Choose a service
Review the complete service page, then create your secure account.
EGO SUMDM7THE CLIENT EXPERIENCE
One account.
A clear working record.
The portal is the working room between you and EGO SUM DM7—not merely an intake form.How an engagement moves
Complete the guided intake
Tell us what you need without placing sensitive identifiers in general fields.
Administrative review
The team checks scope, jurisdiction, deadlines, conflicts, availability, and missing information.
Quote and agreement
You receive the accepted scope, responsibilities, professional fees, outside charges, and service-specific agreement.
Protected case opens
After acceptance, the service receives its own case timeline, requests, messages, tasks, and ownership.
Work and approvals
You can see what the team is doing, what is missing, and what requires your review.
Completion and retention
Completed records, receipts, filing confirmations, and signed documents are delivered according to the service and retention policy.
The five questions every case must answer
What do you need?
Your accepted service, scope, deadline, and desired outcome.
What is missing?
Requested documents, unanswered questions, approvals, or payments.
What are we doing?
Current staff task, status, and responsible team member.
What must you do next?
One visible client action with its deadline and instructions.
What is complete?
Delivered documents, receipts, confirmations, signatures, and final records.
CASE DASHBOARD
Everything in its proper place.
No scavenger hunt through old emails. Each record belongs to the right client and the right service.
BEGIN WHEN YOU ARE READY
Create your secure account →Your first step is the intake—not a blind payment.
The team reviews the request before confirming scope and fees.