We have started collecting a library of stock templates available for our clients to use so you can get started ASAP.
Here is a list of the templates we have available and we are happy to copy them into your account if you are interested.
A few things to note:
- Even if they aren't exactly what you are looking for, it can be a good starting point if you are looking to build something similar.
- For the document outputs that are not in your jurisdiction, you can often still use the same questionnaire to output the information into your document template.
Template Category | Template Name | Description |
| Intake | Intake Questionnaire/ Engagement Letter | Questionnaire + Intake Question Summary and an Engagement Letter documents |
| Corporate | Independent Contractor Agreement | Questionnaire + California Output Document |
| Corporate | Non-Disclosure Agreement | Questionnaire+ General NDA Output Document |
| Corporate | Employment Agreement | Questionnaire + California Output Document |
| Corporate | Non-profit Intake | Questionnaire |
| Corporate | Privacy Policy | Questionnaire |
| Corporate | Terms of Use | Questionnaire |
| IP | Trademark Intake | Questionnaire |
| Estate Law | Last Will & Testament - Married | Questionnaire |
| Estate Law | Last Will & Testament - Individual | Questionnaire |
| Estate Law | Jointly Settled Revocable Trust | Questionnaire |
| Estate Law | Durable Health Care POA | Questionnaire |
| Estate Law | Durable Financial POA | Questionnaire |