## User
- **User:** Mike Swanson (mike)
- **Machine:** GURU-5070
- **Role:** admin

## Session Summary

First documented ClaudeTools record for **Russo Law Firm** (Tucson personal-injury / law
practice). Triggered by a pre-sales question: the client wants to **move ~6.5 TB of data from
ACG-hosted Seafile into Microsoft 365 SharePoint**, and Mike needs the cost to quote them. A
phone meeting is being scheduled; as of 2026-06-15 the client has not responded to the meeting
request. Pulled their live Syncro record, evaluated the SharePoint storage economics, vaulted a
plaintext M365 admin credential found in the Syncro notes, and built the initial wiki article.

## Syncro snapshot (customer 23331699)

- **Business:** Russo Law Firm — 3505 N Campbell Ave, Tucson, AZ 85719 — main 520-529-1515
- **Account contact:** Shannon Trionfo (stever@rrs-law.com on the account; mobile 520-248-0244)
- **Contacts:** Steve Russo (520-975-9024), Carolyn Russo (520-591-4303),
  Pat Broom (pebroom@rrs-law.com, 520-850-6832), Shannon Trionfo (520-248-0244)
- **Prepaid:** 12.0 hrs (notes: moved 13.5 hrs to Syncro 1/16/26; 17.5 hrs to AT 8/15/25)
- **Recurring billing:**
  - Sched **509659** "GPS + AV / data backup / Hosting / Office subs" — Monthly, next 2026-06-24,
    **$543.50/mo** (this is the managed bundle; the "Hosting" line is the ACG-hosted Seafile data store)
  - Sched **499925** "OIT Phone bill" — Monthly, next 2026-07-01, **$45.44/mo** (OITVOIP/PacketDial)
- **Email:** Microsoft 365, tenant **rrs-law.com** (~3 seats, Exchange Online)
- Note: Russo schedule 224454 was deleted during Syncro API research 2026-05-26 and recreated as 509659.

## SharePoint storage cost evaluation (the deliverable for the call)

Client scenario: **3 M365 seats, ~6.5 TB of data, currently in Seafile**, wants to move to SharePoint.

M365 SharePoint pooled storage = 1 TB base + 10 GB/licensed user. At 3 seats that's only ~1.03 TB
included, so almost all 6.5 TB is billable overage.

Microsoft-only options (per client request to keep the comparison MS-only):
| Option | Rate | ~Monthly for 6.5 TB (3 seats) | Notes |
|---|---|---|---|
| **SharePoint Online "Extra File Storage"** | $0.20/GB/mo | **~$1,120/mo (~$13.4K/yr)** | live storage; ~5.47 TB billable after the ~1.03 TB pool. CSP-monthly +20% => ~$1,345/mo |
| **Microsoft 365 Archive** | ~$0.05/GB/mo | ~$333/mo + retrieval fees | cold/inactive sites only; not for live working data |
| **Self-hosted SharePoint Server (Subscription Edition)** | storage = disk (RBS) | licensing + infra + labor | storage escapes the $0.20/GB tax, but SharePoint Server + SQL + Windows licensing + SA + heavy ongoing ops is wildly disproportionate for 3 users (~$8-15K one-time licensing + hardware + setup + monthly maintenance). Not recommended. |

Context / alternatives (for ACG's internal read, not necessarily quoted MS-only):
- They already have what they need in **Seafile** (ACG-hosted, part of the $543.50/mo bundle).
- Backblaze B2 wholesale (~$0.006/GB) = ~$40/mo for 6.5 TB at ACG cost; a managed-archive resell
  at e.g. $0.03/GB (~$200/mo) is ~5-6x cheaper than Microsoft and still healthy margin.

**Recommendation / talking points for the call:**
1. Ask **why SharePoint** — a specific feature (Office co-authoring, Teams), or just "we want SharePoint"? Decides everything.
2. Moving all 6.5 TB live into SharePoint is a **~$1,100/mo new line item (~$13.4K/yr)** — roughly
   triples their current ACG monthly. Make sure they understand that before committing.
3. Better path if they want the SharePoint UX: put the **working subset in SharePoint Online**
   (fits in/near the included pool) and **keep the 6.5 TB bulk in Seafile, linked** from SharePoint.
4. If they just want files-with-web-access, they already have Seafile — no change needed.
5. Self-hosting SharePoint Server is not worth it for 3 seats.

## Credentials & Secrets

- **M365 Global Admin (rrs-law.com tenant):** `guru@rrs-law.com` — found in PLAINTEXT in the Russo
  Syncro customer note. **Vaulted** at `clients/russo-law/m365-admin.sops.yaml` (username/password
  under `credentials:`; MFA/2FA held by Mike). **TODO: scrub the plaintext password from the Syncro
  customer note** now that it's vaulted.

## Pending / Incomplete Tasks

- Client has **not responded** to the meeting request (phone meeting being scheduled).
- Scrub the M365 admin password from the Syncro customer 23331699 note (now vaulted).
- On the call: confirm the "why SharePoint", present the cost, steer toward the hybrid (SP Online
  working set + Seafile bulk) unless a hard requirement forces a full move.

## Reference Information

- Syncro customer: https://computerguru.syncromsp.com/customers/23331699
- Schedules: 509659 (managed $543.50/mo), 499925 (OIT phone $45.44/mo)
- M365 tenant: rrs-law.com (~3 seats, Exchange Online)
- Generic MS storage pricing used: SharePoint pool = 1 TB + 10 GB/user; Extra File Storage
  $0.20/GB/mo (CSP-monthly ~$0.24/GB); M365 Archive ~$0.05/GB + retrieval. Verify current MS pricing.
