• Plans & Packages

    For outsourced business counsel services...

  • Business Counsel Services

    Outsourced legal counsel & consulting

    I offer flat fee outsourced business counsel and consulting project-based legal services packages as well as subscription based services plans that make it more cost effective and easier for my clients to obtain "continuity" of legal services on a recurring basis, without the risk and significant expense (salary+bonus+benefits) of a full-time in-house counsel or legal department.

  • Consulting Services

    My outsourced counsel consulting services include working with entrepreneurs and existing small-mid sized businesses (including law firms) as a legal consultant for projects such as: small volume contract drafting and review ,(e.g.; analyzing drafts, preparing standard templates, identifying the variables relevant to a contract, and building a checklist of “clauses”, which may be useful in addressing the distinctive specifications of each agreement), technology contract review & drafting (e.g.; software licensing and cloud-based agreements) and IP (trademark & copyright) matters.

  • General Counsel Services

    My outsourced general counsel services include serving as an extended member of a company's ownership, executive or administrative team to help guide the organization in strategic day-to-day decision making.

     

    As an extended member I act as a key business and legal advisor in which my main goal becomes understanding my clients unique business by learning the underlying structure and functions (day-to-day activities) and evaluate legal risks in relation to the organization's strategy, (enterprise risk management - ERM), in order to provide the best ongoing guidance for each area of my client's business.

     

    Having an intimate knowledge of my client's business also helps me provide services for not only traditional legal matters but also process efficiencies, technological proficiency, and cost savings in all areas of my client's business becoming a valuable, extended, member of the company’s management team.

  • Subscription Plans

    My outsourced business counsel subscription plans are customized to address helping an organization, via everyday decision making and strategy (i.e.; enterprise risk management - ERM), avoid legal risks and take advantage of improvement opportunities on an ongoing basis by me serving as an extended member of the company's team and acting as a "key" business and legal advisor (includes regular on-site or remote/virtual visits for a set number of days/hours per week/month/year - for meetings, performance of projects and tasks and any other executive or administrative capacities as needed).

    *Note: Outsourced Counsel packages do not include litigation of any kind.

  • Flat-fee Packages

    My outsourced business counsel flat-fee packages focus on helping an existing small-mid-sized organization avoid legal risks on a project by project basis (limited in scope and time). This is best for entrepreneurs and/or organizations who need legal counsel to understand their business for project based legal services, from time to time, or who need ongoing project based legal services that are tailored for particular business objectives and budgetary constraints.

    *Note: Outsourced Counsel packages do not include litigation of any kind.

  • Scope of Outsourced Services

    Services/Projects that are addressed during the scope of my outsourced counsel services arrangements vary widely but often include common business structure and administration areas such as:

    New Business Matters

    • Member/Operating Agreements
    • Partnership Agreements
    • Buy/Sell Agreements
    •  ...and more

     

    Organization Management

    • Corporate/Entity structure
    • Contracts and negotiations
    • Corporate Governance
    • Risk management
    • Compliance... and more

    People Management

    • Employment practice audits, including hiring/firing procedures, workplace training, draft/review/revise employee handbook
    • Independent contractor issues and agreements
    • Non-competes
    • workplace privacy...and more

    Contracts & Terms

    • Client contracts
    • Technology contracts (e.g.; licensing, SaaS)
    • Master Services Agreements
    • Vendor agreements
    • Commercial leases
    • Terms and Conditions
    • ... and more

     

    Ideas & Technology

    • Trademarks/trade secrets 
    • Copyrights
    • Internet issues (website terms & conditions)
    • Licensing & Software ownership... and more

    (*Not included: patent matters & trademark litigation)

    • Guidance with the development, procurement & maintenance of technology that will help to simplify and streamline business processes and practices both internal and external to the business. 

    Privacy & Security

    • Guidance on  federal, state & int. information privacy & security laws (e.g.; HIPAA, COPPA, CAN-SPAM, FCRA, GDPR, APEC) and as self-regulation compliance (PCI and TrustMarks) 
    • Development or customization of programs/policies to avoid or respond to violations through: data sharing,  transfers, disclosures, online advertising, deceptive trade practices... and more

     

    Advertising & Marketing

    • Guidance on statutes, case law, rules and regulations to avoid or respond to violations through: false advertising, online advertising, deceptive trade practices, copyright and TM violations, consumer/client disclosures of confidential information, illegal referral agreements... and more

     

    Buying & Selling a Business

    • Letter of Intent
    • Term Sheet
    • Due Diligence
    • Purchase Agreement... and more

     

  • Need to Talk?

     
    If you would like to discuss any aspect of my outsourced counsel services for your existing or new business please use the contact button, below, to inquire about a complementary quick 15 minute call or for an "Outsourced Counsel " strategy session (*consultation fee applies).

    * Note - depending upon complexity and business size, acceptance of new GC clients is dependent upon availability per the number of current GC clients.