Legal Health Check Form

First name

Last name

Email

Company name

2. Stage of Business

Just starting out

Operating 2-4 years

Established and optimizing

Scaling/growing

3. Business Structure & Setup (select all that apply)

I have formally registered my business (LLC, Corp, etc.)

I have an operating agreement, articles of incorporation or bylaws in place

I have an EIN and business bank account

I’ve clearly documented ownership and roles

None of the above

4. Contracts & Agreements (select all that apply)

I use written contracts for all client, partner, or vendor relationships

I have a service agreement or client terms in place

I’ve reviewed or updated my contracts within the past 12 months

I have NDAs or appropriate IP clauses in place

None of the above

5. Intellectual Property & Branding (select all that apply)

My business name, logo, or creative work is trademarked or in process

I understand copyright, trademark, and trade secrets and protect them all before doing business

I understand licensing and own all digital assets, content, and branding rights

IP protection is needed

6. Ongoing Legal Maintenance (select all that apply)

I’m clear on my business’s legal obligations and prefer to DIY and assistance as needed

proactive legal prevention versus reactive fixes

I prefer assistance to grow

7. Your Top Legal Priority Right Now (select up to two)

Business entity setup or restructure

Creating contracts that truly protect me

Protecting brand, content, or IP

Ensuring legal compliance

Ongoing legal support on demand

8. Preferred Type of Legal Support

I prefer guided DIY tools and educational resources

I want a comprehensive done-for-you package

I need flexible, on-demand legal guidance as I grow

I'm not sure

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