1. Names for a later conflict screen Names stay in this browser during the check. If you choose the handoff, the existing intake route screens the prospective client and named parties before the firm confirms a consultation.
Startup or person seeking help (name only) * Other people or organizations involved (names only)Do not describe what they did here. Add up to 25 names; duplicates are removed.
Select facts only. The check will not interpret a paper or calculate a date.
A lawsuit, subpoena, agency notice, demand, or other official paper was received A paper, contract, notice, or hearing lists a date that may matter Relevant email, Slack, source code, files, logs, or devices may be deleted or changed Access to an account, repository, payment system, or business record may be lost
Prompt attorney review is still appropriate
No urgent signal was selected. This check cannot determine whether a deadline, claim, defense, or preservation duty exists. Do not delay if facts change or a paper lists a date.
Choose the subjects you want counsel to review. Selecting one is not a legal classification.
Contract, payment, or commercial terms Founder, equity, board, or control dispute IP, source-code, trade-secret, or ownership issue Employment, contractor, or restrictive-covenant issue Customer, vendor, platform, or channel conflict Investor, financing, note, or cap-table issue Data, privacy, cybersecurity, or access issue Statements, disclosure, fraud, or misrepresentation concern Something else or not sure
Record what a document appears to say; do not decide whether a clause is valid or applies.
Where is the startup organized or operating? Where are the other parties or events? Does an agreement appear to name a court, state, or venue?Not reviewed Yes No Unsure Does an agreement appear to mention arbitration?Not reviewed Yes No Unsure
Mark what exists. Do not upload or paste it into this check.
Signed agreements, drafts, amendments, or terms Email, Slack/Teams, texts, or meeting notes Invoices, payments, bank records, forecasts, or damages records Source control, product logs, tickets, designs, or access records Cap table, board materials, consents, policies, or personnel records Demand letters, notices, pleadings, subpoenas, or agency papers People with first-hand knowledge
These are records to locate and discuss promptly with counsel, not a legal-hold determination. Do not delete or alter potentially relevant material, and do not access an account without authorization.
Pause routine deletion or auto-delete for potentially relevant material Keep originals and metadata; work from copies instead of editing originals List relevant people, devices, accounts, repositories, and storage locations Preserve relevant email, Slack/Teams, texts, and direct messages Preserve contracts, invoices, cap-table records, logs, and corporate records Avoid unauthorized access; record any access that is at risk of being lost