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Recorded Events

Monday Motivation (Planning Session)

A weekly Monday morning “planning” session. ​Join us during this 30 minute block were we spend the first 15 minutes in silent mode writing down our goals, tasks, some affirmations, etc… then we can use the last 10 minutes or so to share anything, ask for help or offer the same.

Small Firm Metrics

explore key metrics that drive growth, efficiency, and client satisfaction, with insights tailored to help your practice thrive.

Outbound Ethics

A CLE discussing the ethics of doing outbound outreach.

Outbound Marketing with Pulse

Pulse AI will be showing off their tool that helps you leverage your data and automated triggers to hone in on your ideal customers and nurture relationships online.

Scaling with Tech

A community discussion about the technology we're all using to better scale our practices. What tech to we love, and what tools do we not love? Come discover tech you've never heard of before with the group!

Scaling your practice

Community discussion around scaling your firm by adding workers and capacity

HeyCounsel Board Meeting Q3/Q4

We're doing our board meeting live with everyone from our community. Come with your questions!

HeyCounsel Demo Day

Join us for the first ever HeyCounsel Demo Day. 16 legaltech vendors, 1 winner. Modeled after the YC demo day, these will be 8 minute, action packed demos of some of the latest and greatest legaltech products of 2024.

Growing your practice

Community discussion around marketing and growth strategies your firm

Scaling your practice

Community discussion around scaling your firm

HeyCounsel Lunch Club 3

HeyCounsel All Hands: H2 2024

We have some big announcements that I'm excited to share with you all. Some of what we'll be discussing/launching includes: Launch of our new internal dashboard Launch of our new public website (for both lawyers and businesses) Announcing a few larger events free to our members (LegalTech Demo Day, Small Firm Bootcamp) Major platform enhancements underway for Winter '24

HeyCounsel Community Demo: Marveri

Marveri leverages AI to instantly organize, link, and extract data from a large set of related legal documents.

HeyCounsel Community Demo: SimpleClosure

Discussing company wind-ups with SimpleClosure

HeyCounsel Lunch Club

LinkedIn Strategy with Sarah Ouis of LBH (lawbuthow.co)

HeyCounsel Community Demo: Kula

If you're looking at ways to bring in more clients, we're hosting Kula tomorrow at 11am PT. They have an outbound marketing solution for solos and small firms that likely applies to anyone, even those who rely heavily on referrals.

HeyCounsel Community Demo: Legal Research w/ Midpage.ai

Join us as we dive into the uncharted territories of Legal AI, exploring untapped opportunities for builders and lawyers alike, with a panel of lawyers and founders to don their imaginary hats and envision the legal landscape 5-10 years down the road.

LegalTech’s New Frontier in AI: Imagining Future Realities

Join Alumni Ventures and HeyCounsel as we dive into the uncharted territories of Legal AI, exploring untapped opportunities for builders and lawyers alike. We’re asking a panel of lawyers and founders to don their imaginary hats and envision the legal landscape 5-10 years down the road. From yet unseen breakthroughs to dystopian futures, we’ll draw insights from our journey with gen AI so far. This interactive panel will discuss the impacts of AI on the legal profession, the challenges of integrating new technologies in a conservative field, and the potential for AI to reshape the cost and quality of legal services.

HeyCounsel Demo and Chat: GC AI and prompting LLMs

GC AI Founder Cecilia Ziniti advises our community members on prompting LLMs and shows off her new product GC AI.

HeyCounsel Community Demo: Gavel

HeyCounsel Community Demo: Gavel

HeyCounsel Community Chat: Bizdev Roundtable

HeyCounsel Community Demo: TakeTurns

HeyCounsel Community Demo: Paxton AI

HeyCounsel Community Demo: Paxton AI
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Open Opportunities

Browse opportunities from Companies looking to hire via HeyCounsel
Jan
16
Eugenia Bergantz
$-
$/hr
hourly
project
stage
Eugenia Bergantz
is searching for help:
is looking for a
focused Counsel.
!here seeking a commercial litigator in CA to support Planful (where I’m a GC) in commercial dispute. Standard situation of a B2B software early cancellation by a customer. Thank you!
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Jan
16
Daniel Goodrich
$-
$/hr
hourly
project
stage
Daniel Goodrich
is searching for help:
is looking for a
focused Counsel.
Hey all, I'd like to refer one of our corporate clients to someone who can provide a comprehensive consultation on QSBS. They want to repurchase some stock, which we've flagged as a risk to QSBS eligibility. We can get a Carta QSBS attestation, but we and the client prefer to have a conversation about the implications. NOTE: we would like to establish an ongoing of counsel relationship with someone who can provide this type of tax related work for our clients.
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Jan
15
Bill Pipal
$-
$/hr
hourly
project
stage
Bill Pipal
is searching for help:
is looking for a
focused Counsel.
Hi everyone. Had a very young start-up here in Chicago that reached out to me for some help updating formal documents related to its formation based on the following background: ***** I’m stepping back from running [Client] and [Individual P] is going to step in. That means we will need to change a number of formal docs related to our formation. [Individual P] was thinking you could help with this work. Realizing you didn’t do the work to incorporate us, I have attached what I believe are the relevant docs. We are an LLC incorporated in DEL. The ones that I can think of are: • Board role • Officer roles. I’m President, CEO, Secretary and Treasurer • Official address of company - currently my home address • Anything else? Also, I’m not sure if any IL or FED docs need amending. Would you be able to help us initiate these changes? And, if so, do you have a general sense of the scope of this work? ***** Feel free to DM me directly if interested!
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Jan
14
UPNUP
Consulting
upnup.team
$150-300
$150/hr
hourly
project
stage
UPNUP
is searching for help:
is looking for a
Cyber Security
focused Counsel.
Need a cyber harassment lawyer
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Jan
14
Isaac Wall
$-
$/hr
hourly
project
stage
Isaac Wall
is searching for help:
is looking for a
focused Counsel.
Hi all, looking for a solid commercial litigator in NYC to handle a dispute relating to an operating agreement. Amount in dispute is single digit millions.
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Jan
14
Pravo Ventures
Fintech
Www.Pravoventures.com
$0-15000
$0/hr
hourly
project
Pre-Seed
stage
Pravo Ventures
is searching for help:
is looking for a
Securities
focused Counsel.
We are founding a platform that lets accredited investors discover and invest in Ukrainian startups via Reg D 506c. We need to ensure that our business model and how our platform will work does not run afoul of broker dealer rules because we are not registering as a BD. We need a legal expert to approve our business model and our list of things we can and cannot use in our general advertisements.
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Jan
14
Elahe Hosseini
$-
$/hr
hourly
project
stage
Elahe Hosseini
is searching for help:
is looking for a
focused Counsel.
Looking for a Florida litigator to refer to a contact. here are the facts I have: client lives in NY; signed an agreement to lend $30k to a friend in Florida to open a store; lends full sum in question; friend lives in Florida; Friend opens store and now refuses to comply with terms of the agreement (has made no payments as per agreement); store located in Florida. the agreement was prepared by an attorney and was entered into in Florida. I assume there's a Florida choice of law/venue provision but i do not know for sure.
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Jan
13
Jonathan Joshua
$-
$/hr
hourly
project
stage
Jonathan Joshua
is searching for help:
is looking for a
focused Counsel.
A fintech startup in Massachusetts is bringing on their first employee, located in India, through a PEO. They want to add certain addenda to the PEO's standard employment agreement and are looking for an attorney to review these addenda. Please let me know if you can help and I'll be happy to pass your info along to my client.
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Jan
11
Jana Buresova
$-
$/hr
hourly
project
stage
Jana Buresova
is searching for help:
is looking for a
focused Counsel.
Hi !channel, I am working with a foreign law firm who is parting ways with their partner in California, US and the separation is not going according to a plan. Does anyone know an attorney who deals with partnership disputes amongst lawyers?
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Jan
11
Jonathan Allred
$-
$/hr
hourly
project
stage
Jonathan Allred
is searching for help:
is looking for a
focused Counsel.
I have a client, an engineering firm, who is setting up a JV in Chile to sell their products in Chile and Peru. Does anyone have experience with something like this or know someone who would be good to talk to?
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Jan
10
Brian Scherer
$-
$/hr
hourly
project
stage
Brian Scherer
is searching for help:
is looking for a
focused Counsel.
From a friend at a venture studio. DM me and I’ll put you in touch > I wanted to reach out and see if you / someone you know might be able to help one of our portfolio companies. > > They’re called http://Greenshoe.aiGreenshoe.ai>, and they were started by Payton McCoy (ex-Kirkland attorney) who got tired of the headaches around drafting 10-Ks, 8-Ks, and proxy statements. They’ve built AI tools to help with drafting, form-checks, and benchmarking against other filings. > > As they look to better understand the current disclosure process they are looking to connect with ex-GCs (General Counsel) and corporate counsels at U.S. public companies. > > I’d love to see if I can connect you to them and if you know anyone else who might be able to help!
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Community Discussions

Browse archived conversations from the Slack Community
Anthony Malone
Thu
,
Jul 18
,
2024

Can someone help record TM transfers in the U.S., Canada, and the UAE?

3
replies
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Fernanda Hinojosa Cantu
Thu
,
Jul 18
,
2024

Anyone here has dealt with U.S clients based in Switzerland? He works from there and is looking to incorporate an LLC in U.S because Switzerland is very expensive.

3
replies
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Brian Scherer
Wed
,
Jul 17
,
2024

Is it typical for founders to sign a non-compete and / or a non-solicit clause as part of their CIIAAs when they incorporate?

9
replies
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Teddy Ellison
Tue
,
Jul 16
,
2024

Anyone with litigation connections in Singapore?

3
replies
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Tue
,
Jul 16
,
2024

Anyone able to advise someone on tax implications of equity agreements? And to make it more interesting, it’s equity in a foreign entity.

7
replies
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Sam Davidson
Mon
,
Jul 15
,
2024

Anybody @here with experience setting up an RIA that is willing to chat?

2
replies
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Cecilia Ziniti
Sat
,
Jul 13
,
2024

©️ Anybody a copyright and or publishing industry expert? I have a cool AI client to refer. I would take him on because basically he has IP and AI issues, but I have no bandwidth. Let me know if you’re interested and if you could drop your LinkedIn profile and/or site that would be great.

2
replies
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Anthony Malone
Fri
,
Jul 12
,
2024

Do we have any trust experts?

4
replies
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Harrison Hawkes
Fri
,
Jul 12
,
2024

Can anyone provide any examples of GenAI-specific indemnifications offered by service providers in their standard customer terms, specifically related to any output infringing third-party IP?

I know of Microsoft's https://www.microsoft.com/licensing/terms/product/ForOnlineServices#:~:text=.-,Customer%20Copyright%20Commitment,that%20is%20the%20subject%20of%20the%20claim.,-Dataverse%20%C2%A0. https://blogs.microsoft.com/on-the-issues/2023/09/07/copilot-copyright-commitment-ai-legal-concerns/ the announcement for it

2
replies
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Jess Shpall Rosen
Fri
,
Jul 12
,
2024

I got this inquiry from a contact--any leads?:

Seeking attorneys that are brokering private data set transactions with Ai companies. By private I mean without listing on public data set marketplaces and selling directly / exclusively to one company.

3
replies
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Teddy Ellison
Thu
,
Jul 11
,
2024

I could use help sending a simple demand letter to a customer - Anyone here that could help or know of any reasonably priced options out there? I'd send myself but could use some alternative letterhead to add legitimacy.

5
replies
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Cecilia Ziniti
Wed
,
Jul 10
,
2024

Privacy question. If I use a particular company as a subprocessor (say Acme Software), and that company in turn uses another party as THEIR subprocessor (say, AWS), does my subprocessor list need to list the subprocessor’s subprocessor? In this case, AWS? How far does that nesting go? Assume that Acme & my client have a DPA, agreement, etc, everyone is compliant etc. I know what I think but this might be more of a practical question. Thank you!

9
replies
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Tue
,
Jul 9
,
2024

Software dev shop is buying out one of its members, and the leaving member wants the IP to one of the company's products.  If there's a transfer agreement for the IP that doesn't contain any non-compete, any prohibition against using proprietary info, etc., is there anything that would prevent the dev shop from just recreating the source code and product?

4
replies
View replies
Harrison Hawkes
Tue
,
Jul 9
,
2024

I was introduced to a startup that is looking for help with setting up a corporate structure that allows them to participate in a startup accelerator in NY.

Any corporate attorney interested in speaking with them?

Urgent

Not cost-sensitive AFAIK beyond biglaw is too expensive

6
replies
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Dean Elazab
Sun
,
Jul 7
,
2024

Similar to Anthony's question on a conversion. I just did a conversion and all documents were signed and filed. The next day, some information came out about one of the founders and they are looking to remove him from the board and reduce his equity. I rather not try to amend and restate everything, and instead just change the numbers in the draft forms and then have maybe a simple all member/stockholder consent that lays out what happened and has everyone sign. What have people done in the past? Seems like overkill to re-do all documents stating what happened in the first attempt, and instead just try to do terminations or a ratification of the change

8
replies
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Nick Robbins
Sat
,
Jul 6
,
2024

Stock Option Gut Check Questions Re - employment status change and ISO status

My read of the ISO / NSO tax rules are if an individual transition from employee status to consultant status the previously granted ISO options (assuming the company agrees consulting is continuous service as defined under the plan) the options continue to vest but the option tax status changes from ISO to NSO.

I was looking to confirm whether the transition is day 1 of consulting or do you have to wait 90 days (the period to exercise post termination & assuming no continuous service) and then the status changes if the ISO isn’t exercised?

3
replies
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Anthony Malone
Wed
,
Jul 3
,
2024

And do we have any immigration lawyers here?

4
replies
View replies
Jennee DeVore
Wed
,
Jul 3
,
2024

What patent annuity payment service does everyone use?

3
replies
View replies
Sam Davidson
Mon
,
Jul 1
,
2024

@here If you’re in NYC and considering leasing a private office, this post is for you. I recently searched for an office in the city, exploring various co-working spaces. I need a private space that ensures confidentiality and avoids malpractice risks, while still enjoying co-working amenities like wifi, conference rooms, a stocked kitchen, and a cool vibe.

Despite the crowded co-working market, I found no great options. Most spaces either had glass walls risking exposure of confidential info or partition walls that didn’t insulate sound, making confidential conversations challenging. Some spaces with real walls felt either like prison cells or were designed in the 90s or early 2000s.

I'm considering leasing a small space to create a few private offices with a trendy “Mad Men” vibe, perfect for solo or small firm lawyers. The idea is that the actual private offices (not just the reception and conference rooms) would be designed and furnished with a look and feel that will make you want to be there. This environment could also foster cross-referrals and provide the benefits of larger firm scale to smaller players. If this sounds interesting, please DM me. I’d love to chat!

6
replies
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Sam Yazdanseta
Sat
,
Jun 29
,
2024

Any commercial litigators in the group willing to have a chat? Preferably in MA but really anyone in the space would be helpful... Some context  --> working with mid-sized business thats run into some founder  & vendor disputes and trying to sanity check a few items.

2
replies
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Nick Robbins
Thu
,
Jun 27
,
2024

Q re T&Cs for App iOS / Android

I would be interesting in chatting with anyone that has launched app that allows individuals to interact with enterprises (think of the Carta app where individuals can look at their options and employers can manage the option grants for that individual through the same app.) I would be interesting in hearing what the latest and greatest way companies are surface the app T&Cs or are they baking them into their terms of use on the website (and linking to these in app log in flow) - particularly when one user is using the app on behalf of the employer and the other is using it in their individual capacity

2
replies
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Jason Soni
Wed
,
Jun 26
,
2024

I'm looking for someone to help me talk through a possible conflicts waiver.  One of my clients is divesting a business segment. The acquirer of the business segment wants to engage me immediately to provide some continuity in the go-to-market and data privacy side of things. I'm thinking I might need a waiver given the circumstances here to cover my bases but would appreciate some expert guidance - any ethics lawyers in here?

2
replies
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Brock Wanless
Wed
,
Jun 26
,
2024

Hey everyone - a client just dropped a pretty hefty trademark clearance request on my lap. I'm not a TM lawyer, but can do simple clearances/registrations. This is not that. I'm trying to dial back the scope a bit, but would love any (cheap) referrals or resources I could leverage, notably for state searches and international.

2
replies
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Syeda Nazifa Nawroj
Wed
,
Jun 26
,
2024

Hi all! Excited to make my first ask-a-lawyer post here. I am representing a client who is making a substantial term loan to a company for a fixed fee which funds are to be returned once the borrower achieves financing from a third party. My client is seeking to have a joint control account or escrow account in place to ensure the funds are not withdrawn without his consent - this is a business agreement. The borrower has been looking for options to create such a joint control account on short notice (they need the funds in place in a day or two) but haven't been able to find a bank or third-party broker who will move this fast. Any ideas on banks in SoCal that can help here on short notice? Or any ideas on alternative account arrangements where both borrower and lender can be in control of the account?

2
replies
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Dean Elazab
Wed
,
Jun 26
,
2024

One of my clients is in some big financial trouble. They have a lot of options outstanding at $0.21 exercise price, but that was when things were looking up. Has anyone worked through the implications of the board reducing the option FMV and re-issuing? I want to make sure we dont have any negative tax implications, he just wants to do right to his employees and get them the shares without trying to get any material money from them.

7
replies
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Nima Maleki
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Day One Law
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The General Counsel Law Firm
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ELIF CAGLA YAZDIC GONCU
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CI am a highly dedicated and detail-oriented commercial lawyer with extensive experience in Turkish business law, specializing in corporate governance, contract negotiation, and dispute resolution. I take pride in delivering practical and effective legal solutions tailored to the unique needs of my clients. My goal is to help businesses navigate legal complexities with confidence and achieve their strategic objectives.
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Jana Buresova is a seasoned commercial and corporate counsel with over 15 years of experience spanning startups, unicorns, and enterprise companies. She has led legal departments, managed corporate governance, negotiated complex commercial agreements, and advised on privacy, security, and international compliance matters. Her expertise covers diverse industries, including technology, biotech, and pharma, where she supports businesses from seed stage to IPO and beyond, emphasizing practical legal solutions that align with business objectives.
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I represent startups, emerging growth companies, investors, lenders, founders and others in a broad array of industries on business formation and housekeeping; contracts, documents and policies; mergers and acquisitions; joint ventures and other strategic transactions; angel/seed and venture capital investments; loan agreements and other debt financings; private credit investments; corporate governance, compliance and board matters; licensing and other technology transactions; employment, compensation and benefits; privacy, cybersecurity, data protection, compliance and AI governance; and dispute resolution and settlements. I also regularly serve as outside general counsel to my clients. In this capacity, in addition to providing counsel within specific practice areas and on particular matters, I advise boards, C-level executives and management on legal and business strategy, risk management, compliance and other issues.
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Marcha Chaudry
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General practice advising clients in intellectual property, commercial contracts, litigation, fashion/retail law, employment matters, and legal operations consulting. Founded by Suzanne Hawkins, a dynamic experienced attorney with intellectual property, contracts, litigation, fashion, employment, and legal operations expertise. Hawkins Legal Advisors represents clients in creative and business fields.
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I am a career national security/defense aerospace/tech lawyer with a range of other experiences rounding out my professional skill set -- litigation, complex investigations, compliance, employment law and export control are tools in my toolbox. JD Maryland LLM Harvard Law MSc University of Oxford
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I'm a fractional general counsel. My business focuses on building fractional legal teams for startups and scaleups, especially innovators and businesses built around valuable IP.
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The Porat Firm
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Walter Cosby
Principal at Align Corporate Counsel PLLC
at
Align Corporate Counsel, PLLC
M&A Attorney with specialty in ERISA, Benefits and Tax matters. Bar certified in District of Columbia, New York and Minnesota.
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Amanda is a seasoned legal executive with deep expertise in commercial law, specializing in SaaS and technology agreements. She has worked at a wide range of companies, from high-growth startups to Fortune 50 companies, and has successfully built and led commercial legal functions. Amanda excels at creating scalable legal frameworks, fostering cross-functional alignment, and enabling business growth while mitigating risk.
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Fahner Law PLLC
Michael Fahner is a corporate attorney specializing in the representation of startup and technology companies. Drawing from his experience in the corporate legal departments of Goodwin Procter LLP and Cravath, Swaine & Moore LLP, Michael offers high quality legal expertise at a responsible rate.
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Legal Mise, LLC
California-barred start-up executive and general counsel with 14+ years of legal experience, hard at work utilizing a Swiss Army Knife skill set across regulatory and commercial matters, IP, labor and employment law, litigation, financing and insurance. Expertise in advising startups on regulatory compliance and risk analysis. Tech lover excited by evolving areas of the law.
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I’m a social enterprise attorney with experience in business formation and design, contracts, and m&a. I’ve worked in federal food systems policy and for one of the premier boutique cooperative law firms in the country.
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UMBRA Business and Legal Services
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Gem Legal PC
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Hiro Law
I am a cross-border corporate lawyer dually licensed in Mexico and California with extensive in-house experience at multinational companies, including Anheuser-Busch, Borden Dairy, and Campari Group. My expertise spans general corporate law and lower middle-market M&A, with a strong focus on supporting American businesses operating in Mexico. I bring a practical, business-oriented approach to navigating complex international legal landscapes.
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Danielle Falls
at
Falls Law PLLC dba Falls Counsel
Danielle Falls counsels clients in a variety of industries, including cosmetics & lifestyle, fine art, media and entertainment. Danielle also serves as outside general counsel to emerging companies in the consumer space, advising on business strategy as well as corporate transactions, regulatory compliance, and risk exposure.
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Benjamin Yeamans
at
Group Five Legal LLP
I'm an employment and commercial attorney leveraging my large law firm and senior in-house counsel experience. My positions at Fortune 500 companies and high growth venture-backed (Google Ventures + Sequoia Capital) technology experience allows me to cater to a diverse client base.
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Tony Wang
at
Mission Law
Gunderson junior associate. Early Atrium hire. Solo practitioner turned Managing Partner.
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Sarah Fenn
at
n/a
Sarah Fenn is the founder of Fenn Strategies, where she provides strategic legal and consulting to a variety of high-growth, early stage companies. Sarah previously spent five years as a lead attorney for Uber, where she worked with government officials to create rideshare regulations. She also managed legal matters for Uber Eats and Uber Health as they launched and scaled across the U.S. Prior to Uber, Sarah served six years in the Obama White House, as Deputy Associate Counsel in the White House Counsel’s Office, and as a core member of the health policy team who led the passage of the Affordable Care Act. Sarah is a graduate of UCLA undergrad and UC Davis School of Law.
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Laurice Lambert
Founding Partner
at
Health Law Strategists, LLC
I am a creative and mission-driven healthcare business attorney who thinks like an executive. After over a decade in large law firms, I had the opportunity to serve as General Counsel and Chief Compliance Officer to a technology-enabled healthcare services company. I guided that company through a successful acquisition resulting in 20x+ investor return.
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Scott Murphy
Partner Omnus Law and Fractional General Counsel
at
Summit Business Law, LLC
After spending most of my career as an in-house attorney for some of the largest financial firms in the world, I wanted to use that experience to support the legal and operational needs of small businesses, local startups and military-veteran entrepreneurs whose needs may not be met by more traditional law firms. I hope to provide an "in-house counsel experience" to businesses who do not have their own legal staff, and develop a relationship with them as their trusted legal advisor. As I learn about your business and your goals, I don't want to just focus on the "legal" issues rather than approach it from a more holistic perspective that an in-house counsel can provide. I believe properly-drafted agreements protect all parties, and provide a roadmap of the business relationship. I’m skilled in identifying legal and regulatory risks to help develop proactive compliance and risk mitigation strategies.
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Flavia Naves
Of Counsel
at
Voltage Law
A legal and compliance executive with valuable expertise in strategic planning and operations in the support and growth of global financial services businesses. Known for her entrepreneurial vision, resourcefulness, and ability to quickly pivot, Flavia has extensive relationships of influence with numerous top business and regulatory leaders in the banking, money transmission and payments industries.
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Diana Bartolotta
Attorney - Startups, Entrepreneurs, & Emerging Technology
at
B-Law LLC
Legal Counsel with 19+ years of experience and a focus on product counsel, channel partnerships, complex transactions, and compliance. Negotiate, paper, and manage deals in the areas of sales, procurement, XaaS integrations, and strategic partnerships. Background includes General Counsel for workflow-automation SaaS in highly-regulated industries; global procurement experience with several international companies, including a Fortune Global 500 company; and channel partnership experience with a publicly-traded, international travel company. Deals typically range in size from $25k to $50M+, including recurring revenue. My prior experience includes: ● Government ● Small Business ● Fortune Global 500 Procurement ● In-House Counsel ● Private Practice
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Benjamin Spohn
Founder
at
Spohn Law, PC
I have spent my career working as outside counsel at top tier law firms and in-house counsel to high growth businesses. At Spohn Law, PC, I provide concierge legal and advisory services for individuals and emerging growth companies.
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Nicole Brown
at
Law Office of Nicole M. Brown
Dynamic, entrepreneurial attorney and business executive with over a decade of experience in roles of increasing seniority both in-house and at a large law firm. Most recently served as general counsel, corporate secretary, and sole in-house attorney of an early-stage startup in the electric vehicle charging industry. In prior role, at a Series D cybersecurity startup, built out the company’s commercial legal function. Prior to these positions, worked at larger tech companies (HPE, Cisco, and VeriSign), and began legal career at the law firm Sidley Austin practicing white-collar litigation. Before legal career, worked as business analyst at McKinsey & Company.
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Tidhar Ofek
at
Ofek Law Corporation
Grew up in NYC. I went to Pomona College, got a degree in Math and Political Science. Moved to Israel, served there, studied law at Hebrew University, worked at a few of the top firms in the country doing commercial and EC/VC. Moved back to the US, took the NY bar and got a job at Pearl Cohen practicing between the Boston and New York offices doing EC/VC and M&A. Lived in both places. Took the CA bar, got a job in Los Angeles with Sheppard Mullin in their Mid-Market M&A dept. Left to build the LA office of Pearl Cohen. Made partner, then later on left to form my firm. We've been up and running for 3 years and have done a ton of M&A, funds and EC/VC work.
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Alexander Slafkosky
Counsel
at
Scale LLP
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Jasmin Hurley
at
JH Legal LLC
My professional journey has been one of discovery and transformation. I spent this time working in larger law firms, where I gained valuable experience and developed my skills in corporate law. But as the years went by, I grew increasingly frustrated and disillusioned with the rigidity of traditional legal services—especially the inflexibility in pricing, which often placed quality legal support out of reach for many historically underserved founders and small business owners. I also noticed that corporate legal resources were overwhelmingly concentrated in metropolitan areas, leaving small businesses in rural communities without the support they needed to thrive. As a resident of a rural community, this gap resonated deeply with me, and it was the catalyst for my decision to break away and establish my own practice. With my own firm, I’ve been able to bring a much-needed sense of accessibility, adaptability, and purpose to the legal services I offer. I now serve small businesses, startups, and nonprofits, offering flexible pricing options and a hands-on, knowledgeable approach that centers on their unique needs. This journey has allowed me to reconnect with the purpose that originally inspired me to pursue law, and I’m proud to provide my clients with the support they deserve.
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Dallas Harris
Of Counsel
at
Davison Van Cleve
Graduated law school in 2015
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Shimite Obialo
at
OBI Advisors
I am a business advisor and attorney with eight years of experience as a corporate finance attorney structuring million and billion-dollar M&A and venture capital financing transactions at top firms in New York City. I currently run an M&A advisory firm, OBI Advisors, guiding companies through the exit planning and sales process. I am a proud graduate of Columbia Law School and Duke University. When not working, I spend my time touring art galleries and museums, and occasionally curating artsy mixers in New York City and Atlanta.
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Mike Bittner
at
MB Legal, PLLC
I am a business attorney passionate about empowering software and technology companies to reach their full potential. I serve as fractional General Counsel to GotSoccer, an integrated suite of software solutions allowing sports governing bodies, leagues, and clubs to manage every aspect of their organization in one simple system, and OnDefend, a cybersecurity consulting and software products company. As a fractional general counsel, I focus on the day-to-day legal needs of growing companies. I also provide traditional legal services to startups and growing businesses.
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Isaac Wall
at
IJW Law
With a robust track record in M&A, venture- and growth-stage investments and other corporate transactions, I am a seasoned legal expert specializing in guiding companies through complex transactions, from formation through to exit. My experience spans Goodwin (NYC), Sidley Austin (NYC), and Allens (Sydney), where I've represented buyers, sellers, companies, and investors in a variety of complex transactions, particularly in the tech sector.
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Harry Khanna
at
Khanna Law
After graduating from Columbia Law School in 2014, I started my legal career at Sullivan & Cromwell LLP in New York doing corporate and M&A. After a couple years there, I moved to Wilson Sonsini Goodrich & Rosati, P.C., where I practiced M&A and startup/venture capital. I now practice on my own as a solo doing fractional general counsel, corporate, startup, small business, venture capital, and M&A work.
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Liz Gil
at
Optimal Counsel LLP
I'm a founding attorney with Optimal Counsel LLP, a boutique law firm specializing in startup and emerging technology law. I support early stage companies with formations, financings, M&A, and wide variety of general corporate needs in between.
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Anirudh Rao
Founding Partner
at
o9 Solutions, Inc
Corporate Lawyer with 14+ years experience gained working in technology, innovation and entrepreneurship in the US, UK and India. I advise in the areas of commercial transactions, data privacy (UK GDPR, GDPR and CCPA compliance), IP ownership and protection, AI/ML usage in technology and regulatory law matters. I most recently worked as EMEA head lawyer for o9 Solutions Inc. and before that worked for elasticsearch limited, Cognizant and Infosys Limited. I feel passionate about enabling entrepreneurship and innovation.
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Ryan Schneer
Managing Member of Schneer IP Law
at
Schneer IP Law
As a managing member of Schneer IP Law I use technology to deliver high-quality, cost-effective, and tailored IP solutions for our clients, ranging from individuals to large corporations. We prepare and prosecute patents in chemistry, chemical engineering, materials science, software, and biomedicine, as well as counsel clients on IP strategy, freedom to operate, and litigation support. We have achieved multiple fast allowances, managed complex global patent portfolios, and contributed to various publications and forums on patent policy and practice. Our mission is to revolutionize client service and create value for innovative individuals and companies.
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Jesse Allen
at
Savage O’Donnell Affeldt & Weintraub
Attorney with high level tribal government experience. Focus is on tribal law matters, estate planning and problem solving.
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David Yoshida
Founder of The Yoshida Firm
at
The Yoshida Firm
From courtroom battles to digital marketing innovation, my legal journey has been anything but conventional. After cutting my teeth in insurance defense litigation, I dove into cross-border M&A work. My practice then evolved to include high-stakes trust & estate litigation and business litigation, while developing a unique specialty in equine law. The tech revolution called, leading me to Razorfish-a digital marketing agency for global brands-to lead blockchain strategy. Now, I'm channeling this diverse expertise into a forward-thinking virtual law firm that bridges traditional legal practice with modern innovation. I handle disputes with transparency, efficiency, and potency.
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Zach Simpson
Managing Partner
at
The General Counsel Law Firm
I am a former in house counsel that has now branched out to start my own fully remote law firm specializing in representing healthcare and business clients.
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Adam Derry
Founder/Partner
at
Blue Horizon Legal
Highly experienced startup and venture capital lawyer, who places a high priority on providing ultra-practical and first-class legal service to his clients.
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Sylvia Ho
at
Law Offices of Sylvia Ho LLC
I protect small business owners in Connecticut and Massachusetts from legal pitfalls. I partner with clients in growth strategy by navigating legal hurdles to accomplish my client’s goals. I offer clients value through my corporate counsel subscription plans.
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Shashwat Jindal
at
Jindal Solicitors and Associates
Here’s a concise career blurb for you: I am a skilled legal professional with expertise in contract drafting, regulatory compliance, and data privacy, particularly for startups and tech companies. With a proven track record of supporting businesses in cross-border transactions, dispute resolution, and ethical legal advisory, I ensure clients' long-term interests are protected. My collaborative approach and attention to detail drive strategic solutions for complex legal challenges.
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Cristina Scarano
at
Creator World Advisory LLC
I have a broad range of in-house experience at leading entertainment and tech companies managing complex legal and commercial matters. Highly skilled transactional/contract lawyer. Experienced in negotiating and closing favorable deals and providing companies with general counsel. Successful at managing relationships across international borders and interacting with executives and industry professionals throughout the United States, Europe, Latin America and Africa. Through Creator World Advisory, I support clients, many in creative industries with their transactional needs. Fully fluent in Spanish and English.
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David Kanarfogel
at
Kanarfogel & Srolovitz LLP
I’m a full-time federal government employee who moonlights as a commercial real estate finance attorney.
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Jonathan Joshua
Principal
at
Joshua Law Firm LLC
I'm a consumer financial services regulatory and product attorney advising fintech and established lenders and servicers about all regulatory aspects of creating and operating consumer and small-business loan programs.
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Jordan Reifler
Sr. Director
at
Smith & Nephew, Inc.
Seasoned transactional in-house counsel managing a team of US commercial lawyers. Experience in M&A, CRE, lending, health tech, R&D, digital, cybersecurity, privacy (healthcare focus), software + SaaS, biotech, supply chain + logistics, regulatory + compliance (life sciences), corporate structure + governance, general transactional.
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Jonathan Allred
Fractional General Counsel
at
Opendoor
A versatile legal and business advisor to innovative companies. I approach legal practice with ingenuity and pragmatism and have guided companies in three different heavily regulated industries through challenging, novel legal issues, balancing risk appropriately against business opportunities. I am a jack of all trades that learns quickly, especially computer technologies, which allows me to collaborate across business functions effectively.
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Alina Silvestrovici Paun
at
Elite Fintech Law
With‬‭ over‬‭ 12‬‭ years‬‭ of‬‭ legal‬‭ experience‬‭ in‬‭ the‬‭ Canadian banking‬ ‭ sector,‬‭ Alina‬‭ has‬‭ proven‬‭ expertise‬‭ in‬‭ digital‬‭ transformation‬ ‭ projects,‬‭ payments‬‭ modernization‬‭ and‬‭ open‬‭ banking,‬‭ with‬‭ a‬ ‭ track‬‭ record‬‭ of‬‭ negotiating‬‭ complex‬‭ contracts,‬‭ providing‬ ‭ advice‬‭ on‬‭ innovative‬‭ services‬‭ and‬‭ advocating‬‭ on‬‭ emerging‬ ‭ laws‬‭ such‬‭ as‬‭ the‬‭ Retail‬‭ Payments‬‭ Activities‬‭ Act‬‭ and‬‭ the‬ ‭ Consumer-Driven Banking Framework.‬ ‭ Alina‬‭ started‬‭ Elite‬‭ Fintech‬‭ Law‬‭ to‬‭ deliver‬‭ her‬‭ expertise‬‭ to‬‭ a‬ ‭ range‬‭ of‬‭ clients‬‭ operating‬‭ in‬‭ fintech‬‭ from‬‭ traditional‬‭ banks‬ ‭ to‬‭ challenger‬‭ banks.‬‭ Her‬‭ mission‬‭ is‬‭ to‬‭ create‬‭ order‬‭ out‬‭ of‬ ‭ chaos‬‭ and‬‭ find‬‭ legal‬‭ solutions‬‭ to‬‭ innovative‬‭ financial‬ ‭ services without compromising business outcomes.‬ ‭ Alina‬‭ graduated‬‭ from‬‭ University‬‭ of‬‭ Toronto‬‭ Law‬‭ School‬‭ in‬‭ 2009‬‭ and‬‭ articled‬‭ and‬ ‭ practiced‬‭ as‬‭ junior‬‭ lawyer‬‭ at‬‭ Davies‬‭ Ward‬‭ Phillips‬‭ &‬‭ Vineberg‬‭ LLP .‬‭ Before‬‭ launching‬‭ Elite‬ ‭ Fintech‬‭ Law,‬‭ Alina‬‭ represented‬‭ TD‬‭ Bank‬‭ as‬‭ Managing‬‭ Counsel‬‭ and‬‭ was‬‭ responsible‬ ‭ along‬‭ with‬‭ a‬‭ team‬‭ of‬‭ four‬‭ lawyers‬‭ for‬‭ supporting‬‭ open‬‭ banking‬‭ initiatives‬‭ and‬‭ advocacy,‬ ‭ payments‬‭ modernization‬‭ and‬‭ merchant‬‭ services.‬‭ Prior‬‭ to‬‭ that,‬‭ Alina‬‭ provided‬‭ legal‬ ‭ advice‬‭ to‬‭ TD‬‭ Bank’s‬‭ Digital‬‭ Channel’s‬‭ business‬‭ to‬‭ participate‬‭ in‬‭ mobile‬‭ wallets,‬‭ network‬ ‭ arrangements,‬‭ digital‬‭ international‬‭ payment‬‭ remittance‬‭ services‬‭ and‬‭ other‬‭ digital‬ ‭ transformation projects.‬ ‭ Over‬‭ the‬‭ years,‬‭ Alina‬‭ has‬‭ spoken‬‭ at‬‭ various‬‭ conferences‬‭ and‬‭ CLEs‬‭ on‬‭ open‬‭ banking.‬‭ She‬ ‭ is‬‭ passionate‬‭ about‬‭ staying‬‭ ahead‬‭ of‬‭ the‬‭ curve‬‭ and‬‭ exploring‬‭ new‬‭ opportunities‬ ‭ including on the new frontier of AI and the rapidly evolving digital landscape.‬
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Ted Little
Founder and Principal Attorney
at
Ted Little, PLLC
I am a transactional tax attorney advising businesses and investors on implementing and maintaining efficient tax structures throughout the investment cycle -- from formation and fundraising to exit. My aim is to help sophisticated solo and small firm corporate attorneys (1) provide their clients with the same elite tax and structuring advice that they were able to provide their clients while at their full-service firms, and (2) to do complex deals without worrying about sneaky tax issues.
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Morgan Smith
Attorney
at
Law Firm of Morgan M. Smith, PLLC.
Licensed in TX, WV, & NY. Morgan has worked with a variety of enterprises, entrepreneurs, and investors. He has counseled both established and emerging companies in various industries such as consumer-packaged goods, food & beverage, green technology, artificial intelligence, biotechnology, hospitality, education, 3D printing, entertainment, and fashion. ​ Morgan focuses on corporate law, commercial law, entertainment law, fashion law, & business litigation. He regularly assists businesses with issues including structure, governance, board management, financing, benefits and employment, & intellectual property.
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Dana Jewell
at
I love being around innovators, so I have built my legal career around supporting them at all stages - from the initial spark of an idea to operating a multinational public company. My practice covers all areas of a full-stack general counsel, including corporate governance, intellectual property, commercial contracts, privacy, employment, and compliance. My goal is to enable growth and success by protecting company assets, mitigating risks, and facilitating partnerships.
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Tsion Lencho
at
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Paul Leisher
Civil
at
Boutique civil litigator with a national practice focused on plaintiff's side, commercial tort and statutory claims—e.g.: banking bad faith, breach of fiduciary duty, securities law violations, professional negligence, false claims act, etc. Client base is predominantly SMB, investors, and public entities. Average value of the claims I handle is $1–4 million, but I have handled matters as small as $7,000 (with a fee-shifting provision) and as large as $100 million (as the head of a 7-attorney team from two law firms and one state agency). I have a strong network of local counsel and larger firms I can partner with for PHV work and larger, more complex cases.
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Matt Bowles
Principal
at
Bowles PLLC
I serve as general and transaction counsel to small and midsize businesses, private equity firms and their portfolio companies. Primarily advise on M&A, related financings, commercial transactions, and general corporate counsel matters. Prior to launching my firm in 2024, I spent more than a decade at international law firms Hogan Lovells and Jones Day. I'm based in Charlotte but serve clients nationwide.
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Melanie Nealis
at
CLO Advisory Services LLC
I am excited to launch a fractional GC/CLO practice in January. I began my career as a labor & employment lawyer at the national law firm of Baker & Hostetler LLP in Cleveland, Ohio. As a fifth year attorney, I went in house to a global manufacturer where I expanded my legal practice to include M&A, corporate, real estate, global trade, compliance, litigation management, and labor & employment. For the past 19 years, I have supported large, global organizations in the management of all of their legal, compliance, insurance and risk needs. I have been a sitting public company CLO, and most recently was the CLO of a $2.5B operating company owned by private equity. I have lead over 125 M&A transactions, including a $2.8B refinancing/recapitalization project.
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Su-Jin Lee
at
I am a seasoned corporate attorney and trusted advisor to technology companies and private equity firms, bringing over 20 years of experience. My career spans roles as a corporate and securities lawyer at an AmLaw 100 firm in Silicon Valley and as a 3x in-house legal executive for venture-backed startups. I have represented technology and growth companies at every stage, from seed to public, and have extensive expertise in corporate governance, venture financing, M&A, intellectual property, data protection, privacy, SaaS, consumer protection, regulatory compliance, commercial transactions, digital media and advertising, artificial intelligence, machine learning, employment, and equity incentives. Currently, I serve as a Fractional General Counsel, supporting several early-stage startups. I live in the San Francisco Bay Area with my spouse, three children, and our Silky Terrier, Winston.
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Akiva Miller
at
Akiva Miller Law (solo Fractional GC practice)
About Akiva Miller Law: I started my solo practice in October 2024, Akiva Miller Law, to fill the gap for affordable and enterprise-ready fractional legal counsel to work closely with founders and business teams at early and growth-stage companies on building legal processes, negotiating routine commercial contracts at volume, be a resource for general legal matters, and manage outside counsel as needed. As I build up my practice, I am exploring opportunities with companies in the software, SaaS, AI, FinTech and crypto industries, especially Israeli-founded companies seeking to enter into or expand in the U.S. market. About me: I have been practicing law since 2010 and have built my career in New York as in-house counsel to high-growth technology companies since 2014. Throughout my career I have negotiated hundreds of commercial agreements, including high-value complex agreements with top financial firms and financial markets leaders, built privacy programs from the ground up, and counseled executives and cross-functional business teams, most recently as Director of Legal (sole in-house counsel) at Axoni, a technology provider to financial markets firms.
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Juan Olano
at
Opportunity Law PLLC
I'm a lawyer and consultant working at the intersection of law, technology, and operations. I lead Opp Law, a firm that helps SaaS and AI companies build their commercial legal functions, scale their contracting processes, and close deals quickly. We pride ourselves on delivering timely, excellent, and delightful legal services. Before Opp Law, I was the second legal hire at Grammarly. There, I led a wonderful seven-person team and built the commercial legal function from the ground up. We were awarded Best Cross-Functional Partner and supported global sales across all sales channels and industries (including education, health, and enterprise). Earlier in my career, I was an associate at Hunton Andrew Kurth, focused on advising LATAM clients and negotiating international deals.
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Elahe Hosseini
at
Hosseini PLLC
I have over a decade of legal experience advising a diverse range of clients. I was previously Head of Legal at Legacy (YC '19), a Series B startup focused on the field of male fertility. Prior to that, I worked in Big Law (SRZ and Venable) litigating commercial disputes and clerked on the Second Circuit and in the WDNY. I launched Hosseini PLLC in 2024 to provide in-house legal solutions for startups and businesses on a fractional basis. I also offer general commercial contracts counseling and litigation services.
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Morris Zarif
at
Zarif Law Group P.C.
Morris is the founder and Managing Partner of Zarif Law Group P.C., where he delivers strategic legal solutions to entrepreneurs, startups, small and mid-sized businesses, and established companies. With a practice based in the vibrant business landscapes of New York and New Jersey, Morris specializes in corporate law, commercial contracts, mergers and acquisitions (M&A), capital markets, securities compliance, fund formation, and real estate transactions. Morris’s legal acumen spans a broad spectrum of industries—including life sciences, biotechnology, technology, energy, retail, real estate, and licensing—enabling him to provide tailored advice that aligns with each client’s unique business context. His expertise includes guiding businesses through formation and structuring, managing complex M&A transactions, and handling a wide array of contracts such as NDAs, employment agreements, licensing agreements, and commercial agreements. He also provides capital markets and securities compliance services, including advising companies on private placements, IPOs, and regulatory filings. In addition to M&A and securities, Morris regularly advises clients on real estate transactions, from residential closings to syndications and joint ventures, ensuring clients’ interests are protected and their investments are structured soundly. Understanding that each business faces its own set of challenges, Morris takes a personalized approach, ensuring that his legal counsel directly supports his clients’ strategic goals and growth. Whether advising startups on scalable legal strategies, supporting small and mid-sized businesses through significant transitions, or guiding companies through capital raises and regulatory compliance, Morris is committed to fostering strong, long-term relationships with his clients, acting as both a legal advisor and strategic partner. Background and Recognition Before founding Zarif Law Group P.C., Morris honed his skills at large and medium-sized law firms, managing significant public and private transactions and providing external general counsel services. His career is distinguished by his ability to lead high-stakes negotiations and his commitment to client success, earning him recognition as a "One to Watch" by U.S. News – Best Lawyers in America for consecutive years.
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Isabelle Perfetto
at
Virgil Law LLP
Hi, I'm a graduate of UVA law. I spent my initial couple years of practice at Goodwin Procter LLP, with a focus on general corporate matters and growth transactions for emerging companies. I now practice as outside fractional counsel to emerging companies at Virgil Law LLP.
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Caitlin Cunningham
at
Scale LLP
Caitlin joined Scale in 2024 following a 13-year career with the federal government, where she led several agency real estate departments and worked closely with executives on program implementation and execution. While her expertise is in “dirt law” (real estate transactions, environmental compliance, and land use issues), Caitlin has expanded her practice to include corporate and securities work, primarily with Alternative Financing and PropTech. Caitlin has a broad range of experience in multiple business lines, including corporate governance, commercial contracts, and partnerships; federal contracts and regulations; medical and agricultural research; employment issues; healthcare, cemetery, and memorial properties; and agricultural grants and programs. She also has experience working with homeowners’ associations and real estate brokerages in navigating compliance and governance issues.
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Marissa Fox
at
Scale LLP
Proud dirt lawyer living the dream
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Haley Kopp
at
Yohanan Law
I'm a corporate lawyer focusing on corporate transactional work with start-ups. During my three years at a boutique law firm, I gained a lot of experience advising clients through financings, mergers & acquisitions, and general corporate governance for their companies. I've recently joined Yohanan Law as the Corporate Partner for the California branch of the firm, where I get to continue my work with start-ups and other California-based companies.
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Paul Mumma
at
Law Office of Paul Mumma
I am an attorney licensed in CA and MA. I have spent my career working at startups and advising investors and acquirers of companies in a range of sectors and stages. I became an attorney after working for many years "on the business side" (as COO / CFO of a number of software companies), because I realized that many legal problems require a deep understanding of business objectives. I enjoy bringing my mix of experience to the table to solve legal and business problems.
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Christian Brown
Founding Partner | Fractional Chief Artificial Intelligence Officer
at
Code & Counsel
I’m the Founder of Code & Counsel, a tech-based law firm and consulting service that specializes in integrating custom AI & BI solutions into legal practices and startups. We aid startups and law firms in harnessing AI to enhance their operations, offering comprehensive support from concept to deployment. The foundation of Code & Counsel starts with the unique perspective developed during my 13 years of legal practice in different roles across loan servicers, law firms, fintech companies and asset types in consumer financial legal services. While at the fintech Rocktop Technologies, I oversaw legal due diligence and risk for over $60+Billion in assets while managing the legal operations and business intelligence suite. As a seasoned data analyst and executive, I honed the art of employing tools like SQL and Power BI, enabling data-driven decisions, optimizing processes, and elevating stakeholder experiences. During this time, I also developed an appreciation for the importance of well-organized and aggregated data, with a keen eye to database architecture. At Rocktop Technologies, I held the position of Managing Director and In-House Counsel. My leadership was pivotal in the inception of the Business Intelligence division and steering research into the seamless integration of AI and LLMs into operations. Before ascending to this role, I championed as the Senior Director in the Portfolio Surveillance/Asset Management division. Here, I orchestrated the design and deployment of the Asset Management system for $20+B in forward and reverse mortgages using my legal knowledge and experience in default servicing to create a unique ML/AI decisioning engine.
Bar Certified in
Talk to
Christian Brown
about..
Jody Winter
at
LloydWinter, P.C.
I am the CEO and Founder at LloydWinter, P.C. I started our firm in 2012 after five years of practice as an associate attorney with a mid-sized firm. Our mission is to provide access to justice; man's justice and God's justice. We do that through flat monthly billing on our civil litigation matters in our offices in CA and TX on the man's justice side. And on the God's justice side, I enjoy discussing how God's justice differs from our own system.
Bar Certified in
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Jody Winter
about..
Adam Yohanan
at
Yohanan Law
Hello! I am an ex-Big Law corporate lawyer running a small practice in Brooklyn.
Bar Certified in
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Adam Yohanan
about..
Armin Kaiser
at
LEXR
I studied law in the UK and the Netherlands, and completed an LL.M. at NYU School of Law in 2013. I was admitted to the New York Bar in 2014, and proceeded to practice as a New York attorney at a general practice boutique firm, focusing on a wide range of legal matters, from corporate law to commercial litigation. I then took a hiatus from legal work in 2022, when I moved to Germany to complete an MBA and subsequently co-founded a recruiting startup. Unfortunately, this latest venture did not work out as planned. Accordingly, after winding down the company I resumed my legal career and now work at LEXR, a Swiss and German boutique law firm focusing on tech startups. I now mainly work with clients that have US-related issues or seek to expand their European operations to the US.
Bar Certified in
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Armin Kaiser
about..
Crystal Banse
at
Crystal Banse Consulting
My career began as a prosecutor right out of law school, launching a 14-year trajectory that has spanned over 650 cases across state, federal, and military courts. As a former Assistant Attorney General, Judge Advocate, and attorney at an Am Law 200 firm, I bring a record of success in high-stakes litigation and strategic legal advising. I also built a thriving private practice with 260% growth in its first three years, focused on civil litigation and business advisory. Today, I deliver high-impact consulting services, specializing in litigation support and strategic advising for law firms and mission-driven organizations in employment/HR, regulatory compliance, and corporate governance.
Bar Certified in
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Crystal Banse
about..
Michael Huseby
at
The Investments Lawyers, PLLC (TIL)
We represent both GPs and LPs in investment funds, syndications, and SPVs. Our clients are primarily in the real estate, private equity, private credit, and venture capital industries. We guide clients along the entire process of fund formation, including fund structuring, document drafting, investor negotiations, and securities filings.
Bar Certified in
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Michael Huseby
about..
James O'Keefe
at
IMMIGRATION LAW GROUP
James earned his J.D., cum laude, from Harvard Law School, where he was the winner of the Ames Moot Court Competition. James has 30 years of experience in all areas of immigration law, especially with employment-based corporate matters. His areas of focus include all varieties of nonimmigrant visas for foreign workers, the labor certification process, alternative methods by which foreign workers may become permanent residents, and Department of Labor and USCIS audits. He lectures and writes regularly on immigration issues for national publications, including those of the American Immigration Lawyers Association (AILA), of which James is a longstanding and active member. James was also an Adjunct Professor at the University of Maine School of Law, where he lectured in his area of expertise.
Bar Certified in
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James O'Keefe
about..
Taavi Annus
at
TA Legal, LLC
I am a corporate attorney who focuses on advising emerging companies, their founders, venture capital funds, angel investors and other clients in ECVC space. Before 2023, I worked for almost 15 years at Bryan Cave Leighton Paisner LLP, most recently as a partner in its corporate and finance transactions group. I grew up in Estonia, and have worked with many clients from Estonia to help solve their legal issues in the United States. I have also advised U.S. based clients when they have engaged in transactions in Estonia.
Bar Certified in
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Taavi Annus
about..
Mark Stansbury
at
Stansbury Weaver, Ltd.
I started a solo practice in 2011 after one year at a small firm. I added a partner in 2015. And we've grown and shrunk and grown since then. Our primary focus is the corporate, securities, and commercial needs of tech startups.
Bar Certified in
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Mark Stansbury
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Rami Zoubi
at
Zoubi Law PLLC
Accomplished business lawyer with over 12 years of experience assisting businesses to deliver tailored solutions to their legal issues. My uniquely diverse experience spans international law firms, corporate legal department, and small business settings in which I delivered successful outcomes to legal and business issues across a number of areas, including immigration law, contract law, labor and employment law, and corporate law. My passion lies in helping businesses not just survive, but thrive. I am committed to safeguarding their interests, minimizing legal risks, and optimizing cost-effective solutions that align with their goals. My extensive hands-on experience in the retail and restaurant industries enables me to understand the needs and challenges of retail and food and beverage businesses to provide practical and tailored solutions that suit their specific situations and objectives.
Bar Certified in
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Rami Zoubi
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Maria Worley
at
Start.law
Hi there! I'm a New York attorney and founder of Start.law, which provides subscription legal services to startups. I'm passionate about supporting startups with a social impact, closing the wage and funding gaps, and providing equal access to legal counsel. I also really like ramen.
Bar Certified in
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Maria Worley
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Daniel Goodrich
at
@VirtualCounsel
I quit one cushy corporate job after another; ended up taking a major pay cut and risk to follow one of my HealthTech startup clients through early-to-growth stages; ultimately decided to start @VirtualCounsel as the utopian version of what I believe a law firm for startups should be - the death of the hourly billing model. Now, I'm scaling a tech-enabled law firm for startups and I'm having the time of my life. Next phase is developing AI-powered @VirtualCounsel software for clients to interact with us efficiently.
Bar Certified in
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Daniel Goodrich
about..
Dave Sterrett
at
Sterrett Law
After graduating from law school, Dave was a judicial clerk in Massachusetts for a year. Dave then split his time between Boston and Washington, DC practicing law at a large firm and lobbying on Capitol Hill on health care issues. In 2014, Dave started his own firm with offices in Boston and South Burlington, Vermont. Dave is admitted to practice law in the State of Vermont, the Commonwealth of Massachusetts, and the State of New York.
Bar Certified in
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Dave Sterrett
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Adam Binder
at
ADB Tech Law, pc
I'm a business lawyer with undergraduate and graduate business degrees specializing in helping smaller companies plan, build and scale to and through massive growth. I built and led a managed services and data center provider for several years and understand both business and technical operational demands. I also have more than two decades of SaaS experience (before it was called AAS) in both business and legal roles.
Bar Certified in
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Adam Binder
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Jonathan Hawkins
U07T2UC7XHP
at
Law Firm GC, LLC
I am the Founder of Law Firm GC. We represent lawyers and law firms from formation to dissolution and everything in between. Based in Atlanta, but we served law firms throughout the US.
Bar Certified in
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Jonathan Hawkins
about..
Christina Gilbertson
at
Gilbertson Law Office
My practice focuses on business transactions and estate planning for clients in CO, NV, UT, and CA. A significant portion of my practice involves estate planning for business owners. My practice is fully virtual, which enables me to provide services to clients regardless of where they are located. Prior to opening my firm in 2018, I was a partner with a nationwide insurance defense firm. I am able to use that experience to help my business clients avoid disputes and stay out of court as much as possible.
Bar Certified in
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Christina Gilbertson
about..
Shahrzad Kojouri
at
Lawtrades
I went to law school after working in finance. After graduation I went straight in-house to a early stage mortgage services company. I built their compliance program and then left to work pro-bono in Cambodia for 2 years doing child protection work. Since returning I've worked in-house at several financial services institutions. The last one being an insurtech company I joined as head of legal after they raised their series A. I left to start my own tech company and work as a contract attorney to bootstrap it. As a contract attorney I've found a new career path being outside-inside counsel with a variety of different start-ups/tech companies and love it.
Bar Certified in
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Shahrzad Kojouri
about..
Bill Pipal
at
Inside Track Legal Consulting, LLC
After graduating from the University of Illinois College of Law in 2012, I joined the law firm of Troutman Sanders LLP (now Troutman Pepper) as a litigation associate in the Chicago office working on a wide variety of commercial litigation matters in state and federal court. After 5 years, I left to join Home Chef (Series B) as its third legal team member. At Home Chef I honed my skills as an in-house attorney for a fast growing tech company and was primarily responsible for working in the areas of employment law, marketing/advertising compliance, and food regulatory issues. During my time there, Home Chef was acquired by Kroger and I was able to work as part of the cross-functional group that helped integrate Home Chef into the Kroger family of companies. In 2020, I left Home Chef to join SpotHero (Series D) as its second in-house attorney. In this role I was a corporate generalist and responsible for any and all legal and compliance issues that came in the door. My primary areas of focus included the negotiation of commercial partnerships and other contracts, employment law, data privacy, information security, and product counseling. I also worked to build out SpotHero's CLM tool (Ironclad) as well as the legal operations function. In August 2024, I left SpotHero and launched my own LLC offering fractional GC and legal consulting services.
Bar Certified in
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Bill Pipal
about..
Damian Guzman
Fractional Business Counsel
at
EnigmaTech Legal PC
My name is Damian Guzman, founder of EnigmaTech Legal PC, a fractional counsel practice dedicated to fairness, transparency and efficiency in the provision of legal services. I graduated from Columbia Law School and spent over 14 years in BigLaw and as in-house counsel to Visa, Airwallex and Solid Financial Technologies. I am experienced in all things corporate and commercial (with particular experience in Fintech/Payments) and am fairly adept with employment matters. I hold IAPP CIPP and CIPM privacy certifications, as well as a PCIP certification. Glad to be here!
Bar Certified in
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Damian Guzman
about..
Joshua Rutstein
Partner
at
Zandi Rutstein LLP
Few years representing private credit lenders and real estate PE in financing and acquisition transactions, moved in-house to an SMB wholesale company in the furniture industry. Building out a distributed law firm focused on solving lifecycle and everyday problems for companies from formation and capital raising to capital deployment, acquisition, and beyond. school: Cardozo Law
Bar Certified in
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Joshua Rutstein
about..
Erika Buell
Founder
at
Company-side tech startup lawyer. Former big law, in house counsel and law professor at Duke Law (and Director of the Law & Entrepreneurship Program). Future focused, innovation-loving counselor. EC/VC
Bar Certified in
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Erika Buell
about..
J.R. Skrabanek
Attorney
at
NYC commercial litigation attorney
Bar Certified in
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J.R. Skrabanek
about..
Ryan Juliano
Senior Attorney + VP of Platform
at
Howell Legal Inc.
Was one of the only people in law school that loved it. Graduated law school into The Great Recession (2009). Did an LL.M in Legal Theory to see if I wanted to be an academic (I did not). Wandered in the desert for the next year until landing at Kirkland & Ellis. Worked (too hard) in Kirkland's NY Capital Markets group for 18 mos. Lateraled internally to Kirkland's Palo Alto's Private Equity M&A group (continuing to work too hard). After 18 more mos., I decided to make a hard pivot in my career and leave BigLaw. Worked in the corporate group at a mid-sized regional firm in Providence for 9 mos. Considered leaving law until I met Ted Howell. Joined Ted as Attorney #2 at Howell Legal in 2015 and began focusing on early-stage tech startups. Became a partner at Howell in 2016. In addition to lawyering at Howell, I've led development of our team's systems, processes, and tools.
Bar Certified in
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Ryan Juliano
about..
Katie Herdener
Senior Counsel
at
Howell Legal Inc.
Career in-house counsel, recently transitioned to firm life. Technology transactions specialist, with experience advising companies from startups to multinational corporations on regulatory compliance, intellectual property, privacy, and data protection.
Bar Certified in
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Katie Herdener
about..
Evan Buhler
Partner
at
Virgil Law LLP
Served for 3+ years in big law (Sidley Austin and Fenwick & West). Served for a year as a clerk to a federal judge. Have served as company counsel to high-growth, early-stage tech companies that raised anywhere from $1mm - $500mm in venture capital financings.
Bar Certified in
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Evan Buhler
about..
Dale Kimball
Chief Legal Officer
at
GenZ Group
My first 5 or 6 years were dedicated to private practice, in a US/Mexico law firm focused mostly on international transactions with a lot of work in Texas also. Since then, except for a two-year period as Of Counsel for that same law firm, I have enjoyed an in-house practice at several multinational companies: Fruit of the Loom, Nokia, Cadbury plc, and Nissan. I was the general counsel for Latin America at three of those companies, so in that sense I have generalist experience. However, areas of strength include M&A, Joint Ventures, Corporate, Manufacturing, Purchasing, Compliance, SaaS, and all types of transactional work. I have deepy industry-specific experience in the Automotive, Sales Finance, Fast-Moving Consumer Goods, Food & Beverage, Telecom (a little rusty here), and Textiles/Clothing areas. I am licensed in Texas, and for 12 years while I was with Nissan also was licensed as in-house counsel in Tennessee. I have over 30 years of pratical experience, including in the U.S., Latin America, Europe, and Asia.
Bar Certified in
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Dale Kimball
about..
Robb Miller
Fractional GC / Tech & AI counsel
at
CEOLaw
Hi! I'm an average, every-day cross-border tech counsel with a passion for guiding innovative companies through the evolving legal landscape. My legal journey began in traditional corporate law, but as technology rapidly transformed the world, I pivoted to focus on tech law, AI, and data privacy. Over the years, I’ve become a trusted fractional General Counsel, working closely with startups and established tech companies to navigate complex cross-border regulations and scale their operations globally. My mission is to leverage my unique expertise and experience to help businesses stay agile, compliant, and prepared for the future.
Bar Certified in
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Robb Miller
about..
Bihan Mahadewa
Founder
at
Stealth
EdTech Founder
Bar Certified in
Talk to
Bihan Mahadewa
about..
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Legal Templates

Browse 300+ templates contributed by the HeyCounsel Communiy

Apparel Purchase Agreement (LONG FORM)

Employment
/
Contributed by
Brian Scherer
Apparel Purchase Agreement (LONG FORM)
State of 
, United States
Uploaded on
November 18, 2024
International
Uploaded on
November 18, 2024
Applicable in United States
Uploaded on
November 18, 2024
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Form of Filing Request and Summary

Corporate
/
Contributed by
Brian Scherer
Authorized Common Shares (PBC) - Charter Amendment
State of 
, United States
Uploaded on
August 9, 2022
International
Uploaded on
August 9, 2022
Applicable in United States
Uploaded on
August 9, 2022
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TCPA Compliance Guidelines

Marketing
/
Contributed by
Brian Scherer
State of 
, United States
Uploaded on
January 15, 2023
International
Uploaded on
January 15, 2023
Applicable in United States
Uploaded on
January 15, 2023
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Foris Cardholder Agreement

Product & Regulatory
/
Contributed by
Brian Scherer
Fintech / White or Gold
State of 
, United States
Uploaded on
December 7, 2022
International
Uploaded on
December 7, 2022
Applicable in United States
Uploaded on
December 7, 2022
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Form Reseller Agreement

Commercial
/
Contributed by
Jason Soni
State of 
, United States
Uploaded on
June 16, 2024
International
Uploaded on
June 16, 2024
Applicable in United States
Uploaded on
June 16, 2024
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Board Consent - Convertible Notes

Corporate
/
Shefali Lakhani
Resolutions for convertible note issuance
State of 
, United States
Uploaded on
October 8, 2024
International
Uploaded on
October 8, 2024
Applicable in United States
Uploaded on
October 8, 2024
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Form of Certificate of Incorporation

Corporate
/
Contributed by
Brian Scherer
FF Preferred - Incorporation
State of 
, United States
Uploaded on
September 22, 2022
International
Uploaded on
September 22, 2022
Applicable in United States
Uploaded on
September 22, 2022
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Drafting Privacy Notices

Product & Regulatory
/
Contributed by
Brian Scherer
Drafting Privacy Notices
State of 
, United States
Uploaded on
January 5, 2023
International
Uploaded on
January 5, 2023
Applicable in United States
Uploaded on
January 5, 2023
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Non-Disclosure Agreement

NDA
/
Contributed by
Brian Scherer
Mutual Form of Nondisclosure Agreement
State of 
, United States
Uploaded on
August 9, 2022
International
Uploaded on
August 9, 2022
Applicable in United States
Uploaded on
August 9, 2022
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Harassment Policy

Corporate
/
Contributed by
David Thompson
harassment policy
State of 
California
, United States
Uploaded on
September 17, 2024
International
Uploaded on
September 17, 2024
Applicable in United States
Uploaded on
September 17, 2024
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Practical Guidance Expert Annotated Form

Product & Regulatory
/
Contributed by
Brian Scherer
Online Privacy Notice / Product or Services Sales Website
State of 
, United States
Uploaded on
January 5, 2023
International
Uploaded on
January 5, 2023
Applicable in United States
Uploaded on
January 5, 2023
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Practical Guidance Expert Annotated Form

Product & Regulatory
/
Contributed by
Brian Scherer
Consumer Complaints Policy
State of 
, United States
Uploaded on
March 26, 2023
International
Uploaded on
March 26, 2023
Applicable in United States
Uploaded on
March 26, 2023
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Operating Agreement Checklist - Arizona LLC

Commercial
/
Operating Agreement Checklist - Arizona LLC
State of 
Arizona
, United States
Uploaded on
December 21, 2024
International
Uploaded on
December 21, 2024
Applicable in United States
Uploaded on
December 21, 2024
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Real Estate Joint Venture Transaction Checklist

Commercial
/
Contributed by
Brian Scherer
checklist template for real estate joint venture transaction
State of 
, United States
Uploaded on
December 10, 2024
International
Uploaded on
December 10, 2024
Applicable in United States
Uploaded on
December 10, 2024
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Form of CSC Filing Request and Summary

Corporate
/
Contributed by
Brian Scherer
Standard - Incorporation
State of 
, United States
Uploaded on
September 22, 2022
International
Uploaded on
September 22, 2022
Applicable in United States
Uploaded on
September 22, 2022
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Operating Agreement (TN)

Corporate
/
Shefali Lakhani
Operating Agreement (member managed, multiple members)
State of 
Tennessee
, United States
Uploaded on
October 8, 2024
International
Uploaded on
October 8, 2024
Applicable in United States
Uploaded on
October 8, 2024
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Avoiding False Advertising Claims

Marketing
/
Contributed by
Brian Scherer
State of 
, United States
Uploaded on
January 15, 2023
International
Uploaded on
January 15, 2023
Applicable in United States
Uploaded on
January 15, 2023
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Internet Image Use and Attribution Guide

Marketing
/
Contributed by
Brian Scherer
State of 
, United States
Uploaded on
January 15, 2023
International
Uploaded on
January 15, 2023
Applicable in United States
Uploaded on
January 15, 2023
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Beta Test TOS

Commercial
/
Jasmin Hurley
Terms of service template for beta testing
State of 
, United States
Uploaded on
December 13, 2024
International
Uploaded on
December 13, 2024
Applicable in United States
Uploaded on
December 13, 2024
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Form of Advisor Agreement (PBC)

Employment
/
Contributed by
Brian Scherer
Standard - Advisor Agreement
State of 
, United States
Uploaded on
May 27, 2023
International
Uploaded on
May 27, 2023
Applicable in United States
Uploaded on
May 27, 2023
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Delaware Model Merger Agreement

Commercial
/
Template for delaware model merger agreement
State of 
Delaware
, United States
Uploaded on
December 11, 2024
International
Uploaded on
December 11, 2024
Applicable in United States
Uploaded on
December 11, 2024
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Responding to Consumer Data Deletion Requests Checklist

Privacy
/
Contributed by
Brian Scherer
CCPA / CPRA Compliance / Responding to Consumer Data Deletion Requests Checklist
State of 
, United States
Uploaded on
December 18, 2023
International
Uploaded on
December 18, 2023
Applicable in United States
Uploaded on
December 18, 2023
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OneNDA template

Employment
/
Marc Hoag
OneNDA template
State of 
, United States
Uploaded on
January 7, 2025
International
Uploaded on
January 7, 2025
Applicable in United States
Uploaded on
January 7, 2025
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Data Protection Addendum

Privacy
/
Contributed by
Brian Scherer
Cover Page and Standard Terms
State of 
, United States
Uploaded on
May 18, 2024
International
Uploaded on
May 18, 2024
Applicable in United States
Uploaded on
May 18, 2024
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Phantom Unit Grant Agreement

Employment
/
Contributed by
Chris Jones
Form for offering phantom units in an LLC
State of 
, United States
Uploaded on
July 16, 2024
International
Uploaded on
July 16, 2024
Applicable in United States
Uploaded on
July 16, 2024
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Speaker Agreement

Commercial
/
Laurel Palluzi
Template to be used for bringing a speaker to a company event (could be an external or internal event)
State of 
, United States
Uploaded on
July 15, 2024
International
Uploaded on
July 15, 2024
Applicable in United States
Uploaded on
July 15, 2024
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Form - Action by Written Consent of Sole Incorporator

Corporate
/
Conversion / Delaware LLC to Delaware C Corp
State of 
Delaware
, United States
Uploaded on
March 26, 2024
International
Uploaded on
March 26, 2024
Applicable in United States
Uploaded on
March 26, 2024
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Form of CIIA Agreement

Employment
/
Contributed by
Brian Scherer
Standard (for Entity) - Consultant Agreement
State of 
, United States
Uploaded on
May 27, 2023
International
Uploaded on
May 27, 2023
Applicable in United States
Uploaded on
May 27, 2023
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Section 228 Notice to Stockholders

Employment
/
Tyler Hastings
Simple 228e notice to stock holders
State of 
, United States
Uploaded on
International
Uploaded on
Applicable in United States
Uploaded on
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Conflict Waiver for Equity Arrangements

Legal Ops
/
Contributed by
Chris Jones
A form conflict waiver for legal providers who receive equity for services
State of 
, United States
Uploaded on
July 16, 2024
International
Uploaded on
July 16, 2024
Applicable in United States
Uploaded on
July 16, 2024
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Influencer Agreement

Commercial
/
Contributed by
Brian Scherer
Vendor
State of 
, United States
Uploaded on
November 7, 2023
International
Uploaded on
November 7, 2023
Applicable in United States
Uploaded on
November 7, 2023
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Form - Bylaws

Corporate
/
Conversion / Delaware LLC to Delaware C Corp
State of 
Delaware
, United States
Uploaded on
March 26, 2024
International
Uploaded on
March 26, 2024
Applicable in United States
Uploaded on
March 26, 2024
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Commercial Lease Agreement

Commercial
/
Contributed by
David Thompson
Commercial Lease Agreement
State of 
California
, United States
Uploaded on
September 17, 2024
International
Uploaded on
September 17, 2024
Applicable in United States
Uploaded on
September 17, 2024
Download
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Operating Agreement, Manager-Managed, Multiple-Members, Arizona LLC

Commercial
/
Operating Agreement, Manager-Managed, Multiple-Members, Arizona LLC
State of 
Arizona
, United States
Uploaded on
December 22, 2024
International
Uploaded on
December 22, 2024
Applicable in United States
Uploaded on
December 22, 2024
Download
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Asset Purchase Agreement (Specified Assets)

Commercial
/
Damian Guzman
Asset Purchase Agreement (Specified Assets)
State of 
, United States
Uploaded on
December 13, 2024
International
Uploaded on
December 13, 2024
Applicable in United States
Uploaded on
December 13, 2024
Download
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Virtual Assistant Services Agreement

Commercial
/
Contributed by
Brian Scherer
Virtual Assistant Services Agreement
State of 
, United States
Uploaded on
June 16, 2024
International
Uploaded on
June 16, 2024
Applicable in United States
Uploaded on
June 16, 2024
Download
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End User License Agreement

Corporate
/
Shefali Lakhani
End User License Agreement
State of 
, United States
Uploaded on
October 7, 2024
International
Uploaded on
October 7, 2024
Applicable in United States
Uploaded on
October 7, 2024
Download
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Ohio Residential Real Estate Purchase Agreement 2

Commercial
/
Christian Brown
Ohio residential real estate purchase agreement template for Ohio
State of 
Ohio
, United States
Uploaded on
December 12, 2024
International
Uploaded on
December 12, 2024
Applicable in United States
Uploaded on
December 12, 2024
Download
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Form of Certificate of Amendment

Corporate
/
Contributed by
Brian Scherer
Name Change - Charter Amendment
State of 
, United States
Uploaded on
August 9, 2022
International
Uploaded on
August 9, 2022
Applicable in United States
Uploaded on
August 9, 2022
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Texas Certificate of Formation

Corporate
/
Contributed by
Brian Scherer
For-Profit Corp
State of 
Texas
, United States
Uploaded on
September 21, 2021
International
Uploaded on
September 21, 2021
Applicable in United States
Uploaded on
September 21, 2021
Download
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MSA

Commercial
/
Contributed by
Chris Jones
Form for a Master Services Agreement
State of 
, United States
Uploaded on
July 16, 2024
International
Uploaded on
July 16, 2024
Applicable in United States
Uploaded on
July 16, 2024
Download
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Nymity GDPR Readiness Questions

Product & Regulatory
/
Contributed by
Brian Scherer
State of 
, United States
Uploaded on
January 5, 2023
International
Uploaded on
January 5, 2023
Applicable in United States
Uploaded on
January 5, 2023
Download
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Termination Certification

Employment
/
Contributed by
Brian Scherer
For Employee
State of 
, United States
Uploaded on
May 27, 2023
International
Uploaded on
May 27, 2023
Applicable in United States
Uploaded on
May 27, 2023
Download
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TrustArc Handbook

Product & Regulatory
/
Contributed by
Brian Scherer
CCPA-20-01
State of 
, United States
Uploaded on
January 5, 2023
International
Uploaded on
January 5, 2023
Applicable in United States
Uploaded on
January 5, 2023
Download
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Distribution Agreement (Pro-Distributor)

Commercial
/
Contributed by
Brian Scherer
Distribution Agreement (Pro-Distributor) Template
State of 
, United States
Uploaded on
November 23, 2024
International
Uploaded on
November 23, 2024
Applicable in United States
Uploaded on
November 23, 2024
Download
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Statement of Work (Goods or Services)

Commercial
/
Contributed by
Brian Scherer
Template for statement of work either for goods or services
State of 
, United States
Uploaded on
November 23, 2024
International
Uploaded on
November 23, 2024
Applicable in United States
Uploaded on
November 23, 2024
Download
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Temporary Staffing Agency Agreement

Employment
/
Laurel Palluzi
To hire an agency to bring on temporary employees
State of 
, United States
Uploaded on
August 1, 2024
International
Uploaded on
August 1, 2024
Applicable in United States
Uploaded on
August 1, 2024
Download
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Engagement Letter ("Plain English")

Employment
/
Ruben Arredondo
Simplified version of an Engagement Letter Sample
State of 
, United States
Uploaded on
November 12, 2024
International
Uploaded on
November 12, 2024
Applicable in United States
Uploaded on
November 12, 2024
Download
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Saas Contracting Playbook Template

Legal Ops
/
Karen Maxim
A template for creating a SaaS contracting playbook
State of 
, United States
Uploaded on
July 25, 2024
International
Uploaded on
July 25, 2024
Applicable in United States
Uploaded on
July 25, 2024
Download
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Form of Offer Letter

Employment
/
Contributed by
Brian Scherer
Employee Agreement / Offer Letter and Invention Assignment Agreement
State of 
, United States
Uploaded on
May 27, 2023
International
Uploaded on
May 27, 2023
Applicable in United States
Uploaded on
May 27, 2023
Download
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YC_Form_SaaS_Agreement

Commercial
/
Contributed by
Jason Soni
State of 
, United States
Uploaded on
June 16, 2024
International
Uploaded on
June 16, 2024
Applicable in United States
Uploaded on
June 16, 2024
Download
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Form - Bylaws

Corporate
/
Conversion / Delaware LLC to Delaware C Corp
State of 
Delaware
, United States
Uploaded on
March 26, 2024
International
Uploaded on
March 26, 2024
Applicable in United States
Uploaded on
March 26, 2024
Download
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Articles of Organization (Arizona)

Commercial
/
Articles of Organization (Arizona)
State of 
Arizona
, United States
Uploaded on
December 21, 2024
International
Uploaded on
December 21, 2024
Applicable in United States
Uploaded on
December 21, 2024
Download
Download
Download

The Payment Card System Overview

Product & Regulatory
/
Contributed by
Brian Scherer
Fintech / Lithic Template
State of 
, United States
Uploaded on
May 27, 2022
International
Uploaded on
May 27, 2022
Applicable in United States
Uploaded on
May 27, 2022
Download
Download
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Research Agreement (Sponsored)

Commercial
/
Research Agreement (Sponsored)
State of 
, United States
Uploaded on
December 17, 2024
International
Uploaded on
December 17, 2024
Applicable in United States
Uploaded on
December 17, 2024
Download
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Form of Application for Authority

Corporate
/
Contributed by
Brian Scherer
New York - Foreign Qualification
State of 
New York
, United States
Uploaded on
August 9, 2022
International
Uploaded on
August 9, 2022
Applicable in United States
Uploaded on
August 9, 2022
Download
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GDPR Compliance Roadmap

Product & Regulatory
/
Contributed by
Brian Scherer
Accountability Roadmap for Demonstrable GDPR Compliance
State of 
, United States
Uploaded on
January 5, 2023
International
Uploaded on
January 5, 2023
Applicable in United States
Uploaded on
January 5, 2023
Download
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Form of Filing Request and Summary

Corporate
/
Contributed by
Brian Scherer
Name Change - Charter Amendment
State of 
, United States
Uploaded on
August 9, 2022
International
Uploaded on
August 9, 2022
Applicable in United States
Uploaded on
August 9, 2022
Download
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Marketing Law Links

Marketing
/
Contributed by
Brian Scherer
State of 
, United States
Uploaded on
January 15, 2023
International
Uploaded on
January 15, 2023
Applicable in United States
Uploaded on
January 15, 2023
Download
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Acquisitions of a C-Corporation Versus LLC Chart Tax Consequences

Corporate
/
LLC operating agreement where the LLC is taxed as a C-corp
State of 
, United States
Uploaded on
January 9, 2025
International
Uploaded on
January 9, 2025
Applicable in United States
Uploaded on
January 9, 2025
Download
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Real Estate Developement Agreement (Affiliated)

Commercial
/
Contributed by
Brian Scherer
Template for affiliated real estate developement agreement
State of 
, United States
Uploaded on
December 10, 2024
International
Uploaded on
December 10, 2024
Applicable in United States
Uploaded on
December 10, 2024
Download
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Revenue Loan Agreement

Commercial
/
Ryan Juliano
Template was pulled down from contributor's equity crowdfunding platform
State of 
, United States
Uploaded on
December 17, 2024
International
Uploaded on
December 17, 2024
Applicable in United States
Uploaded on
December 17, 2024
Download
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Notice of Stock Issuance

Employment
/
Contributed by
Brian Scherer
Employee Agreement / Add Co-Founder
State of 
, United States
Uploaded on
May 27, 2023
International
Uploaded on
May 27, 2023
Applicable in United States
Uploaded on
May 27, 2023
Download
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TX Commercial Purchase and Sale Agreement (Long Form) (Pro-Buyer)

Commercial
/
Contributed by
Dean Elazab
TX Commercial Purchase and Sale Agreement (Long Form) (Pro-Buyer)
State of 
Texas
, United States
Uploaded on
International
Uploaded on
Applicable in United States
Uploaded on
Download
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Assignment and Assumption of Membership Interest (LLC)

/
Contributed by
Brian Scherer
LLC Assignment of Interest
State of 
, United States
Uploaded on
July 5, 2024
International
Uploaded on
July 5, 2024
Applicable in United States
Uploaded on
July 5, 2024
Download
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Non-Disclosure Agreement

NDA
/
Contributed by
Brian Scherer
One-Way Form of Nondisclosure Agreement
State of 
, United States
Uploaded on
August 9, 2022
International
Uploaded on
August 9, 2022
Applicable in United States
Uploaded on
August 9, 2022
Download
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Consulting Agreement

Commercial
/
Contributed by
David Thompson
Consulting Agreement
State of 
California
, United States
Uploaded on
September 17, 2024
International
Uploaded on
September 17, 2024
Applicable in United States
Uploaded on
September 17, 2024
Download
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Form of Certificate of Incorporation

Corporate
/
Contributed by
Brian Scherer
Public Benefit - Incorporation
State of 
, United States
Uploaded on
September 22, 2022
International
Uploaded on
September 22, 2022
Applicable in United States
Uploaded on
September 22, 2022
Download
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Event Space Agreement

Commercial
/
Contributed by
Brian Scherer
Event space agreement template
State of 
, United States
Uploaded on
November 23, 2024
International
Uploaded on
November 23, 2024
Applicable in United States
Uploaded on
November 23, 2024
Download
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Delaware Mergers Corporation Requirements and Procedures

Commercial
/
Corporate Merger Requirements and Procedures Current as of: 07/10/2024
State of 
Delaware
, United States
Uploaded on
December 11, 2024
International
Uploaded on
December 11, 2024
Applicable in United States
Uploaded on
December 11, 2024
Download
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TX Purchase and Sale Agreement (Short Form) (Pro-Seller)

Commercial
/
Contributed by
Dean Elazab
TX Purchase and Sale Agreement (Short Form) (Pro-Seller)
State of 
Texas
, United States
Uploaded on
January 7, 2025
International
Uploaded on
January 7, 2025
Applicable in United States
Uploaded on
January 7, 2025
Download
Download
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Restricted Stock Purchase Agreement (outside of plan)

Commercial
/
Contributed by
Brett Good
Outside of plan, restricted stock purchase agreement
State of 
, United States
Uploaded on
December 9, 2024
International
Uploaded on
December 9, 2024
Applicable in United States
Uploaded on
December 9, 2024
Download
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CA LLC OPERATING AGREEMENT

Employment
/
Damian Guzman
CA LLC OPERATING AGREEMENT
State of 
California
, United States
Uploaded on
International
Uploaded on
Applicable in United States
Uploaded on
Download
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Form of CSC Filing Request

Corporate
/
Contributed by
Brian Scherer
California - Foreign Qualification
State of 
California
, United States
Uploaded on
August 9, 2022
International
Uploaded on
August 9, 2022
Applicable in United States
Uploaded on
August 9, 2022
Download
Download
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Offer Letter

Corporate
/
Shefali Lakhani
Offer Letter (employee)
State of 
, United States
Uploaded on
October 9, 2024
International
Uploaded on
October 9, 2024
Applicable in United States
Uploaded on
October 9, 2024
Download
Download
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Liability waiver (Hunting)

Commercial
/
John Yow
Liability waiver for hunting activity
State of 
, United States
Uploaded on
International
Uploaded on
Applicable in United States
Uploaded on
Download
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Personal Information Processing Agreement

Privacy
/
Contributed by
Brian Scherer
Cover Page and Standard Terms
State of 
, United States
Uploaded on
May 18, 2024
International
Uploaded on
May 18, 2024
Applicable in United States
Uploaded on
May 18, 2024
Download
Download
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Board Organizational Written Consent

Corporate
/
Contributed by
Brian Scherer
State of 
Texas
, United States
Uploaded on
September 21, 2021
International
Uploaded on
September 21, 2021
Applicable in United States
Uploaded on
September 21, 2021
Download
Download
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Website Terms of Use

Commercial
/
Contributed by
Brian Scherer
Website Terms of Use
State of 
, United States
Uploaded on
October 24, 2024
International
Uploaded on
October 24, 2024
Applicable in United States
Uploaded on
October 24, 2024
Download
Download
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Real Estate Joint Venture Transaction

Commercial
/
Contributed by
Brian Scherer
Template for real estate joint venture transaction
State of 
, United States
Uploaded on
December 10, 2024
International
Uploaded on
December 10, 2024
Applicable in United States
Uploaded on
December 10, 2024
Download
Download
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Unit Redemption Agreement

Employment
/
Contributed by
Chris Jones
Form for the redemption of membership units in an LLC
State of 
, United States
Uploaded on
July 16, 2024
International
Uploaded on
July 16, 2024
Applicable in United States
Uploaded on
July 16, 2024
Download
Download
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WARRANT TO PURCHASE TOKENS

Corporate
/
Ryan Juliano
Warrant that can be offered to participants in the Series Seed round
State of 
, United States
Uploaded on
October 24, 2024
International
Uploaded on
October 24, 2024
Applicable in United States
Uploaded on
October 24, 2024
Download
Download
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Form of 83(b) Election and Instructions

Employment
/
Contributed by
Brian Scherer
Employee Agreement / Add Co-Founder
State of 
, United States
Uploaded on
May 27, 2023
International
Uploaded on
May 27, 2023
Applicable in United States
Uploaded on
May 27, 2023
Download
Download
Download

Form of CSC Filing Request

Corporate
/
Contributed by
Brian Scherer
Public Benefit - Incorporation
State of 
, United States
Uploaded on
September 22, 2022
International
Uploaded on
September 22, 2022
Applicable in United States
Uploaded on
September 22, 2022
Download
Download
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Section 228 Notice to Stockholders

Corporate
/
Tyler Hastings
Section 228 Notice to Stockholders
State of 
, United States
Uploaded on
January 9, 2025
International
Uploaded on
January 9, 2025
Applicable in United States
Uploaded on
January 9, 2025
Download
Download
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TX Purchase and Sale Agreement (Short Form) (Pro-Buyer)

Commercial
/
Contributed by
Dean Elazab
TX Purchase and Sale Agreement (Short Form) (Pro-Buyer)
State of 
, United States
Uploaded on
January 7, 2025
International
Uploaded on
January 7, 2025
Applicable in United States
Uploaded on
January 7, 2025
Download
Download
Download

Single Director Organizational Written Consent

Corporate
/
Contributed by
Brian Scherer
State of 
Texas
, United States
Uploaded on
September 21, 2021
International
Uploaded on
September 21, 2021
Applicable in United States
Uploaded on
September 21, 2021
Download
Download
Download

Engagement Letter

Employment
/
Marc Hoag
Engagement Letter Sample
State of 
, United States
Uploaded on
November 12, 2024
International
Uploaded on
November 12, 2024
Applicable in United States
Uploaded on
November 12, 2024
Download
Download
Download

Manufacturing Supply Agreement (Pro-buyer)

Commercial
/
Contributed by
Brian Scherer
Manufacturing Supply Agreement (Pro-buyer) Template
State of 
, United States
Uploaded on
November 23, 2024
International
Uploaded on
November 23, 2024
Applicable in United States
Uploaded on
November 23, 2024
Download
Download
Download

Confidential Information and Invention Assignment Agreement

Employment
/
Contributed by
Brian Scherer
Employee Agreement / Add Co-Founder
State of 
, United States
Uploaded on
May 27, 2023
International
Uploaded on
May 27, 2023
Applicable in United States
Uploaded on
May 27, 2023
Download
Download
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Form of Consulting Agreement

Employment
/
Contributed by
Brian Scherer
Standard - Consultant Agreement
State of 
, United States
Uploaded on
May 27, 2023
International
Uploaded on
May 27, 2023
Applicable in United States
Uploaded on
May 27, 2023
Download
Download
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Referral Partnership Agreement Template

Commercial
/
Contributed by
Dean Elazab
State of 
, United States
Uploaded on
August 8, 2024
International
Uploaded on
August 8, 2024
Applicable in United States
Uploaded on
August 8, 2024
Download
Download
Download

Lease Agreement

Commercial
/
Contributed by
David Thompson
Lease Agreement (between landlord and tenant)
State of 
, United States
Uploaded on
September 17, 2024
International
Uploaded on
September 17, 2024
Applicable in United States
Uploaded on
September 17, 2024
Download
Download
Download

Simple Legal Fees Invoicing Template

Corporate
/
Ruben Arredondo
simple legal fees invoicing template
State of 
, United States
Uploaded on
November 5, 2024
International
Uploaded on
November 5, 2024
Applicable in United States
Uploaded on
November 5, 2024
Download
Download
Download

Form of Advisor Agreement

Employment
/
Contributed by
Brian Scherer
Standard - Advisor Agreement
State of 
, United States
Uploaded on
May 27, 2023
International
Uploaded on
May 27, 2023
Applicable in United States
Uploaded on
May 27, 2023
Download
Download
Download

Senior Executive Employment Contract

Corporate
/
Damian Guzman
Form employment agreement for a seller/owner who will be working for the buyer for X months post-acquisition
State of 
, United States
Uploaded on
January 8, 2025
International
Uploaded on
January 8, 2025
Applicable in United States
Uploaded on
January 8, 2025
Download
Download
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Terms of Service Template

Commercial
/
Contributed by
Brian Scherer
USER CONTENT, CONSUMER AAA - (11-28-18)
State of 
, United States
Uploaded on
International
Uploaded on
Applicable in United States
Uploaded on
Download
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OneNDA template 2

Employment
/
Robb Miller
State of 
, United States
Uploaded on
January 7, 2025
International
Uploaded on
January 7, 2025
Applicable in United States
Uploaded on
January 7, 2025
Download
Download
Download

Form of Board Consent

Corporate
/
Contributed by
Brian Scherer
Name Change - Charter Amendment
State of 
, United States
Uploaded on
August 9, 2022
International
Uploaded on
August 9, 2022
Applicable in United States
Uploaded on
August 9, 2022
Download
Download
Download

TX Commercial Real Estate Purchase and Sale Agreements

Commercial
/
Contributed by
Dean Elazab
TX Commercial Real Estate Purchase and Sale Agreements
State of 
Texas
, United States
Uploaded on
January 7, 2025
International
Uploaded on
January 7, 2025
Applicable in United States
Uploaded on
January 7, 2025
Download
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Midpage is an AI-powered legal research platform used by thousands of litigators and law students to find cases, take notes, and create work product.
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Evalify Demo (HeyCounsel Demo Day)

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Marketing
Evalify is a SaaS tool designed to help primarily non-IP experts (such as investors and founders) assess the patent landscape surrounding startup ideas – especially in the early stages. Evalify computes a preliminary freedom-to-operate (FTO) score indicating a startup's likelihood of operating in the market without incurring patent infringement risks.
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Responsiv Demo (HeyCounsel Demo Day)

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Marketing
Responsiv is a legal and compliance automation platform for in-house legal and compliance teams. Responsiv helps customers understand evolving regulations and apply it to their regulatory posture by performing a gap analysis and suggesting necessary changes.
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Alexi Demo (HeyCounsel Demo Day)

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Marketing
Daniel Diamond is Director of Revenue at Alexi, an AI question-and-answer platform that helps litigators acquire the legal knowledge they need at lightning speed, and with unprecedented depth.
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Law Firm Finances

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Running the firm
This guide breaks down key financial concepts, review financial levers affecting your business, provide best practices for billing and collecting money, and discuss how to manage and outsource financial work. Finally, we’ll break down what you need to know about insurance and taxes.
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HeyCounsel Biz Dev Rountable

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Marketing
The HeyCounsel Community chats about unique and often under-discussed business development strategies
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Community Demo: Gavel.io

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Running the firm
Gavel.io is platform designed specifically for legal professionals to automate document creation and manage client intake efficiently. Created by Dorna Moini to address the time-consuming aspects of legal work, Gavel aims to enhance productivity by automating routine tasks and document drafting. The platform allows users to create custom workflows, integrate dynamic fields into documents, and generate completed document sets based on client-provided information through intuitive questionnaires. This not only saves considerable time but also reduces the potential for errors.
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Contract Playbooks & Using Pincites

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Running the firm
Pincites.com is an AI-powered platform designed to assist legal teams in negotiating and reviewing contracts more efficiently and consistently within Microsoft Word. The platform uses artificial intelligence to automatically redline contracts, highlight potential issues, and offer AI-generated comments based on a company's specific guidelines or "playbooks". This integration allows legal teams to accelerate the contract negotiation process, ensuring that agreements are standardized and aligned with company standards, thereby reducing risks and improving productivity
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LegalTech’s New Frontier in AI: Imagining Future Realities

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Running the firm
Join Alumni Ventures and HeyCounsel as we dive into the uncharted territories of Legal AI, exploring untapped opportunities for builders and lawyers alike. We’re asking a panel of lawyers and founders to don their imaginary hats and envision the legal landscape 5-10 years down the road. From yet unseen breakthroughs to dystopian futures, we’ll draw insights from our journey with gen AI so far. This interactive panel will discuss the impacts of AI on the legal profession, the challenges of integrating new technologies in a conservative field, and the potential for AI to reshape the cost and quality of legal services.
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GC AI & Prompt Engineering

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Running the firm
GC AI, accessible at getgc.ai, is an advanced AI platform tailored for in-house legal professionals. It provides powerful tools for generating first drafts, handling compliance documents, and offering legal advice efficiently. Users can experience enhanced productivity through features like AI-driven drafting and comprehensive legal document templates. The platform is designed to be especially useful for legal departments looking to streamline their operations and enhance the drafting and review of legal documents.
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HeyCounsel Community Demo: Kula

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Marketing
Kula is an AI-powered sales tool designed to automate and enhance the efficiency of the sales process for businesses. It identifies prospects, sends emails, and nurtures conversations until leads are ready to close, aiming to replace traditional human sales roles with advanced AI capabilities. Kula offers a platform where businesses can define their target audience and use AI to draft and send messages, maximizing email deliverability and engagement.
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Community Demo: Paxton.ai

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Running the firm
Paxton is a multifaceted AI first legal research tool that assists with statutory research and contract drafting, among others.
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HeyCounsel Commmunity Chat: AI Regulation

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Running the firm
The HC community gets together to discuss the recent developments of AI regulation
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Legal Research with Midpage.ai

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Running the firm
Midpage is a legal research tool that uses gen AI to 10x the legal research process, and can run on top of Lexis or Westlaw
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Strategies for Word of Mouth Growth

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Marketing
A short video on WOM strategies for lawyers
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Growing Your Practice Through Authentic Connections

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Marketing
A short clip regarding an authentic way to grow your client list
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Linkedin Strategy with Sarah Ouis of LBH

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Marketing
Sarah Ouis breaks down social media marketing (specifically Linkedin) for aspiring solos and independent lawyers.
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      HeyCounsel is not a law firm, or a substitute for an attorney or law firm. We are a lawyer community and a platform that connects businesses with independent legal advisors. We do not endorse any attorneys on our platform, nor do we receive any payments from attorneys to do so.  We are not an “attorney referral service”.