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LEGAL & ADMIN FOUNDATION Β· Your business exists on paper. Let’s make sure that paper isn’t a disaster.

← Back to Kit Dashboard

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IN THIS SECTION Β· Business Entity Info Β· Contract & Document Library Β· Contract Templates Β· Legal Setup Checklist

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Quick Navigation

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🏒 Business Entity Info

Field Your Info
Business Legal Name
DBA / Brand Name
Business Structure LLC / Sole Prop / S-Corp
State of Registration
EIN (Tax ID)
Date Formed
Registered Agent Name
Registered Agent Address
Fiscal Year End
Business Address
Business Phone
Business Email

πŸ“„ Contract & Document Library

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How to use this library (customer-friendly):

  1. Open the Contract & Document Library database below.

  2. Click New β–Ύ (dropdown) to choose a template (Service Agreement, SOW, NDA, Proposal, etc.).

  3. Give it a client-specific name (example: Client - Service Agreement - 2026-04-06).

  4. Replace all placeholders before sending.

Where are the templates?

They live inside the database as Templates (they wont appear as rows until you create a document from them).

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πŸ“‹ Contract Templates