Rally Knowledge Base

Available Stock Templates

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
IntakeIntake Questionnaire/ Engagement LetterQuestionnaire + Intake Question Summary and an Engagement Letter documents
CorporateIndependent Contractor AgreementQuestionnaire + California Output Document
CorporateNon-Disclosure AgreementQuestionnaire+ General NDA Output Document
CorporateEmployment AgreementQuestionnaire  + California Output Document
CorporateNon-profit IntakeQuestionnaire
CorporatePrivacy PolicyQuestionnaire
CorporateTerms of UseQuestionnaire
IPTrademark IntakeQuestionnaire
Estate LawLast Will & Testament - MarriedQuestionnaire
Estate LawLast Will & Testament - IndividualQuestionnaire
Estate LawJointly Settled Revocable TrustQuestionnaire
Estate LawDurable Health Care POAQuestionnaire
Estate LawDurable Financial POAQuestionnaire

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