Client Business Assessment Part 6 - Legal Management System

Client Business Assessment Part 6

LEGAL MANAGEMENT SYSTEM
“Ensures compliance to and legitimizes building a solid, thriving business.”
Email address*
Name*
What is your business legal entity structure (Sole Proprietor, LLC, S-corp, C-corp)*
How did you choose your legal entity?*

When was the last time an accountant or attorney reviewed it for accuracy and what's best for you?*
Do you have client agreements in place?*
Do you have a client release form?*
Do you have a non-disclosure agreement?*
Do you have a trade secrets and IP clauses in all contracts with clients to avoid violation and discuss limited licensing of your IP?*

Do you have legal counsel for your important business matters?*
Were your legal agreements written and/or reviewed by an attorney to ensure protection by your state and local governments and protection for your business?*
Do you have business insurance? What kind(s) and what coverage levels/amounts?*
Do you have a privacy policy on your website?*

Do you have a terms of use policy on your website and/or on file for your business?*
Have you protected your brand and key brand messaging?*

YesNoMaybe
If you answered yes, how did you protect it?*
Do you understand and have trademark protection for your intellectual property?*

Do you own trademarks for your business name, products or other signature systems/intellectual property?*
Do you have a vision to license your Intellectual Property in some facet?*

YesNoMaybe
Do you have a work for hire agreement/employment agreement for your employees – 1099 and other?*
Do you have a Joint Venture agreement on file to use when you meet the perfect strategic partner?*

If you are a speaker, do you have a speaking agreement/contract?
If you write proposals, do you have a proposal template that you refer to?
Do you use DocuSign or EchoSign to have all of your agreements signed systematically?*
How often do you meet with your small business and/or Intellectual property attorney to validate the compliance of your company?*
Should be Empty: