See also our Resources page.

This is an example of a resource that you might like to use as your legal solution for your clients.

Prepare information about your topic. The information could be prepared on a webpage, such as a private page on your website which can only be accessed by sending a link to your existing clients or as a page on your client’s intranet. You might also like to include it within a pdf document that can be downloaded and shared.

If you include links to your automated documents, then your client can complete the interviews for any documents they need whenever they are ready. You might like to include a link to an automated document that your clients will find useful to access themselves whenever they need it, such as the General Minutes of Meeting for Businesses or a basic contract that you’ve prepared. Just remember to include notes on when your client needs to contact you for advice. You might also like to include a link to an automated document that will be sent to you for review as soon as your client completes the interview, such as the Website Terms and Conditions of Sale for Businesses or a more complex contract.

Think about the pricing and when it will be charged when designing your solution. For solutions that are charged to a specific client, you’ll need to restrict access to only that client. Otherwise, you might like to make it available to all of your existing clients and have them pay per use before starting the interview.

We can assist with automating your documents. Your IT support person can assist with setting up your webpage and links and a copywriter can help design the layout of the content. Start this month by creating a small legal solution for a trusted client and ask for feedback.

Download the Example Client Resource.

Websites and Privacy

Congratulations on starting a new online business!

There are a few essential legal documents you’ll need to get started. Please complete each interview when you’re ready. They are available any time on any device.