For business formation practices
Business formation intake, structured before the engagement letter
Entity type, ownership structure, state-specific details, and capitalization plan — captured during intake so the engagement letter and formation documents can be drafted from clean data, not from the “LLC I think?” of a free-text web form.
Intake
What the business formation intake pack collects
- Entity type — LLC, S-Corp, C-Corp, partnership, nonprofit
- State of formation and registered agent
- Ownership structure — members or shareholders, percentages, classes
- Capitalization plan and initial contributions
- Operating purpose, industry, and licensing requirements
- Ongoing relationships — accountant, banker, prior counsel
Includes profiles for single-member LLCs, multi-member operating agreements, S-Corp elections, and nonprofit formation.
Why generic intake forms fail for business formation
Business formation has structurally specific questions: which entity type, in which state, with which ownership, structured how tax-wise. Generic forms collect “tell us about your business” and leave your team to extract the formation-relevant details from a paragraph that mostly describes what the business does.
MatterReady collects the formation inputs in the categories the engagement letter and operating agreement need. Your team starts drafting from structured data, not from a paragraph.
Integrations
Connected to the tools business formation practices run on
Clio Manage and Clio Grow
Qualified matters sync to Clio with entity details, ownership structures, and contact records already in place.
NetDocuments
Operating agreements, formation documents, EIN paperwork, and signed engagement letters sync to the matter in NetDocuments.
Microsoft 365
Outlook calendar sync for kickoff meetings and OneDrive folder tracking for formation documents. Built for firms running on M365.