Door oneAdvisors, CPAs and small firms

Your firm’s AI, set up and written down.

You can install the AI yourself. We make it your firm’s: the right plan, a written record, and a connection to the systems you already run.

1Set up

2Written down

3Wired in

A woman at a desk approving a draft on screen

Choose the plan.

Team, Business, Copilot or Enterprise, decided on cost and on what each one records.

Write down what it records.

What is configured, what is captured, and where it is filed, on one page your compliance officer adopts.

Wire it in.

One workflow connected to your CRM: the assistant drafts, a named person approves, then it writes.

The plans, side by side

What each plan records

On Claude and ChatGPT, the record starts at Enterprise. Below that, and on Copilot until someone sets it up, the record is the part we build.

Claude Team

$20 a seatannual; $25 monthly2 to 150 seats

What it keeps

No audit logs; the owner can export the organization’s conversations

ChatGPT Business

$20 to $25a seat2 to 200 seats

What it keeps

Compliance capture is Enterprise and Edu only; no self-service export

Microsoft 365 Copilot Business

$21 a userpaid yearly, on a Microsoft 365 business planUp to 300 seats

What it keeps

Prompts and responses logged, searchable and kept under a retention policy you set

Where the record starts

Claude Enterprise

$20 a seatplus usage20 or more seats

What it keeps

Audit logs and content capture

As of October 2026, from each vendor’s pricing page. We check them again before every engagement.

The Record Layer

Configuration, plus a monthly check.

One page your compliance officer adopts, and a check each month that it still holds. Never a legal brief.

01Choose

FoundationsTeam against Enterprise, with the break-even: Enterprise’s floor is $4,800 a year before usage, 20 seats at $20.

CareRe-run when headcount or tools change.

02Configure

FoundationsCommercial plan (no training on firm data), SSO, connectors read-only or approve-before-write, personal accounts barred for firm work.

CareConnector and permissions check each quarter.

03Capture

FoundationsApproved output filed to the CRM; client-facing output through archived email; the Team Primary Owner’s monthly organization export of conversation and user data.

CareConfirm the export ran and the filing happened; one line to your compliance officer.

Boundary

Your compliance officer decides whether it is enough. We write down what is configured and what is captured.

Where to start

The plan and the record

AI Foundations

$2,500Fixed

The plan decision; configuration; the Record Layer; the order to connect your tools; your AI use policy, adopted by your compliance officer; one working session with your team.

Start with AI Foundations

The plan, the record, the wiring

The Wired-In Firm

$6,500Fixed, or $4,000 after AI Foundations

Everything in AI Foundations, plus one workflow wired into your CRM, the review step written down, and two weeks beside the person who uses it.

Start with The Wired-In Firm

Clarity Care Operating keeps the record current: the export ran, the filing happened, one line to your compliance officer. $750 a month.

Not ready to wire anything in? Write the firm down first.

Four questions firms ask first

Do we need Enterprise?

Not usually below 20 people. We write down the trade so your compliance officer can decide.

Which tool should we use?

The one that fits what you already run. On Microsoft 365, Copilot keeps more of the record; otherwise Claude or ChatGPT.

Will this make us compliant?

No one can honestly promise that. We configure, capture and write it down; your compliance officer decides.

Who owns the accounts?

You do. Every account and every record stays in your firm’s name, and leaves with you if we part.

The plan note · No. 05Which plan, and what it records, for firms under 20 people.Read the note

Your AI setup, six questionsSee where you stand.

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