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Documents & Legal
Make it legal and handle the paperwork: formation, contracts, invoices, PDFs, and eSign.
10 tools in this area. Tap any one to see what it is, what it is for, and how to use it.
What it is
Ready-to-edit business agreements (independent contractor, NDA, client services, 1099 sales rep, LLC operating agreement, and more). Editable Word plus PDF. Individual documents are one-time purchases from $7 to $27; the Build plan and up includes UNLIMITED directory documents (contracts, templates, and checklists, current and future) at no extra charge. Every listing carries an attorney-review disclaimer: templates, not legal advice.
What it is for
getting a real agreement in place fast for hiring, selling, or protecting the business
How to use it
At /contracts, browse editable business agreements; each has its own page with what is inside and a one-time price. The Build plan and up includes every directory document.
What it is
Done-for-you business documents to brand and send: invoices, proposals, pitch-deck outline, SOPs, offer sheets, budget trackers, and more. Several are free with an account; paid ones are $7 to $27 one time, and the Build plan and up includes every directory document at no extra charge. Every listing carries an attorney-review disclaimer.
What it is for
handing the member a professional document they can use today instead of starting from a blank page
How to use it
At /templates, browse done-for-you business documents; several are free with an account, and the Build plan and up includes all of them.
What it is
Step-by-step downloadable checklists (start a business, launch week, LLC formation, onboarding, bookkeeping, and more). Some free, paid from $7 one time, and the Build plan and up includes every directory document at no extra charge. Every listing carries an attorney-review disclaimer. Separate from the interactive member checklist workspaces.
What it is for
walking the member through the parts of building a business people skip and regret
How to use it
At /checklists-directory, browse downloadable step-by-step checklists; some free, paid from $7, and included with Build and up.
What it is
A free tool to merge several PDFs into one file: add the PDFs, set the order with up and down arrows, and download the combined file. It runs ENTIRELY in the visitor's browser using pdf-lib, so the files are never uploaded to a server. That makes it private by design and safe for contracts and grant packets. No signup, no watermark, no file-size trap.
What it is for
anyone who needs to merge PDF files fast and privately, like combining contract pages or a grant packet
How to use it
Go to /combine-pdf, add your PDFs, set the order with the up and down arrows, and download the combined file. It runs entirely in your browser, so files are never uploaded.
What it is
The done-for-you formation and compliance product: launch, structure, and keep your business compliant, all native at /legalize. Form a New Company is a guided wizard (entity type LLC or Corporation with member/manager management or C/S tax election; nonprofit coming soon), a state picker covering all 50 states plus DC, a name check with up to two alternates (availability is verified with the state at filing; if the first choice is taken we use the alternates or reach out, no extra charge), three formation packages (Simple Launch $249: the basics with a 2 to 3 week filing process; Smart Launch $399, the recommended one: formation filed in 10 business days or less plus the EIN and a year of registered agent service; Expert Launch $599: everything in Smart plus a trade name DBA, a business operating agreement, and a compliance guarantee), principal activity, addresses, controlling officers, an optional annual-report service enrollment, and one review with one honest total: the package price plus the state's own filing fee passed through at cost (estimated up front, trued up before filing, non-refundable once paid to the state). Payment is through our checkout BEFORE anything is filed; we submit within 2 business days and each state moves at its own pace after that. Add an Existing Company is free and lets compliance services attach to a business the member already registered: annual report filing ($199/year plus the state fee), registered agent service ($199/year), done-for-you EIN ($149; members with an SSN can always get the EIN free and instantly from the IRS themselves, and we say so), and certificates of good standing ($149 plus the state fee). My Companies lists every company with live status; every order has an honest timeline page (paid, submitted, filed or needs-a-fix with the plain-language reason, complete) and delivers state and IRS documents right on the order for download. The member does not have to keep checking back: at every meaningful step they get BOTH an in-app notification (the bell) and a branded email (payment received, filing submitted, filed, each document ready to download, and the honest heads up if anything needs a fix or our team has to place it by hand), and the owner is alerted whenever someone legalizes and whenever a filing lands. A rejected filing is corrected and re-submitted at no extra service charge. Intake flows open with a bring-my-info-over confirmation that prefills from the member's account, portfolio, and Org Design Cheat Sheet; the member edits everything. Checkout is native (Stripe's secure embedded payment inside the wizard, the member never appears to leave), and every formation or EIN review offers Invite to Pay: a shareable secure payment link for whoever holds the card, with the filing submitting automatically when their payment lands. The done-for-you EIN has its own full-screen nine-step application wizard mirroring IRS Form SS-4 (entity, address, officers, activity, reason, the five business detail questions, expected employees, responsible party, review with a masked SSN and a third-party-designee authorization). Each company has its own detail page with quick actions and a Document Upload modal (registered agent mailbox items and compliance documents stored safely with the company). And for members who want none of the work: Done For You Formation, $997 flat plus state fees at cost, where a dedicated specialist legalizes the business end to end (formation, EIN, registrations) and the member just answers a few questions, with an honest request pipeline (received, in progress, filed, complete). No AI credits are ever used here; these are real paid filings.
What it is for
making the business legally real: forming the LLC or corporation done-for-you, and keeping every company compliant year after year
How to use it
At /legalize, Form a New Company runs a guided wizard (entity type, state, name with alternates, a formation package, activity, addresses, officers) and one review with one honest total: the package price plus the state's own filing fee at cost. Add an Existing Company is free and attaches compliance services (annual report, registered agent, EIN, good standing). My Companies tracks every order's honest timeline. No AI credits; these are real paid filings.
What it is
The free formation guide cluster from Dee's content: how to form an LLC step by step (state, name, registered agent, Articles of Organization, operating agreement, EIN), how to get the EIN free directly from the IRS (never pay a middleman for a free thing; fax/mail route for applicants without an SSN), and the complete beginner overview of registering a business (all five entity types, DBA vs entity, licenses after registration). No invented fees: every state-money question points at the official state office via the /register-a-business directory. Interlinked with /names, /businessplan, /calculators, and /contracts.
What it is for
anyone forming an LLC, getting an EIN, or registering a business for the first time
How to use it
Read the free formation guides: how to form an LLC step by step (/how-to-form-an-llc), how to get the EIN free directly from the IRS (/how-to-get-an-ein-number), and the beginner overview of registering a business (/how-to-register-a-business). Every state-money question points to the official state office via the /register-a-business directory.
What it is
Two honest educational guides: starting a business in Germany (legal forms Freiberufler/Einzelunternehmen/GmbH/UG, the visa path for non-EU entrepreneurs, notarization, Gewerbeamt/Finanzamt/ELSTER registration steps, realistic 3-6 month timeline, verify-with-the-agency honesty on all figures) and the US pathways map for immigrant entrepreneurs (E-2, EB-5, O-1/EB-1, L-1, IER, EB-2 NIW compared side by side, treaty-country note for Haitian and Nigerian entrepreneurs, and the funding channels open regardless of citizenship: SBDC/SCORE/WBC counseling, CDFI and ITIN-friendly lenders, NY and CA state programs). Clearly labeled educational, not legal advice, with USCIS as the source of truth.
What it is for
entrepreneurs starting a business in Germany and immigrant entrepreneurs comparing US visa pathways and citizenship-open funding
How to use it
Read the honest educational guides for starting a business in Germany (/register-a-business/germany) and the US visa and funding pathways for immigrant entrepreneurs (/start-a-business-as-an-immigrant). Both are clearly labeled educational, not legal advice, with the official agency as the source of truth.
What it is
A full PDF and eSignature suite. The free tools at /pdf-tools run entirely in the visitor's browser (files never leave their device, no signup, no watermark): Fill & Sign (fill real PDF form fields, add text, dates, checkmarks, and a drawn or typed signature), merge (/combine-pdf), split by page ranges, reorder and rotate pages, honest compression (lossless re-save plus a shrink-hard mode for scans, with the real before and after size shown), images to PDF, PDF to images, and text extraction to copy, .txt, or Word. eSign at /esign sends any PDF for legally recognized electronic signature (ESIGN and UETA, with explicit consent in the signing flow): place signature, date, text, and checkbox fields for up to 10 signers, each signer gets a private email link and signs on any device with NO account, and everyone receives the completed PDF with a signature certificate page recording who signed, when, and from which IP. Sending needs a free account; no per-envelope fees. My Documents (/my-stuff/documents) is the member's multi-page area with tabs: Files (stored PDFs with upload, rename, delete, open in editor), Sign requests (per-signer status and resend), Templates (a stored PDF plus its field layout, reusable in one click, plus the starter form library linking the contracts and templates directories), and Tools.
What it is for
handling business paperwork end to end: filling and signing forms, preparing contracts, and getting agreements signed by clients without a per-envelope eSign subscription
How to use it
The free PDF suite at /pdf-tools fills and signs forms, merges, splits, reorders, compresses, and converts, all in your browser with no upload. eSign at /esign sends any PDF for legally recognized signature by up to 10 signers.
What it is
A free public comparison directory of the established virtual office providers: Alliance Virtual Offices (1,400+ locations), Davinci (1,000+ locations, plans published from about $49-$50/month), Regus/IWG (major metros worldwide), WeWork, Wezoo (1,785 US locations), and the Coworker.com marketplace (25,000+ spaces). Searchable and filterable by service (business address, mail handling, live receptionist, meeting rooms, physical coworking, instant booking), with a side-by-side comparison table, a best-for guide, plain-words education on what a virtual office is, the USPS Form 1583 / CMRA identity check every legitimate US provider requires, and the virtual-address vs registered-agent distinction. Discovery and referral only: every listing links out to the provider's own live location pages; we never handle bookings, payments, or mail compliance. Pairs with /register-a-business for the filing itself.
What it is for
getting a professional business address, mail handling, live receptionist, and meeting rooms without leasing an office, by comparing the real providers side by side
How to use it
At /office-directory, compare the established virtual office providers side by side and filter by service (business address, mail handling, live receptionist, meeting rooms). It explains what a virtual office is, the USPS Form 1583 identity check, and the virtual-address vs registered-agent distinction. Discovery and referral only; every listing links out to the provider.
What it is
25 professional invoice templates at /invoice-templates, one for the exact business you run: freelance, consulting, small business general, creative, contractor and trades, agency retainer, coaching, staffing agency, event planning, digital products, healthcare, recurring subscription, real estate, legal, IT, training, construction milestone, marketing, bookkeeping, past due collection, product sales, 1099 contractor records, international, nonprofit grant, and executive search. Each is an instant download after guest Stripe checkout (no account needed) in two formats: editable Word (DOCX) plus Excel (XLSX) with auto-calculations, delivered on /downloads/<slug>. Individual templates are $5 to $12 one time; The Complete Invoice Template Library bundle is all 25 templates in both formats (50 files) for $49. Every template names the free UYI calculator it pairs with (hourly rate, job cost, agency retainer, staffing agency profit, and more) so the price on the invoice is figured before it is sent.
What it is for
billing clients professionally in any industry, with a template built for that exact business and the calculator to price the work first
How to use it
At /invoice-templates, pick the template built for your exact business (25 industries). Each is an instant download after guest Stripe checkout (no account) in editable Word plus Excel with auto-calculations. Individual templates are $5 to $12; the full library bundle (all 25 in both formats) is $49. Every template names the free calculator that prices the work first.