We are not a law firm, so we do not provide counsel. We only use experienced corporate paralegals working on a contract basis to provide a variety of legal support services that paralegals typically handle at a law firm or in-house at a company.

By only using experienced corporate paralegals working remotely, we can help to minimize the overhead costs for many companies and law firms.

Corporate Transparency Act – Need help filing Beneficial Ownership Information Reports with the Financial Crimes Enforcement Network to get in compliance with the Corporate Transparency Act? We can assist, as we have filed a number of these reports since the Act went into effect.

Incorporate, Maintain and Dissolve Entities – Come to us for help with the formation, maintenance and dissolution of corporate entities and the preparation of related organizational documents.

Manage Deals – PE & VC – We can help coordinate closings and prepare related documents for your next deal. We will also research blue sky issues and prepare the required filings.

SEC Filings – Assist in the preparation of SEC filings including 10-K’s, 10-Q’s and proxy statements.

Legal Research – While we typically focus on the corporate work, we have extensive experience in what many consider traditional legal research and are happy to assist in this.

CRM Updates – Clio / Salesforce – We can assist in making updates to the data you have in CRM platforms such as Clio or Salesforce and analysis of the data you have in Clio or Salesforce.