Partner Network
BETTER
TOGETHER.
Sandrake Solutions works alongside trusted professionals to help clients stay organized before, during, and after important financial, legal, insurance, healthcare, and business decisions.
We don't replace your professionals.
Sandrake organizes the administrative side so your attorney, CPA, financial advisor, and other professionals can do their best work. We coordinate — they advise.
What Sandrake Organized
Sandrake organized all financial accounts, located missing insurance policies, created a comprehensive document inventory, and built a clear picture of the estate.
Clients are always free to choose any qualified professional. Sandrake does not direct or control the advice of licensed professionals.
Partner Categories
Your Team.
Your Choices.
Attorney
Estate planning, probate, business law, and general legal counsel.
Insurance
Life, health, property, and casualty insurance professionals.
Mortgage
Home purchase, refinance, and lending professionals.
Marketing
Digital marketing, content creation, and brand development.
CPA
Tax preparation, accounting, and financial record organization.
Payment Processing
Business payment infrastructure and merchant services.
Real Estate
Buying, selling, and real estate investment guidance.
Financial Advisor
Investment, retirement planning, and wealth management.
Healthcare
Primary care, specialists, and healthcare coordination.
Technology
IT support, cybersecurity, and technology infrastructure.
Business Services
HR, payroll, compliance, and administrative business support.
For Professionals
Become a
Preferred Partner.
We connect organized, motivated clients with trusted local professionals. If you serve individuals, families, or businesses in Alabama and surrounding areas, we'd love to explore a referral relationship.
Clients arrive organized and ready
Clear engagement boundaries
Disclosure of any referral arrangements
Mutual referral relationships
Administrative support for your clients