Client Business Assessment Part 6
LEGAL MANAGEMENT SYSTEM
“Ensures compliance to and legitimizes building a solid, thriving business.”
Email address
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Name
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What is your business legal entity structure (Sole Proprietor, LLC, S-corp, C-corp)
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How did you choose your legal entity?
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When was the last time an accountant or attorney reviewed it for accuracy and what's best for you?
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Do you have client agreements in place?
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Do you have a client release form?
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Do you have a non-disclosure agreement?
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Do you have a trade secrets and IP clauses in all contracts with clients to avoid violation and discuss limited licensing of your IP?
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Do you have legal counsel for your important business matters?
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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?
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Do you have business insurance? What kind(s) and what coverage levels/amounts?
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Do you have a privacy policy on your website?
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Do you have a terms of use policy on your website and/or on file for your business?
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Have you protected your brand and key brand messaging?
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Yes
No
Maybe
If you answered yes, how did you protect it?
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Do you understand and have trademark protection for your intellectual property?
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Do you own trademarks for your business name, products or other signature systems/intellectual property?
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Do you have a vision to license your Intellectual Property in some facet?
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Yes
No
Maybe
Do you have a work for hire agreement/employment agreement for your employees – 1099 and other?
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Do you have a Joint Venture agreement on file to use when you meet the perfect strategic partner?
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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?
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How often do you meet with your small business and/or Intellectual property attorney to validate the compliance of your company?
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