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Legal Performance Report

Welcome to the Legal Performance Report This quick quiz will assess how legally ready your business is to grow, raise capital, and avoid risk. It takes 5 minutes. Let’s get started.

First Name

Last Name

Email

Background Information

What does your business do?

Where is your business legally formed?

Where is your main place of business?

How many full-time employees do you currently have?

How many full-time employees do you currently have?
A
B
C
D
E

What stage best describes your business right now?

Are you currently working with any legal counsel or firm?

Are you currently working with any legal counsel or firm?
A
B
C
D
E

Are you currently raising capital or preparing for a financing round?

Are you currently raising capital or preparing for a financing round?
A
B
C
D

What do you want most from your legal function right now?

What do you want most from your legal function right now?
A
B
C
D
E

Entity + Governance

What type of entity is your company currently operating as?

Untitled multiple choice field
A
B
C
D
E

Do you have current, signed governance documents?

Do you have current, signed governance documents?
A
B
C
D
E

Founders + Equity

Have founder equity splits been formalized in writing?

Have founder equity splits been formalized in writing?
A
B
C
D
E

Are you using a cap table system or tracking equity manually?

Are you using a cap table system or tracking equity manually?
A
B
C
D

Contracts & Operations

Do you have written contracts for all key relationships?

Do you have written contracts for all key relationships?
A
B
C
D
E

Do you use NDAs or confidentiality agreements regularly?

Do you use NDAs or confidentiality agreements regularly?
A
B
C
D
E

HR & Hiring

Are all employees and contractors working under signed agreements?

Are all employees and contractors working under signed agreements?
A
B
C
D
E

Do your agreements include IP assignment and confidentiality provisions?

Do your agreements include IP assignment and confidentiality provisions?
A
B
C
D
E

IP & Brand

Have you registered your trademarks or brand assets?

Have you registered your trademarks or brand assets?
A
B
C
D
E

Do you ensure IP created by team is owned by the company?

Do you ensure IP created by team is owned by the company?
A
B
C
D
E

Fundraising

Do you have clear records of all investors and investment amounts?

Do you have clear records of all investors and investment amounts?
A
B
C
D
E

Do you have standard fundraising documents?

Do you have standard fundraising documents?
A
B
C
D
E

Regulatory & Risk

Are you compliant with any industry regulations (e.g. HIPPA, GDPR)?

Are you compliant with any industry regulations (e.g. HIPPA, GDPR)?
A
B
C
D
E

Do you carry business insurance (e.g., liability, cyber, D&O)?

Do you carry business insurance (e.g., liability, cyber, D&O)?
A
B
C
D
E

Litigation Shield

Do your contracts include dispute resolution provisions?

Do your contracts include dispute resolution provisions?
A
B
C
D
E

Do you have a legal plan for handling disputes?

Do you have a legal plan for handling disputes?
A
B
C
D
E

Growth Strategy

Do you have legal tools in place for expansion (e.g., licensing, M&A)?

Do you have legal tools in place for expansion (e.g., licensing, M&A)?
A
B
C
D
E

Is legal counsel involved in your strategic planning?

Is legal counsel involved in your strategic planning?
A
B
C
D
E

Legal Infastrcture

How do you store legal documents?

How do you store legal documents?
A
B
C
D
E

Do you have a process to review legal docs regularly?

Do you have a process to review legal docs regularly?
A
B
C
D
E
Your Legal Maturity Score is /100
Based on your score, we recommend scheduling our Legal Health Check. The Legal Health Check provides piece of mind, legal clarity, and a comprehensive analysis tailored to your unique business needs. 

For $1,500, you'll receive: 
- An in-depth review of your submitted documents and scorecard answers;
- A custom set of follow-up questions to uncover hidden legal risks;
- A 1:1 Zoom session with a legal expert to discuss red flags and recommendations; and
- A comprehensive Legal Report Card, highlighting major areas of concern, our recommendations, and prioritized action plan.

Don't leave your legal foundation to chance. Take the next step toward business confidence. 

Book Your Legal Health Review Today using our calendar link here.