Clinic Forms Directory #2
Communications Related to Client Deliverables

Contracts email to client: - asking for terms of proposed contract Website Terms & Conditions email to client : - deliverying terms and conditions document to client (with advice) Creating New Entity letter to client: - accompany delivery of documents - for-profit corp with one shareholder letter to client: - delivery of documents create for-profit corp - multiple shareholders letter to client: - accompany delivery of documents for non-profit corporation email to client: - delivery of documents - create for-profit corp - multiple shareholders email to client: - to accompany delivery of LLC documents email to client: - accompany delivery of documents for non-profit corporation email to client: - advantages of incorporating an LLC in Delaware as opposed to Florida email to client: - requesting information needed to create LLC documents The attachment referenced in the email (the questionnaire) email to client: - requesting information needed to create nonprofit The attachment referenced in the email (the questionnaire) email to client: - requesting information needed to create for-profit corp email to client: - forming a "social purpose corporation" Intellectual Property email to client: - asking for credit card information email to client: - trademarks: Initial information request The attachment referenced in the email (the questionnaire) email to client: - trademarks: Filing instructions to accompany delivery of application. email to client: - trademarks: Filing instructions for response to "office action" Email to client: - confirming attorney will sign Office Action response form email to client: - trademark application premature because no "use in commerce" email to client: - trademarks: CYA - "intent to use" email to client: - trademarks: CYA - specimens appear weak email to client: - trademarks: CYA - mark appears to be borderline "descriptive" email to client: - trademarks: CYA Email Where a Taglines May be "Merely Informational" email to client: - trademarks: advice on the "Madrid Protocol". email to client: - copyrights: general information for client email to client: - copyrights: request to client for hard copies email to client: - copyrights: filing instructions email to client: - referral to patent lawyer email to client - asking which from to use for trademark renewal 501(c)(3) Exemptions letter/email to client: - asking to have Conflict of Interest Policy adopted letter/email to client: - asking for Narrative & Statement of Revenues and Expenses letter/email to client: - 1023-EZ eligible - incorporated more than 27 months ago letter/email to client: - Not 1023-EZ eligible - incorporated more than 27 months ago letter/email to client: - requesting he/she apply for EIN letter/email to client: - advice changing "private foundation" to "public charity". Articles of Amendment template for Articles of Amendment cover letter to accompany delivery of Articles of Amendment to State delivery email to the client with instructions Securities Email to client - explaining issuance of securities premature and giving links letter/email to client: - advice on "securities" registration & exemptions letter/email to client: - simplified advice on "securities" registration Limited Liability Companies (LLCs) letter/email to client: - handling capital contributions in an LLC operating agreement email to client - self help instructions for registering a "foreign" LLC in Florida Miscellaneous letter/email to client: - fiscal sponsorhsip agreement letter/email to client: - debtor hounded by creditors letter/email to client: - independent contractor vs employee letter/email to client: - advice on deadline for making s-corp election Email to Client - offer to help with bylaws, etc for FP corp created by client on sunbiz