Small Business Legal Needs Assessment
Running a business means making decisions every day — some routine, some complex. This assessment helps us understand how your business operates so we can recommend the level of legal support that fits your needs today. There are no right or wrong answers. Just check what applies. You can check multiple boxes in some sections. Completing this from will take 3 minutes of your time.
Business Structure & Leadership
Ownership
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I am the sole owner
I have one partner
I have multiple partners
We have officers or a leadership team
Designated Spokespersons
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Just me
1–2 additional people
3–5 people
6 or more people
Employees & Contractors
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No employees
1–5 employees
6–15 employees
16+ employees
I use independent contractors
Business Stage
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Just starting
Established and stable
Actively growing
Planning significant expansion in the next 12–24 months
Geographic Reach
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Operate in one state only
Provide services across state lines
Sell products across state lines
Planning multi-state expansion
Contracts, Documents, Agreements and Support
Approximately how many contracts or agreements do you review or sign each year?
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1–5
6–12
13–24
25+
Document Complexity
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Most documents are short and simple
Some documents exceed 30 pages
I regularly deal with complex agreements
Common Documents
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Vendor agreements
Customer contracts
Employment agreements
Independent contractor agreements
Commercial leases
Investor or partnership agreements
Document Efficiency
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I rarely use e-signatures
I use e-signatures occasionally
I frequently use e-signatures
Unlimited e-signatures would be helpful
Online Notarization
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Rarely needed
1–2 times per year
3–10 times per year
Frequently
Specialized Legal Topics, IRS & Government Matters
Do you anticipate needing guidance beyond everyday business questions?
Tax matters
Intellectual property (trademarks, copyrights, patents)
Immigration
Securities or investor-related matters
Regulatory or compliance issues
Not at this time
Other
If yes, how much and what type of guidance?
I may need guidance once or twice per year
I would want multiple focused consultations annually
I’ve experienced an IRS audit before
I want representation support if audited
Audit protection would give me peace of mind
Other
Disputes, Enforcement & Collections
Demand Letters or Legal Contact
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I’ve never needed a lawyer to contact someone on my behalf
I’ve needed occasional demand letters
I deal with disputes multiple times per year
Collections
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Customers rarely owe me money
I occasionally need help collecting unpaid invoices
I regularly deal with unpaid invoices
I extend credit to customers
Litigation Exposure
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I’ve never been named in a lawsuit
I’ve been named in a lawsuit before
My industry has a higher litigation risk
I want strong trial support built in
Preventative Protection & Planning
Business Health Check
I would value a structured legal and compliance review
An annual check-in would be helpful
I’d prefer multiple check-ins per year
Coverage Preference
I prefer lean coverage and can upgrade later
I prefer coverage that gives room to grow
I want maximum built-in protection and predictability
Personal & Business Coverage
I would like my personal legal coverage connected to my business plan
One owner needs bundled personal coverage
Two owners need bundled personal coverage
Not needed
If you would like to be contacted to review your needs assessment, please complete the section below and we'll schedule some time to go over the details and suggest one of our small business legal plans.
Business Name
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Contact Name
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First Name
Last Name
Phone Number
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Please enter a valid phone number.
Format: (000) 000-0000.
Email Address
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example@example.com
Submit
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