Platform infrastructure for the full practice. Intelligence credits for substantive work.

RESO Professional · Full delivery infrastructure

$249/ month per firm

Annual reference: $2,490/year where offered — contact sales for annual terms.

Your firm’s fixed delivery infrastructure: one tenant for the full engagement lifecycle—intake and 433 through transcript analysis, strategy, client portal, e-sign, retention, and billing. Unlimited users and cases, integrations under fair use, and Copilot for advisory work—not a per-seat CRM or transcript-only tool.

• Unlimited users and cases
• Secure multi-user case workspace and activity timeline
• Intake, guided consultation, and 433 financial profile
• Transcript upload, parse, and institutional case memory
• Discovery, Strategy, and Work Verification workflows + deliverables
• Client portal, attested e-sign, and document archive
• Stripe Connect invoicing and platform billing ledger
• Sales packaging: scope, templates, commercial close, talk tracks
• IRS Logics + telephony call log + Google Calendar task sync
• Copilot case Q&A and deterministic engines under fair use

Usage · case intelligence credits

One platform access fee covers your whole firm’s delivery infrastructure—intake through retention on one system. Case intelligence credits apply only when you generate substantive analysis and work product. Client-facing exports are included with each intelligence credit when your workflow produces one.

Typical full-stack case intelligence: $45 (Discovery + Strategy + Work Verification, one credit each)

Current public tier rates

$10 Discovery · $25 Strategy · $10 Work Verification · $0.75 e-sign

Commercial, billing & retention

Collect fees, document scope, and defend the engagement when expectations shift.

• Stripe Connect invoicing and payment tracking on the case
• Platform billing ledger with usage preview and month-close invoices
• Scoped phase billing tied to Discovery, Strategy, and implementation work
• Commercial close with engagement clauses including chargeback-defense language
• Work Verification intelligence for refund, dispute, and retention defense

Deliverables, portal & proof of work

Products your firm sells—not generic chat exports—with client-facing packaging and attestation.

• Co-branded Discovery, Strategy, and Work Verification deliverables
• Client portal for secure document exchange and signing
• E-sign with delivery attestation tied to case documents and addendums
• Scope of Work, sales briefings, and case document archive
• Case activity timeline and auditable export trails per engagement

Sales, onboarding & firm voice

From first call through signed agreement—without a separate script stack.

• Guided consultation and intake flows with firm-configurable tone
• Case-specific talk tracks and objection framing for close
• Agreement templates, addendums, and commercial-close packaging
• Discovery authorization and paid-advisory packaging motions
• Copilot to ask questions against the open case (fair use—not metered like intelligence runs)

Integrations & back-office continuity

Works alongside the CRM and phone stack you already run—RESO owns the resolution case record.

• IRS Logics import, Case Bridge extension, and CRM snapshot on the matter
• RingCentral / Dialpad click-to-call, SMS, and per-case call log sync
• Call duration and direction logged to the case timeline when synced
• Google Calendar push for dated case tasks (connect per user in Settings)
• Optional portfolio and readiness signals for firm principals

Intelligence engines & governance

Deterministic IRS math and parsers first—governed synthesis second—not a generalist chat wrapper.

• Transcript parse, CSED, program posture, and pro forma engines
• Multi-pass strategy synthesis with explicit flags and sequencing constraints
• Three authority tiers: IRS ledger · 433 economics · practitioner context
• Persistent case memory across intake, strategy, execution, and retention
• Drift guardrails—outputs trace to sources your firm can defend

Security & compliance posture

Built for firms that answer to partners, clients, and auditors—not consumer DIY.

• Encryption in transit and at rest; firm-scoped tenant isolation
• SOC 2-aligned infrastructure; compliance documentation center for superadmins
• Role-aware access, activity logging, and practitioner attestation on deliverables
• Practitioner judgment required on client-facing outputs
• Enterprise rollout options for SSO and firm playbook configuration

Clearer scope, stronger sales conversations

Discovery and Strategy intelligence give operators and sales teams a structured basis for fees, sequencing, and program fit — before implementation begins.

Structured delivery, fewer scattered tools

Intake, 433, transcripts, strategy, retention, portal, e-sign, and billing share one case record instead of a patchwork of point solutions.

Documented work completed

In-app intelligence and saved work product show what analysis was performed — useful for engagement defense, internal QA, and client transparency.

Retention and refund defense

Work Verification intelligence helps firms respond when clients question value, timing, or outcomes — with evidence tied to the case file.

Repeatable case operations

Your firm still controls marketing, sales, and staffing. RESO supplies the operating platform, workflow layer, and intelligence production infrastructure.

Full-cycle resolution delivery

Run intake through retention on one platform — workspace, client portal, billing ledger, integrations, and metered intelligence when substantive work product is created.