Scoping call
Day 1
A thirty-minute conversation on your team, active mandates, current stack, and the handful of integrations that matter. We leave with a concrete scope and a deployment date.
Pricing
Scoped to your firm, not a published grid.
Atlas pricing is structured to fit your firm — whether you are a two-person boutique or a 30-professional regional bank. We scope engagements based on team size, deal volume, and integration requirements.
A short conversation is enough for us to put a number on paper. We will ask about your active mandate count, team structure, and the systems you are replacing — and come back with a scope that fits.
Book a DemoMeasured in days, not months.
Implementation is a short, well-defined sequence. Your existing workflow is enhanced, not replaced.
Deployed to your infrastructure
Days 2 – 5
We port Atlas to your Microsoft infrastructure and stand up a dedicated instance inside your tenant. We partner exclusively with Azure’s OpenAI model deployments so that you own your data — it never goes to any third party. Deal and contact records are migrated from your current system, integrations are configured, and engagement history is staged for relationship intelligence.
Team onboarding
Days 6 – 10
A guided session with the full team, followed by a week of hands-on support as real mandates move into the platform. A dedicated onboarding lead stays available through the first campaign.
Data commitment
Your data belongs to your firm.
We port Atlas to your Microsoft infrastructure, streamlining data compliance and AI token billing. We partner exclusively with Azure’s OpenAI model deployments so that you own your data. It never goes to any third party. Ever.
Put a number on paper.
Thirty minutes is enough. We will come back with a scope that fits.
Book a Demo