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Membership

Why Membership?

Most law firms help you start your practice. We help you build, grow, scale, and protect it.

When physicians launch a direct care practice, they often invest heavily in their foundational legal documents. But once these essentials are in place, many assume their legal needs are a thing of the past.

In reality, they’re only just beginning. As the practice grows, new issues emerge:

  • Can (and should) I hire someone to help? Who should I hire? How should I structure employment agreements?
  • What policies do I need in place? How should I handle patient complaints? What about patient dismissals?
  • Should I buy an office? What should I negotiate in a lease? How should I expand my footprint?
  • What services or revenue streams should I add? What legal and financial risks am I creating when I do?

These are not one-time questions. They are ongoing business decisions that can significantly impact your practice’s growth, success, and risk exposure. That is why we created our Memberships.

Instead of paying hourly rates every time a question arises, our members have an experienced, professional team available to help them evaluate opportunities, solve problems, and make informed decisions throughout the year.  

Membership includes:

  • Periodic strategy and advisory sessions
  • Secure client portal access for ongoing questions and collaboration
  • Document review and analysis
  • Legal guidance on operational and compliance matters
  • Business growth and expansion planning
  • Annual document drafting credits
  • Access to financial strategy resources and financial services

We have a simple goal: to help DPC physicians make confident business decisions, avoid preventable legal, business, and financial mistakes, and build sustainable, profitable practices.

We’re not merely a document vending machine; we’re a long-term strategic partner invested in the success of your practice. Whether you’re launching your first clinic or expanding an established practice, our memberships provide ongoing access to legal, operational, and business guidance designed specifically for the direct care model.

Memberships

General Counsel

$650/month includes
Strategic Advisory (quarterly)
  • Quarterly strategy call
  • Client portal access
  • Ongoing compliance guidance
  • Up to two documents reviewed monthly
  • Turnaround within 7 business days
  • Policy templates
  • HR templates
  • DPC operational guides
  • State law updates
  • Growth strategy
  • Compliance audit
  • Risk assessment

Three (3) document credits annually. Unused credits roll forward for 12 months.

Growth & Analytics

$950/month includes
Strategic Advisory (monthly)
  • Monthly strategy call
  • Client portal access
  • Ongoing compliance guidance
  • Up to four documents reviewed monthly
  • Turnaround within 7 business days
  • Policy templates
  • HR templates
  • DPC operational guides
  • State law updates
  • Growth strategy
  • Compliance audit
  • Risk assessment
  • Pricing analysis
  • Membership structure review
  • Service expansion planning
  • Ancillary revenue planning
  • Revenue trends
  • Membership growth metrics
  • Retention analysis

Five (5) document credits annually. Unused credits roll forward for 12 months.

In-House Executive

$1750/month includes
Strategic Advisory (unlimited)
  • Unlimited strategy calls
  • Client portal access
  • Ongoing compliance guidance
  • Unlimited contract reviews
  • Turnaround within 7 business days
  • Policy templates
  • HR templates
  • DPC operational guides
  • State law updates
  • Growth strategy
  • Compliance audit
  • Risk assessment
  • Annual staff training
  • Pricing analysis
  • Membership structure review
  • Service expansion planning
  • Ancillary revenue planning
  • Multi-location expansion planning
  • Board/partner/owner meeting attendance
  • Revenue trends
  • Membership growth metrics
  • Retention analysis
  • Initial financial projection and goals
  • Quarterly evaluation and cash flow projection

Seven (7) document credits or one package annually. Unused credits roll forward for 12 months.

12-month initial membership term. Early cancellation fees apply.

Bookkeeping

starting at $300/mo
  • Chart of Accounts: Build out DPC-specific chart of accounts
  • Bookkeeping: Monthly categorization and reconciliation of all linked accounts.
  • Reporting: Monthly financial reports (P&L, Balance Sheet).

Onboarding fees apply to existing accounts. Quickbooks discounts available. Contact us for personalized quote.

Package Examples

Package purchases are eligible for $50 off the monthly price of any membership. Terms and conditions apply.

DPC Startup

$6000 includes
Legal Documents:
  • Member Agreement or Package Terms of Service
  • Notice of Privacy Practices
  • Website Terms of Use with Privacy Policy
  • Medicare Opt-Out Support (if needed)
  • HIPAA Consent for Use and Disclosure
  • Template for Informed Consent
  • One (1) office policy document (e.g., sensitive exam policy, controlled substances policy, etc.)
  • Direct Payment Agreement 
  • Three (3) Legal Consultations
  • Two (2) Mastermind Sessions
  • Two (2) Financial Sessions

Summary and analysis of risks and negotiable provisions for up to two (2) legal documents (i.e., commercial lease, employment agreement, etc.)

* This package generally takes three (3) months to complete services and document delivery.

Compliance Review

$6000 includes
Legal Documents:
  • Staff Handbook

  • Two (2) Legal Consultations

  • One (1) HIPAA staff training course

Review and revise

  • Member Agreement
  • HIPAA Privacy Practices
  • HIPAA Consent Form(s)
  • Medicare Contract (for patients)
  • Business Associate Agreements
  • All existing employment agreements
  • All existing office policies
* This package generally takes four (4) months to complete document review and services.

Succession Planning

$6000 includes
Legal Documents:
  • Professional Practice Power of Attorney
  • 4 Quadrant Checklists
  • Clinical Handoff SOPs
  • Buy Sell Agreement
  • Two (2) Legal Consultations
  • One (1) Financial Consultation
  • Trust
  • Pour-over Will
  • Financial Power of Attorney
  • Healthcare Power of Attorney
  • Other included ancillary documents
  • Operating Agreement
* This package generally takes four (4) months to complete document review and services.

Need a collection of services & documents? We can put together a cost-effective package. Contact us for more information.

Flat Rate Pricing

DPC-Specific

HR & Compliance

  • Employer Agreement $1000
  • Staff Handbook Template $3000
  • Clinician Employment Agreement $1500

    (Physician, APP)

  • Non-Clinician Employment Agreement $500-$1000

    (Nurse, Medical Assistant, Office Manager, etc.)

  • Independent Contractor Agreement $1500
  • Business Associate Agreement $750

Other Business Documents

  • Commercial Lease $2500
  • Sublease & Landlord Consent to Sublease $1000
  • Home Office Rental Agreement $2000
  • Section 280A Home Rental Agreement $3500
  • Other $250/page

    (general pricing; reach out for specific quote)

Consultations & Sessions

  • Legal Consultation $400/hour

    (video meeting; non-member)

  • Business Strategy Session $300/hour
  • Bookkeeping Session $300/hour

    (setting up Quickbooks, categorizing, reconciling, troubleshooting)

  • Financial Literacy Session $300/hour

    (reading financial statements, understanding profit margins, overhead, costs)

  • Tax Orientation Session $300/hour

    (how your practice becomes a tax return from start to finish)

  • Legal Research/Questions or Document Review $300/hour

    (email or MyCase messages)

Entity Formation

  • Simple Entity Formation $2000
  • Complex Entity Formation $3000
  • Corporate Entity Formation $5000

Estate Planning

  • Simple Estate Plan for Individual $2500
  • Simple Estate Plan for Couple $3500
  • Complex Estate Plan for Couple $5000