LEGAL & STRATEGIC ADVISORY · PANAMA

The right continuity for your business.

Six Retainers in two clear formats: strategic counsel for ongoing executive decisions, or defined-scope support with published monthly fees and capacity.

01

Choose the relationship your decisions require

A Retainer reserves agreed professional capacity and builds knowledge of your business. The choice depends on the complexity and continuity of your needs—not simply on the number of hours.

01

Strategic Retainers

For recurring executive decisions, governance and a portfolio of matters. Three individually scoped options, each with a tailored proposal.

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02

Defined-scope Retainers

For ordinary, recurring needs that do not require a strategic mandate. Three plans with specific inclusions, monthly limits and published fees.

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02

Strategic Retainers

For organisations that need continuing legal and strategic judgment connected to their priorities. The proposal defines covered entities, decision-makers, deliverables, review cadence, capacity, response terms and fee. Each option is individually quoted; none promises unlimited service.

03

Strategic Counsel

For recurring strategic decisions, preventive risk review and contractual triage. Connect business context to priorities, options and next actions through agreed executive reviews.

Request quote · Scope, review cadence and capacity are agreed individually.

04

Executive Counsel

For CEO- and board-related decisions involving negotiations, suppliers or a portfolio of initiatives. Coordinate legal and strategic analysis, prepare positions and support executive decision-making; management retains its decisions.

Request quote · The proposal defines the executive agenda, responsibilities, access and capacity.

05

Strategic Office / Outside General Counsel

For a defined portfolio requiring integrated governance and coordination of workstreams. Establish matter priorities, responsibilities, escalation and decision reporting.

Request quote · Specialist, analyst or project-management support is included only where actual people, availability and responsibilities are expressly agreed. The mandate is not a general power of representation or an unlimited outsourced department.

06

Defined-scope Retainers

When the need is narrower, reserve a defined monthly space for ordinary legal and advisory support. Essential Support, Business Support and Priority Support have the specific inclusions below; they do not include continuous strategic-portfolio management.

Capacity combines the agreed legal and non-legal work, does not accumulate and is subject to applicable professional minimum fees. Confirm fit, conflicts, scope and actual availability before contracting.

07

Monthly fees and availability

All amounts are in USD. The final invoice confirms whether ITBMS applies; third-party costs and separately authorized work are additional.

On smaller screens, scroll the table sideways to compare all three plans.

Defined-scope Retainers · 12-month term · monthly billing · 30-day notice
ConditionEssential SupportBusiness SupportPriority Support
Base monthly feeUSD 600.00USD 1,200.00USD 2,500.00
Monthly total if 7% ITBMS appliesUSD 642.00USD 1,284.00USD 2,675.00
Maximum combined capacity6 hours/month15 hours/month35 hours/month
Ordinary initial response1 business day4 business hours2 business hours
Additional non-legal advisory, baseUSD 120.00/hourUSD 100.00/hourUSD 85.00/hour
Additional advisory with 7% ITBMS, if applicableUSD 128.40/hourUSD 107.00/hourUSD 90.95/hour
Review meetingAs neededMonthlyMonthly or fortnightly
Outside ordinary hoursNot includedNot includedOnly an agreed exceptional contingency

08

Essential Support

For small businesses, family businesses and professionals needing a limited monthly space for ordinary contracts and preventive questions.

  • Ordinary corporate, commercial and preventive employment advice for the employer.
  • Preliminary review of standard contracts and communications; risks and next steps.
  • Initial compliance orientation and focused comparison of commercial decisions.
  • Basic matter follow-up and meetings as needed within agreed capacity.

09

Business Support

For growing businesses, subsidiaries and B2B operations with recurring supplier, personnel and technology questions within a defined perimeter.

  • Essential Support scope, with enhanced priority.
  • NDAs, recurring contracts, ordinary negotiation and corporate-governance support.
  • Technology contracts, data, continuity, responsibilities and compliance questions.
  • Preliminary analysis of alternatives, processes, business cases and initiative governance.
  • Monthly meeting and matter report within the agreed capacity.

10

Priority Support

For organisations needing greater priority and direct executive support for a bounded set of ordinary matters—not ongoing management of a strategic portfolio.

  • Business Support scope, with executive priority and direct contact with Rodrigo Romero.
  • Management support, position preparation and focused participation in executive meetings.
  • Ordinary technology and data advisory: service levels, responsibilities, continuity and supplier exit.
  • Focused questions on strategic prioritisation, Digital Transformation, Strategic Development & Business Innovation, processes, indicators and management systems.
  • Monthly or fortnightly meeting and executive report as agreed, within capacity.
  • An expressly agreed exceptional-contingency mechanism; not permanent on-call coverage.

11

Clear limits for all six Retainers

Rodrigo Ernesto Romero Jurado is the responsible independent professional. The written engagement identifies entities, authorized contacts, channels, deliverables and the allocation between availability, advisory and legal work. No exclusivity or unconfirmed team is implied.

  • Legal fees: each legal act retains its applicable minimum under Acuerdo 609-A and relevant amendments. The 6-, 15- and 35-hour limits do not include unlimited legal acts. Additional legal work is valued and authorized separately; the published extra-hour rates apply only to non-legal advisory.
  • Capacity: reading, analysis, preparation and meetings actually devoted to the matter are recorded. A notice near 80% usage identifies open matters and options. Extra work and fees require written approval, without double charging or abandoning accepted obligations.
  • Separate scope: new companies or foundations, immigration, work permits, trademarks, reorganisations, due diligence, M&A, complete bids, complex contracts and investigations. Full compliance, ISO 9001, QMS, process or transformation implementations are projects, not ordinary monthly advice.
  • Not included or presumed available: litigation, arbitration, hearings, judicial collection and representation before courts or authorities. Urgency does not change the accepted scope.
  • Separate costs: official charges, notaries, registrations, translations, certifications, travel and other third parties require authorization and accounting.

12

Working hours and response

Monday to Friday, 8:00 a.m.–5:00 p.m., Panama (UTC−5), excluding holidays. Out-of-hours requests begin counting at the next business opening. Initial response means acknowledgement, initial framing and a next step—not a completed document.

Business Support seeks an ordinary first substantive position by the next business day; Priority Support seeks one within four business hours when the matter and documents permit. These are distinct from initial-response times. Strategic Retainers agree their own operating commitments in the proposal.

Priority Support may agree exceptional escalation of an unforeseen event materially threatening operations before the next business opening. A 60-minute acknowledgement is a target only if available and accepted—not 24/7 coverage, representation or a substitute for emergency services. Known deadlines, late-signature requests and emails marked urgent do not automatically qualify.

13

Term, payment and cancellation

12-month term, automatically renewable for successive 12-month periods unless either party gives written non-renewal notice at least 30 calendar days before expiry. The contract requires express acceptance of these terms.

Monthly billing at the start of the agreed cycle, preferably the 1st or 16th—not the whole year in advance. Payment currently uses an invoice-specific external link. Contract renewal does not authorize an automatic card debit.

Ordinary early termination requires 30 calendar days’ notice to reorganise reserved capacity; it does not automatically accelerate remaining annual fees. Breach, unavailability and mandatory rights remain protected.

Non-use alone does not justify refunding capacity expressly agreed, actually reserved and maintained available. An invoice alone does not make a fee irreversibly earned. Unperformed work, unincurred third-party costs and mandatory remedies receive the applicable accounting and restitution. Any separately reserved phase must define its period, amount and earning criteria in advance; no duplicate charges or absolute no-refunds rule.

For cancellation, non-renewal, rescheduling or billing, contact tercero@rodrigoromero.co or WhatsApp +507 6614-3188 with the matter or invoice reference. Keep evidence of sending; never send card details or credentials.

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From first conversation to agreed support

  1. 01

    Assess fit

    A no-charge 15-minute Qualification Call identifies your need. It is not legal advice, document review, matter acceptance or protection of a deadline.

  2. 02

    Define the scope

    Confirm identity, covered entities, conflicts, capacity, goals, deliverables, response terms and the final fee.

  3. 03

    Accept and reserve

    Agree the written contract, legal/advisory allocation, monthly cycle and renewal terms before work starts.

  4. 04

    Review and prioritise

    Record work and capacity, review agreed matters, and authorize additional scope or a separate project where needed.

15

Before an engagement is accepted

The website’s contracting, privacy, payment and cancellation policies are currently available in Spanish. The accepted engagement records its language and version; this overview is not a new set of contract terms or an automatic foreign-law equivalent.

01

Terms and engagement conditions · Spanish

Scope, acceptance, professional obligations and governing law.

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02

Cancellation and refunds · Spanish

Notice, reserved capacity, work performed and mandatory rights.

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04

Contracting and payments · Spanish

USD pricing, applicable taxes and external payment links.

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Frequently asked questions

Before work begins.

Which format is right for my business?

Choose a strategic conversation when recurring executive decisions need context, governance and coordination. Defined-scope support fits a bounded set of ordinary questions and reviews. The qualification call can help determine the appropriate route.

Do unused hours accumulate?

No. Defined-scope hours limit monthly reserved capacity; they are not a transferable balance. Mandatory remedies for breach or unavailable professional capacity remain protected.

Can I start with one project instead?

Yes. A defined assessment or project may be more appropriate than recurring capacity. Its deliverables, fee and acceptance are agreed separately.

Are there automatic extra charges?

No. Additional capacity, work and third-party costs require authorization. Legal acts retain the applicable minimum fee; consulting extra-hour rates are not legal hourly rates.

Is there permanent availability?

No. Each Retainer has agreed working hours and response terms. Priority Support can include only the expressly agreed exceptional-contingency mechanism described above.

Subject to conflict clearance, available capacity and written acceptance. No urgent matter or deadline is accepted through a booking.

Preliminary evaluation

Find the right Retainer for your business.

A no-charge 15-minute Qualification Call to understand the category of decision, assess fit and identify a responsible next step. It does not include advice or document review.