Business Docx® by WealthCounsel

BUSINESS PLANNING

Customized Documents

Business Docx® is cloud-based document drafting software that provides an intelligent, easy-to-use drafting system for customizing planning documents for each phase of a business’s life cycle—from formation to succession. This comprehensive solution gives new and experienced attorneys the confidence to create and customize sophisticated business planning documents.

CUSTOMIZED DRAFTING

Easily customize drafting templates to fit the needs of your clients and practice.

INDIVIDUALIZED DOCUMENTS

Design documents to meet each client’s unique circumstances using guided interviews.

COMMON SCENARIOS

Use the Scenarios feature to create a design template for specific or frequently encountered LLC formation structures.

AUTOMATED UPDATES

Draft confidently knowing that the software is updated with the latest legal language and enhanced functionality.

Documents Included

Formation and Startup
  • LLC operating agreements
  • LLC formation documents
  • Partnership agreements
  • Corporate formation documents
  • Entity conversion documents
Operational Matters
  • Nondisclosure/noncompetition agreements
  • Meeting minutes and resolutions
  • Lease agreements

  • Employee handbooks

  • Employee agreements

  • Compensation agreements

  • Independent contractor agreements
Exit and Succession
  • Buy-sell agreements
  • Equity purchase agreements
  • Asset purchase agreements
  • Secured promissory notes
  • Security agreements
Client Communications
  • Assorted letters and memos for client updates
  • Intake questionnaires and forms for client consultations
  • Tools for ongoing business client maintenance programs

Schedule a Demo of Our Business Planning Drafting Software

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