Client Help Center Client Help Center

Legal & Compliance Templates

Corporate Records
Use this template to set up a secure, shared repository for your company...
Company Forms Library
Use this template to give your team a definitive source for the forms an...
Patent Prosecution (US)
Use this solution to track and manage the prosecution of US patents with...
California Privacy Law Compliance
This checklist structures an assessment of compliance with California pr...
Outside Counsel Engagement
This solution provides a secure workspace to collect and store tasks and...
Legal Hold (Template)
Use this template workroom to manage the process of creating, confirming...
Valuation Appraisal 409A (Template)
This solution provides a central place to collect and work with company ...
Non-Disclosure Agreement Review (Template)
  This solution provides a comprehensive checklist to review a Non-Discl...
Secure Data Room
This solution provides a secure space for a third-party to review compan...
Board Room (Template)
This template provides a workspace for the Board of Directors, organizin...
Contract Review Checklist (General Commercial)
This solution provides a comprehensive checklist to review a general com...
Employee Departure (Template)
Use this solution to manage your employee departure process. Each time a...
Subpoena Response (Template)
  Follow this checklist and file structure when your company receives a ...
Risk Management for Corporate Legal
Assess and organize your legal department's risk management efforts with...
Outside Counsel Coordination
Use this solution to track and manage deadlines and organize work produc...
Due Diligence Checklist (VC Financing)
Conduct due diligence efficiently with this comprehensive checklist and ...