, studio, program, family office or group needs coordinated workflows, standing capacity and built-in advisory escalation across several companies, the strategy session is where the configuration begins. The firm will say whether enterprise, structured, ongoing or advisory support is the right path — and if the answer is a single kit, it will say that too.