Software and consulting for law firms and cannabis businesses
Software for small law firms on Clio and ChatGPT, plus support for cannabis license applications and dispensary reviews. Start with the one you came for.
Donellus is software that checks each day for work missing from Clio and asks you how long it took. You approve every entry before it’s saved.
Donellus for law firms
Walkthrough uses sample data. Nothing is saved to Clio until a lawyer approves it.
Find what’s costing your store money and time—and decide what to address first.
Dispensary Business Audit
One agreed store scope. Written findings and a 30-day plan.
A valuable application begins with a worthwhile opportunity. Start with your target jurisdiction, license type and project.
Licensing & application consulting
Explore application consulting
Application projects are scoped separately from operating audits.
For operating dispensaries
You don’t need to know the cause before asking for help. The audit starts with the pressure on your business, then uses the agreed records to work toward a decision.
01 / PROFIT
Understand what pricing, discounts and product costs leave behind.
02 / CASH
Look at stock, purchasing and payment timing alongside the money coming in.
03 / CUSTOMERS
Examine repeat visits and promotions where the available records support it.
04 / COSTS
Question overlapping tools, duplicated work and spending that has lost its purpose.
05 / OWNER TIME
Identify recurring work that needs a clearer owner, process or decision.
Records, fee, participation and timing are agreed before payment. Implementation is separately scoped. Recommendations depend on the evidence; no financial result is guaranteed.
An example of the work
A useful finding connects the numbers to a decision: what may be happening, what still needs checking and what management could test.
Your accountant and managers may already have the answer. The reason to commission an audit is a decision that remains unresolved—not simply to produce another report.
FICTIONAL EXAMPLE · NOT CLIENT RESULTS
Suppose a product costs $30 and normally sells for $50 before sales tax. A 10% discount cuts the selling price to $45.
This arithmetic is a comparison, not a forecast or recommendation to stop a promotion. Product cost is held constant; operating expenses are excluded.
| Input | Value |
|---|---|
| Regular selling price, before sales tax | $50 |
| Product cost per unit | $30 |
| Promotion discount | 10% |
| Baseline units in comparison period | 100 |
Regular gross profit: 100 × ($50 − $30) = $2,000. Promotional price: $50 × 90% = $45. At $15 gross profit per unit, matching $2,000 requires 133⅓ units, or at least 134 whole units. That is a 33⅓% theoretical increase, rounded up to 34% for whole units.
A vendor allowance could reduce product cost. Customers could buy other products, shift a purchase they would have made anyway, or return later. Clearing aging stock could be worthwhile even at lower gross profit. The two periods might not be comparable.
Product invoices, allowances and credits; item-level sales and discount records; comparable trading periods; whole-basket gross profit; stock availability; and repeat-purchase information where lawfully available. An allowance is not assumed until supported.
The store manager and finance lead could first review one completed promotion against an agreed comparable period. Confirm costs and discounts, compare gross profit across the whole basket and record competing explanations before changing prices.
In this simplified example, 120 discounted units produce $1,800 gross profit—$200 below the baseline. That alone does not support expanding the promotion. At 134 units, gross profit is $2,010, only $10 above baseline before any added cost. Treat that as insufficient proof of a worthwhile change if measurement uncertainty or extra costs exceed $10.
If a documented $5-per-unit vendor allowance applies to every discounted unit, net product cost falls to $25 and gross profit returns to $20 per unit. At 100 units, the simplified gross profit matches the baseline. Do not recommend removing that promotion merely because a discount appears in the POS.
Illustrative validation budget: one manager hour and one finance hour to locate and check records, plus a 30-minute joint review. Actual effort must be agreed. No savings, annual benefit, audit payback or cash available for debt service is established by this example.
For applicants & expansion teams
A license is a route into a business. Its value depends on the market, license rights, a workable site, capital and the competition you will face.
Collateral Base’s application consulting addresses the project you are pursuing. An operating-store audit is a different engagement.
Identify the jurisdiction, license type and application opportunity before planning the work.
Consider competition, site feasibility, capital requirements and operating economics—not just the ability to submit.
Agree the team, deliverables, fee and responsibilities for the specific engagement. A license award is not guaranteed.
One question is enough to start
Start with the audit scope and the business question you want answered.