Sample proposal in the Boardroom style. Keystone Managed IT and Riverside Family Law are made up. All styles   Use it free

Keystone Managed IT

Managed IT and security for 32 users

Help desk, device management and compliance ready security for a growing firm.

Prepared for
Adam Brooks, Riverside Family Law
Prepared by
Keystone Managed IT

Where you are today

Two offices, 32 staff, client files on a server in a closet, and an insurer asking for multi factor sign in and tested backups by renewal.

The plan

How we get there.

  1. Assess

    Inventory every device, account and backup.

  2. Secure

    Multi factor sign in, encrypted laptops, tested offsite backups.

  3. Run

    Help desk, patching and a quarterly review.

Results for teams like yours

  • Calder and Price CPAs
  • Westbrook Dental
  • Granite Title Group
  • Laurel Medical

Timeline

  1. Week 1Assessment
  2. Weeks 2 and 3Onboarding
  3. Week 4Security rollout
  4. Month 3First review

Your options

Pick the option that fits. The total updates as you choose.

Choose an option
Feature
Help desk, business hours✓✓·
Patching and monitoring✓✓✓
Offsite backups✓✓✓
Multi factor and device encryption·✓✓
Quarterly review·✓✓
Help desk, 24 hours··✓
Compliance reporting··✓
Monthly$3,900
Due at signing$3,900

Questions

What do you need from us to start?

A 30 minute kickoff call and access to the people and files listed in the plan.

Can we change options later?

Yes. Tell us before the next billing date and we adjust from then on.

Terms

Scope. The work is limited to what this proposal describes. Anything else is quoted before it starts.

Payment. Invoices are due within 15 days. One time fees are invoiced on signing.

Ending the agreement. Either party may end a recurring engagement with 30 days written notice.

Electronic signature. Both parties agree that signing electronically is as binding as signing on paper.

Sign

Signing is turned off in preview.