A new kind of law firm. Built for business.

✓ Onboarding consultation

✓ Unlimited email advisory

✓ 2 Kinser Marchant Risk Analyses™/mo (up to 15 pages)

✓ 1 Revision Markup — Select Provisions (up to 3 provisions)

✗ No consultations

✗ No negotiation guidance

Estimated à la carte value: $2,650/mo

✓ 10% off all flat fee products

Email Advisory

Straightforward operational questions. Practical direction — not formal opinions or research. 2 business day response.

✓ Onboarding consultation

✓ Unlimited email advisory

✓ 1 consultation/mo (30 min)

✓ 4 Kinser Marchant Risk Analyses™/mo (up to 15 pages)

✓ 1 Kinser Marchant Risk Analysis™/mo (16–30 pages)

✓ 2 Revision Markup — Select Provisions (up to 3 provisions each)

✓ 1 Negotiation Guidance — Select Provisions (up to 3 provisions)

Estimated à la carte value: $7,200/mo

✓ 15% off all flat fee products

+ Outside counsel oversight available ($595/mo)

Email Advisory

Expanded scope — strategic and operational advisory on business decisions. 1 business day response.

✓ Onboarding consultation

✓ Unlimited priority email advisory

✓ 2 consultations/mo (30 min each)

✓ 8 Kinser Marchant Risk Analyses™/mo (up to 15 pages)

✓ 2 Kinser Marchant Risk Analyses™/mo (16–30 pages)

✓ 2 Revision Markup — Select Provisions (up to 3 provisions each)

✓ 1 Full Revision Markup (up to 15 pages)

✓ Negotiation Guidance — 2 documents/mo

✓ Quarterly business check-ins

✓ Outside counsel oversight (included)

Estimated à la carte value: $14,733/mo

✓ 20% off all flat fee products

Priority Email Advisory

Strategic advisory — your attorney knows your business. Same business day response (before 2pm CT).

✓ Onboarding consultation

✓ Unlimited email advisory

✓ 1 Kinser Marchant Risk Analysis™/mo (up to 15 pages)

✓ 1 Policy Compliance Review/mo

✓ 1 Full Revision Markup/mo (up to 15 pages)

✓ 1 Pre-Termination Risk Assessment/mo

✗ No consultations

✗ No negotiation guidance

Estimated à la carte value: $3,200/mo

✓ 10% off all flat fee products

Email Advisory

Straightforward HR and employment questions. Practical direction — not formal opinions or research. 2 business day response.

✓ Onboarding consultation

✓ Unlimited email advisory

✓ 1 consultation/mo (30 min)

✓ 3 Kinser Marchant Risk Analyses™/mo (up to 15 pages)

✓ 1 Kinser Marchant Risk Analysis™/mo (16–30 pages)

✓ 2 Policy Compliance Reviews/mo

✓ 1 Full Revision Markup/mo (up to 15 pages)

✓ 1 Revision Markup — Select Provisions (up to 3 provisions)

✓ 1 Negotiation Guidance — Select Provisions (up to 3 provisions)

✓ 2 Pre-Termination Risk Assessments/mo

Estimated à la carte value: $8,800/mo

✓ 15% off all flat fee products

+ Outside counsel oversight available ($595/mo)

Email Advisory

Expanded scope — strategic HR advisory on workforce decisions. 1 business day response.

✓ Onboarding consultation

✓ Unlimited priority email advisory

✓ 2 consultations/mo (30 min each)

✓ 4 Kinser Marchant Risk Analyses™/mo (up to 15 pages)

✓ 2 Kinser Marchant Risk Analyses™/mo (16–30 pages)

✓ 3 Policy Compliance Reviews/mo

✓ 2 Full Revision Markups/mo (up to 15 pages)

✓ 2 Revision Markup — Select Provisions (up to 3 provisions each)

✓ Negotiation Guidance — 2 documents/mo

✓ 4 Pre-Termination Risk Assessments/mo

✓ Quarterly business check-ins

✓ Outside counsel oversight (included)

Estimated à la carte value: $15,583/mo

✓ 20% off all flat fee products

Priority Email Advisory

Strategic HR advisory — your attorney knows your workforce. Same business day response (before 2pm CT).

✓ Onboarding consultation

✓ Unlimited email advisory

✓ 4 Kinser Marchant Risk Analyses™/mo (up to 15 pages)

✓ 2 Revision Markup — Select Provisions (up to 3 provisions each)

✓ 2 Negotiation Guidance — Select Provisions (up to 3 provisions each)

✗ No consultations

✗ No Full Revision Markup

Estimated à la carte value: $5,500/mo

✓ 10% off all flat fee products

Email Advisory

Straightforward contract questions. Practical direction — not formal opinions or research. 2 business day response.

✓ Onboarding consultation

✓ Unlimited email advisory

✓ 1 consultation/mo (30 min)

✓ 5 Kinser Marchant Risk Analyses™/mo (up to 15 pages)

✓ 2 Kinser Marchant Risk Analyses™/mo (16–30 pages)

✓ 1 Full Revision Markup/mo (up to 15 pages)

✓ 2 Revision Markup — Select Provisions (up to 3 provisions each)

✓ 2 Negotiation Guidance — Select Provisions (up to 3 provisions each)

Estimated à la carte value: $10,850/mo

✓ 15% off all flat fee products

Email Advisory

Expanded scope — strategic advisory on contract decisions. 1 business day response.

✓ Onboarding consultation

✓ Unlimited priority email advisory

✓ 2 consultations/mo (30 min each)

✓ 10 Kinser Marchant Risk Analyses™/mo (up to 15 pages)

✓ 3 Kinser Marchant Risk Analyses™/mo (16–30 pages)

✓ 2 Full Revision Markups/mo (up to 15 pages)

✓ 2 Revision Markup — Select Provisions (up to 3 provisions each)

✓ Negotiation Guidance — 3 contracts/mo

✓ Quarterly business check-ins

Estimated à la carte value: $19,733/mo

✓ 20% off all flat fee products

Priority Email Advisory

Strategic advisory — your attorney knows your contracts. Same business day response (before 2pm CT).

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: At-will employment statement, equal employment opportunity policy, anti-harassment and discrimination policy, complaint and investigation procedures, FMLA and leave policies, ADA accommodation process, progressive discipline policy, compensation and pay practices, PTO and leave accruals, benefits summary, remote work provisions (if applicable), code of conduct, technology and social media use, confidentiality obligations, drug and alcohol policy, timekeeping policy, overtime policy, meal and rest break policy, off-the-clock work policy, anti-retaliation policy, whistleblower protection policy, safety and workplace violence policy, inclement weather / emergency closure policy, expense reimbursement policy, company property return policy, introductory period / evaluation period, travel and business expense policy, non-solicitation / conflict of interest, acknowledgment and receipt page. All policies Oklahoma-law compliant. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: At-will employment statement, EEO policy, anti-harassment policy with complaint procedure, basic leave provisions (FMLA eligibility notice, PTO), discipline and termination procedures, pay practices, technology use policy, confidentiality, attendance and punctuality policy, basic safety / workplace violence policy, introductory period / evaluation period, company property return policy, expense reimbursement (basic, non-wage-law), inclement weather / office closure policy, acknowledgment page. Oklahoma-law compliant. Designed for employers with fewer than 25 employees. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

Review of existing handbook against current federal and Oklahoma law, identification of compliance gaps, recommended policy additions or revisions, written compliance update memo summarizing changes, revised policy language for up to 5 policies.

Not included

Full rewrite of handbook — that is priced as a new Comprehensive or Startup Handbook.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Position title and reporting structure, compensation (base salary or hourly rate), bonus eligibility (if any), benefits summary reference, start date, at-will employment statement, offer contingencies (background check, drug test, I-9 verification), integration clause (no other promises). This deliverable also includes standard provisions/content appropriate for this type of product.

Not included

Equity grants or severance terms — those require an Employment Agreement.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Position and duties, compensation and bonus structure, expense reimbursement, at-will statement with notice provisions, confidentiality and IP assignment obligations, non-solicitation of employees and customers, outside employment restrictions, termination procedures (with and without cause), applicable policies incorporated by reference, dispute resolution, governing law. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Base salary, bonus and incentive structure (formula or target), equity or equity-like provisions, benefits and perquisites, severance provisions (termination without cause and change of control), clawback obligations, non-compete (with Oklahoma enforceability analysis), non-solicitation, IP assignment, tail coverage (D&O insurance), confidentiality, governing law. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Affirmation of at-will status, confirmation that no other agreements or representations alter that status, integration clause, employee signature and date. Simple standalone acknowledgment. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: DOL primary beneficiary test compliance language, learning objectives aligned with academic training, supervision requirements, intern's acknowledgment of unpaid status (if applicable), confidentiality obligations, IP ownership of any work product, no employment relationship acknowledgment, termination provisions. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Post-employment non-compete (scope, geography, duration with Oklahoma compliance), non-solicitation of employees, non-solicitation of customers, non-disparagement, confidentiality obligations (perpetual), return of property, injunctive relief remedy, severability (blue-pencil provision for Oklahoma courts). This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Confidentiality obligations (definitions, scope, perpetual term), IP assignment (all inventions, work product, and improvements created during employment assigned to employer), disclosure obligation for inventions created after employment that relate to employer's business, return of property and information, non-solicitation of employees, governing law. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Employee-specific confidentiality, definition of trade secrets and confidential information, specific categories of protected business information, obligations during and after employment, return of materials, remedies including injunctive relief, governing law. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Mandatory arbitration of employment disputes (discrimination, wage claims, wrongful termination), class and collective action waiver, carve-outs for workers' compensation and unemployment claims, delegation clause (arbitrator decides arbitrability), AAA Employment Arbitration Rules reference, cost-sharing provisions, governing law. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared, reusable template set the Company owns and uses for every individual separation. It contains a Separation Agreement and General Release — severance amount and payment terms; general release of federal and state claims (Title VII, ADA, FMLA, ADEA, and their Oklahoma equivalents); non‑disparagement (mutual); cooperation; reference‑check procedures; COBRA notice reference; return of property; confidentiality of agreement terms; non‑admission; and Oklahoma governing law and forum — together with an ADEA/OWBPA Addendum for employees age 40 and older (specific age‑claim waiver, 21‑day consideration period, 7‑day revocation right, written advice to consult counsel, and severance beyond what the employee is already owed), a set of optional add‑on provisions, and instructions on which form to use by employee age and how to execute. This deliverable also includes standard provisions/content appropriate for this type of product.

Not included

Group or reduction‑in‑force separations (two or more employees) — those require the Group Separation Add‑On. Advice on any specific termination decision, negotiation with a departing employee, or payroll, benefits, or COBRA administration.

What's included

An add‑on to the Employee Separation Agreement for separating two or more employees together (below WARN Act scale). A finalized, attorney‑prepared, reusable set the Company owns, containing a Group OWBPA Addendum (45‑day group consideration period, 7‑day revocation, and knowing‑and‑voluntary group‑program provisions); a § 626(f)(1)(H) Informational Disclosure Schedule as a client‑run fillable form (decisional unit, eligibility factors, time limits, and the job titles and ages of those selected and not selected); a Decisional‑Unit Determination Worksheet with a worked example; a Disparate‑Impact Self‑Review Worksheet (adverse‑impact / four‑fifths check with a worked example); and group‑use instructions. This deliverable also includes standard provisions/content appropriate for this type of product.

Not included

WARN Act analysis for larger layoffs — that is the WARN Compliance Add‑On. Requires the Employee Separation Agreement to operate.

What's included

An add‑on for group separations approaching federal WARN Act scale. A finalized, attorney‑prepared, reusable template containing a WARN applicability self‑screen — a client‑run decision‑tree covering the employer‑size, mass‑layoff, and plant‑closing thresholds, the single‑site and 90‑day aggregation rules, and the statutory exceptions — a notice‑timing framework (the 60‑day requirement and who must receive notice), and instructions on running the screen. This deliverable also includes standard provisions/content appropriate for this type of product.

Not included

Drafting or serving the actual WARN notices for a specific layoff — a separate engagement. Requires the Group Separation Add‑On.

What's included

The complete, integrated severance system — everything a company needs for any separation, individual or group, at any size — as one attorney‑prepared, reusable template system the Company owns. It combines the Employee Separation Agreement (base release, ADEA/OWBPA addendum, and optional provisions), the Group Separation Add‑On (45‑day group addendum, § 626(f)(1)(H) disclosure schedule, decisional‑unit worksheet, and disparate‑impact self‑review), and the WARN Compliance Add‑On (applicability self‑screen and notice‑timing framework), with one unified instruction guide covering every scenario. Because it is built as one integrated system, it is priced below buying the three pieces separately. This deliverable also includes standard provisions/content appropriate for this type of product.

Not included

Drafting or serving WARN notices for a specific layoff, conforming a document to a specific employee or group, negotiation with any departing employee, or payroll, benefits, or COBRA administration — each available as a separate engagement.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Sequenced checklist for involuntary and voluntary separations — property return (laptop, badge, keys, credit cards), systems access revocation, final paycheck timing (Oklahoma law), COBRA notice obligations and timing, benefits continuation information, reference policy reminder, non-disparagement reminder, unemployment response procedures. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Review of stated reason for termination against employee's personnel history, protected class and retaliation risk screening (Title VII, ADA, FMLA, ADEA, workers' compensation, whistleblower), recent complaint or leave activity flagging, documentation sufficiency assessment, risk level determination (proceed, proceed with conditions, hold), delivered as a written risk memo or verbal assessment with follow-up confirmation. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Employee request form (symptoms, functional limitations, accommodation requested), interactive process documentation checklist, medical information authorization form, decision letter templates (approved, approved with modification, denied with explanation), undue hardship analysis framework, confidentiality of medical information procedures, direct threat assessment framework. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Attendance and punctuality expectations, call-in notification procedures (advance notice, who to contact, how), unexcused absence definition, tardiness definition and tracking, FMLA/ADA leave cross-reference, progressive discipline trigger points for attendance violations. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: FCRA-required pre-adverse action notice, authorization and disclosure forms, adverse action letter template, individualized assessment framework, permissible purpose statement, record retention requirements, state and local ban-the-box compliance note. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: State and local law disclosure notices where required beyond federal FCRA, applicant acknowledgment and authorization form, scope of background check disclosure. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Cleanliness expectations, refrigerator clean-out schedule, shared equipment care, food labeling requirements, respectful use of shared resources. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Eligible devices and enrollment requirements, employer's right to remotely wipe device upon separation or security incident (employee consent), data segregation between personal and company data, acceptable use restrictions on enrolled devices, security requirements (PIN, encryption, MDM enrollment), employee responsibility for personal data backup before wipe. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Professional behavior standards, conflicts of interest policy, gifts and entertainment rules, accuracy of records obligation, confidentiality obligations, anti-fraud and anti-corruption statement, social media and public communications guidelines, reporting violations and non-retaliation, acknowledgment. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Eligible participants, calculation methodology (formula, quota, revenue basis), payment timing and frequency, clawback provisions (charge-backs on returned sales), forfeiture on termination (must be employed on payment date), plan amendment rights (employer may modify prospectively), dispute resolution for calculation disputes, Oklahoma wage law compliance. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Itemized list of company property assigned to employee at hire (laptop, badge, phone, keys, credit card, vehicle), employee acknowledgment of receipt and condition, return obligation and procedure on separation. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Authorized use of company systems and equipment, prohibited uses (personal business, inappropriate content, unauthorized software), monitoring notice (employer may monitor all use on company systems), password and security requirements, data storage obligations, personal device use on company networks, consequences for violations. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: ADA-required separation of medical files from personnel files, FMLA medical record confidentiality, limited disclosure rules (supervisors re: restrictions, safety personnel re: emergency), HIPAA-adjacent handling guidance for non-covered employers, record retention and destruction procedures. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Definition of confidential business information and trade secrets, employee obligations during and after employment, permitted disclosures, data handling and storage requirements, obligations upon termination (return, destruction), consequences for violations, governing law. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Password complexity and rotation requirements, multi-factor authentication obligations for covered systems, prohibited behaviors (sharing passwords, using personal accounts for company business), phishing and social engineering awareness, incident reporting obligations, device encryption requirements. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Defined retention periods by document/data category (employment records, financial records, contracts, emails), legal hold procedures (suspend destruction when litigation is anticipated), approved destruction methods (shredding, certified electronic wiping), third-party vendor disposal requirements, recordkeeping responsibility assignments. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Baseline professional appearance standards, safety-related dress requirements (closed-toe shoes, no loose clothing near machinery), religious and disability accommodation cross-reference, client-facing vs. non-client-facing distinctions (if applicable), consequences for violations. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Prohibited conduct (use, possession, impairment during work or on premises), testing types covered (pre-employment, reasonable suspicion, post-accident, random), Oklahoma Standards for Workplace Drug and Alcohol Testing Act compliance, MRO process reference, consequences of positive test or refusal, prescription medication disclosure procedure, employee assistance program reference. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Approved e-signature platforms, document categories that may be e-signed, document categories requiring wet signatures, employee authorization levels for binding documents, retention of signed documents, audit trail requirements. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Equal pay standards across gender and protected classes, pay transparency commitments (where required by applicable state law), prohibition on pay secrecy policies (NLRA-compliant), pay equity review procedures, complaint and investigation process. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Workstation setup standards, self-assessment checklist, procedure for requesting ergonomic evaluation, available accommodations and equipment, injury prevention goals, reporting musculoskeletal discomfort early. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: FLSA salary basis and salary level tests, duties tests for each exemption category (executive, administrative, professional, outside sales, computer), reclassification procedures and retroactive pay obligations, manager notification requirements, annual review trigger. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Covered expense categories, receipt and documentation requirements, submission deadlines, approval authority by dollar threshold, non-reimbursable items, IRS accountable plan compliance. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Employee eligibility requirements (12 months, 1,250 hours, 50 employees within 75 miles), qualifying reasons for leave (serious health condition, bonding, military exigency), notice and certification procedures, forms pack (eligibility notice, rights and responsibilities notice, designation notice, medical certification forms, return-to-work certification), pay during leave (use of accrued PTO), benefit continuation, reinstatement rights, intermittent leave procedures. Oklahoma law supplement where applicable. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Prohibited conduct definitions (sexual harassment, hostile work environment, quid pro quo, discrimination based on all protected classes under federal and Oklahoma law), complaint procedures (multiple reporting channels), investigation process, confidentiality protections during investigation, anti-retaliation protections, disciplinary consequences up to termination, training requirements reference. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: PHI handling obligations for covered entities and business associates, minimum necessary standard, access controls, disclosure restrictions, breach identification and internal reporting procedure, training requirements, sanctions for violations. Not a substitute for a full HIPAA compliance program. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Job requisition and approval process, EEO and non-discriminatory job posting requirements, interview panel composition, prohibited interview questions reference, offer letter approval chain, background check sequencing, I-9 and onboarding checklist reference. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: List of observed holidays, eligibility requirements, holiday pay calculation for non-exempt employees, part-time employee eligibility, floating holiday provisions (if applicable), holiday work premium pay provisions. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Step-by-step I-9 completion procedures (Section 1 by employee Day 1, Section 2 by employer by Day 3), List A/B/C document identification guide, remote hire procedures (authorized representative process), re-verification procedures for temporary work authorization, retention schedule (3 years from hire or 1 year from separation, whichever is later), self-audit checklist for existing I-9 files. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Reporting timeline requirements, first report of injury process, near-miss reporting (encouraged, no discipline), root-cause analysis procedure, corrective action tracking, OSHA recordkeeping integration, workers' compensation first report of injury cross-reference. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Decision-making authority and communication chain, pay obligations for non-exempt employees if office closes (Oklahoma wage law), remote work during closures, essential employee designations, tardiness leniency procedures during severe weather. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: IRS 20-factor behavioral and financial control language, DOL economic reality test considerations incorporated into agreement structure, contractor's obligation to pay own taxes, no benefits or workers' comp coverage acknowledgment, scope of services, IP assignment, confidentiality, insurance (GL, named additional insured), termination provisions. This deliverable also includes standard provisions/content appropriate for this type of product.

Not included

Formal misclassification risk legal analysis — that is included in the Custom version.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: IRS and DOL classification factor checklists, required pre-engagement approval process, documentation requirements, misclassification risk escalation procedure. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: FLSA break time for nursing mothers requirements, private space requirements (not a bathroom, shielded from view), reasonable break time provisions, anti-retaliation protections, employee request procedure, accommodation documentation. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Eligibility for light duty (work-related injury or illness), medical clearance requirements, duration of light duty assignment, available light duty positions, workers' compensation integration, pay during light duty, return to full duty procedures. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Break schedule (rest periods and meal periods — Oklahoma has no mandatory meal break law for adults, but policy sets employer's voluntary standard), compensability rules, prohibition on working through meal breaks without compensation, manager responsibilities. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: IRS standard mileage rate adoption, mileage log requirements, commute exclusion, submission deadline, approval procedures. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Definition of compensable work time, prohibition on working before clocking in or after clocking out, prohibition on manager pressure to work off the clock, reporting mechanism for off-the-clock work observed or requested, consequences for violations, Oklahoma wage law compliance. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Statement encouraging early escalation of workplace concerns, escalation path (supervisor → HR → executive), anti-retaliation protections for raising concerns, alternative reporting channels reference. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Employer and employee safety responsibilities, hazard identification and reporting, injury and illness recordkeeping obligations (OSHA 300 log), required safety training framework, incident investigation procedures, OSHA inspection response procedures, anti-retaliation protections for safety complaints. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: FLSA overtime eligibility (non-exempt employees only), authorization requirements (pre-approval by manager), calculation method (1.5x regular rate for hours over 40 in workweek), prohibition on off-the-clock work, Oklahoma wage law compliance. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Specific measurable performance objectives, defined improvement timeline, support and resources employer will provide, milestone check-in schedule, consequences of failure to meet objectives, employee acknowledgment section, HR and manager sign-off. Designed as a standalone form, not a narrative document. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Permitted personal phone use (breaks, emergencies), prohibition on personal use during customer-facing duties or safety-sensitive tasks, no photography in restricted areas, consequences for excessive personal use. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Covered conditions under PWFA and ADA, interactive process procedures, examples of reasonable accommodations (modified duties, schedule, equipment), temporary light duty procedures, lactation accommodation cross-reference, medical documentation procedures, confidentiality of medical information, anti-retaliation protections. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Defined disciplinary steps (verbal warning, written warning, final written warning/suspension, termination), documentation requirements for each step, manager authority and HR involvement thresholds, discretion statement (employer may skip steps based on severity), performance vs. conduct distinction, grievance and appeal procedure reference, governing law. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Accrual rates by tenure or employment class, eligibility waiting period, carryover limits and forfeiture rules, payout on termination (Oklahoma law compliance), request and approval procedures, blackout periods, interaction with FMLA and ADA leaves, sick leave and Oklahoma law. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Authorized spokespersons (HR only), permissible information to share (dates of employment, job title, eligibility for rehire only), prohibition on providing substantive references without written authorization, defamation risk avoidance procedures, documentation of all reference responses. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Definition of sincerely held religious belief, practice, or observance, employee request and documentation process, interactive process procedures, examples of reasonable accommodations (schedule modifications, dress code exceptions, shift swaps, duty reassignments), undue hardship analysis framework, decision documentation, anti-retaliation protections. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Eligibility criteria and approval process, home office requirements and self-certification, core hours and communication expectations, security and equipment obligations, in-office day requirements (hybrid), expense reimbursement cross-reference, right to modify or revoke arrangement. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Eligibility criteria and approval process, performance expectations, core hours and availability requirements, equipment and technology responsibilities, data security requirements (VPN, encrypted storage, clean desk), expense reimbursement provisions, workers' compensation applicability, right to modify or terminate remote work arrangement, governing law. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Reimbursable expense categories (internet, phone, office supplies), approval and documentation requirements, submission timeline, IRS accountable plan compliance (no income inclusion), non-reimbursable items, interaction with Oklahoma wage payment law. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Oklahoma-specific tornado warning levels (watch vs. warning), shelter-in-place locations and procedures, employee assembly and accountability, communication chain during severe weather, client/visitor notification, post-event reentry procedures, business continuity reference. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Definition of sexual harassment (quid pro quo and hostile work environment), examples of prohibited conduct (verbal, physical, visual), third-party harassment coverage (vendors, customers), complaint reporting channels (multiple, including HR bypass options), investigation procedures, anti-retaliation protections, consequences up to immediate termination. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Prohibition on smoking, vaping, and tobacco use on premises and within designated distance of entrances, Oklahoma Clean Indoor Air Act compliance, designated smoking areas (if applicable), consequences for violations. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Distinction between personal and company social media accounts, confidentiality obligations (no disclosure of trade secrets or non-public business information), required disclaimers on personal accounts discussing employer or industry, NLRA-compliant language (employees retain right to discuss wages and working conditions), prohibited conduct (harassment, defamation, false statements about employer or competitors), monitoring notice, consequences of violations. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Non-exempt employee timekeeping obligations, approved timekeeping system/method, prohibition on rounding abuse, manager approval requirements, prohibition on altering or falsifying records, consequences for violations. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Per diem rates (reference to IRS standard rates or company rates), receipt requirements above threshold, approved travel booking procedures, advance approval requirements, personal days during business travel treatment. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Definitions of compensable travel (home-to-work exclusion, special one-day travel, overnight travel rules), non-exempt employee application, manager approval for travel time recording, governing FLSA standards. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Visitor check-in and badge procedures, escort requirements in secure areas, parking space assignments and visitor parking designation, prohibited items on premises. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Prohibition on weapons on company premises, Oklahoma's parking lot law compliance (employees may keep firearms in locked vehicles), visitor and contractor obligations, reporting of weapons-related threats, consequences for violations, interface with workplace violence policy. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Internal reporting channels (anonymous if possible), protected activity definitions, anti-retaliation protections, manager obligations upon receiving report, investigation procedures, external reporting rights preserved (OSHA, SEC, EEOC), false reports prohibition. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Definition of workplace bullying and uncivil conduct, prohibition on repeated demeaning behavior, intimidation, exclusion, and verbal abuse, NLRA carve-out (protected concerted activity), complaint and investigation procedures, consequences up to termination. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Professional communication standards, meeting and collaboration norms, shared space courtesy, noise levels, respectful disagreement expectations, client interaction standards. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Intake and complaint receipt procedures, impartiality requirements and conflict of interest recusal, investigator selection, confidentiality obligations of all participants, documentation and evidence preservation, timeline expectations, findings communication to parties, file retention. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Intake form (complainant information, nature of complaint, witnesses identified), investigation plan template, witness interview guide and documentation form, evidence collection log, findings memorandum template (credibility determinations, factual findings), recommended corrective action framework, closing communication templates, file retention and confidentiality guidelines. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Notice of employer's right to monitor company systems, email, internet, and phone use, camera surveillance notice (where applicable), GPS tracking notice for company vehicles, no expectation of privacy statement on company systems, legal compliance with Oklahoma wiretapping and monitoring laws. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Zero-tolerance statement, prohibited conduct definitions (threats, physical acts, intimidation), reporting obligations (employees must report), threat assessment team structure, response protocols (immediate safety, law enforcement notification), restraining order assistance policy, post-incident support resources. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Employee information fields, date of incident, specific policy or performance standard violated (with policy reference), factual description of the conduct or performance issue, prior warnings reference, expected behavior going forward, consequences of further violations, employee acknowledgment and signature block. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

Review of one existing employment policy against current federal and Oklahoma law, identification of compliance gaps and outdated provisions, risk assessment for each gap (exposure level if policy is challenged), recommended updates with specific statutory references, delivered as a written compliance memo.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Entity name and purpose, registered agent, management structure (member-managed vs. manager-managed), capital contributions and initial ownership percentages, profit/loss allocation, tax classification election (default or S-corp), distribution provisions, voting rights, transfer restrictions on membership interests, dissolution and winding-up procedures. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: All Single-Member provisions plus profit/loss allocation among members, preferred return provisions, capital call obligations, voting thresholds (including supermajority matters), drag-along and tag-along rights, right of first refusal on transfers, buy-sell trigger events (death, disability, voluntary exit, bankruptcy), valuation methodology for buyouts, deadlock resolution procedures, manager selection and removal. This deliverable also includes standard provisions/content appropriate for this type of product.

Not included

Complex equity waterfall structures or multiple class structures — those require a Custom document.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Board composition and election procedures, officer roles and authority, regular and special meeting requirements, quorum and voting thresholds, action by written consent, indemnification of directors and officers, D&O insurance authorization, amendment procedures, fiscal year designation. This deliverable also includes standard provisions/content appropriate for this type of product.

Not included

Shareholder rights or transfer restrictions — those belong in a Shareholder Agreement.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Share transfer restrictions (right of first refusal, right of first offer), drag-along rights (majority can compel minority to sell), tag-along rights (minority can join a sale), preemptive rights on new issuances, buy-sell provisions triggered by death, disability, termination, or divorce, valuation methodology (agreed formula, appraisal, or negotiated), deadlock resolution, approved transfer categories (estate planning, family transfers). This deliverable also includes standard provisions/content appropriate for this type of product.

Not included

Employment terms or compensation — those belong in an Employment Agreement.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Triggering events (death, disability, retirement, divorce, voluntary exit, involuntary transfer, bankruptcy), valuation methodology (fixed price, formula, or appraisal process), funding mechanism language (life insurance, installment, or lump sum), right of first refusal among owners, cross-purchase vs. entity-redemption structure, disability definition and waiting periods, non-compete obligations upon buyout. This deliverable also includes standard provisions/content appropriate for this type of product.

Not included

Actual life insurance policy procurement or funding — those are separate financial planning decisions.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Partnership name and principal place of business, partner contributions (cash, property, services), profit/loss allocation, distributions, management authority and voting, admission of new partners, withdrawal and dissociation procedures, non-compete and non-solicitation during and after partnership, dissolution and liquidation. This deliverable also includes standard provisions/content appropriate for this type of product.

Not included

Limited partnership structure or LP/GP distinctions — requires a Custom document.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Five template forms — regular board/manager meeting minutes, written consent in lieu of meeting, annual meeting minutes, special meeting minutes, officer election resolution. Customized with company name and standard approval language. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Definition of confidential information (broad, business-appropriate), mutual obligations of both parties, standard exclusions (publicly available, independently developed, received from third party), permitted disclosures (legal compulsion with notice), term of confidentiality obligation (survivorship beyond agreement term), return or destruction of materials obligation, remedies provision (injunctive relief), governing law. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Definition of confidential information, disclosing and receiving party obligations, standard exclusions, permitted legal disclosures with advance notice, confidentiality term and post-termination survival, return/destruction of materials, injunctive relief remedy clause, governing law. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Scope of services and deliverables, independent contractor status and tax acknowledgment, IP ownership (all work product assigned to client), confidentiality obligations, insurance requirements (contractor must maintain general liability; client named as additional insured), non-solicitation of client employees and customers, termination provisions (with and without cause), indemnification (contractor indemnifies client for contractor's acts), governing law. This deliverable also includes standard provisions/content appropriate for this type of product.

Not included

Non-compete restrictions on the contractor — those require a Custom document with Oklahoma enforceability analysis.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Master framework for ongoing service relationship, individual SOW incorporation mechanism, liability cap (typically capped at fees paid in prior 12 months), mutual indemnification for each party's own negligence, IP ownership of deliverables (client owns), contractor retains rights to pre-existing IP and tools, confidentiality obligations, insurance requirements, termination for convenience and for cause, dispute resolution and governing law. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Project-specific scope of work, milestones and timeline, deliverables and acceptance criteria, pricing and payment schedule for the specific engagement, change order process, reference to and incorporation of the governing MSA terms. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Full scope of services, fee structure (hourly, fixed, or retainer), payment terms, expense reimbursement, confidentiality, IP ownership of work product, liability limitation, mutual indemnification for each party's own acts, termination provisions (with notice period), governing law. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Consulting scope and objectives, compensation structure (retainer, project fee, or hourly), payment terms and invoicing, confidentiality obligations, IP and work product ownership (assigned to client), non-solicitation of client personnel, termination provisions, governing law. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Description of goods or services, pricing and payment terms, delivery and acceptance procedures, product/service warranties, representations about quality and compliance, limitation of liability (mutual caps), indemnification for defective goods or services, force majeure provisions, termination rights, governing law. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Defined territory and exclusivity scope, appointment as authorized distributor, minimum purchase or performance requirements, pricing and discount structure, marketing and branding obligations, IP license (limited, non-transferable), inventory and order procedures, termination rights (with and without cause), post-termination restrictions on competing products, governing law. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Defined restricted activities, defined geographic scope, defined duration, carve-outs for permitted activities, integration with the underlying business sale transaction, consideration recitals (critical to Oklahoma enforceability), remedies including injunctive relief. This deliverable also includes standard provisions/content appropriate for this type of product.

Not included

General employment non-compete — that is a separate product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Identification of assigned rights and obligations, consent requirements from the other party, assignor's representations about the contract being in good standing, assumption of obligations by assignee, release of assignor (if negotiated), governing law. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Identification of the agreement being amended, specific provisions being modified (with original language and replacement language), ratification and reaffirmation of all other terms, effective date of amendment, governing law. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Identification of all IP being transferred (patents, copyrights, trademarks, trade secrets, domain names, social media accounts as applicable), assignment of all rights title and interest, moral rights waiver, representations of ownership and no encumbrances, cooperation obligation for future filings and registrations, governing law. This deliverable also includes standard provisions/content appropriate for this type of product.

Not included

Royalty or licensing-back arrangements — those require a License Agreement.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Grant of license (exclusive or non-exclusive), defined scope (field of use, territory, sublicensing rights), royalty structure and payment terms, quality control standards and audit rights, ownership of improvements, infringement reporting obligations, representations and warranties of licensor, termination triggers (breach, insolvency, non-use), governing law. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Acceptable use rules, prohibited conduct, intellectual property ownership and license to users, DMCA takedown procedures, disclaimer of warranties, limitation of liability, indemnification by user, dispute resolution (arbitration clause and class waiver), governing law and jurisdiction, account termination provisions. This deliverable also includes standard provisions/content appropriate for this type of product.

Not included

Industry-specific regulatory compliance language (financial services, healthcare, etc.) — requires Custom.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Categories of data collected, purposes of collection and use, data sharing with third parties (categories, not named vendors), user rights (access, deletion, opt-out as applicable), data retention periods, security safeguards description, cookie and tracking disclosure, CCPA/state privacy law compliance framework, contact information for privacy requests. This deliverable also includes standard provisions/content appropriate for this type of product.

Not included

HIPAA Business Associate Agreement — that is a separate product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Software license grant (SaaS/subscription model), defined subscription term and auto-renewal, uptime commitment and SLA with remedies, support and maintenance terms, data security obligations and breach notification, data ownership (customer owns its data), acceptable use restrictions, liability cap (typically annual fees paid), confidentiality, termination and data return/deletion on termination, governing law. This deliverable also includes standard provisions/content appropriate for this type of product.

Not included

Source code escrow arrangements — those require a separate escrow agreement.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Identification of assets being purchased (and excluded assets), purchase price and payment structure, seller representations and warranties (title, condition, no liens, financial condition), buyer representations, pre-closing covenants (ordinary course of business), closing conditions (both parties), indemnification obligations (representations, taxes, pre-closing liabilities), indemnification caps and baskets, survival periods for reps, non-compete by seller, governing law. This deliverable also includes standard provisions/content appropriate for this type of product.

Not included

Complex earnout structures or roll-over equity — those require a Custom document.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Identification of equity interests being purchased, purchase price and closing mechanics, seller reps and warranties (authority, capitalization, no material adverse change, financial statements, no undisclosed liabilities, compliance with law), buyer reps, pre-closing covenants, closing conditions, indemnification with caps and baskets, survival of representations, any required consents and approvals, governing law. This deliverable also includes standard provisions/content appropriate for this type of product.

Not included

Complex earnouts, management rollover equity, or financing contingencies — those require a Custom document.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Proposed transaction structure (asset vs. equity), purchase price and payment terms, exclusivity period and no-shop obligation, due diligence period and access rights, key conditions to closing, allocation of transaction costs, break fee provisions (if applicable), non-binding statement of intent, governing law for binding provisions (exclusivity, confidentiality). This deliverable also includes standard provisions/content appropriate for this type of product.

Not included

Definitive purchase agreement — that is a separate product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Property description and legal description, Grant of lien and security interest, Obligations secured, Insurance and tax escrow requirements, Default provisions and remedies, Assignment of rents and leases, Due-on-sale clause, Governing law. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: JV purpose and scope, capital contributions by each party, governance structure (committee or board), decision-making authority and reserved matters requiring consent, profit and loss allocation, IP ownership (each party retains its own; jointly developed IP addressed), exit mechanisms (buyout rights, dissolution), non-compete during JV term, confidentiality, governing law. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Principal amount, interest rate (fixed), repayment schedule (lump sum or installment), maturity date, events of default, acceleration clause upon default, governing law. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: All Simple Promissory Note provisions plus collateral reference and description, cross-default provisions, subordination language if applicable, confession of judgment (if applicable under Oklahoma law), default interest rate, governing law. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: UCC Article 9 security interest grant, detailed collateral description, debtor representations (ownership, no prior liens), affirmative covenants (maintain collateral, provide financial statements), negative covenants (no sale or encumbrance without consent), default and remedies (right to take possession, sell), waiver of notice requirements, governing law. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Guaranty of all obligations of the principal (payment and performance), guarantor representations, waivers of defenses (notice of default, consent to modifications, suretyship defenses), subrogation rights (waived until full payment), continuing nature of guaranty, reinstatement upon claw-back, governing law. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Grant of authority (specific acts or general business authority), scope and limitations on authority, duration (specific term or until revoked), revocation procedures, principal's representations, governing law. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Premises description, lease term and commencement, base rent schedule, CAM charge definitions and audit rights, real property tax allocation, insurance requirements (tenant's property, GL, and landlord's property), maintenance and repair allocation (structural and roof to landlord, interior to tenant), permitted use and exclusivity clause, assignment and subletting conditions and approval rights, events of default and remedies, holdover provisions, governing law. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Premises description, lease term, base rent with escalation clause, operating expense and service inclusions, exclusions and expense caps, landlord maintenance and repair obligations, permitted use, assignment and subletting provisions, default and remedies, governing law. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Sublease premises description, sublease term, sublease rent, landlord consent requirement and process, master lease compliance (sublessee bound by all master lease terms), sublandlord's retained obligations under master lease, insurance requirements, default provisions, governing law. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Identification of existing lease, specific terms being modified (base rent adjustment, term extension, square footage change, use modification, TI allowance), reaffirmation of all other lease terms, landlord and tenant execution blocks. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Premises description, assignment of existing lease or assumption, assignor's release (if negotiated with landlord), assignee's assumption of all obligations from assignment date forward, landlord consent and conditions, security deposit transfer or new deposit, governing law. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Non-binding statement of intent, proposed rent and term, tenant improvement allowance, permitted use and exclusivity request, contingencies (financing, due diligence), lease execution timeline, landlord and tenant confirmation signatures. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Tenant's confirmation of lease in full force and effect, current rent amount and next adjustment date, lease term commencement and expiration, no defaults by either party (or disclosure of known defaults), security deposit amount, no outstanding claims against landlord. Used by buyers and lenders to verify lease status. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Lease subordination to lender's mortgage, non-disturbance agreement (lender will not disturb tenant's possession if tenant not in default), tenant's attornment to lender upon foreclosure, lender's recognition of lease after foreclosure, tenant's right to cure landlord defaults, governing law. This deliverable also includes standard provisions/content appropriate for this type of product.

What’s included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Continuing guaranty of all present and future obligations of lessee, guarantor representations (authority, financial condition), broad waiver of defenses (notice of default, modifications, impairment of collateral, suretyship defenses), subrogation waiver until full payment, reinstatement upon preference claw‑back, unlimited scope, governing law. This deliverable also includes standard provisions/content appropriate for this type of product.

What’s included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Guaranty limited to specified dollar amount or identified obligation, burn‑down provisions (guaranty reduces as rent paid), expiration upon expiration of initial term (if agreed), all standard guarantor waivers, governing law. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Property description and purchase price, earnest money deposit and conditions, due diligence period (inspection, environmental, title, survey), title commitment review and objection procedures, survey review, environmental assessment requirements, seller representations and warranties (title, condition, no violations, no pending litigation), closing conditions, closing cost allocation, proration of taxes and rents, governing law. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Option grant and option period, exercise price and calculation, conditions to exercise (financing, due diligence completion), extension rights and additional consideration, right to conduct due diligence during option period, form of purchase agreement upon exercise, governing law. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: ROFR trigger (proposed sale or lease), notice requirements, matching right period and procedure, purchase price matching mechanics, carve-outs (permitted transfers, family transfers), ROFR holder's remedies upon violation, governing law. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Contract sum and payment schedule (AIA-style draw schedule), project schedule and milestone dates, scope of work (by reference to plans and specs), change order procedures and pricing, contractor's insurance requirements (GL, workers' comp, builder's risk), mechanic's lien waiver and release procedures, warranty obligations (1-year workmanship warranty standard), substantial completion and final completion definitions, retainage provisions, termination rights, dispute resolution, governing law. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Scope of design services and deliverables (schematic, design development, construction documents, CA), standard of care (licensed professional standard), design fee and payment schedule, insurance requirements (professional liability, GL), copyright and ownership of instruments of service, owner's right to use drawings upon payment, termination provisions, governing law. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Parties' respective obligations and contributions (land, capital, entitlements, construction), project management and decision-making structure, construction budget and cost overrun allocation, entitlement and permitting responsibilities, profit sharing and distribution waterfall, buyout and exit rights, default and remedies, governing law. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Easement grant (type — access, utility, drainage, etc.), legal description of easement area, grantee's permitted uses, maintenance and repair responsibilities, indemnification for grantee's use, termination conditions, running with the land provisions, governing law. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Manager's duties and authority (leasing, maintenance, rent collection, vendor contracts within approved budget), limits on authority (major expenditures require owner approval), management fee structure (percentage of collected rents), leasing commission structure, reporting requirements (monthly financial statements), insurance requirements (manager's E&O and GL), owner's right to audit, termination provisions (with and without cause), transition and records delivery on termination, governing law. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Exclusive vs. open listing structure, commission rate and calculation, listing term and auto-renewal, marketing obligations, procuring cause definition and dispute resolution, protected buyer/tenant list on expiration, dual agency disclosure, governing law. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Loan amount, interest rate (fixed or SOFR-based variable), maturity date, conditions precedent to funding, borrower representations and warranties (authority, financial condition, no material adverse change, compliance with law, no litigation), affirmative covenants (financial reporting, insurance maintenance, compliance, notice of default), negative covenants (no additional debt, no liens, no asset sales outside ordinary course, no distributions), financial covenants (leverage ratio, fixed charge coverage, minimum liquidity), events of default, remedies and acceleration, governing law. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: All Term Loan provisions plus revolving facility mechanics: borrowing base definition, availability calculations, notice and funding procedures, mandatory prepayment triggers (asset sales, insurance proceeds, excess cash flow), commitment fee on unused availability, lockbox and cash sweep provisions (if applicable), borrowing base certificate delivery requirements. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Principal amount, interest rate and calculation method, maturity date, default interest rate, repayment schedule, prepayment rights and premiums, events of default, acceleration, confession of judgment waiver provisions, Oklahoma usury law compliance. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Identification of original loan agreement, terms being modified (interest rate change, maturity extension, covenant modification, or combination), reaffirmation of original note and security documents in full force and effect, modification fee, representations that no defaults exist, governing law. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: UCC Article 9 security interest grant, detailed collateral description (equipment, inventory, accounts receivable, general intangibles, deposit accounts, investment property), debtor representations (owns collateral, no prior liens except permitted), affirmative covenants (maintain collateral, keep insured, provide access), negative covenants (no sale, no further encumbrance without consent), events of default and remedies (possession, sale, receiver), UCC filing authorization, governing law. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Pledge of LLC membership interests or corporate shares, certificated vs. uncertificated interest provisions, pledgor representations (owns interests, no restrictions on pledge), voting rights retained by pledgor prior to default, dividend and distribution application to debt after default, transfer restrictions compliance, default and foreclosure remedies, UCC filing authorization, governing law. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Legal description of property, grant of mortgage lien, secured obligations description, insurance covenants (property, liability, flood if required), condemnation proceeds application, due-on-sale clause, environmental representations, tax and assessment covenants, Oklahoma mortgage law compliance, power of sale (deed of trust), foreclosure procedures reference, governing law. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Collateral assignment of all leases and rents on mortgaged property, collection rights upon default (lender may collect rents directly), tenant notification rights, application of collected rents to debt, cure rights for lease defaults, interaction with mortgage, governing law. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Debtor and secured party identification, collateral description (must match security agreement), filing preparation for Oklahoma Secretary of State, continuation and amendment procedures. This deliverable also includes standard provisions/content appropriate for this type of product.

Not included

Actual filing fee or filing service — charged separately.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Borrower's account deposit obligation, bank's acknowledgment of control, springing control (lender activates upon default) vs. blocked account (lender controls immediately), bank's obligation to follow lender's instructions after activation, termination procedures, bank's lien subordination, governing law. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Environmental representations and warranties by borrower/guarantor, indemnification of lender for environmental liabilities arising from property, remediation obligations, compliance with environmental laws, inspection and access rights, survival of indemnity beyond loan payoff, governing law. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Continuing guaranty of all present and future obligations of borrower, guarantor representations (authority, financial condition), broad waiver of defenses (notice of default, modifications, impairment of collateral, suretyship defenses), subrogation waiver until full payment, reinstatement upon preference claw-back, unlimited scope, governing law. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Guaranty limited to specified dollar amount or identified obligation, burn-down provisions (guaranty reduces as principal paid), expiration upon maturity (if agreed), all standard guarantor waivers, governing law. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Priority of senior lender vs. junior lender, subordination of junior debt payments, payment blockage provisions (senior lender may block junior payments upon default), standstill period (junior lender may not exercise remedies for defined period), turnover obligation (junior lender turns over improper payments), purchase option (junior lender may purchase senior debt), bankruptcy provisions (adequate protection, plan voting), governing law. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Subordination of junior lien or debt to senior, payment limitations on junior debt during senior default, standstill restrictions on junior enforcement, cure rights for junior lender on senior obligations, governing law. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Borrower certification of compliance with all financial covenants, detailed covenant calculation worksheets (leverage ratio, FSCR, minimum liquidity), officer certification signature block, delivery timing reference, customized to match the financial covenant definitions in the governing loan agreement. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Eligible asset calculations (accounts receivable aging, inventory value), advance rate and concentration limit calculations, availability computation, officer certification, delivery frequency and timing, customized to match borrowing base definitions in governing credit agreement. This deliverable also includes standard provisions/content appropriate for this type of product.

What's included

A brief consultation to confirm the product is the right fit and a finalized, attorney‑prepared deliverable containing the following provisions: Identification of specific action or covenant requiring consent, lender's consent or waiver (limited to specified instance), no-precedent and no-waiver-of-future-defaults language, any conditions to consent, governing law. This deliverable also includes standard provisions/content appropriate for this type of product.

When to use

Use when launching a new single-member LLC and need the core legal foundation in one package.

What's included

LLC Operating Agreement (Single) - NDA (Mutual) - Independent Contractor Agreement - Offer Letter - At-Will Acknowledgment.

An approximate 15% savings over individual pricing.

When to use

Use when two or more partners are forming an LLC together.

What's included

LLC Operating Agreement (Multi-Member) - Buy-Sell Agreement - NDA (Mutual) - Minutes/Resolutions Pack - Consulting Agreement.

An approximate 15% savings over individual pricing.

When to use

Use when forming a corporation with multiple shareholders.

What's included

Corporate Bylaws - Shareholder Agreement - Buy-Sell Agreement - Minutes/Resolutions Pack - NDA (Mutual).

An approximate 15% savings over individual pricing.

When to use

Use when hiring your first one to five employees.

What's included

Offer Letter - At-Will Acknowledgment - Employee NDA - I-9 Compliance Procedures - Termination Checklist.

An approximate 15% savings over individual pricing.

When to use

Use when you want a complete hiring document package for new employees.

What's included

Offer Letter - Employment Agreement (Standard) - At-Will Acknowledgment - Employee NDA - Confidentiality and IP Assignment - Non-Compete/Non-Solicitation - Arbitration Agreement.

An approximate 15% savings over individual pricing.

When to use

Use when building your initial employment policy library.

What's included

Harassment/Discrimination - Progressive Discipline - Drug and Alcohol - FMLA Pack - ADA Accommodation Request Process - Remote Work - Social Media - Workplace Investigation Report Template - I-9 Compliance Procedures - PIP Template.

An approximate 15% savings over individual pricing.

When to use

Use when you are a landlord leasing commercial space to a tenant.

What's included

Commercial Lease (NNN or Gross) - Lease Guaranty - Lease Amendment - Assignment and Assumption.

An approximate 15% savings over individual pricing.

When to use

Use when you are a tenant entering a new commercial lease.

What's included

LOI (Lease) - Sublease Agreement.

An approximate 15% savings over individual pricing.

When to use

Use for a standard secured term loan closing — lender or borrower side.

What's included

Commercial Security Agreement - Promissory Note - Guaranty Agreement - UCC-1.

An approximate 15% savings over individual pricing.

When to use

Use for asset-based or revolving credit facility closings.

What's included

Commercial Security Agreement - Promissory Note – Commercial - Loan Agreement – Revolving / Line of Credit - UCC-1.

An approximate 15% savings over individual pricing.