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 the outcomes that matter to your firm, not hours on a clock.
One team who knows your firm.
A plan that moves as you do.
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 with your Client Account Manager that works with you to set your success criteria, align the right tier and with Thrive alongside a dedicated ASC build a 12-month living roadmap — agile enough to pivot as your firm's needs and priorities change, not a generic package applied the same way to every client.
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.
Single point of contact in your Thrive partnership
Whole-Practice Consulting
Support, automation, reporting, adoption, 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.
WHY ONE PARTNER?
Everything your firm needs.
One team, one invoice.
Thrive gives your firm pooled access to seven specialist disciplines — the kind of bench most firms would otherwise have to find, hire and manage one at a time.
Success & Support
Day-to-day troubleshooting and user help
Advisory & Solutions
Your dedicated coordinator and delivery lead
Power BI & Reporting
Dashboards, KPI visibility, reporting builds
Power Automate
Workflow automation, approvals, less manual admin
Innovation & AI
Practical use cases, document automation, proof of concepts
Training
Adoption, refreshers, new-starter onboarding
Risk & Compliance
Governance reviews, permissions, audit readiness
One Dedicated Advisor
Your ASC, across every discipline above — not a rotating help desk
THE MODEL
Two tiers. No surprise exclusions.
Maintain
Reliable day-to-day support, backed by real advice.
Confidence that expert help is there when you need it. Maintain keeps your systems stable, your users supported and the day-to-day moving — with ongoing advice and guidance from an ASC behind it, not just a ticket queue.
✓ Client Success & Support Desk, tailored to your firm's needs
✓ Ongoing ASC advice and guidance, including delivery of core system enhancements and configuration updates
✓ A base training program plus live training sessions
✓ Quarterly Maintain Review, an Annual System Review and a Vantage Wrapped report
Most firms choose this!
Thrive
Everything in Maintain, plus a dedicated ASC and a Vantage Success Plan.
Thrive gives your firm a dedicated ASC and pooled access to Verlata's full specialist bench, shaped into a Vantage Success Plan built around your goals — a living plan, not a fixed hour tier.
✓ Everything in Maintain
✓ A dedicated Advisory & Solutions Consultant — your single point of ownership
✓ Power BI & Reporting, Power Automate, Innovation & AI, Risk & Compliance guidance
✓ A full training and adoption program
✓ A living Vantage Success Plan, Quarterly Business Reviews, an Annual System Review and a Vantage Wrapped report
What's included, by tier
| What's included | Maintain | Thrive |
|---|---|---|
| Client Success & Support Desk | Tailored to your firm's needs | Tailored to your firm's needs |
| Advisory & Solutions Consultant | Advice, guidance & core system enhancements — not dedicated | Dedicated — your single point of ownership |
| Training | Base training program + live sessions | Full program — new-starter, refreshers, adoption |
| Power BI & Reporting | — | Included |
| Power Automate & workflow | — | Included |
| Innovation & AI | — | Included |
| Risk & Compliance guidance | — | Included |
| Vantage Success Plan | — | Living plan, agile to your priorities |
| Reviews | Quarterly Maintain Review + Annual System Review + Vantage Wrapped Report | Quarterly Business Review + Annual System Review + Vantage Wrapped Report |
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 resourcing opens across Support, ASC, Power, Business Intelligence, Innovation and Training — scoped to your roadmap.
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 and outcomes — and the basis for deciding what next year's roadmap should focus on.
WORTH EXPLORINGSee what it costs to build this bench in-house.
An illustrative estimate of what it costs to recruit, employ and manage a team covering the disciplines Vantage gives you access to. Adjust the numbers to match your firm — your ASC will build your real numbers together in the roadmap session.
