Guard Your Clients' Wealth with Managed Precision.
Offload the complex entity filings, due diligence audits, and documentation vaults. Our fully managed virtual assistants integrate into your consulting workflow at up to 70% savings.
Institutional Rigor. Pure Execution.
Entity Formation & Compliance Coordination
Managing the "heavy lifting" of LLC, LP, and Trust formations. We coordinate with Secretaries of State, handle annual report filings, and ensure all entities remain in good standing across jurisdictions.
Due Diligence & Public Record Scrubbing
Performing comprehensive searches for liens, judgments, and UCC filings. We scrub public records to identify potential vulnerabilities before they become liabilities for your clients.
Documentation Vault Management
Organizing and maintaining secure digital vaults for operating agreements, trust indentures, and asset title deeds. We ensure every document is indexed and audit-ready.
Insurance & Policy Administration
Tracking umbrella policies, D&O insurance, and professional liability coverage. We manage renewal calendars and coordinate with brokers to ensure no gaps in protection.
Client Onboarding & KYC Compliance
Managing the high-touch onboarding process for high-net-worth clients. We handle the Know Your Customer (KYC) documentation, risk profiles, and initial intake sessions through your dedicated PM.
The Managed Sagedoer Workflow
Submit Requirements
Share your client profiles and operational bottlenecks via Email, Form, or WhatsApp.
Finalize Strategy
A dedicated PM reviews your software stack (Clio/Wealthbox) and outlines a tailored maintenance strategy.
Expert Execution
Your PM takes full charge. Our team of vetted specialists executes while you oversee the results.
Pay for Pure Work
We log and charge exclusively for actual working time. PM supervision and legal-ops oversight is always free.
Sagedoer vs. Traditional Platforms
| Security Aspect | Individual Freelancers | Sagedoer Managed Support |
|---|---|---|
| Data Security | Reliant on 1 person's hardware | Strict PM-monitored institutional protocols |
| Management Load | You supervise every task | Dedicated PM handles all supervision |
| Turnover Risk | Workflow stops if they ghost | Seamless internal backups & continuity |
| Cost Structure | Hidden markups & platform fees | Flat USD hourly rate. 0% Platform fees. |
Simple Managed Pricing
High-caliber technical support at up to 70% savings.
Consultant Lite
20 Hours Per Week
Est. $560 USD / Month
- ✓ Dedicated Project Manager
- ✓ Entity Compliance Filings
- ✓ Document Vault Organization
- ✓ No Setup Fees
Enterprise Protection
40 Hours Per Week
Est. $960 USD / Month
- ✓ Everything in Lite Plan
- ✓ Advanced Public Record Scrubbing
- ✓ Priority Client Onboarding
- ✓ Zero Membership Charges
Asset Protection FAQ
Protect Your Clients. Scale Your Firm.
Stop the admin grind. Focus on the strategy. Let our experts handle the execution.