Wyoming Asset Protection Trust

Phase 1 Scope Of Work (Exhibit A)

This Statement of Work ("SOW") outlines Phase 1 deliverables for the Foundation Platform - a custom legal technology platform with client portal, matter management CRM, document assembly, compliance monitoring, content management system, and API integrations for Wyoming Asset Protection Trust legal practice.

Note: Phase 2 (AI Automation including Intelligent Intake, Email Automation, AI Oracle Agent, Automated Corporate Minutes, Advanced SMS/Voice, and Analytics) will be scoped and priced separately after Phase 1 is deployed and stable.

Summary

Wyoming Asset Protection Trust (WAPA) requires a custom technology platform to scale operations while maintaining premium client service. This Phase 1 deployment establishes the foundation: client portal with CompanySage API integration, matter management CRM, document assembly automation, Legal Operations Center compliance dashboard, content management system with 50,000 words of SEO content, and core API integrations.

Phase 1 delivers immediate value by controlling client experience, automating document workflows, monitoring compliance deadlines, and establishing strong online presence. Phase 2 will add advanced AI automation for intelligent intake, proactive monitoring, and sophisticated communication sequences once the platform is stable.

Phase 1 Project Deliverables

1. Client Portal & Dashboard

Vue.js responsive frontend with WAPA branding
Real-time CompanySage API synchronization for entity data
Entity dashboard, document vault, billing transparency
Service add-ons and appointment scheduling
Secure client messaging system

2. Legal Operations Center (LOC)

NOC-style compliance monitoring dashboard
Red/Yellow/Green status indicators for all entities
Expiration tracking (entities, RA renewals, leases, phone numbers)
Daily automated Secretary of State database monitoring
Proactive alert system (60/30/7 day warnings)

3. Matter Management CRM

Client lifecycle tracking (Lead → Active → Maintenance)
Matter-based organization for trusts and entities
Automated workflow checklists by matter type
Task assignments, deadline tracking, internal notes
LawPay billing integration for matter-based billing
Revenue and matter status reporting dashboards

4. Document Assembly & Template System

Handlebars template conversion for all legal documents
Multi-document generation (Trust + Holding LLC + Operating LLC)
Consistent variable mapping and naming across documents
Validation, error checking, version control
PDF generation with e-signature workflow integration

5. Content Management System (Strapi)

Self-hosted Strapi headless CMS installation
Landing page builder with service page templates
Blog/article publishing system with SEO optimization
Lead capture forms integrated with CRM
Vue.js component library integration

6. API Integration Layer

CompanySage API integration (entity data, RA status, documents)
Wyoming LLC Attorney API integration (lead tracking)
LawPay payment processing integration
Twilio SMS integration for basic notifications
Calendly scheduling integration
Webhook listeners for real-time updates

7. Infrastructure, Security & Deployment

Render or NuxtHub hosting environment (staging + production)
Database setup (PostgreSQL, Cloudflare D1, or client's preferred cloud database) with automated daily backups
GitHub organization and repository setup
Google Identity Platform OAuth2 authentication
SSL/TLS encryption, RBAC, activity logging
Application monitoring and error tracking

8. Content Creation (50,000 Words)

30-40 comprehensive SEO-optimized articles
Human-written content (not AI-generated)
Wyoming asset protection trust topics
LLC formation and structure education
Compliance requirements and best practices
Published directly to Strapi CMS

9. Documentation, Training & Support

Technical architecture and API documentation
User guides for client portal and staff workflows
Video training sessions for platform usage
30 days post-launch support for bug fixes and optimization

Phase 1 Development Timeline

Total Duration: 8 weeks from contract signing to production launch

Weeks 1-2: Foundation (database, APIs, GitHub, Strapi, hosting)
Weeks 3-4: Core Platform (client portal, CRM, documents, CompanySage API)
Weeks 5-6: Integration & Content (LawPay, LOC dashboard, content creation begins)
Week 7: Testing & Refinement (end-to-end testing, performance optimization)
Week 8: Launch & Training (deployment, staff training, documentation handoff)

Phase 1 Investment & Payment Terms

Phase 1: One-Time Platform Development

$15,000

Complete Foundation Platform Built & Deployed

Payment Schedule

50% Deposit ($7,500): Due upon contract signing to begin development
50% Final Payment ($7,500): Due upon production deployment and handoff (Week 8)

Included in Phase 1 Investment

All 8 platform modules described in this SOW
Custom Vue.js frontend with branded client portal
Strapi headless CMS for website and content
Matter management CRM with workflow automation
Document assembly engine with Handlebars templates
Legal Operations Center compliance dashboard
All API integrations (CompanySage, Wyoming LLC Attorney, LawPay, Twilio, Calendly)
Database setup (PostgreSQL, Cloudflare D1, or preferred option) with automated backups
Hosting environment (Render or NuxtHub) with staging + production
Google Identity Platform OAuth2 authentication & security
GitHub organization and repositories
50,000 words of SEO-optimized, human-written content
Complete documentation and training materials
Staff training sessions
30 days post-launch support

Not Included (Client Responsibility)

Ongoing hosting costs (~$50-100/month for Render or NuxtHub, email service, etc.)
Usage-based service costs (Twilio SMS ~$0.01/message, LawPay transaction fees)
Domain registration & SSL if not already owned
Third-party account setup (LawPay, Twilio, Calendly, Google Cloud for Identity Platform - 9LEVEL9 assists with configuration)

Phase 2 - Future Scope

Phase 2 (AI Automation) will include:

Intelligent Client Intake System
Email & Communication Automation
AI Oracle Agent (Proactive Intelligence)
Automated Corporate Minutes Generator
Advanced SMS & Voice Integration
Advanced Analytics & Reporting

Phase 2 will be scoped and priced separately once Phase 1 is deployed and stable (estimated 30-60 days post-Phase 1 launch). Estimated investment: $8,000-$15,000 depending on selected modules.

Client Responsibilities

Coordinate with CompanySage for API documentation and credentials
Provide current legal document templates for Handlebars conversion
Provide branding assets (logos, colors, fonts)
Create accounts with LawPay, Twilio, Calendly, and Google Cloud (for Identity Platform) - 9LEVEL9 assists with setup
Participate in UAT testing during Week 7
Provide timely feedback (48-72 hours) to maintain timeline

Terms and Conditions

1. Scope Changes

This SOW represents Phase 1 agreed scope. Changes will be documented in written Change Order and may result in additional fees and timeline adjustments.

2. Timeline

The 8-week timeline assumes timely client feedback and provision of required materials. Delays may extend timeline accordingly.

3. Intellectual Property

Upon final payment, Client owns all custom code, designs, and configurations developed for this project. 9LEVEL9 retains ownership of proprietary frameworks and tools used in development.

4. Support & Maintenance

Includes 30 days post-launch support for bug fixes and optimization. After 30 days, ongoing support available via monthly retainer or time-and-materials basis.

5. Acceptance & Payment

Client has 7 business days after deployment to test and accept platform. Final payment due upon acceptance or 7 days after deployment, whichever comes first.

Phase 1: Foundation Platform - Scope of Work