Entity and governance
The foundation that everything else depends on.
- Operating agreement saved and current
- Registered agent and annual filings tracked
- Separate business bank account
- Contracts signed in the entity's name
Working agreements
The documents you'll actually reach for each month.
- Master service or contractor agreement template
- Mutual and one-way NDA templates
- Statement-of-work template for deliverable-based work
- W-9 collection process for US contractors
Customer-facing legal
Required when you sell, ship, or collect data.
- Privacy policy reviewed annually
- Terms of service current and linked from the site
- Refund and cancellation policy in writing
- Cookie consent if you operate in regions that require it
Operational systems
The workflows that keep the above current.
- Compliance calendar with all renewals and recurring filings
- Saved drafts and signed copies in one dashboard
- Quarterly review of legal documents and reminders
Frequently asked
- How long does building this baseline take?
- A focused afternoon. Most businesses already have 60–70% of it in fragments — the work is consolidating it into one place.
- Do I need a lawyer to put this together?
- Not for the baseline. Use a lawyer for edge cases, equity decisions, regulated industries, or anything where the downside is significant.
- How often should I review this?
- Quarterly is plenty for most small businesses. Annual at minimum.
LegalDocBuilder.com is a document preparation platform, not a law firm, and does not provide legal advice or representation. For complex matters, review your documents with a licensed attorney in your jurisdiction.