Manage Your ENTIRE Legal Process in Notion.

Running a business is hard. Attorneys are expensive. This will make it easier.

Legal OS turns Notion into your central tool for your everyday legal work.

Keep track of your tasks. Monitor executed contracts. Create new drafts from templates. See agreements that are up for renewal. Compile your company’s corporate records. 

Stop Juggling Tools. Start Working Faster.

Tired of searching for sample agreements in google, looking for executed contracts in folders (or your inbox), and tracking tasks in OneNote or Excel? Yeah, me too.

No more jumping between different tools for writing scripts, collecting ideas, and managing tasks. Legal OS is an advanced, expansive template that turns Notion into a truly all-in-one tool for managing your business’ legal process. 

Featuring four key solutions for growing your business:

• First is a self-serve contract repository that enable business teams to initiate simple contracts from templates.
• The second is a task manager and review checklist/SOP that enables users to follow through simple contract lifecycle steps.
• The third is a contract management database template to keep track of your executed agreements.
• The fourth is a company minute book to organize all important corporate records, including the formation documents.

When your whole legal process is centralized, you work faster as a result.

This is the Tool I developed for Myself.

Hi, I’m Alex. I’m a business lawyer, a legal-product builder, and most recently, global senior manager of Knowledge Management at a leading top 5 global law firm. 

In one of my earlier roles, I was the head of legal and compliance for an AdTech startup. The pace was phenomenal. I was multi-hatting... Negotiating with vendors. Building the framework for our sales’ terms and conditions. Creating multiple policies. And of course, drafting endless amounts of agreements.

I had the budget of exactly ZERO dollars to accomplish all of this. Which meant I had to create systems and frameworks with the available tools we had (excel, calendars, email and google drive). Also meant I had to search like hell through google to find acceptable model agreements for NDAs, Master Service Agreements, Employment contracts, etc.

I became quite good at being resourceful and effective. However, I hadn’t found an all in-one platform that could support everything I wanted to do in one place. Not a low-cost alternative anyways.

Recently, I stumbled across Notion after spending years juggling multiple apps to manage my process. Over time, I started experimenting with Notion for more and more – replacing databases and folders, task managers, and spreadsheets I’ve used in the past. 

Why Notion?

Notion takes all of the tools needed to create a productive workplace and puts them into one accessible platform. From notes and tasks to spreadsheets and databases, Notion does it all. It’s the way to streamline organizing and creating everything that you need to, while keeping things in one place.

Today, we’re building the ultimate Notion template for the entire day-to-day legal management process. Legal OS is the exact system I developed to manage most legal matters. It’s the product of years of real-world use and testing.

Go from To-Do to Done.

Legal OS helps you improve the speed and efficiency of your legal process.

When you’re working on legal matters, you need a central place to see every task related to it. That’s where the project board comes in. This board contains a powerful project template; create a new row using it, and you’ll get a page for that project with its own task board.

A centralized repository for all contracts. 

Manage risks intelligently by avoiding agreements to expire. Legal OS helps you build a contract database, helping you stay on top of every agreement. 

As the contract cycle arrives at its closing date, it is ESSENTIAL to keep track of termination or renewals. As you probably know, missing contract renewals can result in significant losses regarding the loss of long-term relationship building and synergies, missed revenue maximization opportunities, etc. 

It may also mean you’ll need to start renegotiating from scratch, effectively doubling your work. Legal OS’ contract database is the way you avoid having to start a new negotiation for the same contract requirement.

Every template agreement a founder/operator needs

Spend your time growing the business, not searching for standard form agreements. Legal OS’ Resource Hub is supercharged with all the templates you need at your fingertips. 

Example templates include:

• Non-disclosure agreements
• Employment Contracts
• Master Services Agreements
• Consulting Services Agreement
• Independent Contractor Agreement
• Confidentiality and Invention Assignment Agreements
• Joint Venture Agreement
• Board and shareholder resolutions and minutes
• And More

No more searching trying to find the right contract to use, hiring slow and expensive lawyers, or going without protecting yourself and your business. We’ve done the research and collation so  you can easily find the sample you need right away.

Have pre-approved templates of your own? Just add them to the database and pin it to the top. 

Capture EVERY Corporate record and filing

Every business needs to keep organized, detailed records. This begins with the Articles or Certificate of Incorporation, to Bylaws and Minutes, all the way to Industry-specific permits. 

Legal OS’ Corporate Wiki helps you build a centralized repository to store all your organization's most important records like:

• Incorporation documents
• Corporation bylaws
• Shareholder resolutions
• Board of directors documentation
• Annual reports and other filings
• State qualification to do business
• Federal and state tax/employer IDs

It's dangerous to lose key documentation! Fortunately, you won't have to.

Work Smarter AND Faster.

Keep track of your tasks. Track executed contracts. Create new drafts from templates. See agreements that are up for renewal. Keep a record of foundational records. And lots more…

Who’s this for?

Legal OS is for entrepreneurs and operators launching or managing a startup, small business, side project:

• startup founders and operators
• small business owners
• startup in-house lawyers
• agency owners
• online entrepreneurs 

if you’re starting a business, running a business, or selling anything online—or off— Legal OS won’t just cover your a$$, it’ll save it.

Early praise from beta users

“Just deployed the Legal Operating System and I feel like I finally have my business together!”

Oscar R., Business Owner.

“Legal OS gives me visibility and control over my contracts. I know what contracts are in development or close to renewal. The system gives me the ability to have a bigger impact on the business overall”

John C., CIO. Tech Startup.

“Overall, Legal OS has been a great system… on top of Notion's great user experience. It is easy to navigate. A true turnkey solution with the flexibility to customize it further to our liking.”

Christina V., Managing Attorney. Legal Service Firm.

Pre-Order Legal OS

When you pre-order Legal OS you will get a pack that contains: 

• Repository of key sample agreements
• Notion contract management database template to keep track of your executed agreements
• Model Standard Operating Procedures and review checklist for Contracts & Agreements
• Notion project management template (task manager)
• Corporate Wiki to store important corporation records
• Bonus: Business Legal Audit Checklist

We plan to charge $299 for the entire Legal OS pack. But for you, our early users, we’re charging a one time fee of $49 for a lifetime access to our Legal OS system, plus a bonus legal audit checklist. 

But you have to hurry, this pre-order offer will only last 1 week.

Enterprise contract lifecycle management platforms cost over $10,000 a year (at the low end) for a full suite of bells and whistles you don’t need (unless you’re a Fortune 500 company). The cost of simple agreements in Rocketlawyer and LegalZoom are close to $40 each. 

You can own the entire pack including all of the downloadable contracts, agreements and documents for one payment of $49. (Resource valued at over $20,000 if you were to have lawyers and process consultants do everything in here for you privately. Crazy, huh?)

100% SATISFACTION GUARANTEED

We have absolutely no doubt that Legal OS will deliver thousands worth of value. Still, we know some of you take comfort in a cold hard guarantee that you can get your money back in the highly unlikely event that Legal OS does not completely and utterly rock your world (it will!). So here it goes: If you do the work to set up your legal foundation using Legal OS, show your work (show us the contract management database you’ve customized and/or the task manager you’ve used) and you’re still not satisfied, we will give you 100% of your money back. Just let us know within 30 days of delivery, show us the efforts you put in and we’ll get your refund processed post-haste.

Frequently Asked Questions:

• Does this apply to my state?

You bet! We created this system to help you manage your legal processes and documents, regardless of your location. 

• What is a Notion template?

In Notion, any page can be made publicly available on the internet. It can also be set up so that others can duplicate it – i.e. add a copy of it into their own workspace.

Legal OS is an expansive template which contains multiple pages and databases. When you duplicate Legal OS into your own workspace, you’ll have an exact copy of it that you can then start using.

• Do I need to be on a paid Notion plan to use Legal OS?

Everything in Legal OS will work flawlessly on Notion’s free plan.

• Can I edit or customize Legal OS?

Yes!! Legal OS is a Notion template, which means it becomes yours the moment you add it to your workspace. From then on, you can make any tweaks that you want. 

• What if Legal OS isn’t for me?

We’re working incredibly hard to make Legal OS the absolute best legal management system for startups and small businesses. However, if you’re still not satisfied, we’ll happily refund your money within 30 days of delivery. See the 100% Satisfaction Guarantee. 

• Can I share the Notion templates?

I advise using it only with your team. You can also use it for any number of projects as long as you’re the one who’s using it. If you love the OS and want to spread the word, join our affiliate program and earn 20% on every sale you send our way!

• What if I have other questions?

Happy to answer whatever’s on your mind! If it’s a quick question, click here to send me an email.

Disclaimer:

You understand that your use of a form agreement is neither legal advice nor the practice of law, and that each form and any applicable instructions or guidance included in the templates is not customized to your particular needs. 

Using this website and the legal resources, does not create an Attorney-Client relationship between you and CounselGenius or their founders (that's us!). Customized legal advice is not provided within this website or any of the resources available for sale. Instead, Legal OS is a legal resource designed to make you aware of the key legal needs of your business and provide tools you can use to meet those needs.