NATIONWIDE BUSINESS & NON-PROFIT LAW & CONSULTING

This program consists of the set up software and systems in place to move into the current needs of the practice of law.    

1. CRM (Practice Panther, MyCase, Clio, etc),
2. LayPay or other legal industry approved program
3. Document Storage (Box, Dropbox, Drive, etc.)
4. Calendar and Email
5. Document Processing like Adobe and Word
6. Other mobile programs like Adobe Sign and Push Marketing 

You will receive a worksheet that will help me determine your needs. We will talk by phone, zoom, and text. I use the same programs in my law firm as I do in my mediation and consulting.

Monthly $99.99

This program consists of monthly upkeep of the software and systems in place to move into the current needs of the practice of law.   

STATE FILING FEES ARE INCLUDED IN THE PRICE BY STATE 

(North Carolina or Texas only)

You will receive a worksheet to complete along with 2 meetings by phone or video. The first one will cover information on the worksheet. The second meeting will cover the final documents and the process to complete the documents. 

INCLUDES:

• Certificate of Formation
• Operating Agreement for LLC or Bylaw for Corporation
• Initial Minutes to open bank account and hire a CPA
• IRS Employer Identification Number 
• IRS Forms for Election and Entity, if needed

This is only to be used for businesses that want to be an LLC or Corporation with the State of Texas or North Carolina. There are other products for other types of businesses. 

If you have multiple owners or if you have unique situations, the cost will be higher.  

State filing fees are around $308.00 with convenience fee for Texas and $125 for North Carolina.

A CPA is recommended based on the new 2018 tax policy.   

INCLUDE STATE FILING FEES FOR TEXAS OR NORTH CAROLINA

You will receive a worksheet to complete along with 2 meetings by phone or video. The first one will cover information on the worksheet. The second meeting will cover the final documents and the process to complete the documents. 

INCLUDES:

• Article of Organization
• Bylaws
• Initial Minutes to open bank account and hire a CPA
• IRS Employer Identification Number (EIN)

This is only to be used for organizations that want to be a non-profit with the State of Texas or North Carolina. There are other products for other types of businesses.  
State filing fees are around $27.00 with convenience fee.  

You will receive a worksheet to complete along with 2 meetings by phone or video. The first one will cover information on the worksheet. The second meeting will cover the final documents and the process to complete the documents. 

• Operating Agreement 
• Bylaws 
• Shareholder Agreement
• Client/User Agreement
• Employee/Independent Contractor Agreement
• Release
• Client/User Agreement
• Business Contracts 
• Non-Compete Agreement

Step 1: Search - Comprehensive is RECOMMENDED 

Basic Search  

Federal Trademark Database only

Simple Opinion Letter regarding Search

Comprehensive Search Only 

Federal Trademark Database, Secretary of State records, Business names, Domains, Websites, and Social Media

In-depth Opinion Letter

Step 2: Registration (Use in Commerce) 

o MUST pick Basic or Comprehensive Search 

o Preparation and file Trademark Application for a Single of Goods or Services 

o Specimen Inspection

o Status Reports

o One Response to Office Actions that take less than 30 minutes to respond

o Phone Calls to Trademark Office about application

o Shipment of Certificate (If granted)

EXTRA: Intent to Use Registration 

o If it is not used at time of filing, a statement of use is required when in commerce. 

§ Statement of Use 

Step 3: Response to Office Actions 

o USPTO: Identification of goods and services, specimen of use, simple clarification, classification of goods and services, and disclaimers 

o Refusal: Likelihood of confusion or being merely descriptive