VantageOne dedicated partner for support, automation and innovation.
Vantage pairs your firm with a dedicated advisory and solutions consultant and a standing team across support, automation, intelligence and innovation - built around a roadmap made for your firm.
From tickets to a relationship that owns outcomes.
Vantage is built around three things clients told us they actually want: one person who knows their firm, consulting that spans the whole practice and a plan that moves as the firms does.
A Roadmap Built For Your Firm
Every engagement starts with a scoping session that sets your success criteria and a 12-month roadmap (not a generic package applied the same way to every client)
Your own ASC
Dedicated Advisory & Solutions Consultant
Your Advisory & Solutions Consultant is the single point of contact of ownership of your firm - coordinating support, delivery and strategy across every Verlata team, so you’re never chasing the right person.
Whole-Practice Consulting
Support, automation, reporting and intelligence, and innovation work sit under one engagement instead of separate purchases with separate contacts.
Vantage is where your firm’s AI and innovation work actually gets resourced.
Innovation & AIMost firms know they should be exploring AI and automation, but nobody owns it, so it never moves. Vantage Thrive puts that work on your roadmap with the people who can actually deliver it.
A 12-month roadmap, not a step list.
Every Thrive engagement runs on a real timeline — a scoping session that sets direction, quarterly checkpoints that keep it honest, and a review at the 12-month mark that decides what's next.
Scoping session with your ASC
One hour mapping your current state, priorities and constraints — and confirming Thrive is actually the right fit before you commit.
Success criteria set, 12-month roadmap built
We agree what "working" looks like for your firm specifically, and your pooled hour bank opens across support, configuration, Power, Business Intelligence, Innovation and Training.
First quarterly review
Progress against the roadmap, reporting insights, and what's coming up next quarter.
Midpoint review
Roadmap adjusted for anything that's shifted — a regulatory change, a new priority — with the trade-off made visible, not silently absorbed.
Final quarterly review before year-end
Confirms what's still on track for the annual review, and what's worth carrying into next year's roadmap.
The year, measured against what you actually set out to do
A structured review of roadmap delivery, hour utilisation and outcomes — and the basis for deciding what next year's roadmap should focus on.
Two tiers. No surprise exclusions.
Maintain covers the essentials with fair-usage support. Thrive adds a dedicated ASC, automation, intelligence an innovation - scaled to the hours your firm needs.
Maintain
Reliable day-to-day support, kept simple.
- Support & Client Success, fair usage
- One annual system review with optimisation insights
Thrive
Everything in Maintain, plus a resourced roadmap.
- Support & Client Success, fair usage
- Dedicated ASC managing a pooled hour bank across support, configuration and delivery
- Power team — automation and workflow builds
- Business intelligence & reporting
- Innovation & AI roadmap work, with your ASC
- Training resources — unlocks at Thrive 20
| Tier | Hours included | Client Success | ASC | Power | Business Intelligence | Innovation | Training |
|---|---|---|---|---|---|---|---|
| Maintain | 0 | ✓ | — | — | — | — | — |
| Thrive 15 | 15 | ✓ | ✓ | ✓ | ✓ | ✓ | — |
| Thrive 20 | 20 | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Thrive 30 | 30 | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Thrive 50 | 50 | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
What’s included, by tier, at a glance
Worth ExploringWhat could a single point of ownership be worth to your firm?
An illustrative estimate — built from what firms typically spend chasing support across separate vendors and internal owners. Your ASC will build your real numbers in the roadmap session.
Move that coordination time onto your ASC instead.
Illustrative only. Assumes a Vantage ASC removes roughly 60% of the time your team currently spends coordinating across vendors — a conservative starting point we'll refine together against your actual numbers.
“Insert a real client quote here — ideally one that speaks to the ASC relationship, the roadmap, or a specific outcome Thrive delivered for their firm.”
Let’s scope your roadmap.
A one-hour session with an ASC is all it takes to see whether Maintain or Thrive is the right fit. No obligation, no generic pitch.