⚖️ Law firms template
Business formation template
A business formation checklist for attorneys: the company name choices, owner details, ownership split and registered agent information to collect before filing formation documents.
Free. Once it's in your account you can rename it, add or remove items, and change anything.
- Each job is named
- "Business formation"
- Usually repeats
- As needed
Ask the client for
-
Preferred business name and two backups
-
Owner names, addresses and ownership percentages
-
Business address
-
Registered agent choice
-
How the business will be managed
Member-managed or manager-managed, and who signs.
Your steps
-
File formation documents and draft the operating agreement
How it works with Follow Up With
-
1
Make it yours
Add the template to your account and change anything: rename items, add notes for the assistant, remove what you don't need.
-
2
Start it for a client
Start a job for any client in one click. The list is ready; you just pick who it's for.
-
3
The assistant does the asking
Your client gets one friendly email listing everything, reminders on a schedule you choose, and a private link to upload or reply. No login needed.
More law firms templates
Browse every industry →Let the assistant do the asking
Add a template, start it for a client, and Follow Up With emails them the list, reminds them until it's done, and checks the files they send.
Start your 14-day free trial