Business Docx

Business Plan Templates & Business Plan Software

Business Plan Software

Transform Your Practice
Draft with Efficiency and Confidence

Business Docx is the premier business planning software and business succession planning tool for document drafting.

Designed by attorneys for attorneys, Business Docx helps you efficiently draft high-quality legal documents that are tailored to the needs of small and mid-sized business clients. It also supports you and your team with help, commentary, and other key legal resources to inform your decision-making as you draft from our business plan software.

What makes Business Docx so powerful?


Much more than just a collection of static forms

  • Interactive business plan templates help you effectively draft documents that meet your client’s specific needs.
  • Document suites include hundreds of options designed to help you draft a variety of documents, from the simplest to the most complex.
  • Executive summaries of key documents, such as the LLC Operating Agreement and the Buy-Sell Agreement, are client-friendly.


Content developed by expert business attorneys

  • Eliminates having to manage your forms and keeps them up-to-date.
  • Generates world-class documents in language your clients can understand.
  • Supports active client communication and relationship-building through
    a comprehensive client
    maintenance program.
  • Benefits attorneys of all experience levels, from solo practitioners to large firms.


Resources for accurate and thorough drafting

  • Leads you and your team through the drafting process with clear guides, pertinent commentary, and checklists.
  • Includes a library of educational materials on relevant business planning
    and succession topics.
  • Provides an integrated “notes to file” system so you can come back later and have a clear summary of why you drafted a given document the way you did.
Business Succession Planning Tools

Value for You and Your Clients

  • Dramatically reduce the time you spend drafting and maintaining documents, without sacrificing quality.
  • Draft with confidence, knowing the documents you produce will be current, accurate, and work cohesively with each other.
  • Communicate with clients effectively through clear, concise, easy-to-understand documents and supporting executive summaries.
  • Build client trust and deepen on-going relationships.
  • Maintain your competitive edge and grow your business planning and business succession planning practice.

Documents Included in Business Docx

Formation and Startup
  • LLC Operating
    Agreement Suite
  • LLC Formation
  • Partnership
    Agreement System
  • Corporate Formation Documents
  • Entity Conversion
  • Entity Funding
    Transmutation Agreement
Operational Matters
  • Non Disclosure/Non Compete
    Solicitation Agreement System
  • Board Minutes and
    Consents System
  • Lease Agreements
  • Employee Handbook
  • Employee Agreement
  • Compensation Agreements
  • Independent Contractor
  • Consulting Agreements
Exit and
  • Buy-Sell Agreement Suite
  • Purchase Agreements Documents
  • Secured
    Promissory Note
  • Agreement and
    Plan of Merger
  • Dissolution of
    GP Agreement
Client Communications
  • Corporate Shield
    Client Maintenance
  • Client intake,
    assorted client letters
    and memos provided
    as part of
    various document
    and systems
    to enhance client
    and value.


Business Docx requires Microsoft® Word® 2011 or higher and HotDocs™ 10.4 or higher
running in a Windows® operating system.
Business Docx can also run on Mac® computers using Windows
virtualization solutions such as VMware Fusion® 6 or Parallels Desktop®.
Cloud-hosted Business Docx systems are also available.

Microsoft, Word, and Windows are registered trademarks of Microsoft Corporation in the United States and/or other countries. Mac is a registered trademark of Apple Inc. HotDocs is a trademark of HotDocs Limited.

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