Glossary of Terms

An 8-dimension, 0–100 normalized score that classifies every engagement into STANDARD (0–39), ELEVATED (40–69), or CRITICAL (70–100) before a fee is quoted. Produced by the Sovereign Case Diagnostic™. Dimensions include asset complexity, beneficiary count, conflict potential, litigation exposure, jurisdictional risk, tax complexity, timeline urgency, and forensic need.

The authoritative 8-question forensic intake assessment that produces the official CLS™ score. Server-side, audit-logged, and routed to Asana for case activation. Scores ≥70 trigger the Forensic Restoration Apex™ protocol. Scores ≥40 trigger the ELEVATED engagement track.

A per-task scoring formula (Complexity × Risk × Recovery Leverage) that assigns every task to the correct staff level and billing rate. Eliminates billing for inefficiency. Every Clio invoice entry is TVS-scored before submission. Tasks rated TVS 21–25 qualify for the Forensic Restoration Apex™ track.

A five-category value-tracking framework that quantifies the return on every dollar of fees paid. Categories: Cost Reduction, Revenue Generation, Risk Mitigation, Time Savings, Relationship Enhancement. Every SVU entry is logged in the quarterly IMPACT Report. SVU documentation is the evidentiary basis for extraordinary compensation petitions (PC §10801) and performance milestone payments in government contracts.

A quarterly SVU™-structured report delivered to every active client and referral partner. Documents measurable estate benefit across all five SVU categories, tracks the value-to-fee ratio, and serves as the primary evidence package for completion bonus petitions. Attorneys receive the IMPACT Report as a co-counsel documentation package at case close.

An advance on fees collected at engagement start. Secures case priority, activates the Sovereign Case Diagnostic™, and is applied to the first billing cycle. Amount varies by tier: STANDARD ($1,500–$3,000), ELEVATED ($3,000–$7,500), CRITICAL / Apex ($7,500–$18,500).

The upfront fee paid by a referring attorney's client at intake. Confirms case acceptance, activates the Sovereign Case Diagnostic™, and is applied to the first billing cycle. Referral partners are notified of deposit receipt within 24 hours.

Standard government contract mobilization payment covering onboarding, compliance setup, and initial agency assessment. Aligns with FAR 52.232-32. Paid at contract execution. Covers the first 30 days of agency onboarding, Sovereign OS™ configuration, and compliance baseline documentation.

One-time fee covering portfolio transition, custodian coordination, and fiduciary onboarding documentation for institutional handoff. Covers account transfer, beneficiary notification, custodian coordination, and initial OCC-aligned compliance documentation.

Periodic fee invoiced monthly with an itemized TVS™ task log. Billing method follows matter type: hourly (conservatorship, $95–$525/hr by staff level), AUM-based (trust, 0.65%–1.75% annually), or statutory (probate, PC §10800). Every invoice includes a TVS™ score for each line item.

Fixed monthly or quarterly fee per government contract SOW. Covers ongoing fiduciary oversight, compliance reporting, and Sovereign OS™ case management. Invoiced per agency net-30 terms. Includes monthly compliance report, quarterly IMPACT Report, and annual audit-readiness certification.

Tiered annual fee billed quarterly. Rate schedule: $500K–$2M AUM: 1.75%/yr; $2M–$5M: 1.25%/yr; $5M–$10M: 0.95%/yr; $10M+: 0.65%/yr. Aligned with institutional trust fee schedules and OCC fiduciary standards. Includes quarterly SVU™ IMPACT Reports.

SVU™-documented extraordinary services petition filed with the court at case close. Justified by the IMPACT Report evidence of measurable estate benefit. Supported by the Hormozi ROI table and the TVS™ task log. The court-facing term is 'Extraordinary Compensation Petition under PC §10801.'

Incentive fee tied to documented outcomes — clawback recovery, compliance certification, audit clearance. Structured per FAR Part 16.4 incentive fee provisions. Triggered at contract milestones: 30-day onboarding completion, 90-day compliance certification, case close with documented recovery.

Performance-based fee triggered at portfolio resolution, litigation settlement, or estate close. Standard in institutional trust and investment management agreements. Amount is negotiated at engagement start and documented in the engagement letter. Supported by the SVU™ IMPACT Report at close.

A flat-fee forensic engagement ($18,500) for CRITICAL-tier matters (CLS™ score 70–100). Includes full forensic heir audit, unauthorized transaction analysis, surcharge motion preparation, and court-ready documentation package. Anchored to the Estate of Alice Maine result: $80,000 recovered on a $15,000 fee (5.3× ROI).

A free intake assessment that calculates the CLS™ score, determines the engagement tier, and produces a written fee proposal. Delivered within 48 hours of request. No obligation. The gateway to every Brown Management engagement.

Brown Management's AI-powered operating system. Coordinates 79 specialized AI experts across 11 domain councils. Produces real-time compliance reports, TVS™-scored task logs, SVU™ IMPACT Reports, and audit-ready documentation for every active matter. The infrastructure behind the 9:1 value-to-fee ratio.

Brown Management's commitment that every fee is disclosed in writing before work begins, every invoice includes a TVS™ score for each line item, and every engagement produces a quarterly SVU™ IMPACT Report. No hidden fees. No surprise invoices. No unbilled work.

A court petition under California Probate Code §10801 requesting compensation for services beyond routine administration. Supported by the SVU™ IMPACT Report, TVS™ task log, and Hormozi ROI table. The court-facing term for what clients call the 'Documented Completion Bonus.'

A motion under California Probate Code §850 to recover assets dissipated by a hostile heir or unauthorized party. Supported by the forensic heir audit, unauthorized transaction analysis, and SVU™ IMPACT Report. Part of the Forensic Restoration Apex™ engagement.