Corporate Formation
File formation documents, maintain governance records, and keep registrations current.
- Draft formation documents
- File articles with the state
- Obtain an EIN
Compliance Checklists
Work through curated legal tasks tailored to growing businesses. Each checklist includes due dates and short explanations so you can stay audit-ready without second-guessing the next step.
Securities & Fundraising
Comply with federal and state securities laws, file Form D, and honor investor disclosures.
- Approve the fundraising plan
- Prepare offering materials
- Collect executed investment agreements
Employment Law
Classify workers properly, follow wage and hour rules, and implement anti-discrimination policies.
- Confirm worker classification
- Prepare offer or contractor agreements
- Complete Form I-9
Data Privacy & Security
Publish privacy policies, honor user rights, and safeguard data under GDPR, CCPA and similar laws.
- Map personal data flows
- Publish a compliant privacy policy
- Implement cookie consent controls
Intellectual Property
Protect trademarks, copyrights, and patents; use NDAs and respect third-party IP.
- Conduct trademark clearance
- File trademark applications
- Secure domains and handles
Tax Compliance
Register for federal and state taxes, keep accurate books, and file required returns on time.
- Register for an EIN
- Open state and local tax accounts
- Collect sales tax permits