Strategic Retainers
For recurring executive decisions, governance and a portfolio of matters. Three individually scoped options, each with a tailored proposal.
ExploreLEGAL & STRATEGIC ADVISORY · PANAMA
Six Retainers in two clear formats: strategic counsel for ongoing executive decisions, or defined-scope support with published monthly fees and capacity.
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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.
For recurring executive decisions, governance and a portfolio of matters. Three individually scoped options, each with a tailored proposal.
ExploreFor ordinary, recurring needs that do not require a strategic mandate. Three plans with specific inclusions, monthly limits and published fees.
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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.
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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.
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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.
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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.
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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.
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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.
| Condition | Essential Support | Business Support | Priority Support |
|---|---|---|---|
| Base monthly fee | USD 600.00 | USD 1,200.00 | USD 2,500.00 |
| Monthly total if 7% ITBMS applies | USD 642.00 | USD 1,284.00 | USD 2,675.00 |
| Maximum combined capacity | 6 hours/month | 15 hours/month | 35 hours/month |
| Ordinary initial response | 1 business day | 4 business hours | 2 business hours |
| Additional non-legal advisory, base | USD 120.00/hour | USD 100.00/hour | USD 85.00/hour |
| Additional advisory with 7% ITBMS, if applicable | USD 128.40/hour | USD 107.00/hour | USD 90.95/hour |
| Review meeting | As needed | Monthly | Monthly or fortnightly |
| Outside ordinary hours | Not included | Not included | Only an agreed exceptional contingency |
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For small businesses, family businesses and professionals needing a limited monthly space for ordinary contracts and preventive questions.
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For growing businesses, subsidiaries and B2B operations with recurring supplier, personnel and technology questions within a defined perimeter.
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For organisations needing greater priority and direct executive support for a bounded set of ordinary matters—not ongoing management of a strategic portfolio.
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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.
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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.
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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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A no-charge 15-minute Qualification Call identifies your need. It is not legal advice, document review, matter acceptance or protection of a deadline.
Confirm identity, covered entities, conflicts, capacity, goals, deliverables, response terms and the final fee.
Agree the written contract, legal/advisory allocation, monthly cycle and renewal terms before work starts.
Record work and capacity, review agreed matters, and authorize additional scope or a separate project where needed.
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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.
Scope, acceptance, professional obligations and governing law.
Explore (Spanish)Notice, reserved capacity, work performed and mandatory rights.
Explore (Spanish)Purposes, personal data, rights and contact channels.
Explore (Spanish)USD pricing, applicable taxes and external payment links.
Explore (Spanish)Frequently asked questions
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.
No. Defined-scope hours limit monthly reserved capacity; they are not a transferable balance. Mandatory remedies for breach or unavailable professional capacity remain protected.
Yes. A defined assessment or project may be more appropriate than recurring capacity. Its deliverables, fee and acceptance are agreed separately.
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.
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
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.