Legal project briefs
What do you need
help with?
Choose a starting brief for contract, privacy, trademark or equity work.
Use these briefs to request legal work. Agree the scope and fee with your lawyer.
Describe sensitive matters in general terms and arrange document sharing with your lawyer. Agent is our AI assistant; you can edit its draft before sending.
Review a customer agreementA customer has sent an agreement, or you want a second look at your draft before signing.Ask for Proposed contract edits and a short list of decisions to make before you sign.
Agree the scope
Ask for review and a first round of proposed changes. Agree separately whether the lawyer will negotiate with the other side or review later drafts.
Have ready for your lawyer
The current draft, any linked terms or schedules, and your main commercial concerns. Tell counsel whether anything has already been signed.
Your starting brief
Copy the brief, or open it in Agent as an editable draft. Nothing is sent automatically.
I need a lawyer to review a customer agreement before I sign. Please propose edits, explain the issues I need to decide, and tell me whether negotiations or later revisions are included in the proposed fee. Details to add (leave unknowns as questions): What does my business provide, and which side of the agreement am I on? [Add details] What type of customer and transaction is this? [Add details] What governing law or locations are involved, if known? [Add details] What is the deadline, and which terms matter most to me? [Add details] What is my budget or approval process for the work? [Add details]More on scoping contract work
Set up a reusable client agreementYou sell a repeatable service and need an agreement your team can adapt for each client.Ask for A lawyer-prepared agreement template, project-specific scope terms and notes on what your team can change.
Agree the scope
Agree which documents you need, such as a master services agreement and a statement of work. Ask counsel to identify changes that need another legal review.
Have ready for your lawyer
A description of your usual service, pricing and payment process, an example project scope and any agreement you currently use.
Your starting brief
Copy the brief, or open it in Agent as an editable draft. Nothing is sent automatically.
I need a reusable agreement for my client work. Please recommend the documents we need, prepare the agreed templates, and explain which terms my team can adapt for each project and which changes need legal review. Details to add (leave unknowns as questions): What service do I sell, and to which type of client? [Add details] What changes between projects, including deliverables, pricing and timing? [Add details] What client data or intellectual property will we handle? [Add details] Where do we and our clients operate? [Add details] When do I need the template, and what is my budget? [Add details]More on scoping contract work
Check privacy obligations for a product launchA product or feature changes the information you collect, use or share, and you need counsel to assess it.Ask for A prioritized list of privacy issues and next steps, plus any document updates agreed with counsel.
Agree the scope
Start with a review of the product and its data flows. Agree which notices, agreements or other documents counsel will update; engineering changes and security testing need their own owners.
Have ready for your lawyer
A product walkthrough, a data-flow summary, current notices and agreements, and a list of relevant service providers. Describe data categories rather than pasting personal records.
Your starting brief
Copy the brief, or open it in Agent as an editable draft. Nothing is sent automatically.
I need privacy counsel to assess a product launch or feature change. Please identify the obligations and open questions for our actual data practices, prioritize the next steps, and propose a scope for any document updates. Details to add (leave unknowns as questions): What is launching or changing? [Add details] Who uses it, and in which locations? [Add details] What information do we collect, use, retain or share, and with whom? [Add details] Which notices, agreements or reviews already exist? [Add details] What is the launch deadline, and what budget is available? [Add details]More on preparing a privacy brief
Check a proposed brand nameYou are choosing a business or product name and want a trademark lawyer to assess potential conflicts.Ask for A screening assessment, its search limits and advice on whether further clearance work or a different name is sensible.
Agree the scope
Agree the names, markets and search scope before work starts. Screening does not guarantee clearance or registration; a trademark application is a separate scope.
Have ready for your lawyer
The proposed name and alternatives, the goods or services it will cover, where you plan to use it and any searches you have already done.
Your starting brief
Copy the brief, or open it in Agent as an editable draft. Nothing is sent automatically.
I need trademark counsel to screen a proposed brand name for the goods, services and markets described below. Please explain potential conflicts, the limits of the search and recommended next steps. Quote further clearance or filing work separately. Details to add (leave unknowns as questions): Which name or names am I considering? [Add details] What goods or services will use the name? [Add details] Where will we use or seek protection for it? [Add details] Is the name already in use, and what is the launch deadline? [Add details] What budget is available for this initial assessment? [Add details]Explore intellectual property counsel
Scope an equity projectYou are considering issuing or changing equity and need advice on the steps before committing to terms.Ask for Counsel’s assessment of the proposed change and a scoped list of decisions, approvals and documents to address.
Agree the scope
Begin with advice on one specified proposal. Agree separately on document preparation, filings and any specialist tax advice; this brief does not select an equity structure.
Have ready for your lawyer
Your entity details, current ownership records, relevant plans or agreements and a plain-language description of the change you want to make.
Your starting brief
Copy the brief, or open it in Agent as an editable draft. Nothing is sent automatically.
I need a lawyer to advise on a proposed equity change before we commit. Please assess the proposal, identify the decisions and approvals to address, and scope the documents and any specialist advice we would need to proceed. Details to add (leave unknowns as questions): What is the company’s entity type and formation jurisdiction? [Add details] What change are we considering, and what is the recipient’s role? [Add details] Where are the company and recipient based? [Add details] What terms, promises or approvals already exist? [Add details] What is the decision deadline, and what is the budget for initial advice? [Add details]Explore corporate counsel
Ready to hire directly? Copy your brief, find a lawyer on Lawtrades and bring it to the conversation.