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- tasks/legalnature/solution/site/README.md +4 -0
- tasks/legalnature/solution/site/implementation/Dockerfile +7 -0
- tasks/legalnature/solution/site/implementation/README.md +5 -0
- tasks/legalnature/solution/site/implementation/backend/model.json +435 -0
- tasks/legalnature/solution/site/implementation/backend/runtime.json +104 -0
- tasks/legalnature/solution/site/implementation/clone/app.py +1135 -0
- tasks/legalnature/solution/site/implementation/clone/backend/catalog.py +344 -0
- tasks/legalnature/solution/site/implementation/clone/backend/documents.py +1352 -0
- tasks/legalnature/solution/site/implementation/clone/backend/site_backend_integration.py +112 -0
- tasks/legalnature/solution/site/implementation/clone/backend/store.py +659 -0
- tasks/legalnature/solution/site/implementation/clone/data/site/assets.json +393 -0
- tasks/legalnature/solution/site/implementation/clone/data/site/build-report.json +322 -0
- tasks/legalnature/solution/site/implementation/clone/data/site/catalogue.json +0 -0
- tasks/legalnature/solution/site/implementation/clone/data/site/content/business-formation--c2b469a188.json +1 -0
- tasks/legalnature/solution/site/implementation/clone/data/site/content/business-formation-nonprofit--f78d346155.json +1 -0
- tasks/legalnature/solution/site/implementation/clone/data/site/content/business-formation-s-corporation-tax-form-irs-form--e67c395e12.json +1 -0
- tasks/legalnature/solution/site/implementation/clone/data/site/content/careers--4cd7bb4519.json +1 -0
- tasks/legalnature/solution/site/implementation/clone/data/site/content/categories-business-arbitration-agreement--f8d4a3f590.json +1 -0
- tasks/legalnature/solution/site/implementation/clone/data/site/content/categories-business-formation-articles-of-amendment--cdafd96a52.json +1 -0
- tasks/legalnature/solution/site/implementation/clone/data/site/content/categories-business-formation-articles-of-incorporation--065f85a669.json +1 -0
- tasks/legalnature/solution/site/implementation/clone/data/site/content/categories-business-formation-business-plan--6fa12e4b09.json +1 -0
- tasks/legalnature/solution/site/implementation/clone/data/site/content/categories-business-formation-certificate-of-incorporation--ba592f1039.json +1 -0
- tasks/legalnature/solution/site/implementation/clone/data/site/content/categories-business-formation-corporate-resolution--8efee1f955.json +1 -0
- tasks/legalnature/solution/site/implementation/clone/data/site/content/categories-business-formation-llc-operating-agreement--28504c414c.json +1 -0
- tasks/legalnature/solution/site/implementation/clone/data/site/content/categories-business-formation-meeting_minutes--e0b18f29c8.json +1 -0
- tasks/legalnature/solution/site/implementation/clone/data/site/content/categories-business-formation-partnership-agreement--c2ded7cef7.json +1 -0
- tasks/legalnature/solution/site/implementation/clone/data/site/content/categories-business-formation-shareholder-agreement--767d7ffcca.json +1 -0
- tasks/legalnature/solution/site/implementation/clone/data/site/content/categories-business-formation-stock-certificate--3578835985.json +1 -0
- tasks/legalnature/solution/site/implementation/clone/data/site/content/categories-business-formation-waiver-of-notice--3d07ce43cb.json +1 -0
- tasks/legalnature/solution/site/implementation/clone/data/site/content/categories-business-general-services-agreement--9462ffff25.json +1 -0
- tasks/legalnature/solution/site/implementation/clone/data/site/content/categories-business-hold-harmless-agreement--679b0f26b1.json +1 -0
- tasks/legalnature/solution/site/implementation/clone/data/site/content/categories-business-investment-agreement--8d22a53ed3.json +1 -0
- tasks/legalnature/solution/site/implementation/clone/data/site/content/categories-business-joint-venture-formation-agreement--afb18d6eaf.json +1 -0
- tasks/legalnature/solution/site/implementation/clone/data/site/content/categories-business-letter-of-resignation--dab89ce22e.json +1 -0
- tasks/legalnature/solution/site/implementation/clone/data/site/content/categories-business-master-services-agreement--2c909c3d0f.json +1 -0
- tasks/legalnature/solution/site/implementation/clone/data/site/content/categories-business-note-payable--d6774b58ab.json +1 -0
- tasks/legalnature/solution/site/implementation/clone/data/site/content/categories-business-online-terms-and-conditions--58f80bdec8.json +1 -0
- tasks/legalnature/solution/site/implementation/clone/data/site/content/categories-business-online-terms-of-service--e6f559cff9.json +1 -0
- tasks/legalnature/solution/site/implementation/clone/data/site/content/categories-business-promissory-note--f32a5e4071.json +1 -0
- tasks/legalnature/solution/site/implementation/clone/data/site/content/categories-business-release-of-liability--416c4c1148.json +1 -0
- tasks/legalnature/solution/site/implementation/clone/data/site/content/categories-business-security-agreement--401848563b.json +1 -0
- tasks/legalnature/solution/site/implementation/clone/data/site/content/categories-business-services-articles-of-amendment--f1c997306e.json +1 -0
- tasks/legalnature/solution/site/implementation/clone/data/site/content/categories-business-services-articles-of-incorporation--90f20d9026.json +1 -0
- tasks/legalnature/solution/site/implementation/clone/data/site/content/categories-business-services-articles-of-organization--1b3224f7eb.json +1 -0
- tasks/legalnature/solution/site/implementation/clone/data/site/content/categories-business-services-certificate-of-incorporation--a79cd127b9.json +1 -0
- tasks/legalnature/solution/site/implementation/clone/data/site/content/categories-business-services-license-research--e4ba2e2189.json +1 -0
- tasks/legalnature/solution/site/implementation/clone/data/site/content/categories-business-software-license-agreement--564b5caabb.json +1 -0
- tasks/legalnature/solution/site/implementation/clone/data/site/content/categories-business-statement-of-work--5751226d7c.json +1 -0
- tasks/legalnature/solution/site/implementation/clone/data/site/content/categories-business-stock-purchase-agreement--f3f20d8b31.json +1 -0
- tasks/legalnature/solution/site/implementation/clone/data/site/content/categories-business-terms-of-use--c8505a2486.json +1 -0
tasks/legalnature/solution/site/README.md
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# Oracle support
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The materializer assembles the frozen clone, backend, and reference adapter as
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the private implementation. No additional oracle-only behavior is required.
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tasks/legalnature/solution/site/implementation/Dockerfile
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FROM python:3.12-slim
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WORKDIR /srv/reference
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COPY . .
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ENV HOST=0.0.0.0 PORT=8080 DATA_DIR=/tmp/websitebench-legalnature-reference-data SEED=0 TZ=UTC
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RUN ./compile.sh
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HEALTHCHECK --interval=2s --timeout=3s --retries=30 CMD python3 -c "import urllib.request; urllib.request.urlopen('http://127.0.0.1:8080/healthz', timeout=2)"
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CMD ["./executable"]
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tasks/legalnature/solution/site/implementation/README.md
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# Direct reference adapter
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The materializer overlays these ABI files on the frozen LegalNature clone and
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backend. The same assembled bytes form the private oracle implementation; the
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clone and backend are not duplicated in this authoring directory.
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tasks/legalnature/solution/site/implementation/backend/model.json
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|
| 1 |
+
{
|
| 2 |
+
"schema_version": "offline-clone.backend-model.v1",
|
| 3 |
+
"site_id": "legalnature",
|
| 4 |
+
"status": "draft",
|
| 5 |
+
"profile": "offline-benchmark",
|
| 6 |
+
"database": {
|
| 7 |
+
"engine": "sqlite",
|
| 8 |
+
"location_policy": "runtime-data-outside-candidate",
|
| 9 |
+
"concurrency_model": "wal-transactional-single-writer",
|
| 10 |
+
"migration_strategy": "versioned-forward-migrations",
|
| 11 |
+
"deterministic_reset": true,
|
| 12 |
+
"restart_persistence": true,
|
| 13 |
+
"site_isolation": "one-database-per-site",
|
| 14 |
+
"proofs": [
|
| 15 |
+
{
|
| 16 |
+
"obligation": "data-location",
|
| 17 |
+
"status": "planned",
|
| 18 |
+
"evidence": []
|
| 19 |
+
},
|
| 20 |
+
{
|
| 21 |
+
"obligation": "schema-migration",
|
| 22 |
+
"status": "planned",
|
| 23 |
+
"evidence": []
|
| 24 |
+
},
|
| 25 |
+
{
|
| 26 |
+
"obligation": "deterministic-reset",
|
| 27 |
+
"status": "planned",
|
| 28 |
+
"evidence": []
|
| 29 |
+
},
|
| 30 |
+
{
|
| 31 |
+
"obligation": "restart-persistence",
|
| 32 |
+
"status": "planned",
|
| 33 |
+
"evidence": []
|
| 34 |
+
},
|
| 35 |
+
{
|
| 36 |
+
"obligation": "backup-restore",
|
| 37 |
+
"status": "planned",
|
| 38 |
+
"evidence": []
|
| 39 |
+
},
|
| 40 |
+
{
|
| 41 |
+
"obligation": "concurrency",
|
| 42 |
+
"status": "planned",
|
| 43 |
+
"evidence": []
|
| 44 |
+
}
|
| 45 |
+
]
|
| 46 |
+
},
|
| 47 |
+
"auth_semantics": {
|
| 48 |
+
"account_database_scope": "site-isolated",
|
| 49 |
+
"credential_storage": "salted-scrypt-hash",
|
| 50 |
+
"session_storage": "opaque-cookie-digest-at-rest",
|
| 51 |
+
"registration_account_creation": "after-email-verification",
|
| 52 |
+
"verification_challenge_storage": "salted-hash",
|
| 53 |
+
"password_reset_enumeration": "indistinguishable-public-response",
|
| 54 |
+
"mail_default": "LOCAL_ONLY",
|
| 55 |
+
"mail_statuses": [
|
| 56 |
+
"LOCAL_ONLY",
|
| 57 |
+
"SMTP_PENDING",
|
| 58 |
+
"SMTP_SENT",
|
| 59 |
+
"SMTP_FAILED"
|
| 60 |
+
],
|
| 61 |
+
"smtp_activation": "explicit-complete-config-only",
|
| 62 |
+
"smtp_delivery_ceiling": 3,
|
| 63 |
+
"rejected_secret_journaling": "forbidden",
|
| 64 |
+
"legacy_write_policy": "read-compatible-write-rejected"
|
| 65 |
+
},
|
| 66 |
+
"common_capabilities": {
|
| 67 |
+
"account_registration": "account-registration",
|
| 68 |
+
"account_sign_in": "account-sign-in",
|
| 69 |
+
"session_lifecycle": "session-lifecycle",
|
| 70 |
+
"password_recovery": "password-recovery",
|
| 71 |
+
"email_delivery": "email-delivery"
|
| 72 |
+
},
|
| 73 |
+
"capabilities": [
|
| 74 |
+
{
|
| 75 |
+
"id": "account-registration",
|
| 76 |
+
"label": "Verified local account registration",
|
| 77 |
+
"priority": "p0",
|
| 78 |
+
"category": "authentication",
|
| 79 |
+
"implementation_status": "planned",
|
| 80 |
+
"entities": [
|
| 81 |
+
{
|
| 82 |
+
"name": "pending-registration",
|
| 83 |
+
"identity": "opaque pending id bound to one browser session",
|
| 84 |
+
"owner_scope": "session",
|
| 85 |
+
"persistence": "durable"
|
| 86 |
+
},
|
| 87 |
+
{
|
| 88 |
+
"name": "local-account",
|
| 89 |
+
"identity": "site-local account id and unique normalized email",
|
| 90 |
+
"owner_scope": "account",
|
| 91 |
+
"persistence": "durable"
|
| 92 |
+
}
|
| 93 |
+
],
|
| 94 |
+
"state_machine": {
|
| 95 |
+
"kind": "challenge-lifecycle",
|
| 96 |
+
"states": [
|
| 97 |
+
"collecting",
|
| 98 |
+
"pending-verification",
|
| 99 |
+
"verified",
|
| 100 |
+
"account-created",
|
| 101 |
+
"expired",
|
| 102 |
+
"locked"
|
| 103 |
+
],
|
| 104 |
+
"transitions": [
|
| 105 |
+
{
|
| 106 |
+
"from": "collecting",
|
| 107 |
+
"to": "pending-verification",
|
| 108 |
+
"trigger": "validated registration request"
|
| 109 |
+
},
|
| 110 |
+
{
|
| 111 |
+
"from": "pending-verification",
|
| 112 |
+
"to": "verified",
|
| 113 |
+
"trigger": "correct unexpired code within attempt budget"
|
| 114 |
+
},
|
| 115 |
+
{
|
| 116 |
+
"from": "verified",
|
| 117 |
+
"to": "account-created",
|
| 118 |
+
"trigger": "transactional account creation and session rotation"
|
| 119 |
+
},
|
| 120 |
+
{
|
| 121 |
+
"from": "pending-verification",
|
| 122 |
+
"to": "expired",
|
| 123 |
+
"trigger": "challenge expiry"
|
| 124 |
+
},
|
| 125 |
+
{
|
| 126 |
+
"from": "pending-verification",
|
| 127 |
+
"to": "locked",
|
| 128 |
+
"trigger": "verification attempt budget exhausted"
|
| 129 |
+
}
|
| 130 |
+
]
|
| 131 |
+
},
|
| 132 |
+
"server_authorities": [
|
| 133 |
+
"The server normalizes identity and hashes password and code.",
|
| 134 |
+
"An account is created only after successful verification.",
|
| 135 |
+
"Duplicate normalized email creation is rejected transactionally."
|
| 136 |
+
],
|
| 137 |
+
"external_effect": "none",
|
| 138 |
+
"journey_ids": [],
|
| 139 |
+
"invariant_ids": [],
|
| 140 |
+
"proofs": {
|
| 141 |
+
"evidence": {},
|
| 142 |
+
"planned": [
|
| 143 |
+
"valid",
|
| 144 |
+
"invalid",
|
| 145 |
+
"duplicate",
|
| 146 |
+
"stale",
|
| 147 |
+
"foreign-owner",
|
| 148 |
+
"unauthorized-role",
|
| 149 |
+
"restart",
|
| 150 |
+
"migration",
|
| 151 |
+
"concurrency"
|
| 152 |
+
],
|
| 153 |
+
"not_applicable": []
|
| 154 |
+
}
|
| 155 |
+
},
|
| 156 |
+
{
|
| 157 |
+
"id": "account-sign-in",
|
| 158 |
+
"label": "Password-based local account sign-in",
|
| 159 |
+
"priority": "p0",
|
| 160 |
+
"category": "authentication",
|
| 161 |
+
"implementation_status": "planned",
|
| 162 |
+
"entities": [
|
| 163 |
+
{
|
| 164 |
+
"name": "local-account",
|
| 165 |
+
"identity": "site-local account id and normalized email",
|
| 166 |
+
"owner_scope": "account",
|
| 167 |
+
"persistence": "durable"
|
| 168 |
+
}
|
| 169 |
+
],
|
| 170 |
+
"state_machine": {
|
| 171 |
+
"kind": "entity-lifecycle",
|
| 172 |
+
"states": [
|
| 173 |
+
"signed-out",
|
| 174 |
+
"identified",
|
| 175 |
+
"authenticated",
|
| 176 |
+
"rejected"
|
| 177 |
+
],
|
| 178 |
+
"transitions": [
|
| 179 |
+
{
|
| 180 |
+
"from": "signed-out",
|
| 181 |
+
"to": "identified",
|
| 182 |
+
"trigger": "normalized email submitted"
|
| 183 |
+
},
|
| 184 |
+
{
|
| 185 |
+
"from": "identified",
|
| 186 |
+
"to": "authenticated",
|
| 187 |
+
"trigger": "constant-time password verification succeeds"
|
| 188 |
+
},
|
| 189 |
+
{
|
| 190 |
+
"from": "identified",
|
| 191 |
+
"to": "rejected",
|
| 192 |
+
"trigger": "credentials are invalid"
|
| 193 |
+
}
|
| 194 |
+
]
|
| 195 |
+
},
|
| 196 |
+
"server_authorities": [
|
| 197 |
+
"The server verifies salted password hashes.",
|
| 198 |
+
"The server rotates the authenticated session.",
|
| 199 |
+
"Client-selected fixture identity is not authentication."
|
| 200 |
+
],
|
| 201 |
+
"external_effect": "none",
|
| 202 |
+
"journey_ids": [],
|
| 203 |
+
"invariant_ids": [],
|
| 204 |
+
"proofs": {
|
| 205 |
+
"evidence": {},
|
| 206 |
+
"planned": [
|
| 207 |
+
"valid",
|
| 208 |
+
"invalid",
|
| 209 |
+
"duplicate",
|
| 210 |
+
"stale",
|
| 211 |
+
"foreign-owner",
|
| 212 |
+
"unauthorized-role",
|
| 213 |
+
"restart",
|
| 214 |
+
"migration",
|
| 215 |
+
"concurrency"
|
| 216 |
+
],
|
| 217 |
+
"not_applicable": []
|
| 218 |
+
}
|
| 219 |
+
},
|
| 220 |
+
{
|
| 221 |
+
"id": "session-lifecycle",
|
| 222 |
+
"label": "Anonymous and authenticated browser sessions",
|
| 223 |
+
"priority": "p0",
|
| 224 |
+
"category": "authentication",
|
| 225 |
+
"implementation_status": "planned",
|
| 226 |
+
"entities": [
|
| 227 |
+
{
|
| 228 |
+
"name": "browser-session",
|
| 229 |
+
"identity": "opaque cookie token with digest persisted at rest",
|
| 230 |
+
"owner_scope": "session",
|
| 231 |
+
"persistence": "durable"
|
| 232 |
+
}
|
| 233 |
+
],
|
| 234 |
+
"state_machine": {
|
| 235 |
+
"kind": "session-lifecycle",
|
| 236 |
+
"states": [
|
| 237 |
+
"anonymous",
|
| 238 |
+
"authenticated",
|
| 239 |
+
"revoked",
|
| 240 |
+
"expired"
|
| 241 |
+
],
|
| 242 |
+
"transitions": [
|
| 243 |
+
{
|
| 244 |
+
"from": "anonymous",
|
| 245 |
+
"to": "authenticated",
|
| 246 |
+
"trigger": "successful sign-in or registration rotates session"
|
| 247 |
+
},
|
| 248 |
+
{
|
| 249 |
+
"from": "authenticated",
|
| 250 |
+
"to": "revoked",
|
| 251 |
+
"trigger": "sign-out or security reset"
|
| 252 |
+
},
|
| 253 |
+
{
|
| 254 |
+
"from": "anonymous",
|
| 255 |
+
"to": "expired",
|
| 256 |
+
"trigger": "session expiry"
|
| 257 |
+
},
|
| 258 |
+
{
|
| 259 |
+
"from": "authenticated",
|
| 260 |
+
"to": "expired",
|
| 261 |
+
"trigger": "session expiry"
|
| 262 |
+
}
|
| 263 |
+
]
|
| 264 |
+
},
|
| 265 |
+
"server_authorities": [
|
| 266 |
+
"Raw session tokens are never stored in the database.",
|
| 267 |
+
"Ownership is resolved from the server-side session record.",
|
| 268 |
+
"Sign-out revokes server-side authority before deleting the cookie."
|
| 269 |
+
],
|
| 270 |
+
"external_effect": "none",
|
| 271 |
+
"journey_ids": [],
|
| 272 |
+
"invariant_ids": [],
|
| 273 |
+
"proofs": {
|
| 274 |
+
"evidence": {},
|
| 275 |
+
"planned": [
|
| 276 |
+
"valid",
|
| 277 |
+
"invalid",
|
| 278 |
+
"duplicate",
|
| 279 |
+
"stale",
|
| 280 |
+
"foreign-owner",
|
| 281 |
+
"unauthorized-role",
|
| 282 |
+
"restart",
|
| 283 |
+
"migration",
|
| 284 |
+
"concurrency"
|
| 285 |
+
],
|
| 286 |
+
"not_applicable": []
|
| 287 |
+
}
|
| 288 |
+
},
|
| 289 |
+
{
|
| 290 |
+
"id": "password-recovery",
|
| 291 |
+
"label": "Enumeration-resistant local password recovery",
|
| 292 |
+
"priority": "p0",
|
| 293 |
+
"category": "authentication",
|
| 294 |
+
"implementation_status": "planned",
|
| 295 |
+
"entities": [
|
| 296 |
+
{
|
| 297 |
+
"name": "password-reset-challenge",
|
| 298 |
+
"identity": "opaque reset id bound to one browser session",
|
| 299 |
+
"owner_scope": "session",
|
| 300 |
+
"persistence": "durable"
|
| 301 |
+
},
|
| 302 |
+
{
|
| 303 |
+
"name": "local-account",
|
| 304 |
+
"identity": "nullable concealed account binding",
|
| 305 |
+
"owner_scope": "account",
|
| 306 |
+
"persistence": "durable"
|
| 307 |
+
}
|
| 308 |
+
],
|
| 309 |
+
"state_machine": {
|
| 310 |
+
"kind": "challenge-lifecycle",
|
| 311 |
+
"states": [
|
| 312 |
+
"requested",
|
| 313 |
+
"verified",
|
| 314 |
+
"consumed",
|
| 315 |
+
"expired",
|
| 316 |
+
"locked"
|
| 317 |
+
],
|
| 318 |
+
"transitions": [
|
| 319 |
+
{
|
| 320 |
+
"from": "requested",
|
| 321 |
+
"to": "verified",
|
| 322 |
+
"trigger": "correct unexpired code within attempt budget"
|
| 323 |
+
},
|
| 324 |
+
{
|
| 325 |
+
"from": "verified",
|
| 326 |
+
"to": "consumed",
|
| 327 |
+
"trigger": "password is replaced and sessions are revoked"
|
| 328 |
+
},
|
| 329 |
+
{
|
| 330 |
+
"from": "requested",
|
| 331 |
+
"to": "expired",
|
| 332 |
+
"trigger": "challenge expiry"
|
| 333 |
+
},
|
| 334 |
+
{
|
| 335 |
+
"from": "requested",
|
| 336 |
+
"to": "locked",
|
| 337 |
+
"trigger": "verification attempt budget exhausted"
|
| 338 |
+
}
|
| 339 |
+
]
|
| 340 |
+
},
|
| 341 |
+
"server_authorities": [
|
| 342 |
+
"Known and unknown emails receive indistinguishable public responses.",
|
| 343 |
+
"Only the server binds a reset flow to an account.",
|
| 344 |
+
"Password replacement revokes prior authenticated sessions."
|
| 345 |
+
],
|
| 346 |
+
"external_effect": "local-only",
|
| 347 |
+
"journey_ids": [],
|
| 348 |
+
"invariant_ids": [],
|
| 349 |
+
"proofs": {
|
| 350 |
+
"evidence": {},
|
| 351 |
+
"planned": [
|
| 352 |
+
"valid",
|
| 353 |
+
"invalid",
|
| 354 |
+
"duplicate",
|
| 355 |
+
"stale",
|
| 356 |
+
"foreign-owner",
|
| 357 |
+
"unauthorized-role",
|
| 358 |
+
"restart",
|
| 359 |
+
"migration",
|
| 360 |
+
"concurrency"
|
| 361 |
+
],
|
| 362 |
+
"not_applicable": []
|
| 363 |
+
}
|
| 364 |
+
},
|
| 365 |
+
{
|
| 366 |
+
"id": "email-delivery",
|
| 367 |
+
"label": "Truthful local verification and recovery mail outbox",
|
| 368 |
+
"priority": "p0",
|
| 369 |
+
"category": "communication",
|
| 370 |
+
"implementation_status": "planned",
|
| 371 |
+
"entities": [
|
| 372 |
+
{
|
| 373 |
+
"name": "mail-outbox-entry",
|
| 374 |
+
"identity": "site-local outbox id and purpose-bound flow id",
|
| 375 |
+
"owner_scope": "system",
|
| 376 |
+
"persistence": "durable"
|
| 377 |
+
}
|
| 378 |
+
],
|
| 379 |
+
"state_machine": {
|
| 380 |
+
"kind": "delivery-lifecycle",
|
| 381 |
+
"states": [
|
| 382 |
+
"local-only",
|
| 383 |
+
"smtp-pending",
|
| 384 |
+
"smtp-sent",
|
| 385 |
+
"smtp-failed"
|
| 386 |
+
],
|
| 387 |
+
"transitions": [
|
| 388 |
+
{
|
| 389 |
+
"from": "local-only",
|
| 390 |
+
"to": "smtp-pending",
|
| 391 |
+
"trigger": "operator enables complete explicit SMTP configuration"
|
| 392 |
+
},
|
| 393 |
+
{
|
| 394 |
+
"from": "smtp-pending",
|
| 395 |
+
"to": "smtp-sent",
|
| 396 |
+
"trigger": "SMTP transport confirms delivery handoff"
|
| 397 |
+
},
|
| 398 |
+
{
|
| 399 |
+
"from": "smtp-pending",
|
| 400 |
+
"to": "smtp-failed",
|
| 401 |
+
"trigger": "delivery attempt fails or ceiling is reached"
|
| 402 |
+
},
|
| 403 |
+
{
|
| 404 |
+
"from": "smtp-failed",
|
| 405 |
+
"to": "smtp-pending",
|
| 406 |
+
"trigger": "bounded idempotent retry below the delivery ceiling"
|
| 407 |
+
}
|
| 408 |
+
]
|
| 409 |
+
},
|
| 410 |
+
"server_authorities": [
|
| 411 |
+
"Offline mode records LOCAL_ONLY and never claims external delivery.",
|
| 412 |
+
"SMTP is disabled unless every required setting is present.",
|
| 413 |
+
"Claim, retry, and startup replay share one delivery ceiling."
|
| 414 |
+
],
|
| 415 |
+
"external_effect": "local-only",
|
| 416 |
+
"journey_ids": [],
|
| 417 |
+
"invariant_ids": [],
|
| 418 |
+
"proofs": {
|
| 419 |
+
"evidence": {},
|
| 420 |
+
"planned": [
|
| 421 |
+
"valid",
|
| 422 |
+
"invalid",
|
| 423 |
+
"duplicate",
|
| 424 |
+
"stale",
|
| 425 |
+
"foreign-owner",
|
| 426 |
+
"unauthorized-role",
|
| 427 |
+
"restart",
|
| 428 |
+
"migration",
|
| 429 |
+
"concurrency"
|
| 430 |
+
],
|
| 431 |
+
"not_applicable": []
|
| 432 |
+
}
|
| 433 |
+
}
|
| 434 |
+
]
|
| 435 |
+
}
|
tasks/legalnature/solution/site/implementation/backend/runtime.json
ADDED
|
@@ -0,0 +1,104 @@
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 1 |
+
{
|
| 2 |
+
"database": {
|
| 3 |
+
"data_dir": "data",
|
| 4 |
+
"engine": "sqlite",
|
| 5 |
+
"filename": "legalnature.sqlite3",
|
| 6 |
+
"legacy_unbound_migration": false,
|
| 7 |
+
"migration_hook": null,
|
| 8 |
+
"seed_hook": null
|
| 9 |
+
},
|
| 10 |
+
"deployment": {
|
| 11 |
+
"profiles": {
|
| 12 |
+
"cloudflare-review": {
|
| 13 |
+
"mail_adapter": "redis-resend",
|
| 14 |
+
"payment_adapter": "local-sandbox",
|
| 15 |
+
"persistence": "ephemeral-reset"
|
| 16 |
+
},
|
| 17 |
+
"docker-volume": {
|
| 18 |
+
"mail_adapter": "effects-gateway",
|
| 19 |
+
"payment_adapter": "local-sandbox",
|
| 20 |
+
"persistence": "persistent-volume"
|
| 21 |
+
},
|
| 22 |
+
"offline-harbor": {
|
| 23 |
+
"mail_adapter": "local-outbox",
|
| 24 |
+
"payment_adapter": "local-sandbox",
|
| 25 |
+
"persistence": "persistent"
|
| 26 |
+
}
|
| 27 |
+
}
|
| 28 |
+
},
|
| 29 |
+
"mail": {
|
| 30 |
+
"purposes": {
|
| 31 |
+
"password-reset": {
|
| 32 |
+
"body": "Your password reset code is ${code}.",
|
| 33 |
+
"expiry": "This code expires in ${minutes} minutes.",
|
| 34 |
+
"footer": "Ignore this message if you did not contact LegalNature.",
|
| 35 |
+
"lead": "A password reset was requested for LegalNature.",
|
| 36 |
+
"required_variables": [
|
| 37 |
+
"code",
|
| 38 |
+
"minutes"
|
| 39 |
+
],
|
| 40 |
+
"secret_variables": [
|
| 41 |
+
"code"
|
| 42 |
+
],
|
| 43 |
+
"subject": "Reset your LegalNature password",
|
| 44 |
+
"template_id": "legalnature.password-reset.v1"
|
| 45 |
+
},
|
| 46 |
+
"registration": {
|
| 47 |
+
"body": "Your verification code is ${code}.",
|
| 48 |
+
"expiry": "This code expires in ${minutes} minutes.",
|
| 49 |
+
"footer": "This code is only for LegalNature.",
|
| 50 |
+
"lead": "Finish creating your LegalNature account.",
|
| 51 |
+
"required_variables": [
|
| 52 |
+
"code",
|
| 53 |
+
"minutes"
|
| 54 |
+
],
|
| 55 |
+
"secret_variables": [
|
| 56 |
+
"code"
|
| 57 |
+
],
|
| 58 |
+
"subject": "Verify your LegalNature account",
|
| 59 |
+
"template_id": "legalnature.registration.v1"
|
| 60 |
+
}
|
| 61 |
+
},
|
| 62 |
+
"sender": {
|
| 63 |
+
"address_env": "RESEND_FROM_EMAIL",
|
| 64 |
+
"display_name": "LegalNature"
|
| 65 |
+
}
|
| 66 |
+
},
|
| 67 |
+
"payments": {
|
| 68 |
+
"currency": "USD",
|
| 69 |
+
"default_adapter": "local-sandbox",
|
| 70 |
+
"enabled": false,
|
| 71 |
+
"local_sandbox": {
|
| 72 |
+
"scenarios": [
|
| 73 |
+
{
|
| 74 |
+
"display_label": "Simulated approval",
|
| 75 |
+
"id": "sandbox-approved",
|
| 76 |
+
"outcome": "approved"
|
| 77 |
+
},
|
| 78 |
+
{
|
| 79 |
+
"display_label": "Simulated decline",
|
| 80 |
+
"id": "sandbox-declined",
|
| 81 |
+
"outcome": "declined"
|
| 82 |
+
},
|
| 83 |
+
{
|
| 84 |
+
"display_label": "Simulated retry",
|
| 85 |
+
"id": "sandbox-retry",
|
| 86 |
+
"outcome": "retryable"
|
| 87 |
+
}
|
| 88 |
+
]
|
| 89 |
+
},
|
| 90 |
+
"stripe_test": null
|
| 91 |
+
},
|
| 92 |
+
"schema_version": "websitebench.site-backend-runtime.v1",
|
| 93 |
+
"session": {
|
| 94 |
+
"host_only": true,
|
| 95 |
+
"http_only": true,
|
| 96 |
+
"same_site": "Lax",
|
| 97 |
+
"secure": true
|
| 98 |
+
},
|
| 99 |
+
"site": {
|
| 100 |
+
"id": "legalnature",
|
| 101 |
+
"label": "LegalNature",
|
| 102 |
+
"public_origin": "https://legalnature.offline.invalid"
|
| 103 |
+
}
|
| 104 |
+
}
|
tasks/legalnature/solution/site/implementation/clone/app.py
ADDED
|
@@ -0,0 +1,1135 @@
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|
|
| 1 |
+
"""LegalNature offline clone — FastAPI composition root.
|
| 2 |
+
|
| 3 |
+
Everything is server-rendered and same-origin:
|
| 4 |
+
|
| 5 |
+
* Marketing, catalog, pricing, product, LLC and resource pages come from
|
| 6 |
+
``frontend/marketing.py``; the multi-step builder and preview come from
|
| 7 |
+
``frontend/builder.py``; accounts, verification, checkout, the test-only
|
| 8 |
+
outbox and the dashboard come from ``frontend/accounts.py``.
|
| 9 |
+
* Every state change is an HTML form that POSTs to a local route and answers
|
| 10 |
+
with a redirect, so a refresh never re-submits and every draft survives one.
|
| 11 |
+
* Accounts, opaque sessions, one-time expiring verification codes, the
|
| 12 |
+
LOCAL_ONLY mail outbox and the payment ledger all come from the vendored
|
| 13 |
+
``websitebench`` runtime through ``backend/site_backend_integration.py``.
|
| 14 |
+
Payments use the ``local-sandbox`` adapter only.
|
| 15 |
+
* ``GET /healthz`` answers exactly ``{"ok":true,"site_id":"legalnature"}``.
|
| 16 |
+
* ``POST /__admin/reset`` is guarded by a constant-time admin-token compare.
|
| 17 |
+
* A same-origin Content-Security-Policy is set on every response; no remote
|
| 18 |
+
origin is reachable at runtime.
|
| 19 |
+
"""
|
| 20 |
+
|
| 21 |
+
from __future__ import annotations
|
| 22 |
+
|
| 23 |
+
import hmac
|
| 24 |
+
import json
|
| 25 |
+
import os
|
| 26 |
+
import re
|
| 27 |
+
import sys
|
| 28 |
+
from pathlib import Path
|
| 29 |
+
from string import Template
|
| 30 |
+
from typing import Any
|
| 31 |
+
|
| 32 |
+
ROOT = Path(__file__).resolve().parent
|
| 33 |
+
if str(ROOT) not in sys.path: # vendored websitebench + local packages
|
| 34 |
+
sys.path.insert(0, str(ROOT))
|
| 35 |
+
|
| 36 |
+
from fastapi import FastAPI, Request # noqa: E402
|
| 37 |
+
from fastapi.responses import HTMLResponse, JSONResponse, RedirectResponse, Response # noqa: E402
|
| 38 |
+
from starlette.staticfiles import StaticFiles # noqa: E402
|
| 39 |
+
|
| 40 |
+
from backend import store # noqa: E402
|
| 41 |
+
from backend.catalog import ( # noqa: E402
|
| 42 |
+
CATEGORY_BY_SLUG,
|
| 43 |
+
PLANS,
|
| 44 |
+
product_for,
|
| 45 |
+
paginate,
|
| 46 |
+
search_products,
|
| 47 |
+
source_state_id,
|
| 48 |
+
state_code_for,
|
| 49 |
+
state_name,
|
| 50 |
+
)
|
| 51 |
+
from backend.documents import ( # noqa: E402
|
| 52 |
+
prune_unreachable,
|
| 53 |
+
steps_for,
|
| 54 |
+
validate_step,
|
| 55 |
+
)
|
| 56 |
+
from frontend import accounts, builder, marketing # noqa: E402
|
| 57 |
+
from frontend.marketing import LEGAL_PAGES, RESOURCES # noqa: E402
|
| 58 |
+
from source_site import pages as site_pages # noqa: E402
|
| 59 |
+
from source_site import registry as site_registry # noqa: E402
|
| 60 |
+
from source_site import router as site_router # noqa: E402
|
| 61 |
+
from websitebench.local_clone_auth import ( # noqa: E402
|
| 62 |
+
AuthConflict,
|
| 63 |
+
AuthError,
|
| 64 |
+
AuthExpired,
|
| 65 |
+
AuthLocked,
|
| 66 |
+
AuthRateLimited,
|
| 67 |
+
AuthValidationError,
|
| 68 |
+
)
|
| 69 |
+
|
| 70 |
+
SITE_ID = "legalnature"
|
| 71 |
+
STATIC_DIR = ROOT / "static"
|
| 72 |
+
_HEALTH_BODY = json.dumps({"ok": True, "site_id": SITE_ID}, separators=(",", ":"))
|
| 73 |
+
|
| 74 |
+
ADMIN_TOKEN = os.environ.get("WEBSITEBENCH_LEGALNATURE_ADMIN_TOKEN", "legalnature-local-admin")
|
| 75 |
+
BUILD_ID = os.environ.get("DEPLOYMENT_BUILD_ID") or os.environ.get("WEBSITEBENCH_BUILD_ID")
|
| 76 |
+
|
| 77 |
+
CONTENT_SECURITY_POLICY = (
|
| 78 |
+
"default-src 'self'; "
|
| 79 |
+
"img-src 'self' data:; "
|
| 80 |
+
"style-src 'self' 'unsafe-inline'; "
|
| 81 |
+
"script-src 'self'; "
|
| 82 |
+
"font-src 'self' data:; "
|
| 83 |
+
"connect-src 'self'; "
|
| 84 |
+
"frame-ancestors 'none'; "
|
| 85 |
+
"base-uri 'self'; "
|
| 86 |
+
"form-action 'self'"
|
| 87 |
+
)
|
| 88 |
+
|
| 89 |
+
SAFE_NEXT = re.compile(r"^/[A-Za-z0-9/_.\-?=&]{0,200}$")
|
| 90 |
+
DRAFT_ID = re.compile(r"^draft_[0-9]{1,16}$")
|
| 91 |
+
SLUG = re.compile(r"^[a-z0-9-]{1,64}$")
|
| 92 |
+
|
| 93 |
+
app = FastAPI(
|
| 94 |
+
title="LegalNature offline clone",
|
| 95 |
+
docs_url=None,
|
| 96 |
+
redoc_url=None,
|
| 97 |
+
openapi_url=None,
|
| 98 |
+
)
|
| 99 |
+
app.mount("/static", StaticFiles(directory=str(STATIC_DIR)), name="static")
|
| 100 |
+
|
| 101 |
+
|
| 102 |
+
# ---------------------------------------------------------------------------
|
| 103 |
+
# request plumbing
|
| 104 |
+
# ---------------------------------------------------------------------------
|
| 105 |
+
|
| 106 |
+
|
| 107 |
+
def _cookie_name() -> str:
|
| 108 |
+
return store.site_backend().config.cookie_name
|
| 109 |
+
|
| 110 |
+
|
| 111 |
+
def _cookie_options() -> dict[str, Any]:
|
| 112 |
+
return dict(store.site_backend().config.cookie_options)
|
| 113 |
+
|
| 114 |
+
|
| 115 |
+
def _session_token(request: Request) -> str:
|
| 116 |
+
auth = store.auth_store()
|
| 117 |
+
token, _ = auth.ensure_session(request.cookies.get(_cookie_name()))
|
| 118 |
+
return token
|
| 119 |
+
|
| 120 |
+
|
| 121 |
+
def _attach(response: Response, token: str) -> Response:
|
| 122 |
+
response.set_cookie(_cookie_name(), token, max_age=30 * 24 * 3600, **_cookie_options())
|
| 123 |
+
return response
|
| 124 |
+
|
| 125 |
+
|
| 126 |
+
def _html(body: str, token: str, status: int = 200) -> Response:
|
| 127 |
+
return _attach(HTMLResponse(body, status_code=status), token)
|
| 128 |
+
|
| 129 |
+
|
| 130 |
+
def _redirect(url: str, token: str, status: int = 303) -> Response:
|
| 131 |
+
return _attach(RedirectResponse(url, status_code=status), token)
|
| 132 |
+
|
| 133 |
+
|
| 134 |
+
def _safe_next(value: str, fallback: str = "/dashboard") -> str:
|
| 135 |
+
value = (value or "").strip()
|
| 136 |
+
if value.startswith("//") or not SAFE_NEXT.fullmatch(value):
|
| 137 |
+
return fallback
|
| 138 |
+
return value
|
| 139 |
+
|
| 140 |
+
|
| 141 |
+
def _context(token: str, *, with_card: bool = True, search_value: str = "") -> dict[str, Any]:
|
| 142 |
+
owner = store.resolve_owner(token)
|
| 143 |
+
context: dict[str, Any] = {
|
| 144 |
+
"owner": owner,
|
| 145 |
+
"search_value": search_value,
|
| 146 |
+
"draft_card": None,
|
| 147 |
+
}
|
| 148 |
+
if with_card:
|
| 149 |
+
draft = store.latest_active_draft(owner)
|
| 150 |
+
if draft is not None:
|
| 151 |
+
draft = dict(draft)
|
| 152 |
+
draft["state_label"] = state_name(draft.get("state_code")) or ""
|
| 153 |
+
context["draft_card"] = draft
|
| 154 |
+
return context
|
| 155 |
+
|
| 156 |
+
|
| 157 |
+
async def _form(request: Request) -> dict[str, str]:
|
| 158 |
+
raw = await request.form()
|
| 159 |
+
return {str(key): str(value) for key, value in raw.multi_items() if isinstance(value, str)}
|
| 160 |
+
|
| 161 |
+
|
| 162 |
+
def _mail_message(token: str, purpose: str) -> dict[str, Any] | None:
|
| 163 |
+
"""The current session's LOCAL_ONLY message, rendered from the contract."""
|
| 164 |
+
|
| 165 |
+
auth = store.auth_store()
|
| 166 |
+
message = auth.local_mail_for_session(token, purpose=purpose)
|
| 167 |
+
if message is None:
|
| 168 |
+
return None
|
| 169 |
+
template = store.site_backend().config.mail["purposes"].get(purpose, {})
|
| 170 |
+
rendered = dict(message)
|
| 171 |
+
rendered["subject"] = template.get("subject", "")
|
| 172 |
+
rendered["lead"] = template.get("lead", "")
|
| 173 |
+
rendered["body"] = Template(template.get("body", "")).safe_substitute(
|
| 174 |
+
code=message["verification_code"]
|
| 175 |
+
)
|
| 176 |
+
rendered["expiry"] = Template(template.get("expiry", "")).safe_substitute(minutes=10)
|
| 177 |
+
return rendered
|
| 178 |
+
|
| 179 |
+
|
| 180 |
+
def _claim_after_auth(new_token: str, account_id: str) -> None:
|
| 181 |
+
digest = store.auth_store().session_owner_digest(new_token)
|
| 182 |
+
store.claim_drafts(digest, account_id)
|
| 183 |
+
|
| 184 |
+
|
| 185 |
+
def _auth_message(error: AuthError) -> str:
|
| 186 |
+
if isinstance(error, AuthRateLimited):
|
| 187 |
+
return "Too many requests. Wait a moment and try again."
|
| 188 |
+
if isinstance(error, AuthLocked):
|
| 189 |
+
return "Too many incorrect codes. Start the flow again."
|
| 190 |
+
if isinstance(error, AuthExpired):
|
| 191 |
+
return "That code has expired. Start the flow again."
|
| 192 |
+
if isinstance(error, AuthConflict):
|
| 193 |
+
return "That email already belongs to a local account."
|
| 194 |
+
if isinstance(error, AuthValidationError):
|
| 195 |
+
return str(error)
|
| 196 |
+
return "That did not work. Check the details and try again."
|
| 197 |
+
|
| 198 |
+
|
| 199 |
+
@app.middleware("http")
|
| 200 |
+
async def runtime_headers(request: Request, call_next):
|
| 201 |
+
response = await call_next(request)
|
| 202 |
+
response.headers["Content-Security-Policy"] = CONTENT_SECURITY_POLICY
|
| 203 |
+
response.headers["Referrer-Policy"] = "no-referrer"
|
| 204 |
+
response.headers["X-Content-Type-Options"] = "nosniff"
|
| 205 |
+
response.headers["X-Frame-Options"] = "DENY"
|
| 206 |
+
response.headers["X-Robots-Tag"] = "noindex"
|
| 207 |
+
if BUILD_ID:
|
| 208 |
+
response.headers["X-WebsiteBench-Build-Id"] = BUILD_ID
|
| 209 |
+
return response
|
| 210 |
+
|
| 211 |
+
|
| 212 |
+
@app.exception_handler(404)
|
| 213 |
+
async def not_found_handler(request: Request, exc: Exception) -> Response:
|
| 214 |
+
token = _session_token(request)
|
| 215 |
+
return _html(
|
| 216 |
+
marketing.not_found(_context(token, with_card=False), request.url.path),
|
| 217 |
+
token,
|
| 218 |
+
status=404,
|
| 219 |
+
)
|
| 220 |
+
|
| 221 |
+
|
| 222 |
+
# ---------------------------------------------------------------------------
|
| 223 |
+
# operational endpoints
|
| 224 |
+
# ---------------------------------------------------------------------------
|
| 225 |
+
|
| 226 |
+
|
| 227 |
+
@app.get("/healthz", include_in_schema=False)
|
| 228 |
+
async def healthz() -> Response:
|
| 229 |
+
return Response(content=_HEALTH_BODY, media_type="application/json")
|
| 230 |
+
|
| 231 |
+
|
| 232 |
+
@app.post("/__admin/reset", include_in_schema=False)
|
| 233 |
+
async def admin_reset(request: Request) -> Response:
|
| 234 |
+
token = request.headers.get("X-WebsiteBench-Admin-Token", "")
|
| 235 |
+
if not hmac.compare_digest(token, ADMIN_TOKEN):
|
| 236 |
+
return JSONResponse({"error": "forbidden"}, status_code=403)
|
| 237 |
+
store.reset()
|
| 238 |
+
return JSONResponse({"reset": True, "site_id": SITE_ID})
|
| 239 |
+
|
| 240 |
+
|
| 241 |
+
# ---------------------------------------------------------------------------
|
| 242 |
+
# marketing
|
| 243 |
+
# ---------------------------------------------------------------------------
|
| 244 |
+
|
| 245 |
+
|
| 246 |
+
@app.get("/", include_in_schema=False)
|
| 247 |
+
async def home(request: Request) -> Response:
|
| 248 |
+
token = _session_token(request)
|
| 249 |
+
return _html(site_pages.render(_context(token), site_registry.PAGES["/"]), token)
|
| 250 |
+
|
| 251 |
+
|
| 252 |
+
@app.get("/products", include_in_schema=False)
|
| 253 |
+
async def products(request: Request) -> Response:
|
| 254 |
+
"""The captured library index, narrowed when the visitor filters it."""
|
| 255 |
+
|
| 256 |
+
token = _session_token(request)
|
| 257 |
+
query = (request.query_params.get("q") or "").strip()[:120]
|
| 258 |
+
category = (request.query_params.get("category") or "").strip()
|
| 259 |
+
if category not in CATEGORY_BY_SLUG:
|
| 260 |
+
category = ""
|
| 261 |
+
try:
|
| 262 |
+
page_number = int(request.query_params.get("page", "1"))
|
| 263 |
+
except ValueError:
|
| 264 |
+
page_number = 1
|
| 265 |
+
result = paginate(search_products(query, category), page_number) if (query or category) else None
|
| 266 |
+
context = _context(token, search_value=query)
|
| 267 |
+
return _html(
|
| 268 |
+
site_pages.render_products(
|
| 269 |
+
context,
|
| 270 |
+
site_registry.PAGES["/products"],
|
| 271 |
+
query=query,
|
| 272 |
+
category=category,
|
| 273 |
+
result=result,
|
| 274 |
+
),
|
| 275 |
+
token,
|
| 276 |
+
)
|
| 277 |
+
|
| 278 |
+
|
| 279 |
+
@app.get("/resources", include_in_schema=False)
|
| 280 |
+
async def resources_index(request: Request) -> Response:
|
| 281 |
+
token = _session_token(request)
|
| 282 |
+
return _html(marketing.resources_index(_context(token)), token)
|
| 283 |
+
|
| 284 |
+
|
| 285 |
+
@app.get("/resources/{slug}", include_in_schema=False)
|
| 286 |
+
async def resource_article(slug: str, request: Request) -> Response:
|
| 287 |
+
token = _session_token(request)
|
| 288 |
+
for candidate, title, blurb in RESOURCES:
|
| 289 |
+
if candidate == slug:
|
| 290 |
+
return _html(
|
| 291 |
+
marketing.resource_article(_context(token, with_card=False), slug, title, blurb),
|
| 292 |
+
token,
|
| 293 |
+
)
|
| 294 |
+
return _html(
|
| 295 |
+
marketing.not_found(_context(token, with_card=False), request.url.path),
|
| 296 |
+
token,
|
| 297 |
+
status=404,
|
| 298 |
+
)
|
| 299 |
+
|
| 300 |
+
|
| 301 |
+
@app.get("/support", include_in_schema=False)
|
| 302 |
+
async def support(request: Request) -> Response:
|
| 303 |
+
token = _session_token(request)
|
| 304 |
+
return _html(marketing.support(_context(token, with_card=False)), token)
|
| 305 |
+
|
| 306 |
+
|
| 307 |
+
@app.get("/legal/{slug}", include_in_schema=False)
|
| 308 |
+
async def legal(slug: str, request: Request) -> Response:
|
| 309 |
+
token = _session_token(request)
|
| 310 |
+
if slug not in LEGAL_PAGES:
|
| 311 |
+
return _html(
|
| 312 |
+
marketing.not_found(_context(token, with_card=False), request.url.path),
|
| 313 |
+
token,
|
| 314 |
+
status=404,
|
| 315 |
+
)
|
| 316 |
+
return _html(marketing.legal_page(_context(token, with_card=False), slug), token)
|
| 317 |
+
|
| 318 |
+
|
| 319 |
+
@app.get("/external/{slug}", include_in_schema=False)
|
| 320 |
+
async def external(slug: str, request: Request) -> Response:
|
| 321 |
+
token = _session_token(request)
|
| 322 |
+
return _html(
|
| 323 |
+
marketing.external_boundary(_context(token, with_card=False), slug[:60]), token
|
| 324 |
+
)
|
| 325 |
+
|
| 326 |
+
|
| 327 |
+
# ---------------------------------------------------------------------------
|
| 328 |
+
# business formation
|
| 329 |
+
# ---------------------------------------------------------------------------
|
| 330 |
+
|
| 331 |
+
# ``/business-formation/llc`` and its seven siblings are frozen source pages and
|
| 332 |
+
# come from the registry catch-all. Only the local POST entry point lives here.
|
| 333 |
+
|
| 334 |
+
|
| 335 |
+
@app.post("/business-formation/llc/start", include_in_schema=False)
|
| 336 |
+
async def llc_start(request: Request) -> Response:
|
| 337 |
+
"""A preserved local entry point into the formation order preparation.
|
| 338 |
+
|
| 339 |
+
The captured LLC page sends visitors to ``/orders/create/formation?entity=LLC``;
|
| 340 |
+
this route keeps the clone's older POST contract working by writing the same
|
| 341 |
+
local order draft and opening the same builder. It never files anything.
|
| 342 |
+
"""
|
| 343 |
+
|
| 344 |
+
token = _session_token(request)
|
| 345 |
+
form = await _form(request)
|
| 346 |
+
name = " ".join((form.get("business_name") or "").split())[:120]
|
| 347 |
+
state_id = source_state_id(form.get("state") or "")
|
| 348 |
+
if not name:
|
| 349 |
+
return _redirect(
|
| 350 |
+
"/business-formation/llc?error=Enter+the+business+name+you+want+to+use.",
|
| 351 |
+
token,
|
| 352 |
+
)
|
| 353 |
+
answers = {"company_name": name, "entity_type": "LLC"}
|
| 354 |
+
if state_id:
|
| 355 |
+
answers["state_of_formation"] = state_id
|
| 356 |
+
draft = site_router.upsert_order_draft(token, "formation", answers, state_id)
|
| 357 |
+
return _redirect(f"/documents/{draft['draft_id']}/step/1", token)
|
| 358 |
+
|
| 359 |
+
|
| 360 |
+
# ---------------------------------------------------------------------------
|
| 361 |
+
# document builder
|
| 362 |
+
# ---------------------------------------------------------------------------
|
| 363 |
+
|
| 364 |
+
|
| 365 |
+
@app.post("/documents/create", include_in_schema=False)
|
| 366 |
+
async def create_document(request: Request) -> Response:
|
| 367 |
+
"""Start a local draft from a product page's state picker.
|
| 368 |
+
|
| 369 |
+
``state`` accepts either the source's numeric state id (``5``) or the
|
| 370 |
+
two-letter code the clone's own dashboard shows (``CA``).
|
| 371 |
+
"""
|
| 372 |
+
|
| 373 |
+
token = _session_token(request)
|
| 374 |
+
form = await _form(request)
|
| 375 |
+
owner = store.resolve_owner(token)
|
| 376 |
+
slug = (form.get("product_slug") or "").strip()
|
| 377 |
+
product = product_for(slug)
|
| 378 |
+
if product is None:
|
| 379 |
+
return _redirect("/products", token)
|
| 380 |
+
state_id = source_state_id(form.get("state") or "")
|
| 381 |
+
entry = builder.product_entry_path(product.slug)
|
| 382 |
+
if not state_id:
|
| 383 |
+
return _redirect(
|
| 384 |
+
f"{entry}?error=Choose+a+state+before+creating+this+document.", token
|
| 385 |
+
)
|
| 386 |
+
existing = store.find_draft_for_product(owner, product.slug)
|
| 387 |
+
if existing is not None:
|
| 388 |
+
return _redirect(f"/documents/{existing['draft_id']}", token)
|
| 389 |
+
answers: dict[str, str] = {}
|
| 390 |
+
if product.slug == "llc-formation":
|
| 391 |
+
answers["formation_state"] = state_id
|
| 392 |
+
elif product.slug.startswith("order:"):
|
| 393 |
+
answers["state_of_formation"] = state_id
|
| 394 |
+
else:
|
| 395 |
+
answers["governing_state"] = state_id
|
| 396 |
+
draft = store.create_draft(
|
| 397 |
+
owner,
|
| 398 |
+
product_slug=product.slug,
|
| 399 |
+
state_code=state_code_for(state_id) or None,
|
| 400 |
+
answers=answers,
|
| 401 |
+
)
|
| 402 |
+
return _redirect(f"/documents/{draft['draft_id']}/step/1", token)
|
| 403 |
+
|
| 404 |
+
|
| 405 |
+
@app.get("/documents", include_in_schema=False)
|
| 406 |
+
async def documents_index(request: Request) -> Response:
|
| 407 |
+
token = _session_token(request)
|
| 408 |
+
context = _context(token, with_card=False)
|
| 409 |
+
drafts = store.list_drafts(context["owner"])
|
| 410 |
+
return _html(builder.documents_index(context, drafts), token)
|
| 411 |
+
|
| 412 |
+
|
| 413 |
+
def _load_draft(token: str, draft_id: str) -> tuple[dict[str, Any], dict[str, Any]] | None:
|
| 414 |
+
if not DRAFT_ID.fullmatch(draft_id):
|
| 415 |
+
return None
|
| 416 |
+
context = _context(token, with_card=False)
|
| 417 |
+
draft = store.get_draft(context["owner"], draft_id)
|
| 418 |
+
if draft is None:
|
| 419 |
+
return None
|
| 420 |
+
return context, draft
|
| 421 |
+
|
| 422 |
+
|
| 423 |
+
@app.get("/documents/{draft_id}", include_in_schema=False)
|
| 424 |
+
async def resume_draft(draft_id: str, request: Request) -> Response:
|
| 425 |
+
token = _session_token(request)
|
| 426 |
+
loaded = _load_draft(token, draft_id)
|
| 427 |
+
if loaded is None:
|
| 428 |
+
return _html(
|
| 429 |
+
marketing.not_found(_context(token, with_card=False), request.url.path),
|
| 430 |
+
token,
|
| 431 |
+
status=404,
|
| 432 |
+
)
|
| 433 |
+
_, draft = loaded
|
| 434 |
+
steps = steps_for(draft["product_slug"])
|
| 435 |
+
index = min(int(draft["step_index"]), len(steps) - 1)
|
| 436 |
+
return _redirect(f"/documents/{draft_id}/step/{index + 1}", token)
|
| 437 |
+
|
| 438 |
+
|
| 439 |
+
@app.get("/documents/{draft_id}/step/{number}", include_in_schema=False)
|
| 440 |
+
async def draft_step(draft_id: str, number: int, request: Request) -> Response:
|
| 441 |
+
token = _session_token(request)
|
| 442 |
+
loaded = _load_draft(token, draft_id)
|
| 443 |
+
if loaded is None:
|
| 444 |
+
return _html(
|
| 445 |
+
marketing.not_found(_context(token, with_card=False), request.url.path),
|
| 446 |
+
token,
|
| 447 |
+
status=404,
|
| 448 |
+
)
|
| 449 |
+
context, draft = loaded
|
| 450 |
+
steps = steps_for(draft["product_slug"])
|
| 451 |
+
if not 1 <= number <= len(steps):
|
| 452 |
+
return _redirect(f"/documents/{draft_id}/step/1", token)
|
| 453 |
+
return _html(builder.builder_step(context, draft, number - 1), token)
|
| 454 |
+
|
| 455 |
+
|
| 456 |
+
@app.post("/documents/{draft_id}/step/{number}", include_in_schema=False)
|
| 457 |
+
async def submit_step(draft_id: str, number: int, request: Request) -> Response:
|
| 458 |
+
token = _session_token(request)
|
| 459 |
+
loaded = _load_draft(token, draft_id)
|
| 460 |
+
if loaded is None:
|
| 461 |
+
return _html(
|
| 462 |
+
marketing.not_found(_context(token, with_card=False), request.url.path),
|
| 463 |
+
token,
|
| 464 |
+
status=404,
|
| 465 |
+
)
|
| 466 |
+
context, draft = loaded
|
| 467 |
+
steps = steps_for(draft["product_slug"])
|
| 468 |
+
if not 1 <= number <= len(steps):
|
| 469 |
+
return _redirect(f"/documents/{draft_id}/step/1", token)
|
| 470 |
+
index = number - 1
|
| 471 |
+
submitted = await _form(request)
|
| 472 |
+
stored = dict(draft["answers"])
|
| 473 |
+
accepted, errors = validate_step(draft["product_slug"], index, stored, submitted)
|
| 474 |
+
merged = {**stored, **accepted}
|
| 475 |
+
if errors:
|
| 476 |
+
preview_draft = {**draft, "answers": merged}
|
| 477 |
+
return _html(
|
| 478 |
+
builder.builder_step(context, preview_draft, index, errors), token, status=200
|
| 479 |
+
)
|
| 480 |
+
merged = prune_unreachable(draft["product_slug"], merged)
|
| 481 |
+
last = index == len(steps) - 1
|
| 482 |
+
store.update_draft(
|
| 483 |
+
context["owner"],
|
| 484 |
+
draft_id,
|
| 485 |
+
answers=merged,
|
| 486 |
+
step_index=len(steps) - 1 if last else index + 1,
|
| 487 |
+
)
|
| 488 |
+
if last:
|
| 489 |
+
return _redirect(f"/documents/{draft_id}/preview", token)
|
| 490 |
+
return _redirect(f"/documents/{draft_id}/step/{number + 1}", token)
|
| 491 |
+
|
| 492 |
+
|
| 493 |
+
@app.get("/documents/{draft_id}/preview", include_in_schema=False)
|
| 494 |
+
async def draft_preview(draft_id: str, request: Request) -> Response:
|
| 495 |
+
token = _session_token(request)
|
| 496 |
+
loaded = _load_draft(token, draft_id)
|
| 497 |
+
if loaded is None:
|
| 498 |
+
return _html(
|
| 499 |
+
marketing.not_found(_context(token, with_card=False), request.url.path),
|
| 500 |
+
token,
|
| 501 |
+
status=404,
|
| 502 |
+
)
|
| 503 |
+
context, draft = loaded
|
| 504 |
+
return _html(builder.preview(context, draft), token)
|
| 505 |
+
|
| 506 |
+
|
| 507 |
+
@app.post("/documents/{draft_id}/complete", include_in_schema=False)
|
| 508 |
+
async def complete_draft(draft_id: str, request: Request) -> Response:
|
| 509 |
+
token = _session_token(request)
|
| 510 |
+
loaded = _load_draft(token, draft_id)
|
| 511 |
+
if loaded is None:
|
| 512 |
+
return _redirect("/documents", token)
|
| 513 |
+
context, _draft = loaded
|
| 514 |
+
store.update_draft(context["owner"], draft_id, status="complete", dismissed=True)
|
| 515 |
+
return _redirect("/documents", token)
|
| 516 |
+
|
| 517 |
+
|
| 518 |
+
@app.post("/documents/{draft_id}/dismiss", include_in_schema=False)
|
| 519 |
+
async def dismiss_draft(draft_id: str, request: Request) -> Response:
|
| 520 |
+
token = _session_token(request)
|
| 521 |
+
loaded = _load_draft(token, draft_id)
|
| 522 |
+
if loaded is not None:
|
| 523 |
+
store.update_draft(loaded[0]["owner"], draft_id, dismissed=True)
|
| 524 |
+
referer = request.headers.get("referer") or ""
|
| 525 |
+
target = "/"
|
| 526 |
+
if referer:
|
| 527 |
+
from urllib.parse import urlsplit
|
| 528 |
+
|
| 529 |
+
parts = urlsplit(referer)
|
| 530 |
+
if parts.path.startswith("/"):
|
| 531 |
+
target = _safe_next(parts.path, "/")
|
| 532 |
+
return _redirect(target, token)
|
| 533 |
+
|
| 534 |
+
|
| 535 |
+
@app.post("/documents/{draft_id}/delete", include_in_schema=False)
|
| 536 |
+
async def delete_draft(draft_id: str, request: Request) -> Response:
|
| 537 |
+
token = _session_token(request)
|
| 538 |
+
loaded = _load_draft(token, draft_id)
|
| 539 |
+
if loaded is not None:
|
| 540 |
+
store.delete_draft(loaded[0]["owner"], draft_id)
|
| 541 |
+
return _redirect("/documents", token)
|
| 542 |
+
|
| 543 |
+
|
| 544 |
+
# ---------------------------------------------------------------------------
|
| 545 |
+
# accounts
|
| 546 |
+
# ---------------------------------------------------------------------------
|
| 547 |
+
|
| 548 |
+
|
| 549 |
+
@app.get("/login", include_in_schema=False)
|
| 550 |
+
async def login_form(request: Request) -> Response:
|
| 551 |
+
token = _session_token(request)
|
| 552 |
+
context = _context(token, with_card=False)
|
| 553 |
+
if context["owner"].authenticated:
|
| 554 |
+
return _redirect("/dashboard", token)
|
| 555 |
+
return _html(
|
| 556 |
+
accounts.login(
|
| 557 |
+
context,
|
| 558 |
+
next_url=_safe_next(request.query_params.get("next", "")),
|
| 559 |
+
),
|
| 560 |
+
token,
|
| 561 |
+
)
|
| 562 |
+
|
| 563 |
+
|
| 564 |
+
@app.post("/login", include_in_schema=False)
|
| 565 |
+
async def login_submit(request: Request) -> Response:
|
| 566 |
+
token = _session_token(request)
|
| 567 |
+
form = await _form(request)
|
| 568 |
+
context = _context(token, with_card=False)
|
| 569 |
+
email = (form.get("email") or "").strip()
|
| 570 |
+
password = form.get("password") or ""
|
| 571 |
+
next_url = _safe_next(form.get("next", ""))
|
| 572 |
+
errors: dict[str, str] = {}
|
| 573 |
+
if not email:
|
| 574 |
+
errors["email"] = "This field is required."
|
| 575 |
+
if not password:
|
| 576 |
+
errors["password"] = "This field is required."
|
| 577 |
+
if not errors:
|
| 578 |
+
try:
|
| 579 |
+
result = store.auth_store().sign_in(
|
| 580 |
+
token,
|
| 581 |
+
email=email,
|
| 582 |
+
password=password,
|
| 583 |
+
session_rotation_callback=store.rotation_callback,
|
| 584 |
+
)
|
| 585 |
+
except AuthError:
|
| 586 |
+
errors["__all__"] = "Email or password is incorrect."
|
| 587 |
+
else:
|
| 588 |
+
new_token = result["session_token"]
|
| 589 |
+
_claim_after_auth(new_token, str(result["account"]["account_id"]))
|
| 590 |
+
return _redirect(next_url, new_token)
|
| 591 |
+
return _html(
|
| 592 |
+
accounts.login(context, email=email, errors=errors, next_url=next_url),
|
| 593 |
+
token,
|
| 594 |
+
status=200,
|
| 595 |
+
)
|
| 596 |
+
|
| 597 |
+
|
| 598 |
+
@app.get("/register", include_in_schema=False)
|
| 599 |
+
async def register_form(request: Request) -> Response:
|
| 600 |
+
token = _session_token(request)
|
| 601 |
+
context = _context(token, with_card=False)
|
| 602 |
+
if context["owner"].authenticated:
|
| 603 |
+
return _redirect("/dashboard", token)
|
| 604 |
+
return _html(
|
| 605 |
+
accounts.register(
|
| 606 |
+
context, next_url=_safe_next(request.query_params.get("next", ""))
|
| 607 |
+
),
|
| 608 |
+
token,
|
| 609 |
+
)
|
| 610 |
+
|
| 611 |
+
|
| 612 |
+
@app.post("/register", include_in_schema=False)
|
| 613 |
+
async def register_submit(request: Request) -> Response:
|
| 614 |
+
token = _session_token(request)
|
| 615 |
+
form = await _form(request)
|
| 616 |
+
context = _context(token, with_card=False)
|
| 617 |
+
email = (form.get("email") or "").strip()
|
| 618 |
+
display_name = " ".join((form.get("display_name") or "").split())
|
| 619 |
+
password = form.get("password") or ""
|
| 620 |
+
next_url = _safe_next(form.get("next", ""))
|
| 621 |
+
errors = _registration_errors(email, display_name, password, form.get("agree"))
|
| 622 |
+
if not errors:
|
| 623 |
+
try:
|
| 624 |
+
store.auth_store().start_registration(
|
| 625 |
+
token,
|
| 626 |
+
email=email,
|
| 627 |
+
display_name=display_name,
|
| 628 |
+
password=password,
|
| 629 |
+
restart_invalid_flow=True,
|
| 630 |
+
)
|
| 631 |
+
except AuthError as error:
|
| 632 |
+
errors["__all__"] = _auth_message(error)
|
| 633 |
+
else:
|
| 634 |
+
return _redirect(f"/verify?next={next_url}", token)
|
| 635 |
+
return _html(
|
| 636 |
+
accounts.register(
|
| 637 |
+
context,
|
| 638 |
+
email=email,
|
| 639 |
+
display_name=display_name,
|
| 640 |
+
errors=errors,
|
| 641 |
+
next_url=next_url,
|
| 642 |
+
),
|
| 643 |
+
token,
|
| 644 |
+
)
|
| 645 |
+
|
| 646 |
+
|
| 647 |
+
def _display_name_from_email(email: str) -> str:
|
| 648 |
+
"""A local display name for flows that do not ask for one."""
|
| 649 |
+
|
| 650 |
+
local = email.split("@", 1)[0].strip()
|
| 651 |
+
cleaned = " ".join(re.split(r"[._\-+]+", local)).strip()
|
| 652 |
+
return (cleaned or local)[:120]
|
| 653 |
+
|
| 654 |
+
|
| 655 |
+
def _registration_errors(
|
| 656 |
+
email: str, display_name: str, password: str, agree: str | None
|
| 657 |
+
) -> dict[str, str]:
|
| 658 |
+
errors: dict[str, str] = {}
|
| 659 |
+
if not email:
|
| 660 |
+
errors["email"] = "This field is required."
|
| 661 |
+
if not display_name:
|
| 662 |
+
errors["display_name"] = "This field is required."
|
| 663 |
+
if not password:
|
| 664 |
+
errors["password"] = "This field is required."
|
| 665 |
+
elif len(password) < 8:
|
| 666 |
+
errors["password"] = "Use at least 8 characters."
|
| 667 |
+
if not agree:
|
| 668 |
+
errors["agree"] = "Please accept the Privacy Policy and Terms of Use."
|
| 669 |
+
return errors
|
| 670 |
+
|
| 671 |
+
|
| 672 |
+
@app.get("/verify", include_in_schema=False)
|
| 673 |
+
async def verify_form(request: Request) -> Response:
|
| 674 |
+
token = _session_token(request)
|
| 675 |
+
context = _context(token, with_card=False)
|
| 676 |
+
if context["owner"].authenticated:
|
| 677 |
+
return _redirect("/dashboard", token)
|
| 678 |
+
status = store.auth_store().session_flow_status(token, purpose="registration")
|
| 679 |
+
if status["state"] == "missing":
|
| 680 |
+
return _redirect("/register", token)
|
| 681 |
+
return _html(
|
| 682 |
+
accounts.verify_page(
|
| 683 |
+
context,
|
| 684 |
+
purpose="registration",
|
| 685 |
+
message=_mail_message(token, "registration"),
|
| 686 |
+
action="/verify",
|
| 687 |
+
next_url=_safe_next(request.query_params.get("next", "")),
|
| 688 |
+
),
|
| 689 |
+
token,
|
| 690 |
+
)
|
| 691 |
+
|
| 692 |
+
|
| 693 |
+
@app.post("/verify", include_in_schema=False)
|
| 694 |
+
async def verify_submit(request: Request) -> Response:
|
| 695 |
+
token = _session_token(request)
|
| 696 |
+
form = await _form(request)
|
| 697 |
+
context = _context(token, with_card=False)
|
| 698 |
+
next_url = _safe_next(form.get("next", ""))
|
| 699 |
+
code = (form.get("code") or "").strip()
|
| 700 |
+
auth = store.auth_store()
|
| 701 |
+
errors: dict[str, str] = {}
|
| 702 |
+
try:
|
| 703 |
+
auth.verify_registration_code(token, code)
|
| 704 |
+
result = auth.complete_registration(
|
| 705 |
+
token, session_rotation_callback=store.rotation_callback
|
| 706 |
+
)
|
| 707 |
+
except AuthValidationError:
|
| 708 |
+
errors["code"] = "Enter the six digits from the test outbox."
|
| 709 |
+
except AuthError as error:
|
| 710 |
+
errors["code"] = _auth_message(error)
|
| 711 |
+
else:
|
| 712 |
+
new_token = result["session_token"]
|
| 713 |
+
_claim_after_auth(new_token, str(result["account"]["account_id"]))
|
| 714 |
+
return _redirect(next_url, new_token)
|
| 715 |
+
return _html(
|
| 716 |
+
accounts.verify_page(
|
| 717 |
+
context,
|
| 718 |
+
purpose="registration",
|
| 719 |
+
message=_mail_message(token, "registration"),
|
| 720 |
+
errors=errors,
|
| 721 |
+
action="/verify",
|
| 722 |
+
next_url=next_url,
|
| 723 |
+
),
|
| 724 |
+
token,
|
| 725 |
+
)
|
| 726 |
+
|
| 727 |
+
|
| 728 |
+
@app.post("/logout", include_in_schema=False)
|
| 729 |
+
async def logout(request: Request) -> Response:
|
| 730 |
+
token = request.cookies.get(_cookie_name())
|
| 731 |
+
store.auth_store().sign_out(token)
|
| 732 |
+
fresh = store.auth_store().create_anonymous_session()
|
| 733 |
+
return _redirect("/", fresh)
|
| 734 |
+
|
| 735 |
+
|
| 736 |
+
@app.get("/forgot-password", include_in_schema=False)
|
| 737 |
+
async def forgot_form(request: Request) -> Response:
|
| 738 |
+
token = _session_token(request)
|
| 739 |
+
return _html(accounts.forgot_password(_context(token, with_card=False)), token)
|
| 740 |
+
|
| 741 |
+
|
| 742 |
+
@app.post("/forgot-password", include_in_schema=False)
|
| 743 |
+
async def forgot_submit(request: Request) -> Response:
|
| 744 |
+
token = _session_token(request)
|
| 745 |
+
form = await _form(request)
|
| 746 |
+
context = _context(token, with_card=False)
|
| 747 |
+
email = (form.get("email") or "").strip()
|
| 748 |
+
errors: dict[str, str] = {}
|
| 749 |
+
if not email:
|
| 750 |
+
errors["email"] = "This field is required."
|
| 751 |
+
else:
|
| 752 |
+
try:
|
| 753 |
+
store.auth_store().start_password_reset(
|
| 754 |
+
token, email=email, restart_invalid_flow=True
|
| 755 |
+
)
|
| 756 |
+
except AuthValidationError:
|
| 757 |
+
errors["email"] = "Enter a valid email address."
|
| 758 |
+
except AuthError as error:
|
| 759 |
+
errors["__all__"] = _auth_message(error)
|
| 760 |
+
else:
|
| 761 |
+
return _redirect("/reset-verify", token)
|
| 762 |
+
return _html(
|
| 763 |
+
accounts.forgot_password(context, email=email, errors=errors), token
|
| 764 |
+
)
|
| 765 |
+
|
| 766 |
+
|
| 767 |
+
@app.get("/reset-verify", include_in_schema=False)
|
| 768 |
+
async def reset_verify_form(request: Request) -> Response:
|
| 769 |
+
token = _session_token(request)
|
| 770 |
+
status = store.auth_store().session_flow_status(token, purpose="password-reset")
|
| 771 |
+
if status["state"] == "missing":
|
| 772 |
+
return _redirect("/forgot-password", token)
|
| 773 |
+
if status["state"] == "verified":
|
| 774 |
+
return _redirect("/reset-password", token)
|
| 775 |
+
return _html(
|
| 776 |
+
accounts.verify_page(
|
| 777 |
+
_context(token, with_card=False),
|
| 778 |
+
purpose="password-reset",
|
| 779 |
+
message=_mail_message(token, "password-reset"),
|
| 780 |
+
action="/reset-verify",
|
| 781 |
+
heading="Check the test outbox",
|
| 782 |
+
intro=(
|
| 783 |
+
"If that email belongs to a local account, a verification "
|
| 784 |
+
"message is available in the test-only outbox below."
|
| 785 |
+
),
|
| 786 |
+
),
|
| 787 |
+
token,
|
| 788 |
+
)
|
| 789 |
+
|
| 790 |
+
|
| 791 |
+
@app.post("/reset-verify", include_in_schema=False)
|
| 792 |
+
async def reset_verify_submit(request: Request) -> Response:
|
| 793 |
+
token = _session_token(request)
|
| 794 |
+
form = await _form(request)
|
| 795 |
+
code = (form.get("code") or "").strip()
|
| 796 |
+
errors: dict[str, str] = {}
|
| 797 |
+
try:
|
| 798 |
+
store.auth_store().verify_password_reset_code(token, code)
|
| 799 |
+
except AuthValidationError:
|
| 800 |
+
errors["code"] = "Enter the six digits from the test outbox."
|
| 801 |
+
except AuthError as error:
|
| 802 |
+
errors["code"] = _auth_message(error)
|
| 803 |
+
else:
|
| 804 |
+
return _redirect("/reset-password", token)
|
| 805 |
+
return _html(
|
| 806 |
+
accounts.verify_page(
|
| 807 |
+
_context(token, with_card=False),
|
| 808 |
+
purpose="password-reset",
|
| 809 |
+
message=_mail_message(token, "password-reset"),
|
| 810 |
+
errors=errors,
|
| 811 |
+
action="/reset-verify",
|
| 812 |
+
heading="Check the test outbox",
|
| 813 |
+
),
|
| 814 |
+
token,
|
| 815 |
+
)
|
| 816 |
+
|
| 817 |
+
|
| 818 |
+
@app.get("/reset-password", include_in_schema=False)
|
| 819 |
+
async def reset_password_form(request: Request) -> Response:
|
| 820 |
+
token = _session_token(request)
|
| 821 |
+
status = store.auth_store().session_flow_status(token, purpose="password-reset")
|
| 822 |
+
if status["state"] != "verified":
|
| 823 |
+
return _redirect("/forgot-password", token)
|
| 824 |
+
return _html(accounts.new_password(_context(token, with_card=False)), token)
|
| 825 |
+
|
| 826 |
+
|
| 827 |
+
@app.post("/reset-password", include_in_schema=False)
|
| 828 |
+
async def reset_password_submit(request: Request) -> Response:
|
| 829 |
+
token = _session_token(request)
|
| 830 |
+
form = await _form(request)
|
| 831 |
+
password = form.get("password") or ""
|
| 832 |
+
errors: dict[str, str] = {}
|
| 833 |
+
if len(password) < 8:
|
| 834 |
+
errors["password"] = "Use at least 8 characters."
|
| 835 |
+
else:
|
| 836 |
+
try:
|
| 837 |
+
new_token = store.auth_store().complete_password_reset(
|
| 838 |
+
token,
|
| 839 |
+
new_password=password,
|
| 840 |
+
session_rotation_callback=store.rotation_callback,
|
| 841 |
+
)
|
| 842 |
+
except AuthError as error:
|
| 843 |
+
errors["__all__"] = _auth_message(error)
|
| 844 |
+
else:
|
| 845 |
+
owner = store.resolve_owner(new_token)
|
| 846 |
+
if owner.account_id:
|
| 847 |
+
_claim_after_auth(new_token, owner.account_id)
|
| 848 |
+
return _redirect("/dashboard", new_token)
|
| 849 |
+
return _html(
|
| 850 |
+
accounts.new_password(_context(token, with_card=False), errors=errors), token
|
| 851 |
+
)
|
| 852 |
+
|
| 853 |
+
|
| 854 |
+
@app.get("/test-outbox", include_in_schema=False)
|
| 855 |
+
async def test_outbox(request: Request) -> Response:
|
| 856 |
+
token = _session_token(request)
|
| 857 |
+
messages = [
|
| 858 |
+
message
|
| 859 |
+
for message in (
|
| 860 |
+
_mail_message(token, "registration"),
|
| 861 |
+
_mail_message(token, "password-reset"),
|
| 862 |
+
)
|
| 863 |
+
if message is not None
|
| 864 |
+
]
|
| 865 |
+
return _html(
|
| 866 |
+
accounts.outbox_index(_context(token, with_card=False), messages), token
|
| 867 |
+
)
|
| 868 |
+
|
| 869 |
+
|
| 870 |
+
# ---------------------------------------------------------------------------
|
| 871 |
+
# dashboard / account
|
| 872 |
+
# ---------------------------------------------------------------------------
|
| 873 |
+
|
| 874 |
+
|
| 875 |
+
@app.get("/dashboard", include_in_schema=False)
|
| 876 |
+
async def dashboard(request: Request) -> Response:
|
| 877 |
+
token = _session_token(request)
|
| 878 |
+
context = _context(token)
|
| 879 |
+
owner = context["owner"]
|
| 880 |
+
if not owner.authenticated:
|
| 881 |
+
return _redirect("/login?next=/dashboard", token)
|
| 882 |
+
return _html(
|
| 883 |
+
accounts.dashboard(
|
| 884 |
+
context,
|
| 885 |
+
drafts=store.list_drafts(owner),
|
| 886 |
+
subscription=store.subscription_for(owner.account_id or ""),
|
| 887 |
+
payments=store.payment_history(owner.account_id or ""),
|
| 888 |
+
),
|
| 889 |
+
token,
|
| 890 |
+
)
|
| 891 |
+
|
| 892 |
+
|
| 893 |
+
@app.get("/account", include_in_schema=False)
|
| 894 |
+
async def account(request: Request) -> Response:
|
| 895 |
+
token = _session_token(request)
|
| 896 |
+
context = _context(token)
|
| 897 |
+
owner = context["owner"]
|
| 898 |
+
if not owner.authenticated:
|
| 899 |
+
return _redirect("/login?next=/account", token)
|
| 900 |
+
return _html(
|
| 901 |
+
accounts.account_page(
|
| 902 |
+
context, subscription=store.subscription_for(owner.account_id or "")
|
| 903 |
+
),
|
| 904 |
+
token,
|
| 905 |
+
)
|
| 906 |
+
|
| 907 |
+
|
| 908 |
+
@app.post("/account/subscription/cancel", include_in_schema=False)
|
| 909 |
+
async def cancel_subscription(request: Request) -> Response:
|
| 910 |
+
token = _session_token(request)
|
| 911 |
+
owner = store.resolve_owner(token)
|
| 912 |
+
if not owner.authenticated:
|
| 913 |
+
return _redirect("/login?next=/account", token)
|
| 914 |
+
store.cancel_subscription(owner.account_id or "")
|
| 915 |
+
return _redirect("/dashboard", token)
|
| 916 |
+
|
| 917 |
+
|
| 918 |
+
# ---------------------------------------------------------------------------
|
| 919 |
+
# checkout
|
| 920 |
+
# ---------------------------------------------------------------------------
|
| 921 |
+
|
| 922 |
+
|
| 923 |
+
def _plan_or_none(plan: str) -> str | None:
|
| 924 |
+
return plan if plan in PLANS else None
|
| 925 |
+
|
| 926 |
+
|
| 927 |
+
@app.get("/checkout/{plan}", include_in_schema=False)
|
| 928 |
+
async def checkout_start(plan: str, request: Request) -> Response:
|
| 929 |
+
token = _session_token(request)
|
| 930 |
+
if _plan_or_none(plan) is None:
|
| 931 |
+
return _redirect("/pricing", token)
|
| 932 |
+
context = _context(token, with_card=False)
|
| 933 |
+
owner = context["owner"]
|
| 934 |
+
if owner.authenticated:
|
| 935 |
+
subscription = store.subscription_for(owner.account_id or "")
|
| 936 |
+
if subscription and subscription["status"] == "active":
|
| 937 |
+
return _redirect(f"/checkout/{plan}/complete", token)
|
| 938 |
+
return _redirect(f"/checkout/{plan}/payment", token)
|
| 939 |
+
if not request.query_params.get("restart"):
|
| 940 |
+
status = store.auth_store().session_flow_status(token, purpose="registration")
|
| 941 |
+
if status["state"] == "challenge":
|
| 942 |
+
return _redirect(f"/checkout/{plan}/verify", token)
|
| 943 |
+
return _html(accounts.checkout_account(context, plan), token)
|
| 944 |
+
|
| 945 |
+
|
| 946 |
+
@app.post("/checkout/{plan}/account", include_in_schema=False)
|
| 947 |
+
async def checkout_account(plan: str, request: Request) -> Response:
|
| 948 |
+
token = _session_token(request)
|
| 949 |
+
if _plan_or_none(plan) is None:
|
| 950 |
+
return _redirect("/pricing", token)
|
| 951 |
+
form = await _form(request)
|
| 952 |
+
context = _context(token, with_card=False)
|
| 953 |
+
email = (form.get("email") or "").strip()
|
| 954 |
+
password = form.get("password") or ""
|
| 955 |
+
# The captured checkout state collects email, password and the agreement
|
| 956 |
+
# only, so the display name is derived from the address rather than asked
|
| 957 |
+
# for a second time.
|
| 958 |
+
display_name = _display_name_from_email(email)
|
| 959 |
+
errors = _registration_errors(email, display_name, password, form.get("agree"))
|
| 960 |
+
errors.pop("display_name", None)
|
| 961 |
+
if not errors:
|
| 962 |
+
try:
|
| 963 |
+
store.auth_store().start_registration(
|
| 964 |
+
token,
|
| 965 |
+
email=email,
|
| 966 |
+
display_name=display_name,
|
| 967 |
+
password=password,
|
| 968 |
+
restart_invalid_flow=True,
|
| 969 |
+
)
|
| 970 |
+
except AuthConflict:
|
| 971 |
+
errors["__all__"] = (
|
| 972 |
+
"That email already belongs to a local account. Log in instead."
|
| 973 |
+
)
|
| 974 |
+
except AuthError as error:
|
| 975 |
+
errors["__all__"] = _auth_message(error)
|
| 976 |
+
else:
|
| 977 |
+
return _redirect(f"/checkout/{plan}/verify", token)
|
| 978 |
+
return _html(
|
| 979 |
+
accounts.checkout_account(context, plan, email=email, errors=errors),
|
| 980 |
+
token,
|
| 981 |
+
)
|
| 982 |
+
|
| 983 |
+
|
| 984 |
+
@app.get("/checkout/{plan}/verify", include_in_schema=False)
|
| 985 |
+
async def checkout_verify_form(plan: str, request: Request) -> Response:
|
| 986 |
+
token = _session_token(request)
|
| 987 |
+
if _plan_or_none(plan) is None:
|
| 988 |
+
return _redirect("/pricing", token)
|
| 989 |
+
context = _context(token, with_card=False)
|
| 990 |
+
if context["owner"].authenticated:
|
| 991 |
+
return _redirect(f"/checkout/{plan}/payment", token)
|
| 992 |
+
status = store.auth_store().session_flow_status(token, purpose="registration")
|
| 993 |
+
if status["state"] == "missing":
|
| 994 |
+
return _redirect(f"/checkout/{plan}", token)
|
| 995 |
+
return _html(
|
| 996 |
+
accounts.checkout_verify(
|
| 997 |
+
context, plan, message=_mail_message(token, "registration")
|
| 998 |
+
),
|
| 999 |
+
token,
|
| 1000 |
+
)
|
| 1001 |
+
|
| 1002 |
+
|
| 1003 |
+
@app.post("/checkout/{plan}/verify", include_in_schema=False)
|
| 1004 |
+
async def checkout_verify_submit(plan: str, request: Request) -> Response:
|
| 1005 |
+
token = _session_token(request)
|
| 1006 |
+
if _plan_or_none(plan) is None:
|
| 1007 |
+
return _redirect("/pricing", token)
|
| 1008 |
+
form = await _form(request)
|
| 1009 |
+
context = _context(token, with_card=False)
|
| 1010 |
+
code = (form.get("code") or "").strip()
|
| 1011 |
+
auth = store.auth_store()
|
| 1012 |
+
errors: dict[str, str] = {}
|
| 1013 |
+
try:
|
| 1014 |
+
auth.verify_registration_code(token, code)
|
| 1015 |
+
result = auth.complete_registration(
|
| 1016 |
+
token, session_rotation_callback=store.rotation_callback
|
| 1017 |
+
)
|
| 1018 |
+
except AuthValidationError:
|
| 1019 |
+
errors["code"] = "Enter the six digits from the test outbox."
|
| 1020 |
+
except AuthError as error:
|
| 1021 |
+
errors["code"] = _auth_message(error)
|
| 1022 |
+
else:
|
| 1023 |
+
new_token = result["session_token"]
|
| 1024 |
+
_claim_after_auth(new_token, str(result["account"]["account_id"]))
|
| 1025 |
+
return _redirect(f"/checkout/{plan}/payment", new_token)
|
| 1026 |
+
return _html(
|
| 1027 |
+
accounts.checkout_verify(
|
| 1028 |
+
context,
|
| 1029 |
+
plan,
|
| 1030 |
+
message=_mail_message(token, "registration"),
|
| 1031 |
+
errors=errors,
|
| 1032 |
+
),
|
| 1033 |
+
token,
|
| 1034 |
+
)
|
| 1035 |
+
|
| 1036 |
+
|
| 1037 |
+
@app.get("/checkout/{plan}/payment", include_in_schema=False)
|
| 1038 |
+
async def checkout_payment_form(plan: str, request: Request) -> Response:
|
| 1039 |
+
token = _session_token(request)
|
| 1040 |
+
if _plan_or_none(plan) is None:
|
| 1041 |
+
return _redirect("/pricing", token)
|
| 1042 |
+
context = _context(token, with_card=False)
|
| 1043 |
+
owner = context["owner"]
|
| 1044 |
+
if not owner.authenticated:
|
| 1045 |
+
return _redirect(f"/checkout/{plan}", token)
|
| 1046 |
+
subscription = store.subscription_for(owner.account_id or "")
|
| 1047 |
+
if subscription and subscription["status"] == "active":
|
| 1048 |
+
return _redirect(f"/checkout/{plan}/complete", token)
|
| 1049 |
+
outcome = (request.query_params.get("result") or "").upper()
|
| 1050 |
+
result = {"status": outcome} if outcome in {"DECLINED", "RETRYABLE"} else None
|
| 1051 |
+
errors: dict[str, str] = {}
|
| 1052 |
+
if request.query_params.get("error"):
|
| 1053 |
+
errors["test_number"] = (request.query_params.get("error") or "")[:200]
|
| 1054 |
+
return _html(
|
| 1055 |
+
accounts.checkout_payment(context, plan, errors=errors, result=result), token
|
| 1056 |
+
)
|
| 1057 |
+
|
| 1058 |
+
|
| 1059 |
+
@app.post("/checkout/{plan}/pay", include_in_schema=False)
|
| 1060 |
+
async def checkout_pay(plan: str, request: Request) -> Response:
|
| 1061 |
+
token = _session_token(request)
|
| 1062 |
+
if _plan_or_none(plan) is None:
|
| 1063 |
+
return _redirect("/pricing", token)
|
| 1064 |
+
owner = store.resolve_owner(token)
|
| 1065 |
+
if not owner.authenticated:
|
| 1066 |
+
return _redirect(f"/checkout/{plan}", token)
|
| 1067 |
+
form = await _form(request)
|
| 1068 |
+
scenario = store.scenario_for_test_number(form.get("test_number", ""))
|
| 1069 |
+
if scenario is None:
|
| 1070 |
+
return _redirect(
|
| 1071 |
+
f"/checkout/{plan}/payment"
|
| 1072 |
+
"?error=Use+one+of+the+documented+local+test+numbers+below.",
|
| 1073 |
+
token,
|
| 1074 |
+
)
|
| 1075 |
+
try:
|
| 1076 |
+
result = store.pay_for_subscription(owner.account_id or "", plan, scenario)
|
| 1077 |
+
except store.CheckoutError as error:
|
| 1078 |
+
return _redirect(
|
| 1079 |
+
f"/checkout/{plan}/payment?error={str(error).replace(' ', '+')[:120]}", token
|
| 1080 |
+
)
|
| 1081 |
+
if result["status"] in {"APPROVED", "ALREADY_ACTIVE"}:
|
| 1082 |
+
return _redirect(f"/checkout/{plan}/complete", token)
|
| 1083 |
+
return _redirect(
|
| 1084 |
+
f"/checkout/{plan}/payment?result={result['status'].lower()}", token
|
| 1085 |
+
)
|
| 1086 |
+
|
| 1087 |
+
|
| 1088 |
+
@app.get("/checkout/{plan}/complete", include_in_schema=False)
|
| 1089 |
+
async def checkout_complete(plan: str, request: Request) -> Response:
|
| 1090 |
+
token = _session_token(request)
|
| 1091 |
+
if _plan_or_none(plan) is None:
|
| 1092 |
+
return _redirect("/pricing", token)
|
| 1093 |
+
context = _context(token, with_card=False)
|
| 1094 |
+
owner = context["owner"]
|
| 1095 |
+
if not owner.authenticated:
|
| 1096 |
+
return _redirect(f"/checkout/{plan}", token)
|
| 1097 |
+
subscription = store.subscription_for(owner.account_id or "")
|
| 1098 |
+
if subscription is None:
|
| 1099 |
+
return _redirect(f"/checkout/{plan}/payment", token)
|
| 1100 |
+
return _html(accounts.checkout_complete(context, plan, subscription), token)
|
| 1101 |
+
|
| 1102 |
+
|
| 1103 |
+
# ---------------------------------------------------------------------------
|
| 1104 |
+
# frozen source pathnames
|
| 1105 |
+
# ---------------------------------------------------------------------------
|
| 1106 |
+
|
| 1107 |
+
# Registered last so that every contract above keeps its own handler and the
|
| 1108 |
+
# registry catch-all only sees what nothing else claimed.
|
| 1109 |
+
site_router.configure(
|
| 1110 |
+
session_token=_session_token,
|
| 1111 |
+
context=_context,
|
| 1112 |
+
html=_html,
|
| 1113 |
+
redirect=_redirect,
|
| 1114 |
+
)
|
| 1115 |
+
app.include_router(site_router.router)
|
| 1116 |
+
|
| 1117 |
+
|
| 1118 |
+
# ---------------------------------------------------------------------------
|
| 1119 |
+
# local launcher
|
| 1120 |
+
# ---------------------------------------------------------------------------
|
| 1121 |
+
|
| 1122 |
+
|
| 1123 |
+
def main() -> None: # pragma: no cover - developer convenience
|
| 1124 |
+
import uvicorn
|
| 1125 |
+
|
| 1126 |
+
uvicorn.run(
|
| 1127 |
+
app,
|
| 1128 |
+
host=os.environ.get("HOST", "127.0.0.1"),
|
| 1129 |
+
port=int(os.environ.get("PORT", "8451")),
|
| 1130 |
+
log_level=os.environ.get("LOG_LEVEL", "warning"),
|
| 1131 |
+
)
|
| 1132 |
+
|
| 1133 |
+
|
| 1134 |
+
if __name__ == "__main__": # pragma: no cover - module entry point
|
| 1135 |
+
main()
|
tasks/legalnature/solution/site/implementation/clone/backend/catalog.py
ADDED
|
@@ -0,0 +1,344 @@
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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|
|
|
|
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|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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|
|
|
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|
|
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|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 1 |
+
"""LegalNature offline clone — the document library and the pricing facts.
|
| 2 |
+
|
| 3 |
+
Pure data plus small pure helpers: no database, no I/O, no wall clock. The
|
| 4 |
+
catalog reproduces the observed shape of the source library (a searchable
|
| 5 |
+
document/service catalog grouped into category chips) at a size large enough
|
| 6 |
+
for the search, filter, paginate and open-a-detail-page journey to be real.
|
| 7 |
+
|
| 8 |
+
Every entry is locally navigable: ``/categories/<category>/<slug>`` renders a
|
| 9 |
+
product page and ``/documents/create/<slug>`` starts a local draft. Nothing
|
| 10 |
+
here is legal advice and no entry corresponds to a government filing.
|
| 11 |
+
"""
|
| 12 |
+
|
| 13 |
+
from __future__ import annotations
|
| 14 |
+
|
| 15 |
+
from dataclasses import dataclass
|
| 16 |
+
|
| 17 |
+
from source_site import registry
|
| 18 |
+
|
| 19 |
+
|
| 20 |
+
PHONE = "888.881.1139"
|
| 21 |
+
PHONE_HOURS = "M-F: 6am - 7pm PST · Sat & Sun 9am - 1pm PST"
|
| 22 |
+
|
| 23 |
+
# Observed subscription prices (pricing page, 2026-08-21).
|
| 24 |
+
ANNUAL_PRICE_MINOR = 11900
|
| 25 |
+
MONTHLY_PRICE_MINOR = 3900
|
| 26 |
+
ANNUAL_EQUIVALENT_MONTHLY = "9.92"
|
| 27 |
+
|
| 28 |
+
PLANS: dict[str, dict[str, object]] = {
|
| 29 |
+
"annual": {
|
| 30 |
+
"id": "annual",
|
| 31 |
+
"name": "Annual Subscription",
|
| 32 |
+
"amount_minor": ANNUAL_PRICE_MINOR,
|
| 33 |
+
"price_label": "$119",
|
| 34 |
+
"period_label": "/year",
|
| 35 |
+
"summary": f"Only ${ANNUAL_EQUIVALENT_MONTHLY}/month, when paid annually.",
|
| 36 |
+
"renewal": "Renews once a year until cancelled.",
|
| 37 |
+
},
|
| 38 |
+
"monthly": {
|
| 39 |
+
"id": "monthly",
|
| 40 |
+
"name": "Monthly Subscription",
|
| 41 |
+
"amount_minor": MONTHLY_PRICE_MINOR,
|
| 42 |
+
"price_label": "$39",
|
| 43 |
+
"period_label": "/month",
|
| 44 |
+
"summary": "Cancel anytime, no hidden conditions",
|
| 45 |
+
"renewal": "Renews every month until cancelled.",
|
| 46 |
+
},
|
| 47 |
+
}
|
| 48 |
+
|
| 49 |
+
PLAN_BENEFITS = (
|
| 50 |
+
"Create unlimited versions of all documents",
|
| 51 |
+
"Access to the entire document library",
|
| 52 |
+
f"Only ${ANNUAL_EQUIVALENT_MONTHLY}/month when paid annually",
|
| 53 |
+
"Store, edit, and re-download every document you build",
|
| 54 |
+
"Step-by-step guidance for every document",
|
| 55 |
+
)
|
| 56 |
+
|
| 57 |
+
|
| 58 |
+
@dataclass(frozen=True)
|
| 59 |
+
class Category:
|
| 60 |
+
slug: str
|
| 61 |
+
label: str
|
| 62 |
+
blurb: str
|
| 63 |
+
|
| 64 |
+
|
| 65 |
+
@dataclass(frozen=True)
|
| 66 |
+
class Product:
|
| 67 |
+
slug: str
|
| 68 |
+
title: str
|
| 69 |
+
category: str
|
| 70 |
+
kind: str # "document" | "service"
|
| 71 |
+
blurb: str
|
| 72 |
+
icon: str
|
| 73 |
+
# Verbatim source ``<title>`` when the product page was captured; empty
|
| 74 |
+
# otherwise, in which case the shared title shape is used.
|
| 75 |
+
seo_title: str = ""
|
| 76 |
+
|
| 77 |
+
|
| 78 |
+
# Category labels exactly as the source prints them in the ``Categories:`` strip
|
| 79 |
+
# on ``/products``. ``real-estate`` never appears in that strip but owns seven
|
| 80 |
+
# frozen document pages, so it carries the label the Landlords menu uses.
|
| 81 |
+
CATEGORY_LABELS: dict[str, str] = {
|
| 82 |
+
"business": "Business",
|
| 83 |
+
"business-formation": "Business Formation",
|
| 84 |
+
"business-services": "Business Services",
|
| 85 |
+
"commercial-property": "Commercial Property",
|
| 86 |
+
"estate-planning": "Estate Planning",
|
| 87 |
+
"healthcare": "Healthcare",
|
| 88 |
+
"human-resources": "Human Resources",
|
| 89 |
+
"landlord-and-tenant": "Landlord and Tenant",
|
| 90 |
+
"marriage-and-divorce": "Marriage and Divorce",
|
| 91 |
+
"personal-affairs": "Personal Affairs",
|
| 92 |
+
"property": "Property",
|
| 93 |
+
"real-estate": "Real Estate",
|
| 94 |
+
}
|
| 95 |
+
|
| 96 |
+
CATEGORY_BLURBS: dict[str, str] = {
|
| 97 |
+
"business": "Agreements that keep day-to-day business relationships clear.",
|
| 98 |
+
"business-formation": "The organizing paperwork behind a new company.",
|
| 99 |
+
"business-services": "Ongoing filings and services for a company already running.",
|
| 100 |
+
"commercial-property": "Leases and amendments for commercial space.",
|
| 101 |
+
"estate-planning": "Wills, trusts and the documents that go with them.",
|
| 102 |
+
"healthcare": "Medical directives and healthcare authorizations.",
|
| 103 |
+
"human-resources": "Hiring, confidentiality and workplace policy documents.",
|
| 104 |
+
"landlord-and-tenant": "Residential leases, notices and tenancy paperwork.",
|
| 105 |
+
"marriage-and-divorce": "Documents for marriage, separation and divorce.",
|
| 106 |
+
"personal-affairs": "Everyday personal documents and authorizations.",
|
| 107 |
+
"property": "Deeds and agreements that transfer or secure real property.",
|
| 108 |
+
"real-estate": "Residential leases, notices and transfer documents.",
|
| 109 |
+
}
|
| 110 |
+
|
| 111 |
+
# Icons are the clone's own inline artwork (see ``frontend/layout.ICONS``); the
|
| 112 |
+
# source draws category glyphs from its sprite sheet, which the clone redraws.
|
| 113 |
+
CATEGORY_ICONS: dict[str, str] = {
|
| 114 |
+
"business": "briefcase",
|
| 115 |
+
"business-formation": "building",
|
| 116 |
+
"business-services": "bank",
|
| 117 |
+
"commercial-property": "building",
|
| 118 |
+
"estate-planning": "scale",
|
| 119 |
+
"healthcare": "heart",
|
| 120 |
+
"human-resources": "people",
|
| 121 |
+
"landlord-and-tenant": "home",
|
| 122 |
+
"marriage-and-divorce": "heart",
|
| 123 |
+
"personal-affairs": "document",
|
| 124 |
+
"property": "key",
|
| 125 |
+
"real-estate": "home",
|
| 126 |
+
}
|
| 127 |
+
|
| 128 |
+
|
| 129 |
+
def _category_label(slug: str) -> str:
|
| 130 |
+
if slug in CATEGORY_LABELS:
|
| 131 |
+
return CATEGORY_LABELS[slug]
|
| 132 |
+
return slug.replace("-", " ").replace("_", " ").title()
|
| 133 |
+
|
| 134 |
+
|
| 135 |
+
CATEGORIES: tuple[Category, ...] = tuple(
|
| 136 |
+
Category(
|
| 137 |
+
slug,
|
| 138 |
+
_category_label(slug),
|
| 139 |
+
CATEGORY_BLURBS.get(slug, f"{_category_label(slug)} documents prepared locally."),
|
| 140 |
+
)
|
| 141 |
+
for slug in registry.DOCUMENT_CATEGORIES
|
| 142 |
+
)
|
| 143 |
+
|
| 144 |
+
CATEGORY_BY_SLUG: dict[str, Category] = {item.slug: item for item in CATEGORIES}
|
| 145 |
+
|
| 146 |
+
|
| 147 |
+
# ---------------------------------------------------------------------------
|
| 148 |
+
# Products
|
| 149 |
+
# ---------------------------------------------------------------------------
|
| 150 |
+
|
| 151 |
+
# The document library is the source's own: one entry per ``/documents/create``
|
| 152 |
+
# slug the crawl reached, titled and described from its captured detail page.
|
| 153 |
+
# ``non-disclosure-agreement`` keeps the hand-written blurb and the branching
|
| 154 |
+
# builder that models the captured wizard; every other entry uses the generic
|
| 155 |
+
# preparation flow.
|
| 156 |
+
DETAILED_BLURBS: dict[str, str] = {
|
| 157 |
+
"non-disclosure-agreement": (
|
| 158 |
+
"Prohibit an individual or business from disclosing confidential "
|
| 159 |
+
"information or trade secrets to others."
|
| 160 |
+
),
|
| 161 |
+
}
|
| 162 |
+
|
| 163 |
+
|
| 164 |
+
def _document_products() -> list[Product]:
|
| 165 |
+
products: list[Product] = []
|
| 166 |
+
for record in registry.CATALOGUE["documents"]:
|
| 167 |
+
slug = record["slug"]
|
| 168 |
+
category = record["category"] or "personal-affairs"
|
| 169 |
+
detail = registry.PAGES.get(record["detail_paths"][0]) if record["detail_paths"] else None
|
| 170 |
+
products.append(
|
| 171 |
+
Product(
|
| 172 |
+
slug=slug,
|
| 173 |
+
title=record["title"] or slug.replace("-", " ").title(),
|
| 174 |
+
category=category,
|
| 175 |
+
kind="document",
|
| 176 |
+
blurb=DETAILED_BLURBS.get(slug) or record["summary"][:280],
|
| 177 |
+
icon=CATEGORY_ICONS.get(category, "document"),
|
| 178 |
+
seo_title=detail.title if detail is not None else "",
|
| 179 |
+
)
|
| 180 |
+
)
|
| 181 |
+
return products
|
| 182 |
+
|
| 183 |
+
|
| 184 |
+
def _order_products() -> list[Product]:
|
| 185 |
+
products: list[Product] = []
|
| 186 |
+
for record in registry.CATALOGUE["orders"]:
|
| 187 |
+
slug = record["slug"]
|
| 188 |
+
products.append(
|
| 189 |
+
Product(
|
| 190 |
+
slug=f"order:{slug}",
|
| 191 |
+
title=slug.replace("-", " ").replace("_", " ").title(),
|
| 192 |
+
category="business-services",
|
| 193 |
+
kind="service",
|
| 194 |
+
blurb="A business filing prepared locally; nothing is ever filed or paid.",
|
| 195 |
+
icon="bank",
|
| 196 |
+
)
|
| 197 |
+
)
|
| 198 |
+
return products
|
| 199 |
+
|
| 200 |
+
|
| 201 |
+
# ``llc-formation`` is the local draft the LLC marketing page starts. It has no
|
| 202 |
+
# ``/categories`` page of its own in the frozen scope, so it never becomes a
|
| 203 |
+
# route; it exists so that "Start my LLC" has a real draft to write into.
|
| 204 |
+
LOCAL_ONLY_PRODUCTS: tuple[Product, ...] = (
|
| 205 |
+
Product(
|
| 206 |
+
slug="llc-formation",
|
| 207 |
+
title="LLC Formation",
|
| 208 |
+
category="business-formation",
|
| 209 |
+
kind="service",
|
| 210 |
+
blurb="Prepare the organizing paperwork for a new limited liability company.",
|
| 211 |
+
icon="building",
|
| 212 |
+
),
|
| 213 |
+
)
|
| 214 |
+
|
| 215 |
+
PRODUCTS: tuple[Product, ...] = tuple(
|
| 216 |
+
[*_document_products(), *_order_products(), *LOCAL_ONLY_PRODUCTS]
|
| 217 |
+
)
|
| 218 |
+
|
| 219 |
+
PRODUCT_BY_SLUG: dict[str, Product] = {item.slug: item for item in PRODUCTS}
|
| 220 |
+
|
| 221 |
+
# The source links two documents with capitalised slugs from lower-cased menus.
|
| 222 |
+
PRODUCT_BY_FOLDED_SLUG: dict[str, Product] = {
|
| 223 |
+
item.slug.casefold(): item for item in PRODUCTS
|
| 224 |
+
}
|
| 225 |
+
|
| 226 |
+
|
| 227 |
+
def product_for(slug: str) -> Product | None:
|
| 228 |
+
exact = PRODUCT_BY_SLUG.get(slug)
|
| 229 |
+
if exact is not None:
|
| 230 |
+
return exact
|
| 231 |
+
return PRODUCT_BY_FOLDED_SLUG.get((slug or "").casefold())
|
| 232 |
+
|
| 233 |
+
|
| 234 |
+
TRUST_SCORE = "Excellent"
|
| 235 |
+
TRUST_RATING = 4.6
|
| 236 |
+
TRUST_COUNT = "2,184 reviews"
|
| 237 |
+
|
| 238 |
+
US_STATES: tuple[tuple[str, str], ...] = (
|
| 239 |
+
("AL", "Alabama"), ("AK", "Alaska"), ("AZ", "Arizona"), ("AR", "Arkansas"),
|
| 240 |
+
("CA", "California"), ("CO", "Colorado"), ("CT", "Connecticut"),
|
| 241 |
+
("DE", "Delaware"), ("DC", "District of Columbia"), ("FL", "Florida"),
|
| 242 |
+
("GA", "Georgia"), ("HI", "Hawaii"), ("ID", "Idaho"), ("IL", "Illinois"),
|
| 243 |
+
("IN", "Indiana"), ("IA", "Iowa"), ("KS", "Kansas"), ("KY", "Kentucky"),
|
| 244 |
+
("LA", "Louisiana"), ("ME", "Maine"), ("MD", "Maryland"),
|
| 245 |
+
("MA", "Massachusetts"), ("MI", "Michigan"), ("MN", "Minnesota"),
|
| 246 |
+
("MS", "Mississippi"), ("MO", "Missouri"), ("MT", "Montana"),
|
| 247 |
+
("NE", "Nebraska"), ("NV", "Nevada"), ("NH", "New Hampshire"),
|
| 248 |
+
("NJ", "New Jersey"), ("NM", "New Mexico"), ("NY", "New York"),
|
| 249 |
+
("NC", "North Carolina"), ("ND", "North Dakota"), ("OH", "Ohio"),
|
| 250 |
+
("OK", "Oklahoma"), ("OR", "Oregon"), ("PA", "Pennsylvania"),
|
| 251 |
+
("RI", "Rhode Island"), ("SC", "South Carolina"), ("SD", "South Dakota"),
|
| 252 |
+
("TN", "Tennessee"), ("TX", "Texas"), ("UT", "Utah"), ("VT", "Vermont"),
|
| 253 |
+
("VA", "Virginia"), ("WA", "Washington"), ("WV", "West Virginia"),
|
| 254 |
+
("WI", "Wisconsin"), ("WY", "Wyoming"),
|
| 255 |
+
)
|
| 256 |
+
|
| 257 |
+
STATE_BY_CODE: dict[str, str] = dict(US_STATES)
|
| 258 |
+
|
| 259 |
+
|
| 260 |
+
|
| 261 |
+
CODE_BY_STATE_NAME: dict[str, str] = {name: code for code, name in US_STATES}
|
| 262 |
+
|
| 263 |
+
# The source identifies a state by a small integer -- ``5`` is California, ``52``
|
| 264 |
+
# is the District of Columbia -- and every ``?state=`` query state in the frozen
|
| 265 |
+
# evidence uses those ids. The clone's document selects therefore offer the
|
| 266 |
+
# source's own option values, while drafts keep storing the two-letter code so
|
| 267 |
+
# the existing dashboard and preview contracts are unchanged.
|
| 268 |
+
SOURCE_STATE_OPTIONS: tuple[tuple[str, str], ...] = tuple(
|
| 269 |
+
(row["id"], row["name"]) for row in registry.STATES
|
| 270 |
+
)
|
| 271 |
+
|
| 272 |
+
STATE_NAME_BY_SOURCE_ID: dict[str, str] = dict(SOURCE_STATE_OPTIONS)
|
| 273 |
+
SOURCE_ID_BY_STATE_NAME: dict[str, str] = {
|
| 274 |
+
name: identifier for identifier, name in SOURCE_STATE_OPTIONS
|
| 275 |
+
}
|
| 276 |
+
|
| 277 |
+
|
| 278 |
+
def state_name(code: str | None) -> str | None:
|
| 279 |
+
if not code:
|
| 280 |
+
return None
|
| 281 |
+
return STATE_BY_CODE.get(code.upper())
|
| 282 |
+
|
| 283 |
+
|
| 284 |
+
def state_label(value: str | None) -> str:
|
| 285 |
+
"""The state's name, whether ``value`` is a source id or a two-letter code."""
|
| 286 |
+
|
| 287 |
+
if not value:
|
| 288 |
+
return ""
|
| 289 |
+
text = str(value).strip()
|
| 290 |
+
if text in STATE_NAME_BY_SOURCE_ID:
|
| 291 |
+
return STATE_NAME_BY_SOURCE_ID[text]
|
| 292 |
+
return STATE_BY_CODE.get(text.upper(), "")
|
| 293 |
+
|
| 294 |
+
|
| 295 |
+
def state_code_for(value: str | None) -> str:
|
| 296 |
+
"""The two-letter code, whether ``value`` is a source id or already a code."""
|
| 297 |
+
|
| 298 |
+
name = state_label(value)
|
| 299 |
+
return CODE_BY_STATE_NAME.get(name, "")
|
| 300 |
+
|
| 301 |
+
|
| 302 |
+
def source_state_id(value: str | None) -> str:
|
| 303 |
+
"""The source's numeric id, whether ``value`` is an id or a code."""
|
| 304 |
+
|
| 305 |
+
name = state_label(value)
|
| 306 |
+
return SOURCE_ID_BY_STATE_NAME.get(name, "")
|
| 307 |
+
|
| 308 |
+
|
| 309 |
+
def category_products(slug: str) -> list[Product]:
|
| 310 |
+
return [item for item in PRODUCTS if item.category == slug and item.kind == "document"]
|
| 311 |
+
|
| 312 |
+
|
| 313 |
+
def search_products(query: str = "", category: str = "") -> list[Product]:
|
| 314 |
+
"""Filter the library by free text and/or one category slug."""
|
| 315 |
+
|
| 316 |
+
needle = " ".join(query.split()).casefold()
|
| 317 |
+
results = [item for item in PRODUCTS if item.kind == "document"]
|
| 318 |
+
if category:
|
| 319 |
+
results = [item for item in results if item.category == category]
|
| 320 |
+
if needle:
|
| 321 |
+
results = [
|
| 322 |
+
item
|
| 323 |
+
for item in results
|
| 324 |
+
if needle in item.title.casefold()
|
| 325 |
+
or needle in item.blurb.casefold()
|
| 326 |
+
or needle in _category_label(item.category).casefold()
|
| 327 |
+
or needle in item.slug.replace("-", " ").casefold()
|
| 328 |
+
]
|
| 329 |
+
return results
|
| 330 |
+
|
| 331 |
+
|
| 332 |
+
def paginate(items: list[Product], page: int, per_page: int = 12) -> dict[str, object]:
|
| 333 |
+
total = len(items)
|
| 334 |
+
pages = max(1, (total + per_page - 1) // per_page)
|
| 335 |
+
current = min(max(page, 1), pages)
|
| 336 |
+
start = (current - 1) * per_page
|
| 337 |
+
return {
|
| 338 |
+
"items": items[start : start + per_page],
|
| 339 |
+
"page": current,
|
| 340 |
+
"pages": pages,
|
| 341 |
+
"total": total,
|
| 342 |
+
"start": 0 if total == 0 else start + 1,
|
| 343 |
+
"end": min(start + per_page, total),
|
| 344 |
+
}
|
tasks/legalnature/solution/site/implementation/clone/backend/documents.py
ADDED
|
@@ -0,0 +1,1352 @@
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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|
|
|
|
|
|
|
|
|
|
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|
|
|
|
|
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|
|
|
|
|
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|
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|
|
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|
|
|
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|
|
|
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|
|
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|
|
|
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|
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|
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|
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|
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|
|
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|
|
|
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|
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|
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|
|
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|
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|
|
|
|
|
|
|
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|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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|
|
|
|
|
|
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|
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|
|
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|
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|
|
|
|
|
|
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|
|
|
|
|
|
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|
|
|
|
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|
|
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|
|
| 1 |
+
"""LegalNature offline clone — local multi-step document builders.
|
| 2 |
+
|
| 3 |
+
Two builders are modelled in full because the frozen journeys exercise them:
|
| 4 |
+
|
| 5 |
+
* ``non-disclosure-agreement`` — the observed first step asks for a detail
|
| 6 |
+
level (Basic / Comprehensive) and a non-disclosure type (Standard / Mutual /
|
| 7 |
+
Employee / Independent contractor). Every later step branches off those two
|
| 8 |
+
answers, so the question graph is a function of the answers so far rather
|
| 9 |
+
than a fixed list.
|
| 10 |
+
* ``llc-formation`` — the local "start a business" draft flow reached from the
|
| 11 |
+
LLC marketing page.
|
| 12 |
+
|
| 13 |
+
Every other catalog entry gets a generic three-step builder so that "Create
|
| 14 |
+
Document" is a real local destination for the whole library.
|
| 15 |
+
|
| 16 |
+
This module is pure: it validates answers and renders preview text. It never
|
| 17 |
+
files anything with a government office, never sends a message, never signs
|
| 18 |
+
anything and never gives legal advice. ``DEMONSTRATION_NOTICE`` is rendered on
|
| 19 |
+
every preview and every generated document.
|
| 20 |
+
"""
|
| 21 |
+
|
| 22 |
+
from __future__ import annotations
|
| 23 |
+
|
| 24 |
+
from dataclasses import dataclass, field
|
| 25 |
+
from functools import lru_cache
|
| 26 |
+
from typing import Callable
|
| 27 |
+
|
| 28 |
+
from backend.catalog import (
|
| 29 |
+
PRODUCT_BY_SLUG,
|
| 30 |
+
SOURCE_STATE_OPTIONS,
|
| 31 |
+
state_label,
|
| 32 |
+
)
|
| 33 |
+
from source_site.registry import FIRST_STEPS
|
| 34 |
+
|
| 35 |
+
|
| 36 |
+
DEMONSTRATION_NOTICE = (
|
| 37 |
+
"This is a local WebsiteBench demonstration document. It is generated "
|
| 38 |
+
"offline from the answers on this page, it is not legal advice, it is not "
|
| 39 |
+
"reviewed by an attorney, and it is never filed with, transmitted to, or "
|
| 40 |
+
"signed by anyone."
|
| 41 |
+
)
|
| 42 |
+
|
| 43 |
+
NO_FILING_NOTICE = (
|
| 44 |
+
"No government filing is made. This offline clone prepares a draft on your "
|
| 45 |
+
"screen only — it never contacts a Secretary of State, never pays a state "
|
| 46 |
+
"fee, and never submits anything on your behalf."
|
| 47 |
+
)
|
| 48 |
+
|
| 49 |
+
|
| 50 |
+
@dataclass(frozen=True)
|
| 51 |
+
class Field:
|
| 52 |
+
name: str
|
| 53 |
+
label: str
|
| 54 |
+
kind: str = "text"
|
| 55 |
+
options: tuple[tuple[str, str], ...] = ()
|
| 56 |
+
descriptions: dict[str, str] = field(default_factory=dict)
|
| 57 |
+
required: bool = True
|
| 58 |
+
help: str = ""
|
| 59 |
+
placeholder: str = ""
|
| 60 |
+
# ``(other_field, value)``: this field only exists when ``other_field``
|
| 61 |
+
# currently holds ``value``. Hidden fields are never validated or stored.
|
| 62 |
+
depends_on: tuple[str, str] | None = None
|
| 63 |
+
|
| 64 |
+
|
| 65 |
+
@dataclass(frozen=True)
|
| 66 |
+
class Group:
|
| 67 |
+
title: str
|
| 68 |
+
fields: tuple[Field, ...]
|
| 69 |
+
|
| 70 |
+
|
| 71 |
+
@dataclass(frozen=True)
|
| 72 |
+
class Step:
|
| 73 |
+
slug: str
|
| 74 |
+
title: str
|
| 75 |
+
description: str
|
| 76 |
+
build: Callable[[dict[str, str]], tuple[Group, ...]]
|
| 77 |
+
# The source's ``<h1>`` when it differs from the step name in its ``<title>``
|
| 78 |
+
# -- the formation order is headed "Let's get started with the most
|
| 79 |
+
# important company details:" but titled "Company Information".
|
| 80 |
+
heading: str = ""
|
| 81 |
+
|
| 82 |
+
def groups(self, answers: dict[str, str]) -> tuple[Group, ...]:
|
| 83 |
+
return self.build(answers)
|
| 84 |
+
|
| 85 |
+
def visible_fields(self, answers: dict[str, str]) -> list[Field]:
|
| 86 |
+
visible: list[Field] = []
|
| 87 |
+
for group in self.groups(answers):
|
| 88 |
+
for item in group.fields:
|
| 89 |
+
if item.depends_on is None:
|
| 90 |
+
visible.append(item)
|
| 91 |
+
continue
|
| 92 |
+
other, expected = item.depends_on
|
| 93 |
+
if answers.get(other, "") == expected:
|
| 94 |
+
visible.append(item)
|
| 95 |
+
return visible
|
| 96 |
+
|
| 97 |
+
|
| 98 |
+
# Option values are the source's numeric state ids so that a captured
|
| 99 |
+
# ``?state=5`` URL selects exactly the option the source selects.
|
| 100 |
+
STATE_OPTIONS: tuple[tuple[str, str], ...] = SOURCE_STATE_OPTIONS
|
| 101 |
+
|
| 102 |
+
YES_NO: tuple[tuple[str, str], ...] = (("yes", "Yes"), ("no", "No"))
|
| 103 |
+
|
| 104 |
+
|
| 105 |
+
# ---------------------------------------------------------------------------
|
| 106 |
+
# Non-disclosure agreement
|
| 107 |
+
# ---------------------------------------------------------------------------
|
| 108 |
+
|
| 109 |
+
NDA_DETAIL_OPTIONS = (("basic", "Basic"), ("comprehensive", "Comprehensive"))
|
| 110 |
+
NDA_DETAIL_DESCRIPTIONS = {
|
| 111 |
+
"basic": (
|
| 112 |
+
"Create a simple agreement with fewer questions, while still "
|
| 113 |
+
"containing everything needed for a standard legally binding agreement."
|
| 114 |
+
),
|
| 115 |
+
"comprehensive": (
|
| 116 |
+
"Create a more detailed agreement with extra protections and options "
|
| 117 |
+
"for the parties."
|
| 118 |
+
),
|
| 119 |
+
}
|
| 120 |
+
|
| 121 |
+
NDA_TYPE_OPTIONS = (
|
| 122 |
+
("standard", "Standard NDA"),
|
| 123 |
+
("mutual", "Mutual NDA"),
|
| 124 |
+
("employee", "Employee NDA"),
|
| 125 |
+
("contractor", "Independent contractor NDA"),
|
| 126 |
+
)
|
| 127 |
+
NDA_TYPE_DESCRIPTIONS = {
|
| 128 |
+
"standard": (
|
| 129 |
+
"Create an NDA where one party is disclosing confidential information "
|
| 130 |
+
"to another party, who is not an employee or independent contractor of "
|
| 131 |
+
"the disclosing party."
|
| 132 |
+
),
|
| 133 |
+
"mutual": (
|
| 134 |
+
"Create an NDA where both parties are disclosing confidential "
|
| 135 |
+
"information to each other."
|
| 136 |
+
),
|
| 137 |
+
"employee": (
|
| 138 |
+
"Create an NDA where an employer is disclosing confidential "
|
| 139 |
+
"information to its employee."
|
| 140 |
+
),
|
| 141 |
+
"contractor": (
|
| 142 |
+
"Create an NDA where a company is disclosing confidential information "
|
| 143 |
+
"to an independent contractor it has engaged."
|
| 144 |
+
),
|
| 145 |
+
}
|
| 146 |
+
|
| 147 |
+
NDA_PARTY_LABELS: dict[str, tuple[str, str]] = {
|
| 148 |
+
"standard": ("Disclosing party", "Receiving party"),
|
| 149 |
+
"mutual": ("First party", "Second party"),
|
| 150 |
+
"employee": ("Employer", "Employee"),
|
| 151 |
+
"contractor": ("Company", "Independent contractor"),
|
| 152 |
+
}
|
| 153 |
+
|
| 154 |
+
_INFORMATION_TYPES = (
|
| 155 |
+
("technical", "Technical data, designs and source code"),
|
| 156 |
+
("financial", "Financial and pricing information"),
|
| 157 |
+
("customer", "Customer and supplier lists"),
|
| 158 |
+
("marketing", "Marketing plans and unreleased products"),
|
| 159 |
+
("personnel", "Personnel and compensation information"),
|
| 160 |
+
)
|
| 161 |
+
|
| 162 |
+
|
| 163 |
+
def _nda_step_type(_answers: dict[str, str]) -> tuple[Group, ...]:
|
| 164 |
+
return (
|
| 165 |
+
Group(
|
| 166 |
+
"Agreement Type",
|
| 167 |
+
(
|
| 168 |
+
Field(
|
| 169 |
+
"detail_level",
|
| 170 |
+
"Agreement Type",
|
| 171 |
+
kind="radio-cards",
|
| 172 |
+
options=NDA_DETAIL_OPTIONS,
|
| 173 |
+
descriptions=NDA_DETAIL_DESCRIPTIONS,
|
| 174 |
+
),
|
| 175 |
+
),
|
| 176 |
+
),
|
| 177 |
+
Group(
|
| 178 |
+
"Type of Non-Disclosure",
|
| 179 |
+
(
|
| 180 |
+
Field(
|
| 181 |
+
"nda_type",
|
| 182 |
+
"Type of Non-Disclosure",
|
| 183 |
+
kind="radio-cards",
|
| 184 |
+
options=NDA_TYPE_OPTIONS,
|
| 185 |
+
descriptions=NDA_TYPE_DESCRIPTIONS,
|
| 186 |
+
),
|
| 187 |
+
),
|
| 188 |
+
),
|
| 189 |
+
)
|
| 190 |
+
|
| 191 |
+
|
| 192 |
+
def _nda_step_parties(answers: dict[str, str]) -> tuple[Group, ...]:
|
| 193 |
+
kind = answers.get("nda_type", "standard")
|
| 194 |
+
first, second = NDA_PARTY_LABELS.get(kind, NDA_PARTY_LABELS["standard"])
|
| 195 |
+
first_fields = [
|
| 196 |
+
Field("party_one_name", f"{first} name", placeholder="Acme Holdings, LLC"),
|
| 197 |
+
Field(
|
| 198 |
+
"party_one_kind",
|
| 199 |
+
f"{first} is a",
|
| 200 |
+
kind="select",
|
| 201 |
+
options=(
|
| 202 |
+
("company", "Company"),
|
| 203 |
+
("individual", "Individual"),
|
| 204 |
+
),
|
| 205 |
+
),
|
| 206 |
+
Field("party_one_address", f"{first} address", kind="textarea"),
|
| 207 |
+
]
|
| 208 |
+
second_fields = [
|
| 209 |
+
Field("party_two_name", f"{second} name", placeholder="Jordan Ellis"),
|
| 210 |
+
Field(
|
| 211 |
+
"party_two_kind",
|
| 212 |
+
f"{second} is a",
|
| 213 |
+
kind="select",
|
| 214 |
+
options=(
|
| 215 |
+
("individual", "Individual"),
|
| 216 |
+
("company", "Company"),
|
| 217 |
+
),
|
| 218 |
+
),
|
| 219 |
+
Field("party_two_address", f"{second} address", kind="textarea"),
|
| 220 |
+
]
|
| 221 |
+
if kind == "employee":
|
| 222 |
+
second_fields.append(
|
| 223 |
+
Field("employee_job_title", "Employee job title", placeholder="Engineer")
|
| 224 |
+
)
|
| 225 |
+
if kind == "contractor":
|
| 226 |
+
second_fields.append(
|
| 227 |
+
Field(
|
| 228 |
+
"contractor_services",
|
| 229 |
+
"Services the contractor provides",
|
| 230 |
+
kind="textarea",
|
| 231 |
+
placeholder="Design and build the new customer portal.",
|
| 232 |
+
)
|
| 233 |
+
)
|
| 234 |
+
return (
|
| 235 |
+
Group(first, tuple(first_fields)),
|
| 236 |
+
Group(second, tuple(second_fields)),
|
| 237 |
+
)
|
| 238 |
+
|
| 239 |
+
|
| 240 |
+
def _nda_step_information(answers: dict[str, str]) -> tuple[Group, ...]:
|
| 241 |
+
fields = [
|
| 242 |
+
Field(
|
| 243 |
+
"purpose",
|
| 244 |
+
"Purpose of the disclosure",
|
| 245 |
+
kind="textarea",
|
| 246 |
+
placeholder="Evaluating a possible business relationship.",
|
| 247 |
+
),
|
| 248 |
+
Field(
|
| 249 |
+
"information_types",
|
| 250 |
+
"Confidential information covered",
|
| 251 |
+
kind="checkbox-group",
|
| 252 |
+
options=_INFORMATION_TYPES,
|
| 253 |
+
help="Choose everything the agreement should protect.",
|
| 254 |
+
),
|
| 255 |
+
]
|
| 256 |
+
if answers.get("detail_level") == "comprehensive":
|
| 257 |
+
fields.extend(
|
| 258 |
+
[
|
| 259 |
+
Field(
|
| 260 |
+
"trade_secrets",
|
| 261 |
+
"Protect trade secrets for as long as they stay secret",
|
| 262 |
+
kind="radio",
|
| 263 |
+
options=YES_NO,
|
| 264 |
+
),
|
| 265 |
+
Field(
|
| 266 |
+
"residual_knowledge",
|
| 267 |
+
"Allow residual knowledge held in unaided memory",
|
| 268 |
+
kind="radio",
|
| 269 |
+
options=YES_NO,
|
| 270 |
+
),
|
| 271 |
+
Field(
|
| 272 |
+
"excluded_information",
|
| 273 |
+
"Information the agreement should not cover",
|
| 274 |
+
kind="textarea",
|
| 275 |
+
required=False,
|
| 276 |
+
),
|
| 277 |
+
]
|
| 278 |
+
)
|
| 279 |
+
return (Group("Confidential Information", tuple(fields)),)
|
| 280 |
+
|
| 281 |
+
|
| 282 |
+
def _nda_step_term(answers: dict[str, str]) -> tuple[Group, ...]:
|
| 283 |
+
fields = [
|
| 284 |
+
Field("effective_date", "Effective date", kind="date"),
|
| 285 |
+
Field(
|
| 286 |
+
"term_years",
|
| 287 |
+
"Length of the agreement",
|
| 288 |
+
kind="select",
|
| 289 |
+
options=(
|
| 290 |
+
("1", "1 year"),
|
| 291 |
+
("2", "2 years"),
|
| 292 |
+
("3", "3 years"),
|
| 293 |
+
("5", "5 years"),
|
| 294 |
+
("indefinite", "Until terminated in writing"),
|
| 295 |
+
),
|
| 296 |
+
),
|
| 297 |
+
Field(
|
| 298 |
+
"survival_years",
|
| 299 |
+
"Confidentiality continues after the agreement ends for",
|
| 300 |
+
kind="select",
|
| 301 |
+
options=(
|
| 302 |
+
("1", "1 year"),
|
| 303 |
+
("2", "2 years"),
|
| 304 |
+
("3", "3 years"),
|
| 305 |
+
("5", "5 years"),
|
| 306 |
+
),
|
| 307 |
+
),
|
| 308 |
+
]
|
| 309 |
+
if answers.get("detail_level") == "comprehensive":
|
| 310 |
+
fields.extend(
|
| 311 |
+
[
|
| 312 |
+
Field(
|
| 313 |
+
"non_solicitation",
|
| 314 |
+
"Include a non-solicitation clause",
|
| 315 |
+
kind="radio",
|
| 316 |
+
options=YES_NO,
|
| 317 |
+
),
|
| 318 |
+
Field(
|
| 319 |
+
"non_solicitation_months",
|
| 320 |
+
"Non-solicitation period",
|
| 321 |
+
kind="select",
|
| 322 |
+
options=(
|
| 323 |
+
("6", "6 months"),
|
| 324 |
+
("12", "12 months"),
|
| 325 |
+
("24", "24 months"),
|
| 326 |
+
),
|
| 327 |
+
depends_on=("non_solicitation", "yes"),
|
| 328 |
+
),
|
| 329 |
+
]
|
| 330 |
+
)
|
| 331 |
+
return (Group("Term", tuple(fields)),)
|
| 332 |
+
|
| 333 |
+
|
| 334 |
+
def _nda_step_law(answers: dict[str, str]) -> tuple[Group, ...]:
|
| 335 |
+
fields = [
|
| 336 |
+
Field(
|
| 337 |
+
"governing_state",
|
| 338 |
+
"Governing state",
|
| 339 |
+
kind="select",
|
| 340 |
+
options=STATE_OPTIONS,
|
| 341 |
+
),
|
| 342 |
+
Field("venue_county", "County for any dispute", placeholder="Santa Clara"),
|
| 343 |
+
Field(
|
| 344 |
+
"dispute_resolution",
|
| 345 |
+
"How disputes are resolved",
|
| 346 |
+
kind="radio",
|
| 347 |
+
options=(("courts", "State and federal courts"), ("arbitration", "Binding arbitration")),
|
| 348 |
+
),
|
| 349 |
+
Field(
|
| 350 |
+
"arbitration_org",
|
| 351 |
+
"Arbitration organization",
|
| 352 |
+
kind="select",
|
| 353 |
+
options=(
|
| 354 |
+
("aaa", "American Arbitration Association"),
|
| 355 |
+
("jams", "JAMS"),
|
| 356 |
+
("other", "Another organization the parties agree on"),
|
| 357 |
+
),
|
| 358 |
+
depends_on=("dispute_resolution", "arbitration"),
|
| 359 |
+
),
|
| 360 |
+
]
|
| 361 |
+
if answers.get("detail_level") == "comprehensive":
|
| 362 |
+
fields.append(
|
| 363 |
+
Field(
|
| 364 |
+
"attorney_fees",
|
| 365 |
+
"Award attorney fees to the prevailing party",
|
| 366 |
+
kind="radio",
|
| 367 |
+
options=YES_NO,
|
| 368 |
+
)
|
| 369 |
+
)
|
| 370 |
+
return (Group("Governing Law", tuple(fields)),)
|
| 371 |
+
|
| 372 |
+
|
| 373 |
+
def _nda_step_signing(_answers: dict[str, str]) -> tuple[Group, ...]:
|
| 374 |
+
return (
|
| 375 |
+
Group(
|
| 376 |
+
"Signing",
|
| 377 |
+
(
|
| 378 |
+
Field(
|
| 379 |
+
"signature_method",
|
| 380 |
+
"How the parties will sign",
|
| 381 |
+
kind="radio",
|
| 382 |
+
options=(
|
| 383 |
+
("print", "Print and sign on paper"),
|
| 384 |
+
("separate", "Sign separate counterparts"),
|
| 385 |
+
),
|
| 386 |
+
help=(
|
| 387 |
+
"This clone never collects or applies a signature. It "
|
| 388 |
+
"only records which method the finished draft describes."
|
| 389 |
+
),
|
| 390 |
+
),
|
| 391 |
+
Field(
|
| 392 |
+
"notarize",
|
| 393 |
+
"Leave room for a notary block",
|
| 394 |
+
kind="radio",
|
| 395 |
+
options=YES_NO,
|
| 396 |
+
),
|
| 397 |
+
Field(
|
| 398 |
+
"document_title",
|
| 399 |
+
"Title on the finished document",
|
| 400 |
+
required=False,
|
| 401 |
+
placeholder="Non-Disclosure Agreement",
|
| 402 |
+
),
|
| 403 |
+
),
|
| 404 |
+
),
|
| 405 |
+
)
|
| 406 |
+
|
| 407 |
+
|
| 408 |
+
NDA_STEPS: tuple[Step, ...] = (
|
| 409 |
+
Step(
|
| 410 |
+
"agreement-type",
|
| 411 |
+
"Agreement Type",
|
| 412 |
+
"Choose your non-disclosure agreement type.",
|
| 413 |
+
_nda_step_type,
|
| 414 |
+
),
|
| 415 |
+
Step(
|
| 416 |
+
"parties",
|
| 417 |
+
"The Parties",
|
| 418 |
+
"Tell us who is exchanging confidential information.",
|
| 419 |
+
_nda_step_parties,
|
| 420 |
+
),
|
| 421 |
+
Step(
|
| 422 |
+
"confidential-information",
|
| 423 |
+
"Confidential Information",
|
| 424 |
+
"Describe what the agreement protects and why it is shared.",
|
| 425 |
+
_nda_step_information,
|
| 426 |
+
),
|
| 427 |
+
Step(
|
| 428 |
+
"term",
|
| 429 |
+
"Term",
|
| 430 |
+
"Decide how long the obligations last.",
|
| 431 |
+
_nda_step_term,
|
| 432 |
+
),
|
| 433 |
+
Step(
|
| 434 |
+
"governing-law",
|
| 435 |
+
"Governing Law",
|
| 436 |
+
"Choose the law and the forum for any dispute.",
|
| 437 |
+
_nda_step_law,
|
| 438 |
+
),
|
| 439 |
+
Step(
|
| 440 |
+
"signing",
|
| 441 |
+
"Signing",
|
| 442 |
+
"Finish the document and review your preview.",
|
| 443 |
+
_nda_step_signing,
|
| 444 |
+
),
|
| 445 |
+
)
|
| 446 |
+
|
| 447 |
+
|
| 448 |
+
# ---------------------------------------------------------------------------
|
| 449 |
+
# LLC formation
|
| 450 |
+
# ---------------------------------------------------------------------------
|
| 451 |
+
|
| 452 |
+
|
| 453 |
+
def _llc_step_name(_answers: dict[str, str]) -> tuple[Group, ...]:
|
| 454 |
+
return (
|
| 455 |
+
Group(
|
| 456 |
+
"Business Name",
|
| 457 |
+
(
|
| 458 |
+
Field("business_name", "Business name", placeholder="Northline Studio"),
|
| 459 |
+
Field(
|
| 460 |
+
"name_suffix",
|
| 461 |
+
"Name ending",
|
| 462 |
+
kind="select",
|
| 463 |
+
options=(
|
| 464 |
+
("LLC", "LLC"),
|
| 465 |
+
("L.L.C.", "L.L.C."),
|
| 466 |
+
("Limited Liability Company", "Limited Liability Company"),
|
| 467 |
+
),
|
| 468 |
+
),
|
| 469 |
+
Field(
|
| 470 |
+
"alternate_name",
|
| 471 |
+
"Alternate name if the first is taken",
|
| 472 |
+
required=False,
|
| 473 |
+
),
|
| 474 |
+
Field(
|
| 475 |
+
"formation_state",
|
| 476 |
+
"State of formation",
|
| 477 |
+
kind="select",
|
| 478 |
+
options=STATE_OPTIONS,
|
| 479 |
+
),
|
| 480 |
+
),
|
| 481 |
+
),
|
| 482 |
+
)
|
| 483 |
+
|
| 484 |
+
|
| 485 |
+
def _llc_step_agent(answers: dict[str, str]) -> tuple[Group, ...]:
|
| 486 |
+
fields = [
|
| 487 |
+
Field(
|
| 488 |
+
"agent_kind",
|
| 489 |
+
"Who will be the registered agent",
|
| 490 |
+
kind="radio-cards",
|
| 491 |
+
options=(
|
| 492 |
+
("self", "I will be the registered agent"),
|
| 493 |
+
("service", "Use a registered agent service"),
|
| 494 |
+
),
|
| 495 |
+
descriptions={
|
| 496 |
+
"self": (
|
| 497 |
+
"You keep your own address on record for official notices."
|
| 498 |
+
),
|
| 499 |
+
"service": (
|
| 500 |
+
"A designated service keeps an address on record instead. "
|
| 501 |
+
"This clone only records the choice; nothing is ordered."
|
| 502 |
+
),
|
| 503 |
+
},
|
| 504 |
+
),
|
| 505 |
+
Field(
|
| 506 |
+
"agent_name",
|
| 507 |
+
"Registered agent name",
|
| 508 |
+
depends_on=("agent_kind", "self"),
|
| 509 |
+
),
|
| 510 |
+
Field(
|
| 511 |
+
"agent_address",
|
| 512 |
+
"Registered agent street address",
|
| 513 |
+
kind="textarea",
|
| 514 |
+
depends_on=("agent_kind", "self"),
|
| 515 |
+
),
|
| 516 |
+
]
|
| 517 |
+
if answers.get("agent_kind") == "service":
|
| 518 |
+
fields.append(
|
| 519 |
+
Field(
|
| 520 |
+
"agent_service_plan",
|
| 521 |
+
"Registered agent plan",
|
| 522 |
+
kind="select",
|
| 523 |
+
options=(
|
| 524 |
+
("standard", "Standard — $99/year"),
|
| 525 |
+
("multi", "Multi-state — $149/year"),
|
| 526 |
+
),
|
| 527 |
+
)
|
| 528 |
+
)
|
| 529 |
+
return (Group("Registered Agent", tuple(fields)),)
|
| 530 |
+
|
| 531 |
+
|
| 532 |
+
def _llc_step_management(answers: dict[str, str]) -> tuple[Group, ...]:
|
| 533 |
+
fields = [
|
| 534 |
+
Field(
|
| 535 |
+
"management",
|
| 536 |
+
"How the company is managed",
|
| 537 |
+
kind="radio-cards",
|
| 538 |
+
options=(
|
| 539 |
+
("member", "Member-managed"),
|
| 540 |
+
("manager", "Manager-managed"),
|
| 541 |
+
),
|
| 542 |
+
descriptions={
|
| 543 |
+
"member": "The owners run the company day to day.",
|
| 544 |
+
"manager": "One or more appointed managers run the company.",
|
| 545 |
+
},
|
| 546 |
+
),
|
| 547 |
+
Field("member_one_name", "First member name"),
|
| 548 |
+
Field(
|
| 549 |
+
"member_one_share",
|
| 550 |
+
"First member ownership percentage",
|
| 551 |
+
kind="number",
|
| 552 |
+
placeholder="100",
|
| 553 |
+
),
|
| 554 |
+
Field("member_two_name", "Second member name", required=False),
|
| 555 |
+
Field(
|
| 556 |
+
"member_two_share",
|
| 557 |
+
"Second member ownership percentage",
|
| 558 |
+
kind="number",
|
| 559 |
+
required=False,
|
| 560 |
+
),
|
| 561 |
+
]
|
| 562 |
+
if answers.get("management") == "manager":
|
| 563 |
+
fields.append(Field("manager_name", "Manager name"))
|
| 564 |
+
return (Group("Ownership and Management", tuple(fields)),)
|
| 565 |
+
|
| 566 |
+
|
| 567 |
+
def _llc_step_purpose(_answers: dict[str, str]) -> tuple[Group, ...]:
|
| 568 |
+
return (
|
| 569 |
+
Group(
|
| 570 |
+
"Business Purpose",
|
| 571 |
+
(
|
| 572 |
+
Field(
|
| 573 |
+
"business_purpose",
|
| 574 |
+
"What the business does",
|
| 575 |
+
kind="textarea",
|
| 576 |
+
placeholder="Design and sell handmade lighting.",
|
| 577 |
+
),
|
| 578 |
+
Field(
|
| 579 |
+
"industry",
|
| 580 |
+
"Industry",
|
| 581 |
+
kind="select",
|
| 582 |
+
options=(
|
| 583 |
+
("retail", "Retail"),
|
| 584 |
+
("professional", "Professional services"),
|
| 585 |
+
("technology", "Technology"),
|
| 586 |
+
("construction", "Construction"),
|
| 587 |
+
("hospitality", "Food and hospitality"),
|
| 588 |
+
("other", "Other"),
|
| 589 |
+
),
|
| 590 |
+
),
|
| 591 |
+
Field(
|
| 592 |
+
"effective_date",
|
| 593 |
+
"Requested effective date",
|
| 594 |
+
kind="date",
|
| 595 |
+
required=False,
|
| 596 |
+
),
|
| 597 |
+
Field(
|
| 598 |
+
"acknowledge_no_filing",
|
| 599 |
+
"I understand this draft is never filed with any government office",
|
| 600 |
+
kind="checkbox",
|
| 601 |
+
),
|
| 602 |
+
),
|
| 603 |
+
),
|
| 604 |
+
)
|
| 605 |
+
|
| 606 |
+
|
| 607 |
+
LLC_STEPS: tuple[Step, ...] = (
|
| 608 |
+
Step("business-name", "Business Name", "Name the company you want to form.", _llc_step_name),
|
| 609 |
+
Step(
|
| 610 |
+
"registered-agent",
|
| 611 |
+
"Registered Agent",
|
| 612 |
+
"Choose who receives official notices for the company.",
|
| 613 |
+
_llc_step_agent,
|
| 614 |
+
),
|
| 615 |
+
Step(
|
| 616 |
+
"management",
|
| 617 |
+
"Ownership and Management",
|
| 618 |
+
"Record who owns the company and who runs it.",
|
| 619 |
+
_llc_step_management,
|
| 620 |
+
),
|
| 621 |
+
Step(
|
| 622 |
+
"purpose",
|
| 623 |
+
"Business Purpose",
|
| 624 |
+
"Describe the business and confirm the local-only boundary.",
|
| 625 |
+
_llc_step_purpose,
|
| 626 |
+
),
|
| 627 |
+
)
|
| 628 |
+
|
| 629 |
+
|
| 630 |
+
# ---------------------------------------------------------------------------
|
| 631 |
+
# Generic builder for the rest of the library
|
| 632 |
+
# ---------------------------------------------------------------------------
|
| 633 |
+
|
| 634 |
+
# The captured builder opens on ``Governing State``: one select, the helper text
|
| 635 |
+
# "Select the state law that will govern this <document>." and a Next Step
|
| 636 |
+
# button (``documents-create-*-state-*`` query-state captures, and the
|
| 637 |
+
# ``builder-faq-open`` control state). Every generic document therefore starts
|
| 638 |
+
# where the source starts.
|
| 639 |
+
|
| 640 |
+
|
| 641 |
+
def _generic_governing_state(_answers: dict[str, str]) -> tuple[Group, ...]:
|
| 642 |
+
return (
|
| 643 |
+
Group(
|
| 644 |
+
"Governing State",
|
| 645 |
+
(
|
| 646 |
+
Field(
|
| 647 |
+
"governing_state",
|
| 648 |
+
"Governing State",
|
| 649 |
+
kind="select",
|
| 650 |
+
options=STATE_OPTIONS,
|
| 651 |
+
help="Select the state law that will govern this document.",
|
| 652 |
+
),
|
| 653 |
+
),
|
| 654 |
+
),
|
| 655 |
+
)
|
| 656 |
+
|
| 657 |
+
|
| 658 |
+
def _generic_parties(_answers: dict[str, str]) -> tuple[Group, ...]:
|
| 659 |
+
return (
|
| 660 |
+
Group(
|
| 661 |
+
"The Parties",
|
| 662 |
+
(
|
| 663 |
+
Field("party_one_name", "First party name"),
|
| 664 |
+
Field("party_one_address", "First party address", kind="textarea"),
|
| 665 |
+
Field("party_two_name", "Second party name"),
|
| 666 |
+
Field("party_two_address", "Second party address", kind="textarea"),
|
| 667 |
+
),
|
| 668 |
+
),
|
| 669 |
+
)
|
| 670 |
+
|
| 671 |
+
|
| 672 |
+
def _generic_terms(_answers: dict[str, str]) -> tuple[Group, ...]:
|
| 673 |
+
return (
|
| 674 |
+
Group(
|
| 675 |
+
"Key Terms",
|
| 676 |
+
(
|
| 677 |
+
Field("effective_date", "Effective date", kind="date"),
|
| 678 |
+
Field(
|
| 679 |
+
"summary",
|
| 680 |
+
"What the parties are agreeing to",
|
| 681 |
+
kind="textarea",
|
| 682 |
+
),
|
| 683 |
+
Field(
|
| 684 |
+
"consideration",
|
| 685 |
+
"What is exchanged",
|
| 686 |
+
required=False,
|
| 687 |
+
placeholder="$1,500 on completion",
|
| 688 |
+
),
|
| 689 |
+
),
|
| 690 |
+
),
|
| 691 |
+
)
|
| 692 |
+
|
| 693 |
+
|
| 694 |
+
def _generic_signing(_answers: dict[str, str]) -> tuple[Group, ...]:
|
| 695 |
+
return (
|
| 696 |
+
Group(
|
| 697 |
+
"Signing",
|
| 698 |
+
(
|
| 699 |
+
Field(
|
| 700 |
+
"signature_method",
|
| 701 |
+
"How the parties will sign",
|
| 702 |
+
kind="radio",
|
| 703 |
+
options=(
|
| 704 |
+
("print", "Print and sign on paper"),
|
| 705 |
+
("separate", "Sign separate counterparts"),
|
| 706 |
+
),
|
| 707 |
+
),
|
| 708 |
+
),
|
| 709 |
+
),
|
| 710 |
+
)
|
| 711 |
+
|
| 712 |
+
|
| 713 |
+
GENERIC_STEPS: tuple[Step, ...] = (
|
| 714 |
+
Step(
|
| 715 |
+
"governing-state",
|
| 716 |
+
"Governing State",
|
| 717 |
+
"The state selected determines the law that applies to your document.",
|
| 718 |
+
_generic_governing_state,
|
| 719 |
+
),
|
| 720 |
+
Step("parties", "The Parties", "Tell us who this document is between.", _generic_parties),
|
| 721 |
+
Step("terms", "Key Terms", "Record the terms this document should carry.", _generic_terms),
|
| 722 |
+
Step("signing", "Signing", "Choose how the parties will sign.", _generic_signing),
|
| 723 |
+
)
|
| 724 |
+
|
| 725 |
+
|
| 726 |
+
# ---------------------------------------------------------------------------
|
| 727 |
+
# Business-filing order preparation
|
| 728 |
+
# ---------------------------------------------------------------------------
|
| 729 |
+
|
| 730 |
+
# ``/orders/create/formation`` opens on "Let's get started with the most
|
| 731 |
+
# important company details:" with a company-name field, a state select that
|
| 732 |
+
# defaults to California and an entity select offering LLC, C Corp, S Corp and
|
| 733 |
+
# Nonprofit (``orders-create-formation-entity-*`` captures). The other filing
|
| 734 |
+
# services open on "Company Information" with the same company and state pair.
|
| 735 |
+
ENTITY_OPTIONS: tuple[tuple[str, str], ...] = (
|
| 736 |
+
("LLC", "LLC"),
|
| 737 |
+
("C Corp", "C Corp"),
|
| 738 |
+
("S Corp", "S Corp"),
|
| 739 |
+
("Nonprofit", "Nonprofit"),
|
| 740 |
+
)
|
| 741 |
+
|
| 742 |
+
|
| 743 |
+
def _order_company(_answers: dict[str, str]) -> tuple[Group, ...]:
|
| 744 |
+
return (
|
| 745 |
+
Group(
|
| 746 |
+
"Company Information",
|
| 747 |
+
(
|
| 748 |
+
Field("company_name", "Company Name", placeholder="Acme Holdings"),
|
| 749 |
+
Field("state_of_formation", "State", kind="select", options=STATE_OPTIONS),
|
| 750 |
+
Field("entity_type", "Entity", kind="select", options=ENTITY_OPTIONS),
|
| 751 |
+
Field(
|
| 752 |
+
"custom_designator",
|
| 753 |
+
"Do you want a custom entity designator?",
|
| 754 |
+
required=False,
|
| 755 |
+
help="Leave blank to use the standard designator for the entity type.",
|
| 756 |
+
),
|
| 757 |
+
),
|
| 758 |
+
),
|
| 759 |
+
)
|
| 760 |
+
|
| 761 |
+
|
| 762 |
+
def _order_contact(_answers: dict[str, str]) -> tuple[Group, ...]:
|
| 763 |
+
return (
|
| 764 |
+
Group(
|
| 765 |
+
"Contact for this filing",
|
| 766 |
+
(
|
| 767 |
+
Field("contact_name", "Contact name"),
|
| 768 |
+
Field("contact_address", "Business address", kind="textarea"),
|
| 769 |
+
Field(
|
| 770 |
+
"contact_notes",
|
| 771 |
+
"Anything the preparer should know",
|
| 772 |
+
kind="textarea",
|
| 773 |
+
required=False,
|
| 774 |
+
),
|
| 775 |
+
),
|
| 776 |
+
),
|
| 777 |
+
)
|
| 778 |
+
|
| 779 |
+
|
| 780 |
+
def _order_review(_answers: dict[str, str]) -> tuple[Group, ...]:
|
| 781 |
+
return (
|
| 782 |
+
Group(
|
| 783 |
+
"Confirm the local boundary",
|
| 784 |
+
(
|
| 785 |
+
Field(
|
| 786 |
+
"acknowledged_local_only",
|
| 787 |
+
"I understand this preparation is local only",
|
| 788 |
+
kind="checkbox",
|
| 789 |
+
help=NO_FILING_NOTICE,
|
| 790 |
+
),
|
| 791 |
+
),
|
| 792 |
+
),
|
| 793 |
+
)
|
| 794 |
+
|
| 795 |
+
|
| 796 |
+
ORDER_STEPS: tuple[Step, ...] = (
|
| 797 |
+
Step(
|
| 798 |
+
"company",
|
| 799 |
+
"Company Information",
|
| 800 |
+
"Let's get started with the most important company details:",
|
| 801 |
+
_order_company,
|
| 802 |
+
),
|
| 803 |
+
Step("contact", "Contact", "Who should the preparer reach about this filing?", _order_contact),
|
| 804 |
+
Step(
|
| 805 |
+
"review",
|
| 806 |
+
"Review",
|
| 807 |
+
"Check the details before the local draft is finished.",
|
| 808 |
+
_order_review,
|
| 809 |
+
),
|
| 810 |
+
)
|
| 811 |
+
|
| 812 |
+
|
| 813 |
+
BUILDERS: dict[str, tuple[Step, ...]] = {
|
| 814 |
+
"non-disclosure-agreement": NDA_STEPS,
|
| 815 |
+
"llc-formation": LLC_STEPS,
|
| 816 |
+
}
|
| 817 |
+
|
| 818 |
+
|
| 819 |
+
# ---------------------------------------------------------------------------
|
| 820 |
+
# The source's own opening step
|
| 821 |
+
# ---------------------------------------------------------------------------
|
| 822 |
+
|
| 823 |
+
# ``catalogue.first_steps`` records, for 155 of the library's entries, the exact
|
| 824 |
+
# question the source's wizard opens with: its heading, its guidance and every
|
| 825 |
+
# field with its name, label, help, control kind and options. That step is
|
| 826 |
+
# rebuilt verbatim here so ``/documents/create/<slug>?state=5`` selects the
|
| 827 |
+
# option the source selected. The steps that follow it are the clone's own
|
| 828 |
+
# completion -- the capture is read-only and never advanced past step one, so
|
| 829 |
+
# there is no evidence for them and none is invented from the source.
|
| 830 |
+
|
| 831 |
+
_SPEC_KINDS = {
|
| 832 |
+
"select": "select",
|
| 833 |
+
"radio-cards": "radio-cards",
|
| 834 |
+
"checkbox-group": "checkbox-group",
|
| 835 |
+
"textarea": "textarea",
|
| 836 |
+
"date": "date",
|
| 837 |
+
"text": "text",
|
| 838 |
+
}
|
| 839 |
+
|
| 840 |
+
|
| 841 |
+
def _spec_field(spec: dict) -> Field:
|
| 842 |
+
return Field(
|
| 843 |
+
name=str(spec["name"]),
|
| 844 |
+
label=str(spec["label"]),
|
| 845 |
+
kind=_SPEC_KINDS.get(str(spec["kind"]), "text"),
|
| 846 |
+
options=tuple((str(value), str(label)) for value, label in spec["options"]),
|
| 847 |
+
required=True,
|
| 848 |
+
help=str(spec.get("help") or ""),
|
| 849 |
+
placeholder=str(spec.get("placeholder") or ""),
|
| 850 |
+
)
|
| 851 |
+
|
| 852 |
+
|
| 853 |
+
def _spec_step(spec: dict) -> Step:
|
| 854 |
+
fields = tuple(_spec_field(item) for item in spec["fields"])
|
| 855 |
+
title = str(spec.get("title") or spec.get("heading") or "Your document")
|
| 856 |
+
heading = str(spec.get("heading") or title)
|
| 857 |
+
|
| 858 |
+
def build(_answers: dict[str, str]) -> tuple[Group, ...]:
|
| 859 |
+
return (Group(heading, fields),)
|
| 860 |
+
|
| 861 |
+
return Step(
|
| 862 |
+
slug="opening",
|
| 863 |
+
title=title,
|
| 864 |
+
description=str(spec.get("description") or ""),
|
| 865 |
+
build=build,
|
| 866 |
+
heading=heading,
|
| 867 |
+
)
|
| 868 |
+
|
| 869 |
+
|
| 870 |
+
@lru_cache(maxsize=None)
|
| 871 |
+
def steps_for(slug: str) -> tuple[Step, ...]:
|
| 872 |
+
"""The ordered steps of one draft's builder."""
|
| 873 |
+
|
| 874 |
+
hand_written = BUILDERS.get(slug)
|
| 875 |
+
if hand_written is not None:
|
| 876 |
+
return hand_written
|
| 877 |
+
spec = FIRST_STEPS.get(slug)
|
| 878 |
+
rest = ORDER_STEPS[1:] if slug.startswith("order:") else GENERIC_STEPS[1:]
|
| 879 |
+
if spec is None:
|
| 880 |
+
return ORDER_STEPS if slug.startswith("order:") else GENERIC_STEPS
|
| 881 |
+
return (_spec_step(spec), *rest)
|
| 882 |
+
|
| 883 |
+
|
| 884 |
+
def state_field_name(slug: str) -> str:
|
| 885 |
+
"""The name of this builder's state question, as the source names it."""
|
| 886 |
+
|
| 887 |
+
for item in steps_for(slug)[0].build({})[0].fields:
|
| 888 |
+
if item.kind == "select" and len(item.options) >= 40:
|
| 889 |
+
return item.name
|
| 890 |
+
return "governing_state"
|
| 891 |
+
|
| 892 |
+
|
| 893 |
+
def entity_field_name(slug: str) -> str:
|
| 894 |
+
"""The name of this builder's entity question, when it has one."""
|
| 895 |
+
|
| 896 |
+
for item in steps_for(slug)[0].build({})[0].fields:
|
| 897 |
+
values = {value for value, _label in item.options}
|
| 898 |
+
if item.kind in {"select", "radio-cards"} and "LLC" in values:
|
| 899 |
+
return item.name
|
| 900 |
+
return ""
|
| 901 |
+
|
| 902 |
+
|
| 903 |
+
def step_index(slug: str, step_slug: str) -> int | None:
|
| 904 |
+
for index, step in enumerate(steps_for(slug)):
|
| 905 |
+
if step.slug == step_slug:
|
| 906 |
+
return index
|
| 907 |
+
return None
|
| 908 |
+
|
| 909 |
+
|
| 910 |
+
# ---------------------------------------------------------------------------
|
| 911 |
+
# Validation
|
| 912 |
+
# ---------------------------------------------------------------------------
|
| 913 |
+
|
| 914 |
+
|
| 915 |
+
def validate_step(
|
| 916 |
+
slug: str,
|
| 917 |
+
index: int,
|
| 918 |
+
answers: dict[str, str],
|
| 919 |
+
submitted: dict[str, str],
|
| 920 |
+
) -> tuple[dict[str, str], dict[str, str]]:
|
| 921 |
+
"""Validate one step server-side.
|
| 922 |
+
|
| 923 |
+
``answers`` is the stored draft; ``submitted`` is this request. Returns
|
| 924 |
+
``(accepted, errors)``. A field whose ``depends_on`` condition is not met by
|
| 925 |
+
the merged answers is neither required nor stored.
|
| 926 |
+
"""
|
| 927 |
+
|
| 928 |
+
steps = steps_for(slug)
|
| 929 |
+
if not 0 <= index < len(steps):
|
| 930 |
+
return {}, {"__step__": "That step does not exist."}
|
| 931 |
+
step = steps[index]
|
| 932 |
+
merged = {**answers, **submitted}
|
| 933 |
+
accepted: dict[str, str] = {}
|
| 934 |
+
errors: dict[str, str] = {}
|
| 935 |
+
for item in step.visible_fields(merged):
|
| 936 |
+
raw = submitted.get(item.name, "")
|
| 937 |
+
value = " ".join(raw.split()) if item.kind != "textarea" else raw.strip()
|
| 938 |
+
value = value[:2000]
|
| 939 |
+
if item.kind == "checkbox":
|
| 940 |
+
accepted[item.name] = "yes" if raw else ""
|
| 941 |
+
if item.required and not raw:
|
| 942 |
+
errors[item.name] = "Please confirm this to continue."
|
| 943 |
+
continue
|
| 944 |
+
if item.kind == "checkbox-group":
|
| 945 |
+
chosen = [
|
| 946 |
+
key
|
| 947 |
+
for key, _label in item.options
|
| 948 |
+
if submitted.get(f"{item.name}__{key}")
|
| 949 |
+
]
|
| 950 |
+
accepted[item.name] = ",".join(chosen)
|
| 951 |
+
if item.required and not chosen:
|
| 952 |
+
errors[item.name] = "Choose at least one option."
|
| 953 |
+
continue
|
| 954 |
+
if item.options and value:
|
| 955 |
+
allowed = {key for key, _label in item.options}
|
| 956 |
+
if value not in allowed:
|
| 957 |
+
errors[item.name] = "Choose one of the listed options."
|
| 958 |
+
continue
|
| 959 |
+
if not value:
|
| 960 |
+
if item.required:
|
| 961 |
+
errors[item.name] = "This field is required."
|
| 962 |
+
accepted[item.name] = ""
|
| 963 |
+
continue
|
| 964 |
+
accepted[item.name] = value
|
| 965 |
+
return accepted, errors
|
| 966 |
+
|
| 967 |
+
|
| 968 |
+
def prune_unreachable(slug: str, answers: dict[str, str]) -> dict[str, str]:
|
| 969 |
+
"""Drop stored answers whose branch is no longer taken.
|
| 970 |
+
|
| 971 |
+
Changing "Comprehensive" back to "Basic" must not leave the comprehensive
|
| 972 |
+
answers in the finished document.
|
| 973 |
+
"""
|
| 974 |
+
|
| 975 |
+
reachable: set[str] = set()
|
| 976 |
+
for step in steps_for(slug):
|
| 977 |
+
for item in step.visible_fields(answers):
|
| 978 |
+
reachable.add(item.name)
|
| 979 |
+
return {key: value for key, value in answers.items() if key in reachable}
|
| 980 |
+
|
| 981 |
+
|
| 982 |
+
def completed_steps(slug: str, answers: dict[str, str]) -> int:
|
| 983 |
+
"""How many leading steps are fully answered."""
|
| 984 |
+
|
| 985 |
+
steps = steps_for(slug)
|
| 986 |
+
for index, step in enumerate(steps):
|
| 987 |
+
for item in step.visible_fields(answers):
|
| 988 |
+
if item.required and not answers.get(item.name):
|
| 989 |
+
return index
|
| 990 |
+
return len(steps)
|
| 991 |
+
|
| 992 |
+
|
| 993 |
+
def progress_percent(slug: str, answers: dict[str, str]) -> int:
|
| 994 |
+
steps = steps_for(slug)
|
| 995 |
+
if not steps:
|
| 996 |
+
return 0
|
| 997 |
+
return int(round(100 * completed_steps(slug, answers) / len(steps)))
|
| 998 |
+
|
| 999 |
+
|
| 1000 |
+
# ---------------------------------------------------------------------------
|
| 1001 |
+
# Preview rendering
|
| 1002 |
+
# ---------------------------------------------------------------------------
|
| 1003 |
+
|
| 1004 |
+
|
| 1005 |
+
def _blank(value: str | None, placeholder: str) -> str:
|
| 1006 |
+
return value if value else f"[{placeholder}]"
|
| 1007 |
+
|
| 1008 |
+
|
| 1009 |
+
def _information_labels(answers: dict[str, str]) -> list[str]:
|
| 1010 |
+
chosen = {c for c in (answers.get("information_types") or "").split(",") if c}
|
| 1011 |
+
return [label for key, label in _INFORMATION_TYPES if key in chosen]
|
| 1012 |
+
|
| 1013 |
+
|
| 1014 |
+
def _nda_document(answers: dict[str, str], state_code: str | None) -> dict[str, object]:
|
| 1015 |
+
kind = answers.get("nda_type", "standard")
|
| 1016 |
+
first_label, second_label = NDA_PARTY_LABELS.get(kind, NDA_PARTY_LABELS["standard"])
|
| 1017 |
+
one = _blank(answers.get("party_one_name"), first_label)
|
| 1018 |
+
two = _blank(answers.get("party_two_name"), second_label)
|
| 1019 |
+
mutual = kind == "mutual"
|
| 1020 |
+
term = answers.get("term_years", "")
|
| 1021 |
+
term_text = (
|
| 1022 |
+
"until either party terminates it in writing"
|
| 1023 |
+
if term == "indefinite"
|
| 1024 |
+
else f"for {term} year(s) from the effective date" if term else "[term]"
|
| 1025 |
+
)
|
| 1026 |
+
survival = answers.get("survival_years") or "[survival period]"
|
| 1027 |
+
governing = state_label(answers.get("governing_state")) or state_label(state_code) or "[state]"
|
| 1028 |
+
sections: list[tuple[str, list[str]]] = [
|
| 1029 |
+
(
|
| 1030 |
+
"1. Parties",
|
| 1031 |
+
[
|
| 1032 |
+
f"This Non-Disclosure Agreement is entered into as of "
|
| 1033 |
+
f"{_blank(answers.get('effective_date'), 'effective date')} by and "
|
| 1034 |
+
f"between {one} ({first_label}), located at "
|
| 1035 |
+
f"{_blank(answers.get('party_one_address'), 'address')}, and {two} "
|
| 1036 |
+
f"({second_label}), located at "
|
| 1037 |
+
f"{_blank(answers.get('party_two_address'), 'address')}.",
|
| 1038 |
+
],
|
| 1039 |
+
),
|
| 1040 |
+
(
|
| 1041 |
+
"2. Purpose",
|
| 1042 |
+
[
|
| 1043 |
+
f"The parties wish to explore {_blank(answers.get('purpose'), 'purpose')}. "
|
| 1044 |
+
+ (
|
| 1045 |
+
"Each party may disclose Confidential Information to the other."
|
| 1046 |
+
if mutual
|
| 1047 |
+
else f"{one} may disclose Confidential Information to {two}."
|
| 1048 |
+
),
|
| 1049 |
+
],
|
| 1050 |
+
),
|
| 1051 |
+
(
|
| 1052 |
+
"3. Confidential Information",
|
| 1053 |
+
[
|
| 1054 |
+
"Confidential Information means information disclosed under this "
|
| 1055 |
+
"Agreement that is designated as confidential or that a reasonable "
|
| 1056 |
+
"person would understand to be confidential, including: "
|
| 1057 |
+
+ (
|
| 1058 |
+
"; ".join(_information_labels(answers))
|
| 1059 |
+
or "[categories of information]"
|
| 1060 |
+
)
|
| 1061 |
+
+ ".",
|
| 1062 |
+
],
|
| 1063 |
+
),
|
| 1064 |
+
(
|
| 1065 |
+
"4. Obligations",
|
| 1066 |
+
[
|
| 1067 |
+
f"{'Each party' if mutual else two} will use Confidential Information "
|
| 1068 |
+
"only for the stated purpose, will protect it with at least "
|
| 1069 |
+
"reasonable care, and will not disclose it to any third party "
|
| 1070 |
+
"without prior written consent.",
|
| 1071 |
+
],
|
| 1072 |
+
),
|
| 1073 |
+
(
|
| 1074 |
+
"5. Term",
|
| 1075 |
+
[
|
| 1076 |
+
f"This Agreement remains in effect {term_text}. The confidentiality "
|
| 1077 |
+
f"obligations continue for {survival} year(s) after this Agreement "
|
| 1078 |
+
"ends.",
|
| 1079 |
+
],
|
| 1080 |
+
),
|
| 1081 |
+
]
|
| 1082 |
+
if kind == "employee":
|
| 1083 |
+
sections.insert(
|
| 1084 |
+
2,
|
| 1085 |
+
(
|
| 1086 |
+
"2A. Employment",
|
| 1087 |
+
[
|
| 1088 |
+
f"{two} serves as "
|
| 1089 |
+
f"{_blank(answers.get('employee_job_title'), 'job title')} and "
|
| 1090 |
+
"will receive Confidential Information in the course of that "
|
| 1091 |
+
"employment.",
|
| 1092 |
+
],
|
| 1093 |
+
),
|
| 1094 |
+
)
|
| 1095 |
+
if kind == "contractor":
|
| 1096 |
+
sections.insert(
|
| 1097 |
+
2,
|
| 1098 |
+
(
|
| 1099 |
+
"2A. Services",
|
| 1100 |
+
[
|
| 1101 |
+
f"{two} performs the following services for {one}: "
|
| 1102 |
+
f"{_blank(answers.get('contractor_services'), 'services')}.",
|
| 1103 |
+
],
|
| 1104 |
+
),
|
| 1105 |
+
)
|
| 1106 |
+
if answers.get("trade_secrets") == "yes":
|
| 1107 |
+
sections.append(
|
| 1108 |
+
(
|
| 1109 |
+
"6. Trade Secrets",
|
| 1110 |
+
[
|
| 1111 |
+
"Information that qualifies as a trade secret remains protected "
|
| 1112 |
+
"for as long as it continues to qualify as a trade secret under "
|
| 1113 |
+
"applicable law.",
|
| 1114 |
+
],
|
| 1115 |
+
)
|
| 1116 |
+
)
|
| 1117 |
+
if answers.get("residual_knowledge") == "yes":
|
| 1118 |
+
sections.append(
|
| 1119 |
+
(
|
| 1120 |
+
"7. Residual Knowledge",
|
| 1121 |
+
[
|
| 1122 |
+
"Nothing in this Agreement restricts the use of general skill or "
|
| 1123 |
+
"knowledge retained in unaided memory.",
|
| 1124 |
+
],
|
| 1125 |
+
)
|
| 1126 |
+
)
|
| 1127 |
+
if answers.get("excluded_information"):
|
| 1128 |
+
sections.append(
|
| 1129 |
+
(
|
| 1130 |
+
"8. Exclusions",
|
| 1131 |
+
[
|
| 1132 |
+
"The following is expressly excluded from Confidential "
|
| 1133 |
+
f"Information: {answers['excluded_information']}.",
|
| 1134 |
+
],
|
| 1135 |
+
)
|
| 1136 |
+
)
|
| 1137 |
+
if answers.get("non_solicitation") == "yes":
|
| 1138 |
+
months = answers.get("non_solicitation_months") or "[period]"
|
| 1139 |
+
sections.append(
|
| 1140 |
+
(
|
| 1141 |
+
"9. Non-Solicitation",
|
| 1142 |
+
[
|
| 1143 |
+
f"For {months} month(s) after this Agreement ends, neither party "
|
| 1144 |
+
"will solicit the other party's employees for employment.",
|
| 1145 |
+
],
|
| 1146 |
+
)
|
| 1147 |
+
)
|
| 1148 |
+
forum = (
|
| 1149 |
+
"binding arbitration administered by "
|
| 1150 |
+
+ {
|
| 1151 |
+
"aaa": "the American Arbitration Association",
|
| 1152 |
+
"jams": "JAMS",
|
| 1153 |
+
"other": "an organization the parties agree on",
|
| 1154 |
+
}.get(answers.get("arbitration_org", ""), "[arbitration organization]")
|
| 1155 |
+
if answers.get("dispute_resolution") == "arbitration"
|
| 1156 |
+
else "the state and federal courts located in "
|
| 1157 |
+
f"{_blank(answers.get('venue_county'), 'county')} County"
|
| 1158 |
+
)
|
| 1159 |
+
law: list[str] = [
|
| 1160 |
+
f"This Agreement is governed by the laws of {governing}. Any dispute will "
|
| 1161 |
+
f"be resolved by {forum}.",
|
| 1162 |
+
]
|
| 1163 |
+
if answers.get("attorney_fees") == "yes":
|
| 1164 |
+
law.append(
|
| 1165 |
+
"The prevailing party in any dispute is entitled to recover its "
|
| 1166 |
+
"reasonable attorney fees and costs."
|
| 1167 |
+
)
|
| 1168 |
+
sections.append(("10. Governing Law", law))
|
| 1169 |
+
signing = (
|
| 1170 |
+
"The parties may sign separate counterparts, each of which is an original."
|
| 1171 |
+
if answers.get("signature_method") == "separate"
|
| 1172 |
+
else "The parties will print and sign this Agreement."
|
| 1173 |
+
)
|
| 1174 |
+
if answers.get("notarize") == "yes":
|
| 1175 |
+
signing += " A notary block is included below the signature lines."
|
| 1176 |
+
sections.append(("11. Signatures", [signing, DEMONSTRATION_NOTICE]))
|
| 1177 |
+
return {
|
| 1178 |
+
"title": (answers.get("document_title") or "Non-Disclosure Agreement").upper(),
|
| 1179 |
+
"subtitle": f"{one} and {two}",
|
| 1180 |
+
"sections": sections,
|
| 1181 |
+
}
|
| 1182 |
+
|
| 1183 |
+
|
| 1184 |
+
def _llc_document(answers: dict[str, str], state_code: str | None) -> dict[str, object]:
|
| 1185 |
+
name = _blank(answers.get("business_name"), "business name")
|
| 1186 |
+
suffix = answers.get("name_suffix") or "LLC"
|
| 1187 |
+
full_name = f"{name} {suffix}" if answers.get("business_name") else name
|
| 1188 |
+
formation = state_label(answers.get("formation_state")) or state_label(state_code) or "[state]"
|
| 1189 |
+
agent = (
|
| 1190 |
+
f"{_blank(answers.get('agent_name'), 'registered agent name')}, "
|
| 1191 |
+
f"{_blank(answers.get('agent_address'), 'registered agent address')}"
|
| 1192 |
+
if answers.get("agent_kind") == "self"
|
| 1193 |
+
else "a registered agent service selected by the organizer"
|
| 1194 |
+
)
|
| 1195 |
+
management = (
|
| 1196 |
+
"the members" if answers.get("management") != "manager" else
|
| 1197 |
+
f"{_blank(answers.get('manager_name'), 'manager name')}, as manager"
|
| 1198 |
+
)
|
| 1199 |
+
members = [
|
| 1200 |
+
f"{answers.get('member_one_name') or '[first member]'} — "
|
| 1201 |
+
f"{answers.get('member_one_share') or '[percentage]'}%"
|
| 1202 |
+
]
|
| 1203 |
+
if answers.get("member_two_name"):
|
| 1204 |
+
members.append(
|
| 1205 |
+
f"{answers['member_two_name']} — "
|
| 1206 |
+
f"{answers.get('member_two_share') or '[percentage]'}%"
|
| 1207 |
+
)
|
| 1208 |
+
return {
|
| 1209 |
+
"title": "ARTICLES OF ORGANIZATION (LOCAL DRAFT)",
|
| 1210 |
+
"subtitle": full_name,
|
| 1211 |
+
"sections": [
|
| 1212 |
+
("Article I — Name", [f"The name of the limited liability company is {full_name}."]),
|
| 1213 |
+
(
|
| 1214 |
+
"Article II — State",
|
| 1215 |
+
[
|
| 1216 |
+
f"The company is organized under the laws of {formation}. "
|
| 1217 |
+
+ NO_FILING_NOTICE,
|
| 1218 |
+
],
|
| 1219 |
+
),
|
| 1220 |
+
("Article III — Registered Agent", [f"The registered agent is {agent}."]),
|
| 1221 |
+
("Article IV — Management", [f"The company is managed by {management}."]),
|
| 1222 |
+
("Article V — Members", members),
|
| 1223 |
+
(
|
| 1224 |
+
"Article VI — Purpose",
|
| 1225 |
+
[
|
| 1226 |
+
_blank(answers.get("business_purpose"), "business purpose")
|
| 1227 |
+
+ f" (industry: {answers.get('industry') or '[industry]'})."
|
| 1228 |
+
],
|
| 1229 |
+
),
|
| 1230 |
+
(
|
| 1231 |
+
"Article VII — Effective Date",
|
| 1232 |
+
[
|
| 1233 |
+
"Requested effective date: "
|
| 1234 |
+
+ (answers.get("effective_date") or "on preparation."),
|
| 1235 |
+
],
|
| 1236 |
+
),
|
| 1237 |
+
("Notice", [DEMONSTRATION_NOTICE, NO_FILING_NOTICE]),
|
| 1238 |
+
],
|
| 1239 |
+
}
|
| 1240 |
+
|
| 1241 |
+
|
| 1242 |
+
def _generic_document(
|
| 1243 |
+
slug: str, answers: dict[str, str], state_code: str | None
|
| 1244 |
+
) -> dict[str, object]:
|
| 1245 |
+
product = PRODUCT_BY_SLUG.get(slug)
|
| 1246 |
+
title = product.title if product else slug.replace("-", " ").title()
|
| 1247 |
+
one = _blank(answers.get("party_one_name"), "first party")
|
| 1248 |
+
two = _blank(answers.get("party_two_name"), "second party")
|
| 1249 |
+
governing = state_label(answers.get("governing_state")) or state_label(state_code) or "[state]"
|
| 1250 |
+
return {
|
| 1251 |
+
"title": title.upper(),
|
| 1252 |
+
"subtitle": f"{one} and {two}",
|
| 1253 |
+
"sections": [
|
| 1254 |
+
(
|
| 1255 |
+
"1. Parties",
|
| 1256 |
+
[
|
| 1257 |
+
f"This {title} is entered into as of "
|
| 1258 |
+
f"{_blank(answers.get('effective_date'), 'effective date')} by "
|
| 1259 |
+
f"{one} of {_blank(answers.get('party_one_address'), 'address')} "
|
| 1260 |
+
f"and {two} of "
|
| 1261 |
+
f"{_blank(answers.get('party_two_address'), 'address')}.",
|
| 1262 |
+
],
|
| 1263 |
+
),
|
| 1264 |
+
(
|
| 1265 |
+
"2. Agreement",
|
| 1266 |
+
[_blank(answers.get("summary"), "what the parties agree to") + "."],
|
| 1267 |
+
),
|
| 1268 |
+
(
|
| 1269 |
+
"3. Consideration",
|
| 1270 |
+
[
|
| 1271 |
+
"In exchange, the parties provide: "
|
| 1272 |
+
+ (answers.get("consideration") or "[what is exchanged]")
|
| 1273 |
+
+ ".",
|
| 1274 |
+
],
|
| 1275 |
+
),
|
| 1276 |
+
(
|
| 1277 |
+
"4. Governing Law",
|
| 1278 |
+
[f"This document is governed by the laws of {governing}."],
|
| 1279 |
+
),
|
| 1280 |
+
(
|
| 1281 |
+
"5. Signatures",
|
| 1282 |
+
[
|
| 1283 |
+
"The parties may sign separate counterparts."
|
| 1284 |
+
if answers.get("signature_method") == "separate"
|
| 1285 |
+
else "The parties will print and sign this document.",
|
| 1286 |
+
DEMONSTRATION_NOTICE,
|
| 1287 |
+
],
|
| 1288 |
+
),
|
| 1289 |
+
],
|
| 1290 |
+
}
|
| 1291 |
+
|
| 1292 |
+
|
| 1293 |
+
def render_document(
|
| 1294 |
+
slug: str, answers: dict[str, str], state_code: str | None = None
|
| 1295 |
+
) -> dict[str, object]:
|
| 1296 |
+
"""Render the preview body for one draft. Pure, offline, never filed."""
|
| 1297 |
+
|
| 1298 |
+
if slug == "non-disclosure-agreement":
|
| 1299 |
+
return _nda_document(answers, state_code)
|
| 1300 |
+
if slug == "llc-formation":
|
| 1301 |
+
return _llc_document(answers, state_code)
|
| 1302 |
+
if slug.startswith("order:"):
|
| 1303 |
+
return _order_document(slug, answers, state_code)
|
| 1304 |
+
return _generic_document(slug, answers, state_code)
|
| 1305 |
+
|
| 1306 |
+
|
| 1307 |
+
def _order_document(
|
| 1308 |
+
slug: str, answers: dict[str, str], state_code: str | None
|
| 1309 |
+
) -> dict[str, object]:
|
| 1310 |
+
"""The local preparation summary for a business filing service.
|
| 1311 |
+
|
| 1312 |
+
It is a worksheet, not a filing: no Secretary of State is contacted, no fee
|
| 1313 |
+
is paid and nothing is submitted anywhere.
|
| 1314 |
+
"""
|
| 1315 |
+
|
| 1316 |
+
product = PRODUCT_BY_SLUG.get(slug)
|
| 1317 |
+
title = product.title if product else slug.split(":", 1)[-1].replace("-", " ").title()
|
| 1318 |
+
company = _blank(
|
| 1319 |
+
answers.get("company_name") or answers.get("name"), "company name"
|
| 1320 |
+
)
|
| 1321 |
+
formation = (
|
| 1322 |
+
state_label(answers.get(state_field_name(slug)))
|
| 1323 |
+
or state_label(answers.get("state_of_formation"))
|
| 1324 |
+
or state_label(state_code)
|
| 1325 |
+
or "[state]"
|
| 1326 |
+
)
|
| 1327 |
+
entity = answers.get("entity_type") or "[entity type]"
|
| 1328 |
+
designator = answers.get("custom_designator") or ""
|
| 1329 |
+
return {
|
| 1330 |
+
"title": f"{title.upper()} — LOCAL PREPARATION WORKSHEET",
|
| 1331 |
+
"subtitle": f"{company} · {entity} · {formation}",
|
| 1332 |
+
"sections": [
|
| 1333 |
+
(
|
| 1334 |
+
"1. Company",
|
| 1335 |
+
[
|
| 1336 |
+
f"Company name: {company}"
|
| 1337 |
+
+ (f" (custom designator: {designator})" if designator else ""),
|
| 1338 |
+
f"Entity type: {entity}",
|
| 1339 |
+
f"State: {formation}",
|
| 1340 |
+
],
|
| 1341 |
+
),
|
| 1342 |
+
(
|
| 1343 |
+
"2. Contact",
|
| 1344 |
+
[
|
| 1345 |
+
f"Contact: {_blank(answers.get('contact_name'), 'contact name')}",
|
| 1346 |
+
f"Address: {_blank(answers.get('contact_address'), 'business address')}",
|
| 1347 |
+
answers.get("contact_notes") or "No additional notes.",
|
| 1348 |
+
],
|
| 1349 |
+
),
|
| 1350 |
+
("3. Status", [NO_FILING_NOTICE, DEMONSTRATION_NOTICE]),
|
| 1351 |
+
],
|
| 1352 |
+
}
|
tasks/legalnature/solution/site/implementation/clone/backend/site_backend_integration.py
ADDED
|
@@ -0,0 +1,112 @@
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 1 |
+
"""Generated, site-bound backend integration seam."""
|
| 2 |
+
|
| 3 |
+
from __future__ import annotations
|
| 4 |
+
|
| 5 |
+
import importlib
|
| 6 |
+
import json
|
| 7 |
+
import os
|
| 8 |
+
import sqlite3
|
| 9 |
+
from pathlib import Path
|
| 10 |
+
from typing import Any, Callable
|
| 11 |
+
|
| 12 |
+
from websitebench.local_clone_auth import LocalAuthStore
|
| 13 |
+
from websitebench.site_backend import (
|
| 14 |
+
SiteBackend,
|
| 15 |
+
load_runtime,
|
| 16 |
+
serve_jsonl,
|
| 17 |
+
validate_allowlist,
|
| 18 |
+
)
|
| 19 |
+
|
| 20 |
+
|
| 21 |
+
DEFAULT_RUNTIME_PATH = (
|
| 22 |
+
Path(__file__).resolve().parents[2] / "backend" / "runtime.json"
|
| 23 |
+
)
|
| 24 |
+
BRIDGE_DESCRIPTOR_PATH = (
|
| 25 |
+
Path(__file__).resolve().parents[2] / "backend" / "node-bridge.json"
|
| 26 |
+
)
|
| 27 |
+
|
| 28 |
+
|
| 29 |
+
def _declared_hook(
|
| 30 |
+
declaration: str | None,
|
| 31 |
+
) -> Callable[[sqlite3.Connection], None] | None:
|
| 32 |
+
if declaration is None:
|
| 33 |
+
return None
|
| 34 |
+
module_name, function_name = declaration.split(":", 1)
|
| 35 |
+
module = importlib.import_module(module_name)
|
| 36 |
+
hook: Any = getattr(module, function_name, None)
|
| 37 |
+
if not callable(hook):
|
| 38 |
+
raise RuntimeError(f"declared backend hook is not callable: {declaration}")
|
| 39 |
+
actual = f"{hook.__module__}:{hook.__name__}"
|
| 40 |
+
if actual != declaration:
|
| 41 |
+
raise RuntimeError(
|
| 42 |
+
f"declared backend hook resolved as {actual!r}, expected {declaration!r}"
|
| 43 |
+
)
|
| 44 |
+
return hook
|
| 45 |
+
|
| 46 |
+
|
| 47 |
+
def open_site_services() -> tuple[SiteBackend, LocalAuthStore]:
|
| 48 |
+
"""Open one bound database; never omit the site id for permanent auth."""
|
| 49 |
+
|
| 50 |
+
runtime_path = Path(
|
| 51 |
+
os.environ.get(
|
| 52 |
+
"WEBSITEBENCH_SITE_BACKEND_RUNTIME",
|
| 53 |
+
str(DEFAULT_RUNTIME_PATH),
|
| 54 |
+
)
|
| 55 |
+
).resolve()
|
| 56 |
+
runtime = load_runtime(runtime_path)
|
| 57 |
+
migration_hook = _declared_hook(runtime.migration_hook)
|
| 58 |
+
seed_hook = _declared_hook(runtime.seed_hook)
|
| 59 |
+
deployed_database = os.environ.get(
|
| 60 |
+
"WEBSITEBENCH_SITE_BACKEND_DATABASE",
|
| 61 |
+
)
|
| 62 |
+
if deployed_database is None:
|
| 63 |
+
backend = SiteBackend.open(
|
| 64 |
+
runtime_path,
|
| 65 |
+
migration_hook=migration_hook,
|
| 66 |
+
seed_hook=seed_hook,
|
| 67 |
+
)
|
| 68 |
+
else:
|
| 69 |
+
database_path = Path(deployed_database).resolve()
|
| 70 |
+
if database_path.name != runtime.database_filename:
|
| 71 |
+
raise RuntimeError(
|
| 72 |
+
"deployed database filename does not match runtime contract"
|
| 73 |
+
)
|
| 74 |
+
backend = SiteBackend.open(
|
| 75 |
+
json.loads(runtime_path.read_text(encoding="utf-8")),
|
| 76 |
+
data_root=database_path.parent,
|
| 77 |
+
migration_hook=migration_hook,
|
| 78 |
+
seed_hook=seed_hook,
|
| 79 |
+
)
|
| 80 |
+
if backend.lifecycle.database_path != database_path:
|
| 81 |
+
raise RuntimeError(
|
| 82 |
+
"deployed database path does not match backend preflight"
|
| 83 |
+
)
|
| 84 |
+
backend.lifecycle.initialize()
|
| 85 |
+
auth = LocalAuthStore(
|
| 86 |
+
backend.lifecycle.database_path,
|
| 87 |
+
site_id=backend.config.site_id,
|
| 88 |
+
)
|
| 89 |
+
auth.ensure_schema()
|
| 90 |
+
return backend, auth
|
| 91 |
+
|
| 92 |
+
|
| 93 |
+
def run_stdio_bridge() -> None:
|
| 94 |
+
"""Run only operations frozen in this site's descriptor."""
|
| 95 |
+
|
| 96 |
+
backend, auth = open_site_services()
|
| 97 |
+
descriptor = json.loads(BRIDGE_DESCRIPTOR_PATH.read_text(encoding="utf-8"))
|
| 98 |
+
allowed = validate_allowlist(
|
| 99 |
+
descriptor,
|
| 100 |
+
expected_site_id=backend.config.site_id,
|
| 101 |
+
)
|
| 102 |
+
serve_jsonl(backend, auth, allowed, sys.stdin, sys.stdout)
|
| 103 |
+
|
| 104 |
+
|
| 105 |
+
if __name__ == "__main__":
|
| 106 |
+
import argparse
|
| 107 |
+
import sys
|
| 108 |
+
|
| 109 |
+
parser = argparse.ArgumentParser(prog="websitebench-node-backend-bridge")
|
| 110 |
+
parser.add_argument("--stdio", action="store_true", required=True)
|
| 111 |
+
parser.parse_args()
|
| 112 |
+
run_stdio_bridge()
|
tasks/legalnature/solution/site/implementation/clone/backend/store.py
ADDED
|
@@ -0,0 +1,659 @@
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|
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|
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|
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|
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|
|
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|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 1 |
+
"""LegalNature offline clone — site persistence on the vendored backend.
|
| 2 |
+
|
| 3 |
+
Layering mirrors the repository's backend mandate:
|
| 4 |
+
|
| 5 |
+
* ``backend/runtime.json`` stays the only runtime contract (``migration_hook``
|
| 6 |
+
and ``seed_hook`` remain ``null``; this module owns and records the site's
|
| 7 |
+
own migrations in ``legalnature_schema_migrations``).
|
| 8 |
+
* ``websitebench.local_clone_auth.LocalAuthStore`` owns accounts, opaque
|
| 9 |
+
sessions, one-time verification challenges and the LOCAL_ONLY mail outbox.
|
| 10 |
+
Nothing here re-implements password hashing, code hashing or session
|
| 11 |
+
storage.
|
| 12 |
+
* ``websitebench.site_backend.SiteBackend`` owns the payment ledger. The
|
| 13 |
+
checkout adapter is ``local-sandbox`` only; the caller may choose a scenario
|
| 14 |
+
id, and every payment fact (owner, amount, currency, fingerprint) is derived
|
| 15 |
+
on the server.
|
| 16 |
+
* One bound SQLite file for ``site_id=legalnature`` holds all of it, and
|
| 17 |
+
:func:`reset` clears business plus library state in one transaction.
|
| 18 |
+
|
| 19 |
+
Ownership rule for drafts: a draft is owned by an account when one exists and
|
| 20 |
+
otherwise by the opaque browser session that created it. Session rotation
|
| 21 |
+
(sign-in, registration, password reset) re-keys anonymous drafts through the
|
| 22 |
+
store's rotation callback, and signing in claims them for the account. Every
|
| 23 |
+
read is filtered by the resolved owner, never by a client-supplied id.
|
| 24 |
+
"""
|
| 25 |
+
|
| 26 |
+
from __future__ import annotations
|
| 27 |
+
|
| 28 |
+
import hashlib
|
| 29 |
+
import json
|
| 30 |
+
import re
|
| 31 |
+
import sqlite3
|
| 32 |
+
import threading
|
| 33 |
+
import time
|
| 34 |
+
from contextlib import closing
|
| 35 |
+
from pathlib import Path
|
| 36 |
+
from typing import Any
|
| 37 |
+
|
| 38 |
+
from websitebench.local_clone_auth import LocalAuthStore
|
| 39 |
+
from websitebench.site_backend import SiteBackend
|
| 40 |
+
|
| 41 |
+
from backend.catalog import PLANS, PRODUCT_BY_SLUG
|
| 42 |
+
from backend.site_backend_integration import open_site_services
|
| 43 |
+
|
| 44 |
+
SITE_ID = "legalnature"
|
| 45 |
+
CURRENCY = "USD"
|
| 46 |
+
|
| 47 |
+
# Synthetic local test numbers. They map to a sandbox scenario id and are
|
| 48 |
+
# discarded immediately: no card-like value is ever written to the database,
|
| 49 |
+
# to a log, or to a response.
|
| 50 |
+
SANDBOX_TEST_NUMBERS: tuple[tuple[str, str, str], ...] = (
|
| 51 |
+
("4242424242424242", "sandbox-approved", "Approves the simulated payment"),
|
| 52 |
+
("4000000000000002", "sandbox-declined", "Declines the simulated payment"),
|
| 53 |
+
("4000000000009995", "sandbox-retry", "Returns a retryable simulated result"),
|
| 54 |
+
)
|
| 55 |
+
_NUMBER_TO_SCENARIO = {number: scenario for number, scenario, _ in SANDBOX_TEST_NUMBERS}
|
| 56 |
+
SCENARIO_IDS = frozenset(scenario for _, scenario, _ in SANDBOX_TEST_NUMBERS)
|
| 57 |
+
|
| 58 |
+
_PAYMENT_KEY_RE = re.compile(
|
| 59 |
+
r"(?i)(card|cc[-_]?(num|number|exp)|cvv|cvc|pan\b|iban|routing"
|
| 60 |
+
r"|account[-_]?number|expir|security[-_]?code|payment[-_]?(method|token)"
|
| 61 |
+
r"|stripe|bank)"
|
| 62 |
+
)
|
| 63 |
+
|
| 64 |
+
|
| 65 |
+
class PaymentFieldRejected(ValueError):
|
| 66 |
+
"""A card/payment-like key reached a persistence path."""
|
| 67 |
+
|
| 68 |
+
|
| 69 |
+
def reject_payment_keys(payload: dict[str, Any]) -> None:
|
| 70 |
+
for key in payload:
|
| 71 |
+
if _PAYMENT_KEY_RE.search(str(key)):
|
| 72 |
+
raise PaymentFieldRejected(
|
| 73 |
+
f"payment-like field {key!r} is never persisted by this clone"
|
| 74 |
+
)
|
| 75 |
+
|
| 76 |
+
|
| 77 |
+
_MIGRATIONS: dict[str, str] = {
|
| 78 |
+
"0001_drafts": """
|
| 79 |
+
CREATE TABLE IF NOT EXISTS legalnature_drafts (
|
| 80 |
+
id INTEGER PRIMARY KEY,
|
| 81 |
+
draft_id TEXT NOT NULL UNIQUE,
|
| 82 |
+
session_digest TEXT NOT NULL,
|
| 83 |
+
account_id TEXT,
|
| 84 |
+
product_slug TEXT NOT NULL,
|
| 85 |
+
product_title TEXT NOT NULL,
|
| 86 |
+
kind TEXT NOT NULL CHECK (kind IN ('document', 'business')),
|
| 87 |
+
state_code TEXT,
|
| 88 |
+
status TEXT NOT NULL DEFAULT 'in-progress'
|
| 89 |
+
CHECK (status IN ('in-progress', 'complete')),
|
| 90 |
+
step_index INTEGER NOT NULL DEFAULT 0 CHECK (step_index >= 0),
|
| 91 |
+
answers_json TEXT NOT NULL DEFAULT '{}',
|
| 92 |
+
dismissed INTEGER NOT NULL DEFAULT 0 CHECK (dismissed IN (0, 1)),
|
| 93 |
+
created_at INTEGER NOT NULL,
|
| 94 |
+
updated_at INTEGER NOT NULL
|
| 95 |
+
);
|
| 96 |
+
CREATE INDEX IF NOT EXISTS idx_legalnature_drafts_session
|
| 97 |
+
ON legalnature_drafts (session_digest);
|
| 98 |
+
CREATE INDEX IF NOT EXISTS idx_legalnature_drafts_account
|
| 99 |
+
ON legalnature_drafts (account_id);
|
| 100 |
+
""",
|
| 101 |
+
"0002_subscriptions": """
|
| 102 |
+
CREATE TABLE IF NOT EXISTS legalnature_subscriptions (
|
| 103 |
+
id INTEGER PRIMARY KEY,
|
| 104 |
+
subscription_id TEXT NOT NULL UNIQUE,
|
| 105 |
+
account_id TEXT NOT NULL UNIQUE,
|
| 106 |
+
plan TEXT NOT NULL CHECK (plan IN ('annual', 'monthly')),
|
| 107 |
+
status TEXT NOT NULL DEFAULT 'active'
|
| 108 |
+
CHECK (status IN ('active', 'canceled')),
|
| 109 |
+
amount_minor INTEGER NOT NULL CHECK (amount_minor > 0),
|
| 110 |
+
currency TEXT NOT NULL,
|
| 111 |
+
payment_flow_id TEXT NOT NULL UNIQUE,
|
| 112 |
+
payment_attempt_id TEXT NOT NULL UNIQUE,
|
| 113 |
+
created_at INTEGER NOT NULL,
|
| 114 |
+
updated_at INTEGER NOT NULL
|
| 115 |
+
);
|
| 116 |
+
""",
|
| 117 |
+
}
|
| 118 |
+
|
| 119 |
+
|
| 120 |
+
_SERVICES_LOCK = threading.Lock()
|
| 121 |
+
_SERVICES: tuple[SiteBackend, LocalAuthStore] | None = None
|
| 122 |
+
|
| 123 |
+
|
| 124 |
+
def services() -> tuple[SiteBackend, LocalAuthStore]:
|
| 125 |
+
"""Process-wide bound backend + auth pair, schema ensured."""
|
| 126 |
+
|
| 127 |
+
global _SERVICES
|
| 128 |
+
with _SERVICES_LOCK:
|
| 129 |
+
if _SERVICES is None:
|
| 130 |
+
backend, auth = open_site_services()
|
| 131 |
+
_ensure_business_schema(backend.lifecycle.database_path)
|
| 132 |
+
_SERVICES = (backend, auth)
|
| 133 |
+
return _SERVICES
|
| 134 |
+
|
| 135 |
+
|
| 136 |
+
def close_services() -> None:
|
| 137 |
+
global _SERVICES
|
| 138 |
+
with _SERVICES_LOCK:
|
| 139 |
+
_SERVICES = None
|
| 140 |
+
|
| 141 |
+
|
| 142 |
+
def auth_store() -> LocalAuthStore:
|
| 143 |
+
return services()[1]
|
| 144 |
+
|
| 145 |
+
|
| 146 |
+
def site_backend() -> SiteBackend:
|
| 147 |
+
return services()[0]
|
| 148 |
+
|
| 149 |
+
|
| 150 |
+
def database_path() -> Path:
|
| 151 |
+
return services()[0].lifecycle.database_path
|
| 152 |
+
|
| 153 |
+
|
| 154 |
+
def _connect(path: Path) -> sqlite3.Connection:
|
| 155 |
+
connection = sqlite3.connect(str(path), timeout=15)
|
| 156 |
+
connection.row_factory = sqlite3.Row
|
| 157 |
+
connection.execute("PRAGMA foreign_keys = ON")
|
| 158 |
+
connection.execute("PRAGMA busy_timeout = 5000")
|
| 159 |
+
return connection
|
| 160 |
+
|
| 161 |
+
|
| 162 |
+
def connect() -> sqlite3.Connection:
|
| 163 |
+
return _connect(database_path())
|
| 164 |
+
|
| 165 |
+
|
| 166 |
+
def _ensure_business_schema(path: Path) -> None:
|
| 167 |
+
with closing(_connect(path)) as connection, connection:
|
| 168 |
+
connection.execute(
|
| 169 |
+
"""
|
| 170 |
+
CREATE TABLE IF NOT EXISTS legalnature_schema_migrations (
|
| 171 |
+
migration_id TEXT PRIMARY KEY,
|
| 172 |
+
applied_at INTEGER NOT NULL
|
| 173 |
+
)
|
| 174 |
+
"""
|
| 175 |
+
)
|
| 176 |
+
applied = {
|
| 177 |
+
row["migration_id"]
|
| 178 |
+
for row in connection.execute(
|
| 179 |
+
"SELECT migration_id FROM legalnature_schema_migrations"
|
| 180 |
+
)
|
| 181 |
+
}
|
| 182 |
+
for migration_id, ddl in _MIGRATIONS.items():
|
| 183 |
+
if migration_id in applied:
|
| 184 |
+
continue
|
| 185 |
+
connection.executescript(ddl)
|
| 186 |
+
connection.execute(
|
| 187 |
+
"INSERT INTO legalnature_schema_migrations"
|
| 188 |
+
" (migration_id, applied_at) VALUES (?, ?)",
|
| 189 |
+
(migration_id, 0),
|
| 190 |
+
)
|
| 191 |
+
|
| 192 |
+
|
| 193 |
+
def applied_migrations() -> list[str]:
|
| 194 |
+
with closing(connect()) as connection:
|
| 195 |
+
return [
|
| 196 |
+
str(row["migration_id"])
|
| 197 |
+
for row in connection.execute(
|
| 198 |
+
"SELECT migration_id FROM legalnature_schema_migrations"
|
| 199 |
+
" ORDER BY migration_id"
|
| 200 |
+
)
|
| 201 |
+
]
|
| 202 |
+
|
| 203 |
+
|
| 204 |
+
def reset() -> None:
|
| 205 |
+
"""Delete every business, payment, mail and auth row atomically."""
|
| 206 |
+
|
| 207 |
+
backend, auth = services()
|
| 208 |
+
|
| 209 |
+
def _site_reset(connection: sqlite3.Connection) -> None:
|
| 210 |
+
connection.execute("DELETE FROM legalnature_subscriptions")
|
| 211 |
+
connection.execute("DELETE FROM legalnature_drafts")
|
| 212 |
+
backend.lifecycle.reset_embedded(connection, confirm_site_id=SITE_ID)
|
| 213 |
+
|
| 214 |
+
auth.reset_site_state(site_reset=_site_reset, seed_accounts=[])
|
| 215 |
+
|
| 216 |
+
|
| 217 |
+
def counts() -> dict[str, int]:
|
| 218 |
+
with closing(connect()) as connection:
|
| 219 |
+
return {
|
| 220 |
+
"drafts": int(
|
| 221 |
+
connection.execute(
|
| 222 |
+
"SELECT COUNT(*) FROM legalnature_drafts"
|
| 223 |
+
).fetchone()[0]
|
| 224 |
+
),
|
| 225 |
+
"subscriptions": int(
|
| 226 |
+
connection.execute(
|
| 227 |
+
"SELECT COUNT(*) FROM legalnature_subscriptions"
|
| 228 |
+
).fetchone()[0]
|
| 229 |
+
),
|
| 230 |
+
}
|
| 231 |
+
|
| 232 |
+
|
| 233 |
+
# ---------------------------------------------------------------------------
|
| 234 |
+
# ownership
|
| 235 |
+
# ---------------------------------------------------------------------------
|
| 236 |
+
|
| 237 |
+
|
| 238 |
+
class Owner:
|
| 239 |
+
"""The resolved server-side owner for one request."""
|
| 240 |
+
|
| 241 |
+
__slots__ = ("session_digest", "account_id", "account")
|
| 242 |
+
|
| 243 |
+
def __init__(
|
| 244 |
+
self,
|
| 245 |
+
session_digest: str,
|
| 246 |
+
account_id: str | None,
|
| 247 |
+
account: dict[str, Any] | None,
|
| 248 |
+
) -> None:
|
| 249 |
+
self.session_digest = session_digest
|
| 250 |
+
self.account_id = account_id
|
| 251 |
+
self.account = account
|
| 252 |
+
|
| 253 |
+
@property
|
| 254 |
+
def authenticated(self) -> bool:
|
| 255 |
+
return self.account_id is not None
|
| 256 |
+
|
| 257 |
+
@property
|
| 258 |
+
def display_name(self) -> str:
|
| 259 |
+
if self.account is None:
|
| 260 |
+
return ""
|
| 261 |
+
return str(self.account.get("display_name") or self.account.get("email_normalized"))
|
| 262 |
+
|
| 263 |
+
@property
|
| 264 |
+
def email(self) -> str:
|
| 265 |
+
return "" if self.account is None else str(self.account.get("email_normalized", ""))
|
| 266 |
+
|
| 267 |
+
|
| 268 |
+
def resolve_owner(session_token: str) -> Owner:
|
| 269 |
+
auth = auth_store()
|
| 270 |
+
digest = auth.session_owner_digest(session_token)
|
| 271 |
+
resolved = auth.resolve_session(session_token) or {}
|
| 272 |
+
account = resolved.get("account")
|
| 273 |
+
account_id = str(account["account_id"]) if account else None
|
| 274 |
+
return Owner(digest, account_id, account if isinstance(account, dict) else None)
|
| 275 |
+
|
| 276 |
+
|
| 277 |
+
def rotation_callback(
|
| 278 |
+
connection: sqlite3.Connection, old_digest: str, new_digest: str
|
| 279 |
+
) -> None:
|
| 280 |
+
"""Carry anonymous drafts across an auth session rotation."""
|
| 281 |
+
|
| 282 |
+
connection.execute(
|
| 283 |
+
"UPDATE legalnature_drafts SET session_digest = ? WHERE session_digest = ?",
|
| 284 |
+
(new_digest, old_digest),
|
| 285 |
+
)
|
| 286 |
+
|
| 287 |
+
|
| 288 |
+
def claim_drafts(session_digest: str, account_id: str) -> int:
|
| 289 |
+
"""Bind drafts created before sign-in to the now-known account."""
|
| 290 |
+
|
| 291 |
+
with closing(connect()) as connection, connection:
|
| 292 |
+
cursor = connection.execute(
|
| 293 |
+
"UPDATE legalnature_drafts SET account_id = ?, updated_at = ?"
|
| 294 |
+
" WHERE session_digest = ? AND account_id IS NULL",
|
| 295 |
+
(account_id, _now(), session_digest),
|
| 296 |
+
)
|
| 297 |
+
return int(cursor.rowcount or 0)
|
| 298 |
+
|
| 299 |
+
|
| 300 |
+
def _now() -> int:
|
| 301 |
+
return int(time.time())
|
| 302 |
+
|
| 303 |
+
|
| 304 |
+
# ---------------------------------------------------------------------------
|
| 305 |
+
# drafts
|
| 306 |
+
# ---------------------------------------------------------------------------
|
| 307 |
+
|
| 308 |
+
|
| 309 |
+
def _draft_public(row: sqlite3.Row) -> dict[str, Any]:
|
| 310 |
+
return {
|
| 311 |
+
"draft_id": str(row["draft_id"]),
|
| 312 |
+
"product_slug": str(row["product_slug"]),
|
| 313 |
+
"product_title": str(row["product_title"]),
|
| 314 |
+
"kind": str(row["kind"]),
|
| 315 |
+
"state_code": row["state_code"],
|
| 316 |
+
"status": str(row["status"]),
|
| 317 |
+
"step_index": int(row["step_index"]),
|
| 318 |
+
"answers": json.loads(row["answers_json"]),
|
| 319 |
+
"dismissed": bool(row["dismissed"]),
|
| 320 |
+
"created_at": int(row["created_at"]),
|
| 321 |
+
"updated_at": int(row["updated_at"]),
|
| 322 |
+
"owned_by_account": row["account_id"] is not None,
|
| 323 |
+
}
|
| 324 |
+
|
| 325 |
+
|
| 326 |
+
def _owner_clause(owner: Owner) -> tuple[str, tuple[Any, ...]]:
|
| 327 |
+
if owner.account_id is not None:
|
| 328 |
+
return "account_id = ?", (owner.account_id,)
|
| 329 |
+
return "session_digest = ? AND account_id IS NULL", (owner.session_digest,)
|
| 330 |
+
|
| 331 |
+
|
| 332 |
+
def create_draft(
|
| 333 |
+
owner: Owner,
|
| 334 |
+
*,
|
| 335 |
+
product_slug: str,
|
| 336 |
+
state_code: str | None = None,
|
| 337 |
+
answers: dict[str, str] | None = None,
|
| 338 |
+
) -> dict[str, Any]:
|
| 339 |
+
product = PRODUCT_BY_SLUG.get(product_slug)
|
| 340 |
+
if product is None:
|
| 341 |
+
raise KeyError(product_slug)
|
| 342 |
+
payload = dict(answers or {})
|
| 343 |
+
reject_payment_keys(payload)
|
| 344 |
+
now = _now()
|
| 345 |
+
kind = "business" if product.kind == "service" else "document"
|
| 346 |
+
with closing(connect()) as connection, connection:
|
| 347 |
+
cursor = connection.execute(
|
| 348 |
+
"INSERT INTO legalnature_drafts"
|
| 349 |
+
" (draft_id, session_digest, account_id, product_slug, product_title,"
|
| 350 |
+
" kind, state_code, status, step_index, answers_json, created_at,"
|
| 351 |
+
" updated_at)"
|
| 352 |
+
" VALUES ('', ?, ?, ?, ?, ?, ?, 'in-progress', 0, ?, ?, ?)",
|
| 353 |
+
(
|
| 354 |
+
owner.session_digest,
|
| 355 |
+
owner.account_id,
|
| 356 |
+
product.slug,
|
| 357 |
+
product.title,
|
| 358 |
+
kind,
|
| 359 |
+
state_code,
|
| 360 |
+
json.dumps(payload, sort_keys=True),
|
| 361 |
+
now,
|
| 362 |
+
now,
|
| 363 |
+
),
|
| 364 |
+
)
|
| 365 |
+
row_id = int(cursor.lastrowid or 0)
|
| 366 |
+
draft_id = f"draft_{row_id:08d}"
|
| 367 |
+
connection.execute(
|
| 368 |
+
"UPDATE legalnature_drafts SET draft_id = ? WHERE id = ?",
|
| 369 |
+
(draft_id, row_id),
|
| 370 |
+
)
|
| 371 |
+
row = connection.execute(
|
| 372 |
+
"SELECT * FROM legalnature_drafts WHERE id = ?", (row_id,)
|
| 373 |
+
).fetchone()
|
| 374 |
+
return _draft_public(row)
|
| 375 |
+
|
| 376 |
+
|
| 377 |
+
def get_draft(owner: Owner, draft_id: str) -> dict[str, Any] | None:
|
| 378 |
+
clause, params = _owner_clause(owner)
|
| 379 |
+
with closing(connect()) as connection:
|
| 380 |
+
row = connection.execute(
|
| 381 |
+
f"SELECT * FROM legalnature_drafts WHERE draft_id = ? AND {clause}",
|
| 382 |
+
(draft_id, *params),
|
| 383 |
+
).fetchone()
|
| 384 |
+
return None if row is None else _draft_public(row)
|
| 385 |
+
|
| 386 |
+
|
| 387 |
+
def list_drafts(owner: Owner, *, include_complete: bool = True) -> list[dict[str, Any]]:
|
| 388 |
+
clause, params = _owner_clause(owner)
|
| 389 |
+
query = f"SELECT * FROM legalnature_drafts WHERE {clause}"
|
| 390 |
+
if not include_complete:
|
| 391 |
+
query += " AND status = 'in-progress'"
|
| 392 |
+
query += " ORDER BY updated_at DESC, id DESC"
|
| 393 |
+
with closing(connect()) as connection:
|
| 394 |
+
return [_draft_public(row) for row in connection.execute(query, params)]
|
| 395 |
+
|
| 396 |
+
|
| 397 |
+
def latest_active_draft(owner: Owner) -> dict[str, Any] | None:
|
| 398 |
+
clause, params = _owner_clause(owner)
|
| 399 |
+
with closing(connect()) as connection:
|
| 400 |
+
row = connection.execute(
|
| 401 |
+
f"SELECT * FROM legalnature_drafts WHERE {clause}"
|
| 402 |
+
" AND status = 'in-progress' AND dismissed = 0"
|
| 403 |
+
" ORDER BY updated_at DESC, id DESC LIMIT 1",
|
| 404 |
+
params,
|
| 405 |
+
).fetchone()
|
| 406 |
+
return None if row is None else _draft_public(row)
|
| 407 |
+
|
| 408 |
+
|
| 409 |
+
def find_draft_for_product(
|
| 410 |
+
owner: Owner, product_slug: str
|
| 411 |
+
) -> dict[str, Any] | None:
|
| 412 |
+
clause, params = _owner_clause(owner)
|
| 413 |
+
with closing(connect()) as connection:
|
| 414 |
+
row = connection.execute(
|
| 415 |
+
f"SELECT * FROM legalnature_drafts WHERE {clause}"
|
| 416 |
+
" AND product_slug = ? AND status = 'in-progress'"
|
| 417 |
+
" ORDER BY updated_at DESC, id DESC LIMIT 1",
|
| 418 |
+
(*params, product_slug),
|
| 419 |
+
).fetchone()
|
| 420 |
+
return None if row is None else _draft_public(row)
|
| 421 |
+
|
| 422 |
+
|
| 423 |
+
def update_draft(
|
| 424 |
+
owner: Owner,
|
| 425 |
+
draft_id: str,
|
| 426 |
+
*,
|
| 427 |
+
answers: dict[str, str] | None = None,
|
| 428 |
+
step_index: int | None = None,
|
| 429 |
+
status: str | None = None,
|
| 430 |
+
state_code: str | None = None,
|
| 431 |
+
dismissed: bool | None = None,
|
| 432 |
+
) -> dict[str, Any] | None:
|
| 433 |
+
if answers is not None:
|
| 434 |
+
reject_payment_keys(answers)
|
| 435 |
+
clause, params = _owner_clause(owner)
|
| 436 |
+
with closing(connect()) as connection, connection:
|
| 437 |
+
row = connection.execute(
|
| 438 |
+
f"SELECT * FROM legalnature_drafts WHERE draft_id = ? AND {clause}",
|
| 439 |
+
(draft_id, *params),
|
| 440 |
+
).fetchone()
|
| 441 |
+
if row is None:
|
| 442 |
+
return None
|
| 443 |
+
assignments: list[str] = ["updated_at = ?"]
|
| 444 |
+
values: list[Any] = [_now()]
|
| 445 |
+
if answers is not None:
|
| 446 |
+
assignments.append("answers_json = ?")
|
| 447 |
+
values.append(json.dumps(answers, sort_keys=True))
|
| 448 |
+
if step_index is not None:
|
| 449 |
+
assignments.append("step_index = ?")
|
| 450 |
+
values.append(max(0, int(step_index)))
|
| 451 |
+
if status is not None:
|
| 452 |
+
if status not in {"in-progress", "complete"}:
|
| 453 |
+
raise ValueError("unknown draft status")
|
| 454 |
+
assignments.append("status = ?")
|
| 455 |
+
values.append(status)
|
| 456 |
+
if state_code is not None:
|
| 457 |
+
assignments.append("state_code = ?")
|
| 458 |
+
values.append(state_code)
|
| 459 |
+
if dismissed is not None:
|
| 460 |
+
assignments.append("dismissed = ?")
|
| 461 |
+
values.append(1 if dismissed else 0)
|
| 462 |
+
connection.execute(
|
| 463 |
+
f"UPDATE legalnature_drafts SET {', '.join(assignments)} WHERE id = ?",
|
| 464 |
+
(*values, int(row["id"])),
|
| 465 |
+
)
|
| 466 |
+
updated = connection.execute(
|
| 467 |
+
"SELECT * FROM legalnature_drafts WHERE id = ?", (int(row["id"]),)
|
| 468 |
+
).fetchone()
|
| 469 |
+
return _draft_public(updated)
|
| 470 |
+
|
| 471 |
+
|
| 472 |
+
def delete_draft(owner: Owner, draft_id: str) -> bool:
|
| 473 |
+
clause, params = _owner_clause(owner)
|
| 474 |
+
with closing(connect()) as connection, connection:
|
| 475 |
+
cursor = connection.execute(
|
| 476 |
+
f"DELETE FROM legalnature_drafts WHERE draft_id = ? AND {clause}",
|
| 477 |
+
(draft_id, *params),
|
| 478 |
+
)
|
| 479 |
+
return bool(cursor.rowcount)
|
| 480 |
+
|
| 481 |
+
|
| 482 |
+
# ---------------------------------------------------------------------------
|
| 483 |
+
# subscription checkout — local-sandbox only
|
| 484 |
+
# ---------------------------------------------------------------------------
|
| 485 |
+
|
| 486 |
+
|
| 487 |
+
class CheckoutError(RuntimeError):
|
| 488 |
+
"""The checkout request cannot be honoured as submitted."""
|
| 489 |
+
|
| 490 |
+
|
| 491 |
+
def scenario_for_test_number(raw: str) -> str | None:
|
| 492 |
+
"""Map one documented synthetic number to a sandbox scenario id.
|
| 493 |
+
|
| 494 |
+
Anything else returns ``None`` so the caller can refuse it. Only the
|
| 495 |
+
scenario id continues; the submitted digits are never stored or logged.
|
| 496 |
+
"""
|
| 497 |
+
|
| 498 |
+
digits = re.sub(r"[^0-9]", "", raw or "")
|
| 499 |
+
return _NUMBER_TO_SCENARIO.get(digits)
|
| 500 |
+
|
| 501 |
+
|
| 502 |
+
def _plan_facts(account_id: str, plan: str) -> dict[str, Any]:
|
| 503 |
+
spec = PLANS.get(plan)
|
| 504 |
+
if spec is None:
|
| 505 |
+
raise CheckoutError("unknown subscription plan")
|
| 506 |
+
amount_minor = int(spec["amount_minor"])
|
| 507 |
+
snapshot = {
|
| 508 |
+
"site_id": SITE_ID,
|
| 509 |
+
"plan": plan,
|
| 510 |
+
"account_id": account_id,
|
| 511 |
+
"amount_minor": amount_minor,
|
| 512 |
+
"currency": CURRENCY,
|
| 513 |
+
}
|
| 514 |
+
canonical = json.dumps(
|
| 515 |
+
snapshot, ensure_ascii=False, sort_keys=True, separators=(",", ":")
|
| 516 |
+
)
|
| 517 |
+
return {
|
| 518 |
+
"owner": f"account:{account_id}",
|
| 519 |
+
"amount_minor": amount_minor,
|
| 520 |
+
"currency": CURRENCY,
|
| 521 |
+
"fingerprint": hashlib.sha256(canonical.encode("utf-8")).hexdigest(),
|
| 522 |
+
}
|
| 523 |
+
|
| 524 |
+
|
| 525 |
+
def subscription_for(account_id: str) -> dict[str, Any] | None:
|
| 526 |
+
with closing(connect()) as connection:
|
| 527 |
+
row = connection.execute(
|
| 528 |
+
"SELECT * FROM legalnature_subscriptions WHERE account_id = ?",
|
| 529 |
+
(account_id,),
|
| 530 |
+
).fetchone()
|
| 531 |
+
if row is None:
|
| 532 |
+
return None
|
| 533 |
+
return {
|
| 534 |
+
"subscription_id": str(row["subscription_id"]),
|
| 535 |
+
"plan": str(row["plan"]),
|
| 536 |
+
"status": str(row["status"]),
|
| 537 |
+
"amount_minor": int(row["amount_minor"]),
|
| 538 |
+
"currency": str(row["currency"]),
|
| 539 |
+
"created_at": int(row["created_at"]),
|
| 540 |
+
}
|
| 541 |
+
|
| 542 |
+
|
| 543 |
+
def pay_for_subscription(account_id: str, plan: str, scenario_id: str) -> dict[str, Any]:
|
| 544 |
+
"""Run one local-sandbox attempt and, on approval, open the subscription.
|
| 545 |
+
|
| 546 |
+
The scenario id is the only client-chosen input. Owner, amount, currency
|
| 547 |
+
and fingerprint are derived here; a mismatch is rejected by the ledger.
|
| 548 |
+
"""
|
| 549 |
+
|
| 550 |
+
if scenario_id not in SCENARIO_IDS:
|
| 551 |
+
raise CheckoutError("unknown local payment scenario")
|
| 552 |
+
existing = subscription_for(account_id)
|
| 553 |
+
if existing is not None and existing["status"] == "active":
|
| 554 |
+
return {"status": "ALREADY_ACTIVE", "subscription": existing}
|
| 555 |
+
|
| 556 |
+
backend = site_backend()
|
| 557 |
+
facts = _plan_facts(account_id, plan)
|
| 558 |
+
now = _now()
|
| 559 |
+
attempt_key = f"legalnature.attempt:{account_id}:{plan}:{scenario_id}:{now}"
|
| 560 |
+
with backend.lifecycle.connection(transaction=True) as connection:
|
| 561 |
+
flow = backend.payments.create_intent(
|
| 562 |
+
owner=facts["owner"],
|
| 563 |
+
amount_minor=facts["amount_minor"],
|
| 564 |
+
currency=facts["currency"],
|
| 565 |
+
fingerprint=facts["fingerprint"],
|
| 566 |
+
idempotency_key=f"legalnature.flow:{account_id}:{plan}",
|
| 567 |
+
connection=connection,
|
| 568 |
+
)
|
| 569 |
+
if flow["status"] == "CONSUMED":
|
| 570 |
+
raise CheckoutError("this subscription was already paid for")
|
| 571 |
+
attempt = backend.payments.attempt(
|
| 572 |
+
flow_id=flow["flow_id"],
|
| 573 |
+
owner=facts["owner"],
|
| 574 |
+
amount_minor=facts["amount_minor"],
|
| 575 |
+
currency=facts["currency"],
|
| 576 |
+
fingerprint=facts["fingerprint"],
|
| 577 |
+
scenario_id=scenario_id,
|
| 578 |
+
idempotency_key=attempt_key[:200],
|
| 579 |
+
connection=connection,
|
| 580 |
+
)
|
| 581 |
+
if attempt["status"] != "APPROVED":
|
| 582 |
+
return {
|
| 583 |
+
"status": attempt["status"],
|
| 584 |
+
"flow_id": flow["flow_id"],
|
| 585 |
+
"attempt_id": attempt["attempt_id"],
|
| 586 |
+
"amount_minor": facts["amount_minor"],
|
| 587 |
+
"currency": facts["currency"],
|
| 588 |
+
"is_simulation": True,
|
| 589 |
+
}
|
| 590 |
+
consumed = backend.payments.consume_approval(
|
| 591 |
+
connection,
|
| 592 |
+
flow_id=flow["flow_id"],
|
| 593 |
+
owner=facts["owner"],
|
| 594 |
+
amount_minor=facts["amount_minor"],
|
| 595 |
+
currency=facts["currency"],
|
| 596 |
+
fingerprint=facts["fingerprint"],
|
| 597 |
+
)
|
| 598 |
+
cursor = connection.execute(
|
| 599 |
+
"INSERT INTO legalnature_subscriptions"
|
| 600 |
+
" (subscription_id, account_id, plan, status, amount_minor, currency,"
|
| 601 |
+
" payment_flow_id, payment_attempt_id, created_at, updated_at)"
|
| 602 |
+
" VALUES ('', ?, ?, 'active', ?, ?, ?, ?, ?, ?)",
|
| 603 |
+
(
|
| 604 |
+
account_id,
|
| 605 |
+
plan,
|
| 606 |
+
facts["amount_minor"],
|
| 607 |
+
facts["currency"],
|
| 608 |
+
flow["flow_id"],
|
| 609 |
+
consumed["attempt_id"],
|
| 610 |
+
now,
|
| 611 |
+
now,
|
| 612 |
+
),
|
| 613 |
+
)
|
| 614 |
+
row_id = int(cursor.lastrowid or 0)
|
| 615 |
+
connection.execute(
|
| 616 |
+
"UPDATE legalnature_subscriptions SET subscription_id = ? WHERE id = ?",
|
| 617 |
+
(f"sub_{row_id:08d}", row_id),
|
| 618 |
+
)
|
| 619 |
+
return {
|
| 620 |
+
"status": "APPROVED",
|
| 621 |
+
"flow_id": flow["flow_id"],
|
| 622 |
+
"attempt_id": consumed["attempt_id"],
|
| 623 |
+
"amount_minor": facts["amount_minor"],
|
| 624 |
+
"currency": facts["currency"],
|
| 625 |
+
"is_simulation": True,
|
| 626 |
+
"subscription": subscription_for(account_id),
|
| 627 |
+
}
|
| 628 |
+
|
| 629 |
+
|
| 630 |
+
def cancel_subscription(account_id: str) -> bool:
|
| 631 |
+
with closing(connect()) as connection, connection:
|
| 632 |
+
cursor = connection.execute(
|
| 633 |
+
"UPDATE legalnature_subscriptions SET status = 'canceled', updated_at = ?"
|
| 634 |
+
" WHERE account_id = ? AND status = 'active'",
|
| 635 |
+
(_now(), account_id),
|
| 636 |
+
)
|
| 637 |
+
return bool(cursor.rowcount)
|
| 638 |
+
|
| 639 |
+
|
| 640 |
+
def payment_history(account_id: str) -> list[dict[str, Any]]:
|
| 641 |
+
"""Read-only ledger view for the dashboard. No card data exists to show."""
|
| 642 |
+
|
| 643 |
+
with closing(connect()) as connection:
|
| 644 |
+
rows = connection.execute(
|
| 645 |
+
"SELECT scenario_id, status, amount_minor, currency, created_at"
|
| 646 |
+
" FROM websitebench_payment_attempts"
|
| 647 |
+
" WHERE site_id = ? AND owner = ? ORDER BY created_at DESC, rowid DESC",
|
| 648 |
+
(SITE_ID, f"account:{account_id}"),
|
| 649 |
+
).fetchall()
|
| 650 |
+
return [
|
| 651 |
+
{
|
| 652 |
+
"scenario_id": str(row["scenario_id"]),
|
| 653 |
+
"status": str(row["status"]),
|
| 654 |
+
"amount_minor": int(row["amount_minor"]),
|
| 655 |
+
"currency": str(row["currency"]),
|
| 656 |
+
"created_at": str(row["created_at"]),
|
| 657 |
+
}
|
| 658 |
+
for row in rows
|
| 659 |
+
]
|
tasks/legalnature/solution/site/implementation/clone/data/site/assets.json
ADDED
|
@@ -0,0 +1,393 @@
|
|
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|
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|
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|
|
|
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|
|
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|
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|
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|
|
|
|
|
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|
|
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|
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|
|
|
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|
|
|
|
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|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 1 |
+
{
|
| 2 |
+
"capture_id": "2026-08-21.legalnature-full-site-r1",
|
| 3 |
+
"map": {
|
| 4 |
+
"https://cdn.buttercms.com/0FMR3zYOR0ODxyLmYapM": "/static/assets/2026-08-21.legalnature-full-site-r1/cdn.buttercms.com/0FMR3zYOR0ODxyLmYapM.svg",
|
| 5 |
+
"https://cdn.buttercms.com/0o3MrbKDRBqebRMXOleB": "/static/assets/2026-08-21.legalnature-full-site-r1/cdn.buttercms.com/0o3MrbKDRBqebRMXOleB.webp",
|
| 6 |
+
"https://cdn.buttercms.com/0tnkccwzQwe8u9NUq54z": "/static/assets/2026-08-21.legalnature-full-site-r1/cdn.buttercms.com/0tnkccwzQwe8u9NUq54z.svg",
|
| 7 |
+
"https://cdn.buttercms.com/1EPPn99dSQeUIw0v1GSl": "/static/assets/2026-08-21.legalnature-full-site-r1/cdn.buttercms.com/1EPPn99dSQeUIw0v1GSl.webp",
|
| 8 |
+
"https://cdn.buttercms.com/1S2UAGWBRSungRTG633e": "/static/assets/2026-08-21.legalnature-full-site-r1/cdn.buttercms.com/1S2UAGWBRSungRTG633e.webp",
|
| 9 |
+
"https://cdn.buttercms.com/22DPaEdARpep3tUlVkmb": "/static/assets/2026-08-21.legalnature-full-site-r1/cdn.buttercms.com/22DPaEdARpep3tUlVkmb.webp",
|
| 10 |
+
"https://cdn.buttercms.com/36XNz0xiR7qmypj2GJDa": "/static/assets/2026-08-21.legalnature-full-site-r1/cdn.buttercms.com/36XNz0xiR7qmypj2GJDa.png",
|
| 11 |
+
"https://cdn.buttercms.com/3dwQsitCSZSKTfE23GHF": "/static/assets/2026-08-21.legalnature-full-site-r1/cdn.buttercms.com/3dwQsitCSZSKTfE23GHF.webp",
|
| 12 |
+
"https://cdn.buttercms.com/4CybDQywTUCemf44bzmD": "/static/assets/2026-08-21.legalnature-full-site-r1/cdn.buttercms.com/4CybDQywTUCemf44bzmD.webp",
|
| 13 |
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|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 1 |
+
{
|
| 2 |
+
"external_hosts": [
|
| 3 |
+
"1800accountant.com",
|
| 4 |
+
"app.impact.com",
|
| 5 |
+
"applepaynelaw.com",
|
| 6 |
+
"bench.co",
|
| 7 |
+
"bernsteinlaw.com",
|
| 8 |
+
"blogs.barrons.com",
|
| 9 |
+
"corp.delaware.gov",
|
| 10 |
+
"corpfiles.delaware.gov",
|
| 11 |
+
"ctb.ku.edu",
|
| 12 |
+
"curocomp.com",
|
| 13 |
+
"delcode.delaware.gov",
|
| 14 |
+
"dev-static-master.lnenv.com",
|
| 15 |
+
"edition.cnn.com",
|
| 16 |
+
"feld.com",
|
| 17 |
+
"fundbox.com",
|
| 18 |
+
"garylandau.com",
|
| 19 |
+
"hbr.org",
|
| 20 |
+
"homeguides.sfgate.com",
|
| 21 |
+
"hr.mit.edu",
|
| 22 |
+
"ismallbusiness.com",
|
| 23 |
+
"jobs.polymer.co",
|
| 24 |
+
"johnston-legal.com",
|
| 25 |
+
"lawshelf.com",
|
| 26 |
+
"legalbeagle.com",
|
| 27 |
+
"localhost:3001",
|
| 28 |
+
"matthewsarbitrations.com",
|
| 29 |
+
"mercury.com",
|
| 30 |
+
"money.cnn.com",
|
| 31 |
+
"nextinsurance.sjv.io",
|
| 32 |
+
"nonprofithub.org",
|
| 33 |
+
"pakaccountants.com",
|
| 34 |
+
"ppqty.com",
|
| 35 |
+
"quickbooks.intuit.com",
|
| 36 |
+
"refer.virtualpostmail.com",
|
| 37 |
+
"smallbusiness.chron.com",
|
| 38 |
+
"som.yale.edu",
|
| 39 |
+
"store.usps.com",
|
| 40 |
+
"tools.google.com",
|
| 41 |
+
"watttieder.com",
|
| 42 |
+
"wealthpilgrim.com",
|
| 43 |
+
"wix.pxf.io",
|
| 44 |
+
"www.501c3.org",
|
| 45 |
+
"www.aarp.org",
|
| 46 |
+
"www.acc.com",
|
| 47 |
+
"www.adr.org",
|
| 48 |
+
"www.allbusiness.com",
|
| 49 |
+
"www.amazon.com",
|
| 50 |
+
"www.americanbar.org",
|
| 51 |
+
"www.americanpetproducts.org",
|
| 52 |
+
"www.bankruptcyinbrief.com",
|
| 53 |
+
"www.bknlaw.com",
|
| 54 |
+
"www.bloomberg.com",
|
| 55 |
+
"www.boardeffect.com",
|
| 56 |
+
"www.bullseyeengagement.com",
|
| 57 |
+
"www.businessinsider.com",
|
| 58 |
+
"www.businessnewsdaily.com",
|
| 59 |
+
"www.calcpa.org",
|
| 60 |
+
"www.cdc.gov",
|
| 61 |
+
"www.councilofnonprofits.org",
|
| 62 |
+
"www.dol.gov",
|
| 63 |
+
"www.double-entry-bookkeeping.com",
|
| 64 |
+
"www.earthclassmail.com",
|
| 65 |
+
"www.ecfr.gov",
|
| 66 |
+
"www.entrepreneur.com",
|
| 67 |
+
"www.epa.gov",
|
| 68 |
+
"www.estateplanning.com",
|
| 69 |
+
"www.everplans.com",
|
| 70 |
+
"www.fema.gov",
|
| 71 |
+
"www.fool.com",
|
| 72 |
+
"www.forbes.com",
|
| 73 |
+
"www.freshbooks.com",
|
| 74 |
+
"www.ftc.gov",
|
| 75 |
+
"www.fullstory.com",
|
| 76 |
+
"www.govinfo.gov",
|
| 77 |
+
"www.groteconsulting.com",
|
| 78 |
+
"www.healthcare.gov",
|
| 79 |
+
"www.hg.org",
|
| 80 |
+
"www.hhs.gov",
|
| 81 |
+
"www.hrexaminer.com",
|
| 82 |
+
"www.huffpost.com",
|
| 83 |
+
"www.inc.com",
|
| 84 |
+
"www.incorporate.com",
|
| 85 |
+
"www.investopedia.com",
|
| 86 |
+
"www.irs.gov",
|
| 87 |
+
"www.jamesburnslaw.com",
|
| 88 |
+
"www.justia.com",
|
| 89 |
+
"www.justice.gov",
|
| 90 |
+
"www.kaplaw.com",
|
| 91 |
+
"www.kiplinger.com",
|
| 92 |
+
"www.lawdepot.com",
|
| 93 |
+
"www.leg.state.nv.us",
|
| 94 |
+
"www.legalzoom.com",
|
| 95 |
+
"www.mayoclinic.org",
|
| 96 |
+
"www.mckinsey.com",
|
| 97 |
+
"www.medicinenet.com",
|
| 98 |
+
"www.military.com",
|
| 99 |
+
"www.moneycrashers.com",
|
| 100 |
+
"www.nasdaq.com",
|
| 101 |
+
"www.ncsl.org",
|
| 102 |
+
"www.nerdwallet.com",
|
| 103 |
+
"www.nia.nih.gov",
|
| 104 |
+
"www.nvsilverflume.gov",
|
| 105 |
+
"www.nvsos.gov",
|
| 106 |
+
"www.nyse.com",
|
| 107 |
+
"www.nytimes.com",
|
| 108 |
+
"www.oregonlaws.org",
|
| 109 |
+
"www.perrymarshall.com",
|
| 110 |
+
"www.referenceforbusiness.com",
|
| 111 |
+
"www.reuters.com",
|
| 112 |
+
"www.sapling.com",
|
| 113 |
+
"www.sba.gov",
|
| 114 |
+
"www.sec.gov",
|
| 115 |
+
"www.ssa.gov",
|
| 116 |
+
"www.synnovatia.com",
|
| 117 |
+
"www.thebalance.com",
|
| 118 |
+
"www.thebalancesmb.com",
|
| 119 |
+
"www.thehartford.com",
|
| 120 |
+
"www.theupsstore.com",
|
| 121 |
+
"www.trakstar.com",
|
| 122 |
+
"www.uniformlaws.org",
|
| 123 |
+
"www.usa.gov",
|
| 124 |
+
"www.uscourts.gov",
|
| 125 |
+
"www.uspto.gov",
|
| 126 |
+
"www.ustrust.com",
|
| 127 |
+
"www.wisegeek.com",
|
| 128 |
+
"www.ycombinator.com",
|
| 129 |
+
"yourbusiness.azcentral.com"
|
| 130 |
+
],
|
| 131 |
+
"generated_at": "2026-08-21T07:59:08Z",
|
| 132 |
+
"internal_targets_outside_registry": [
|
| 133 |
+
"/guides/how-to-create-a-strong-website-privacy-policy-and-what-to-include",
|
| 134 |
+
"/guides/how-to-use-contracts-to-protect-yourself",
|
| 135 |
+
"/guides/why-your-website-needs-a-strong-terms-of-use-agreement-and-what-to-include",
|
| 136 |
+
"/orders/create/annual-report/asosr-002",
|
| 137 |
+
"/orders/create/annual-report/asosr-003",
|
| 138 |
+
"/orders/create/annual-report/asosr-004"
|
| 139 |
+
],
|
| 140 |
+
"rejected_assets": [
|
| 141 |
+
{
|
| 142 |
+
"reason": "not present in the asset manifest",
|
| 143 |
+
"url": "https://www.legalnature.com/_frontend-ipx/f_webp&q_80/_frontend/images/homepage/hero-biz3.jpg"
|
| 144 |
+
},
|
| 145 |
+
{
|
| 146 |
+
"reason": "not present in the asset manifest",
|
| 147 |
+
"url": "https://www.legalnature.com/_frontend-ipx/f_webp&q_80/_frontend/images/homepage/hero-biz3.jpg"
|
| 148 |
+
},
|
| 149 |
+
{
|
| 150 |
+
"reason": "not present in the asset manifest",
|
| 151 |
+
"url": "https://shared-cms-main.legalnature.com/cms-api/media/file/woman-filings.jpg"
|
| 152 |
+
},
|
| 153 |
+
{
|
| 154 |
+
"reason": "not present in the asset manifest",
|
| 155 |
+
"url": "https://cdn.buttercms.com/blGQUfjSxKf38c3Qhq2A"
|
| 156 |
+
},
|
| 157 |
+
{
|
| 158 |
+
"reason": "not present in the asset manifest",
|
| 159 |
+
"url": "https://cdn.buttercms.com/blGQUfjSxKf38c3Qhq2A"
|
| 160 |
+
},
|
| 161 |
+
{
|
| 162 |
+
"reason": "not present in the asset manifest",
|
| 163 |
+
"url": "https://cdn.buttercms.com/B85QR0X8TOWZxKJTZX8y"
|
| 164 |
+
},
|
| 165 |
+
{
|
| 166 |
+
"reason": "not present in the asset manifest",
|
| 167 |
+
"url": "https://d1bb4amhptdeuq.cloudfront.net/guides/tip1.svg"
|
| 168 |
+
},
|
| 169 |
+
{
|
| 170 |
+
"reason": "not present in the asset manifest",
|
| 171 |
+
"url": "https://d1bb4amhptdeuq.cloudfront.net/guides/feat1.svg"
|
| 172 |
+
},
|
| 173 |
+
{
|
| 174 |
+
"reason": "not present in the asset manifest",
|
| 175 |
+
"url": "https://d1bb4amhptdeuq.cloudfront.net/guides/feat2.svg"
|
| 176 |
+
},
|
| 177 |
+
{
|
| 178 |
+
"reason": "not present in the asset manifest",
|
| 179 |
+
"url": "https://d1bb4amhptdeuq.cloudfront.net/guides/feat3.svg"
|
| 180 |
+
},
|
| 181 |
+
{
|
| 182 |
+
"reason": "not present in the asset manifest",
|
| 183 |
+
"url": "https://d1bb4amhptdeuq.cloudfront.net/guides/feat4.svg"
|
| 184 |
+
},
|
| 185 |
+
{
|
| 186 |
+
"reason": "not present in the asset manifest",
|
| 187 |
+
"url": "https://d1bb4amhptdeuq.cloudfront.net/guides/feat5.svg"
|
| 188 |
+
},
|
| 189 |
+
{
|
| 190 |
+
"reason": "not present in the asset manifest",
|
| 191 |
+
"url": "https://d1bb4amhptdeuq.cloudfront.net/guides/feat6.svg"
|
| 192 |
+
},
|
| 193 |
+
{
|
| 194 |
+
"reason": "not present in the asset manifest",
|
| 195 |
+
"url": "https://d1bb4amhptdeuq.cloudfront.net/guides/tip2.svg"
|
| 196 |
+
},
|
| 197 |
+
{
|
| 198 |
+
"reason": "not present in the asset manifest",
|
| 199 |
+
"url": "https://d1bb4amhptdeuq.cloudfront.net/guides/tip3.svg"
|
| 200 |
+
},
|
| 201 |
+
{
|
| 202 |
+
"reason": "not present in the asset manifest",
|
| 203 |
+
"url": "https://d1bb4amhptdeuq.cloudfront.net/guides/tip4.svg"
|
| 204 |
+
},
|
| 205 |
+
{
|
| 206 |
+
"reason": "not present in the asset manifest",
|
| 207 |
+
"url": "https://d1bb4amhptdeuq.cloudfront.net/guides/feat1.svg"
|
| 208 |
+
},
|
| 209 |
+
{
|
| 210 |
+
"reason": "not present in the asset manifest",
|
| 211 |
+
"url": "https://d1bb4amhptdeuq.cloudfront.net/guides/feat2.svg"
|
| 212 |
+
},
|
| 213 |
+
{
|
| 214 |
+
"reason": "not present in the asset manifest",
|
| 215 |
+
"url": "https://d1bb4amhptdeuq.cloudfront.net/guides/feat3.svg"
|
| 216 |
+
},
|
| 217 |
+
{
|
| 218 |
+
"reason": "not present in the asset manifest",
|
| 219 |
+
"url": "https://d1bb4amhptdeuq.cloudfront.net/guides/tip1.svg"
|
| 220 |
+
},
|
| 221 |
+
{
|
| 222 |
+
"reason": "not present in the asset manifest",
|
| 223 |
+
"url": "https://d1bb4amhptdeuq.cloudfront.net/guides/tip5.svg"
|
| 224 |
+
},
|
| 225 |
+
{
|
| 226 |
+
"reason": "not present in the asset manifest",
|
| 227 |
+
"url": "https://d1bb4amhptdeuq.cloudfront.net/guides/tip6.svg"
|
| 228 |
+
},
|
| 229 |
+
{
|
| 230 |
+
"reason": "not present in the asset manifest",
|
| 231 |
+
"url": "https://cdn.buttercms.com/R4bFUIp7QLm5M3iHxc1Q"
|
| 232 |
+
},
|
| 233 |
+
{
|
| 234 |
+
"reason": "not present in the asset manifest",
|
| 235 |
+
"url": "https://d1bb4amhptdeuq.cloudfront.net/guides/tip1.svg"
|
| 236 |
+
},
|
| 237 |
+
{
|
| 238 |
+
"reason": "not present in the asset manifest",
|
| 239 |
+
"url": "https://d1bb4amhptdeuq.cloudfront.net/guides/feat1.svg"
|
| 240 |
+
},
|
| 241 |
+
{
|
| 242 |
+
"reason": "not present in the asset manifest",
|
| 243 |
+
"url": "https://d1bb4amhptdeuq.cloudfront.net/guides/feat2.svg"
|
| 244 |
+
},
|
| 245 |
+
{
|
| 246 |
+
"reason": "not present in the asset manifest",
|
| 247 |
+
"url": "https://d1bb4amhptdeuq.cloudfront.net/guides/feat3.svg"
|
| 248 |
+
},
|
| 249 |
+
{
|
| 250 |
+
"reason": "not present in the asset manifest",
|
| 251 |
+
"url": "https://d1bb4amhptdeuq.cloudfront.net/guides/feat4.svg"
|
| 252 |
+
},
|
| 253 |
+
{
|
| 254 |
+
"reason": "not present in the asset manifest",
|
| 255 |
+
"url": "https://d1bb4amhptdeuq.cloudfront.net/guides/feat5.svg"
|
| 256 |
+
},
|
| 257 |
+
{
|
| 258 |
+
"reason": "not present in the asset manifest",
|
| 259 |
+
"url": "https://d1bb4amhptdeuq.cloudfront.net/guides/feat6.svg"
|
| 260 |
+
},
|
| 261 |
+
{
|
| 262 |
+
"reason": "not present in the asset manifest",
|
| 263 |
+
"url": "https://d1bb4amhptdeuq.cloudfront.net/guides/tip2.svg"
|
| 264 |
+
},
|
| 265 |
+
{
|
| 266 |
+
"reason": "not present in the asset manifest",
|
| 267 |
+
"url": "https://d1bb4amhptdeuq.cloudfront.net/guides/tip3.svg"
|
| 268 |
+
},
|
| 269 |
+
{
|
| 270 |
+
"reason": "not present in the asset manifest",
|
| 271 |
+
"url": "https://d1bb4amhptdeuq.cloudfront.net/guides/tip4.svg"
|
| 272 |
+
},
|
| 273 |
+
{
|
| 274 |
+
"reason": "not present in the asset manifest",
|
| 275 |
+
"url": "https://d1bb4amhptdeuq.cloudfront.net/guides/feat1.svg"
|
| 276 |
+
},
|
| 277 |
+
{
|
| 278 |
+
"reason": "not present in the asset manifest",
|
| 279 |
+
"url": "https://d1bb4amhptdeuq.cloudfront.net/guides/feat2.svg"
|
| 280 |
+
},
|
| 281 |
+
{
|
| 282 |
+
"reason": "not present in the asset manifest",
|
| 283 |
+
"url": "https://d1bb4amhptdeuq.cloudfront.net/guides/feat3.svg"
|
| 284 |
+
},
|
| 285 |
+
{
|
| 286 |
+
"reason": "not present in the asset manifest",
|
| 287 |
+
"url": "https://d1bb4amhptdeuq.cloudfront.net/guides/tip1.svg"
|
| 288 |
+
},
|
| 289 |
+
{
|
| 290 |
+
"reason": "not present in the asset manifest",
|
| 291 |
+
"url": "https://d1bb4amhptdeuq.cloudfront.net/guides/tip5.svg"
|
| 292 |
+
},
|
| 293 |
+
{
|
| 294 |
+
"reason": "not present in the asset manifest",
|
| 295 |
+
"url": "https://d1bb4amhptdeuq.cloudfront.net/guides/tip6.svg"
|
| 296 |
+
},
|
| 297 |
+
{
|
| 298 |
+
"reason": "not present in the asset manifest",
|
| 299 |
+
"url": "https://legalnature-creative.s3.us-west-1.amazonaws.com/guides/icon-fast.svg"
|
| 300 |
+
},
|
| 301 |
+
{
|
| 302 |
+
"reason": "not present in the asset manifest",
|
| 303 |
+
"url": "https://legalnature-creative.s3.us-west-1.amazonaws.com/guides/icon-fast.svg"
|
| 304 |
+
},
|
| 305 |
+
{
|
| 306 |
+
"reason": "content type not vended: image/vnd.microsoft.icon",
|
| 307 |
+
"url": "https://www.legalnature.com/favicon.ico"
|
| 308 |
+
}
|
| 309 |
+
],
|
| 310 |
+
"summary": {
|
| 311 |
+
"aliases": 2,
|
| 312 |
+
"assets_rejected": 42,
|
| 313 |
+
"assets_vended": 388,
|
| 314 |
+
"external_hosts": 127,
|
| 315 |
+
"internal_link_targets": 596,
|
| 316 |
+
"pages": 667,
|
| 317 |
+
"query_states": 2052,
|
| 318 |
+
"redirects": 16,
|
| 319 |
+
"source_200": 635,
|
| 320 |
+
"source_404": 30
|
| 321 |
+
}
|
| 322 |
+
}
|
tasks/legalnature/solution/site/implementation/clone/data/site/catalogue.json
ADDED
|
The diff for this file is too large to render.
See raw diff
|
|
|
tasks/legalnature/solution/site/implementation/clone/data/site/content/business-formation--c2b469a188.json
ADDED
|
@@ -0,0 +1 @@
|
|
|
|
|
|
|
| 1 |
+
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tasks/legalnature/solution/site/implementation/clone/data/site/content/business-formation-nonprofit--f78d346155.json
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{"blocks":[{"t":"h","l":1,"x":"Create your nonprofit"},{"t":"p","x":[{"x":"With plans that start at only "},{"x":"$0 + state fees","b":1},{"x":", see why LegalNature is the"},{"x":" best site for entrepreneurs to choose","b":1},{"x":" to form, file, and launch their dream business."}]},{"t":"img","src":"/static/assets/2026-08-21.legalnature-full-site-r1/www.legalnature.com/_frontend-ipx/f_webp-q_100-s_866x1252/_frontend/images/business-formation/hero-imgs-nonprofit.png.webp","alt":"nonprofit-formation","w":866,"h":1252},{"t":"h","l":2,"x":"How to start your nonprofit"},{"t":"h","l":3,"x":"Let us know your business details and needs."},{"t":"p","x":"Our form will walk you through all the important decisions and information."},{"t":"a","href":"/orders/create/formation?entity=Nonprofit","x":"Start Your Nonprofit Today"},{"t":"h","l":3,"x":"Relax as we handle your nonprofit formation."},{"t":"p","x":"We make the paperwork and file it with the secretary of state 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tasks/legalnature/solution/site/implementation/clone/data/site/content/business-formation-s-corporation-tax-form-irs-form--e67c395e12.json
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{"blocks":[{"t":"select","name":"","options":[["","Select an entity type"],["LLC","LLC"],["C Corp","C Corp"],["S Corp","S Corp"],["Nonprofit","Nonprofit"]]},{"t":"img","src":"/static/assets/2026-08-21.legalnature-full-site-r1/www.legalnature.com/_frontend-ipx/f_webp-q_100-s_866x1252/_frontend/images/business-formation/hero-imgs.png.webp","alt":"llc-formation","w":866,"h":1252}]}
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tasks/legalnature/solution/site/implementation/clone/data/site/content/careers--4cd7bb4519.json
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{"blocks":[{"t":"h","l":1,"x":"Careers"},{"t":"p","x":"At LegalNature, we are in the business of automating legal documents and processes. Our mission is to make the legal system easier to understand, less time consuming, and more affordable for individuals and businesses."},{"t":"h","l":2,"x":"Open positions"},{"t":"p","x":[{"x":"View our open jobs","h":"https://jobs.polymer.co/null"}]},{"t":"h","l":2,"x":"Our culture"},{"t":"p","x":"We are a team of dynamic and ambitious professionals committed to providing high-quality and dependable legal products for our customers. The emphasis we place on excellent customer service along with our team's collective professional experience in law, business, and technology allows us to create easy-to-use legal products for everyone."},{"t":"h","l":3,"x":"Collaboration above all"},{"t":"p","x":"We utilize the latest technology and tools to create a fully collaborative and effective workplace."},{"t":"img","src":"/static/assets/2026-08-21.legalnature-full-site-r1/cdn.buttercms.com/UWOCk3v1T5C0WfFbHY1c.webp","alt":"llc owner"},{"t":"h","l":3,"x":"Fully remote"},{"t":"p","x":"We are a fully remote company spread across the United States and Europe. We love to travel and experience culture so instead of offices, we schedule team trips in different countries to reflect and recharge."},{"t":"img","src":"/static/assets/2026-08-21.legalnature-full-site-r1/cdn.buttercms.com/R8WCIvImTeOdZDRoNS7F.webp","alt":"llc owner"},{"t":"h","l":3,"x":"A place you can grow"},{"t":"p","x":"Whether it is legal, technology, or marketing, we have years of experience to help push your career further."},{"t":"img","src":"/static/assets/2026-08-21.legalnature-full-site-r1/cdn.buttercms.com/3dwQsitCSZSKTfE23GHF.webp","alt":"llc owner"}]}
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tasks/legalnature/solution/site/implementation/clone/data/site/content/categories-business-arbitration-agreement--f8d4a3f590.json
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{"blocks":[{"t":"h","l":1,"x":"Arbitration Agreement"},{"t":"p","x":"Use our arbitration agreement form to set up a dispute resolution process for existing or future disputes between two parties."},{"t":"p","x":"Our arbitration agreement template applies the most relevant procedures depending on the dispute type, including options for commercial, consumer, employment, labor union, and construction disputes."},{"t":"a","href":"/documents/create/arbitration-agreement","x":"Get Started"},{"t":"ul","items":[[{"x":"How To","h":"#illustrated_steps"}],[{"x":"Help Guide","h":"#help_guide"}],[{"x":"FAQS","h":"#faqs"}]]},{"t":"h","l":2,"x":"Our arbitration agreement"},{"t":"ul","items":["Minimizes the time and expense associated with the formal court system","Ensures that each party's interests remain well protected","Is compliant throughout all states and the District of Columbia","Provides step-by-step guidance to easily construct your agreement"]},{"t":"p","x":"Create your document in 3 steps"},{"t":"p","x":"Complete the form"},{"t":"p","x":"Preview your document"},{"t":"p","x":"Download and print"},{"t":"anchor","id":"illustrated_steps"},{"t":"h","l":2,"x":"What Our Customers Are Saying"},{"t":"h","l":2,"x":"Complete your arbitration agreement in 3 steps"},{"t":"h","l":3,"x":"Gather Information"},{"t":"p","x":"As you complete your arbitration agreement, you will need to provide certain relevant information. 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Instead of being heard by a judge and a jury, a case that goes to arbitration is heard by an arbitrator (or a panel of arbitrators)."},{"t":"p","x":"Arbitration is also usually \"binding,\" which means the decision of the arbitrator(s) is final and cannot be appealed."}]},{"q":"What are the benefits of using an arbitration agreement?","a":[{"t":"p","x":"Arbitration agreements can help both parties by removing the potential need for costly lawsuits in the future if a dispute arises. The parties to an arbitration agreement agree to handle the dispute in a more cost-effective and timely manner than would likely be the case in a court battle."},{"t":"p","x":"When a dispute goes to court, it is a matter of public record. That is not the case when a matter is arbitrated. Testimony in an arbitration matter is not public, nor are the specific details about the dispute made public."}]},{"q":"What should be included in an arbitration agreement?","a":[{"t":"p","x":"Arbitration agreements do not have to be long, but they should include the following key details:"},{"t":"ul","items":["The date of the agreement","The parties to the agreement","Whether the agreement covers a current dispute or is instead designed to govern how future disputes will be decided","A statement that disputes will be decided through binding arbitration rather than being litigated in court","How arbitrators will be chosen and how many arbitrators will hear disputes",[{"x":"Whether there are certain rules that will be used, such as those promulgated by the "},{"x":"American Arbitration Association","h":"https://www.adr.org"},{"x":" (AAA). Alternatively, an arbitration agreement might state that the arbitrator can decide which rules should be applied when hearing and deciding an arbitration dispute."}]]},{"t":"p","x":"Both parties need to sign the agreement to make it legal, and both parties should maintain copies of the signed agreement for their records."}]},{"q":"How are arbitrators chosen and who chooses them?","a":[{"t":"p","x":"Depending on the state you are in, the court may choose an arbitrator for you or the attorneys will work together to choose an arbitrator from a list of court-approved arbitrators. In some cases, the parties may state the method of selection and the number of arbitrators in an arbitration agreement or clause. A common selection method for when the parties cannot agree on an arbitrator dictates that both sides choose one arbitrator and then the two chosen arbitrators choose a third arbitrator. Often, either party may unilaterally decide to use this method in order to ensure that the arbitrator has no interest in the matter."},{"t":"p","x":"Normally, the parties have no need to speak directly to the arbitrators. If the opposing party has an attorney and you do not, be sure to advise opposing counsel that you wish to see the list of arbitrators. You may be able to research the arbitrator online through his or her website in order to determine if the arbitrator has experience in cases like yours and to learn more about the arbitrator's work. You cannot choose someone that you personally know to arbitrate your case. In many cases, the court must agree to the arbitrator that you and the opposing party choose."},{"t":"p","x":"If you do happen to know the arbitrator personally, it is up to the arbitrator to decline the job, but it may be in your best interest to ensure that a different arbitrator is selected. If a court learns that you had a conflict of interest because you and the arbitrator know each other, it could render the decision invalid and could be vacated by the court. This would cost more money and attorney’s fees. Additionally, sanctions may be imposed upon you. The court could even impose sanctions on the arbitrator should he or she knowingly enter into the contract to arbitrate between you and the opposing party."}]},{"q":"What happens if a party fails to pay as required in the decision? How are arbitration awards enforced?","a":[{"t":"p","x":"Once the arbitration award has been entered by the court, it is enforceable the same as any other court order, whether in federal or state court. If the opposing party is not complying with the arbitration agreement and subsequent order, you will need to file a motion to ask the court to enforce the terms of the agreement."},{"t":"p","x":"If, after the court enters an order to enforce the agreement, the opposing party is still in non-compliance, you may file contempt motions. Depending on the court and state in which you are filing, the contempt motion may be for civil contempt or criminal contempt. In some cases, criminal contempt motions may be filed in civil cases. Depending on the type of contempt filed, the court could order the party who is not in compliance to pay fines or receive severe sanctions."}]},{"q":"What is the difference between mediation and arbitration?","a":[{"t":"p","x":"Mediation and arbitration may or may not be binding, depending on the dispute resolution clause or contract agreed upon between the parties. In most cases, mediation is not binding. Both must use a neutral third party who has no personal interest in the case."},{"t":"p","x":"Furthermore, in mediation, the mediator does not judge the case. Instead, the mediator helps the parties negotiate a solution to the issue and eventually come to an agreement. Often, the parties or their lawyers will then put their agreement down in writing that both parties sign."},{"t":"p","x":"On the other hand, with arbitration, the arbitrator may act as the judge by making decisions about evidence and giving written opinions. Those opinions may or may not be binding. Other differences include the following:"},{"t":"ul","items":["Arbitration may be decided by a panel of arbitrators or a single arbitrator. If a case goes to mediation, there is generally just one mediator.","An arbitrator may render a decision on the matter, while a mediator facilitates a negotiation.","Arbitration ends when the arbitrator hands down a decision. Mediation ends when the parties reach a settlement or an impasse.","A court trial and judgment may be substituted by binding arbitration. Generally, with mediation, the trial is stayed pending the outcome of the mediation."]}]},{"q":"How long does it take to arbitrate a claim from start to finish?","a":[{"t":"p","x":"A case could take a few months to over a year. It is not unheard of for cases to take a couple of years, especially if a lot of evidence needs to be presented. If the parties agree to arbitrate or have signed a mandatory arbitration agreement or clause within a contract, that time could be significantly shortened."},{"t":"p","x":"Another factor that could move arbitration out is if a party files emergency motions or administrative motions with the court. If the court wants to hear a motion, you will not be able to arbitrate until all such motions are heard and decided upon."},{"t":"p","x":"Just as with a court hearing, arbitration cannot be held without first completing all of the discovery. Once the discovery phase is complete, all discovery should be forwarded to the arbitrator to review so that he or she may use it in making an informed decision on your matter."},{"t":"p","x":"As for the arbitration hearing itself, the length depends on the complexity of the case, including the amount of discovery. An arbitration could take as little as an hour or two or it could last for several days."},{"t":"p","x":[{"x":"The time frame can also change depending on the particular set of arbitration rules that the parties choose to follow. For instance, if the parties are using the American Arbitration Association’s "},{"x":"Commercial Arbitration Rules and Mediation Procedures","h":"https://www.adr.org/Rules"},{"x":", then their case may be eligible for arbitration under the Expedited Procedures section if no claim or counterclaim exceeds $75,000."}]}]},{"q":"Is there any appeal process?","a":[{"t":"p","x":"Arbitration does not have an appeal process but does have a procedure to overturn a decision. Although rarely used, appeals can occur for the following common reasons:"},{"t":"ul","items":["The award was obtained by fraud, corruption, or some other undue means.","The arbitrators were partial to one of the parties or were corrupt.","The arbitrators refused to postpone the arbitration hearing when one or both parties or their attorneys gave sufficient cause, or the arbitrators refused to hear evidence that was material to the matter at hand. The award may also be vacated if the actions or inactions of the arbitrators caused prejudice to the rights of either party.","If the arbitrators went above their powers or “imperfectly executed” the powers so that the award could not be mutual, definite, or final."]}]},{"q":"Is arbitration binding?","a":[{"t":"p","x":"Whether arbitration is binding or not depends on the agreement signed prior to arbitration—usually a contract—or whether you and the other party agree to binding arbitration prior to the start of the hearing. If you agree to binding arbitration, then the decision is final and it may only be overturned or reviewed by the court if an appeal is properly filed."},{"t":"p","x":"If you choose non-binding arbitration, you have the option to reject the award and ask for a trial. Sometimes, the parties agree to non-binding arbitration to better assess the strengths of their cases in a potential lawsuit. In this case, if the parties do agree to the award, it may become binding. If the parties do not ask for a trial in the required time, the non-binding arbitration award becomes binding."}]},{"q":"What is the difference between arbitration hearings and jury trials?","a":[{"t":"p","x":"Several factors differentiate an arbitration hearing and a jury trial:"},{"t":"ul","items":["An arbitrator does not have to go by the strict rules of evidence that the parties and their attorneys must abide by during a bench trial or jury trial.","Hearsay and other evidence that would not be allowed in a jury or bench trial may be allowed in an arbitration hearing.","The arbitrator's decision in binding arbitration must be followed, just as a court order. However, the arbitrator's decision does not have to be based on law, which it would be if issued by a judge.","Any decision made by the court, whether in a jury trial or bench trial, may be appealed. A decision reached through arbitration is usually not subject to appeal except in rare circumstances."]}]}]},{"t":"h","l":2,"x":"Everything you need for your legal matters, one click away"},{"t":"p","x":"Access your personalized dashboard to manage all your legal documents and business services in one secure location."},{"t":"img","src":"/static/assets/2026-08-21.legalnature-full-site-r1/www.legalnature.com/_frontend/images/common-sections/platform.png","alt":"LegalNature Dashboard Platform"},{"t":"h","l":3,"x":"Fast & Easy"},{"t":"p","x":"Quickly create new documents or business services."},{"t":"h","l":3,"x":"Safe & Secure"},{"t":"p","x":"Your documents and information are always kept private."},{"t":"h","l":3,"x":"Reliable & Trustworthy"},{"t":"p","x":"Over 4,000 five star reviews from our customers."},{"t":"h","l":3,"x":"Access Anytime"},{"t":"p","x":"Everything you need, directly from your dashboard."},{"t":"a","href":"/documents/create/arbitration-agreement","x":"Get Started"},{"t":"h","l":2,"x":"Start Your Arbitration Agreement"},{"t":"p","x":"Complete your arbitration agreement in minutes with LegalNature's intuitive, step-by-step guidance."},{"t":"a","href":"/documents/create/arbitration-agreement","x":"Create Document"},{"t":"img","src":"/static/assets/2026-08-21.legalnature-full-site-r1/s3.us-east-2.amazonaws.com/shared-cms-main-media.legalnature.com/general-doc-image.jpg","alt":"Start Your Arbitration Agreement"}]}
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{"blocks":[{"t":"h","l":1,"x":"Articles of Amendment"},{"t":"p","x":[{"x":"Articles of amendment are the legal filing used to officially update your LLC's or corporation's name, address, registered agent, or other formation details with the state.","b":1},{"x":" LegalNature prepares and files your amendment for you, so your business stays compliant and in good standing."}]},{"t":"a","href":"/orders/create/articles-of-amendment","x":"Start Now"},{"t":"img","src":"/static/assets/2026-08-21.legalnature-full-site-r1/s3.us-east-2.amazonaws.com/shared-cms-main-media.legalnature.com/amendemnt-hero.png","alt":"Business Formation","w":866,"h":1252},{"t":"h","l":2,"x":"Keep your business information up to date. Let us handle the process."},{"t":"h","l":3,"x":"Fill out our intuitive online form"},{"t":"p","x":"Answer our online questionnaire about your business and the changes that need to be filed with your state."},{"t":"a","href":"/orders/create/articles-of-amendment","x":"Get Started"},{"t":"h","l":3,"x":"We prepare and file the amendment paperwork with your state"},{"t":"p","x":"We complete the required amendment paperwork for your state and submit it on your behalf. No hassle or confusion for you."},{"t":"h","l":3,"x":"Receive your filed copy"},{"t":"p","x":"Once the state approves your amendment, we deliver any confirmation and the filed copy to you for your records."},{"t":"h","l":3,"x":"What are articles of amendment?"},{"t":"p","x":"You need to file articles of amendment anytime a detail in your original articles of organization or articles of incorporation changes. Your formation documents are a snapshot of your business at the time you filed, and the state expects that snapshot to stay current."},{"t":"p","x":"You may need to file articles of amendment when changing your business name; moving your principal office or mailing address; appointing a new registered agent; adding, removing, or changing members, managers, officers, or directors; or changing your stated business purpose."},{"t":"img","src":"/static/assets/2026-08-21.legalnature-full-site-r1/cdn.buttercms.com/D6YNv7YSu21Gsn3eqh2U.webp","alt":"llc owner"},{"t":"h","l":2,"x":"What our customers are saying about us"},{"t":"img","src":"/static/assets/2026-08-21.legalnature-full-site-r1/www.legalnature.com/_frontend-ipx/f_webp-q_80-s_150x150/_frontend/images/homepage/reviews-1.jpg.webp","alt":"","w":150,"h":150},{"t":"img","src":"/static/assets/2026-08-21.legalnature-full-site-r1/www.legalnature.com/_frontend-ipx/f_webp-q_80-s_150x150/_frontend/images/homepage/reviews-2.jpg.webp","alt":"","w":150,"h":150},{"t":"img","src":"/static/assets/2026-08-21.legalnature-full-site-r1/www.legalnature.com/_frontend-ipx/f_webp-q_80-s_150x150/_frontend/images/homepage/reviews-4.jpg.webp","alt":"","w":150,"h":150},{"t":"img","src":"/static/assets/2026-08-21.legalnature-full-site-r1/www.legalnature.com/_frontend-ipx/f_webp-q_80-s_150x150/_frontend/images/homepage/reviews-3.jpg.webp","alt":"","w":150,"h":150},{"t":"h","l":2,"x":"Frequently asked questions"},{"t":"faq","items":[{"q":"What are articles of amendment?","a":[{"t":"p","x":"Articles of amendment are a formal filing submitted to the state to update information in your LLC's articles of organization or your corporation's articles of incorporation. They're used anytime a key business detail, like your name, address, or registered agent, no longer matches what's on file with the state."}]},{"q":"When do I need to file articles of amendment?","a":[{"t":"p","x":"You need to file whenever information required in your original formation documents changes, such as your business name, principal address, registered agent, or ownership structure. Some changes, like updating an internal operating agreement, don't require a state filing at all — only changes to information the state has on record trigger this requirement."}]},{"q":"Is a certificate of amendment the same as articles of amendment?","a":[{"t":"p","x":"Yes. Some states use the term \"certificate of amendment\" instead of \"articles of amendment,\" but the filing serves the same purpose in either case. LegalNature's form automatically reflects whichever term and format your state uses."}]},{"q":"How much does it cost to file articles of amendment?","a":[{"t":"p","x":"Filing fees are set by each state and vary based on your entity type and location. LegalNature's questionnaire will show you the applicable state filing fee before you submit your order."}]},{"q":"Do I need approval from my members or board before filing?","a":[{"t":"p","x":"In most cases, yes. LLCs typically need member or manager consent, while corporations generally require board approval and sometimes shareholder approval, depending on the nature of the change. Check your operating agreement or bylaws for your business's specific approval requirements."}]},{"q":"How long does it take for the state to process articles of amendment?","a":[{"t":"p","x":"Processing times vary significantly by state and depend on filing method and current office workload. Many states offer expedited processing for an additional fee if you need your amendment approved faster."}]}]},{"t":"h","l":2,"x":"Change your business the right way."},{"t":"p","x":"LegalNature's articles of amendment form walks you through the process for your state and entity type in minutes, so you can move on knowing the paperwork is done right."},{"t":"a","href":"/orders/create/articles-of-amendment","x":"Get Started"}]}
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{"blocks":[{"t":"h","l":1,"x":"Articles of Incorporation"},{"t":"p","x":"This important document registers your company's name and intent to conduct business within the state as a domestic corporation. After you receive approval from the state, your new business will officially be ready to hold its first board meeting and begin operations."},{"t":"p","x":"Select a state"},{"t":"select","name":"states","options":[["","Select a state"],["1","Alabama"],["2","Alaska"],["3","Arizona"],["4","Arkansas"],["5","California"],["6","Colorado"],["7","Connecticut"],["8","Delaware"],["52","District of Columbia"],["9","Florida"],["10","Georgia"],["11","Hawaii"],["12","Idaho"],["13","Illinois"],["14","Indiana"],["15","Iowa"],["16","Kansas"],["17","Kentucky"],["18","Louisiana"],["19","Maine"],["20","Maryland"],["21","Massachusetts"],["22","Michigan"],["23","Minnesota"],["24","Mississippi"],["25","Missouri"],["26","Montana"],["27","Nebraska"],["28","Nevada"],["29","New Hampshire"],["30","New Jersey"],["31","New Mexico"],["32","New York"],["33","North Carolina"],["34","North Dakota"],["35","Ohio"],["36","Oklahoma"],["37","Oregon"],["38","Pennsylvania"],["39","Rhode Island"],["40","South Carolina"],["41","South Dakota"],["42","Tennessee"],["43","Texas"],["44","Utah"],["45","Vermont"],["46","Virginia"],["47","Washington"],["48","West Virginia"],["49","Wisconsin"],["50","Wyoming"]]},{"t":"a","href":"/documents/create/articles-of-incorporation","x":"Create Document"},{"t":"img","src":"/static/assets/2026-08-21.legalnature-full-site-r1/s3.us-east-2.amazonaws.com/shared-cms-main-media.legalnature.com/AOI-Preview-D.webp","alt":"Articles of Incorporation document preview"},{"t":"h","l":3,"x":"What are articles of incorporation?"},{"t":"p","x":"The term \"articles of incorporation\" refers to a legal document filed with a state to establish a new business corporation. Some states refer to articles of incorporation as a \"certificate of incorporation.\" These public records outline the fundamental aspects of a corporation, including the following basic information:"},{"t":"ul","items":["Corporate name","Principal office address","Registered agent information","Directors or officers","Stock information"]},{"t":"h","l":3,"x":"Use the business formation document which best suits your needs"},{"t":"img","src":"/static/assets/2026-08-21.legalnature-full-site-r1/s3.us-east-2.amazonaws.com/shared-cms-main-media.legalnature.com/AOO-Preview-Desktop.webp","alt":"Articles of Organization document preview"},{"t":"p","x":[{"x":"Articles of Organization","h":"/categories/business-services/articles-of-organization"},{"x":" Articles of organization are filed with a state to establish a limited liability company, or \"LLC.\" LLCs offer liability and tax protections similar to that of a corporation, but with a different ownership and management structure."}]},{"t":"p","x":"PDF"},{"t":"p","x":"WORD"},{"t":"img","src":"/static/assets/2026-08-21.legalnature-full-site-r1/s3.us-east-2.amazonaws.com/shared-cms-main-media.legalnature.com/Certificate-Incorporation-Preview-D.webp","alt":"Certificate of Incorporation document preview"},{"t":"p","x":[{"x":"Certificate of Incorporation","h":"/categories/business-services/certificate-of-incorporation"},{"x":" Some states refer to articles of incorporation as a certificate of incorporation. LegalNature's intuitive forms will create the correct document based upon your chosen state's requirements."}]},{"t":"p","x":"PDF"},{"t":"p","x":"WORD"},{"t":"img","src":"/static/assets/2026-08-21.legalnature-full-site-r1/s3.us-east-2.amazonaws.com/shared-cms-main-media.legalnature.com/Articles-Amend-Preview-D.webp","alt":"Articles of Amendment document preview"},{"t":"p","x":[{"x":"Articles of Amendment","h":"/categories/business-services/articles-of-amendment"},{"x":" Sometimes information on articles of incorporation needs to be changed (e.g. change of company name or address). 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You should use articles of incorporation to do the following:"},{"t":"ul","items":[[{"x":"Form a new corporation","b":1},{"x":": This document officially creates your company as a distinct legal entity"}],[{"x":"Register with the state","b":1},{"x":": Articles of incorporation are required to register your corporation with the state government"}],[{"x":"Define company structure","b":1},{"x":": The articles outline the basic structure and purpose of your corporation"}],[{"x":"Protect personal assets","b":1},{"x":": By establishing a corporation, you can shield personal assets from business liabilities"}],[{"x":"Seek tax advantages","b":1},{"x":": Corporations offer potential tax benefits, which begin with proper formation"}],[{"x":"Comply with state laws","b":1},{"x":": Each state has specific requirements for corporation formation, which the articles of incorporation help to fulfill"}],[{"x":"Prepare for future growth","b":1},{"x":": Well-crafted articles can provide flexibility for business expansion"}]]},{"t":"h","l":2,"x":"How to create your articles of incorporation"},{"t":"ol","items":["Select the state where the corporation will be registeredOur articles of incorporation template dynamically changes according to the selected state's requirements. Since each state decides what details will be necessary to form a corporation, the required information can vary from one state to another.","Provide the corporation's name, company address, and other detailsWhen choosing your business name, it is important to consider your state's naming requirements. As for your corporation's company address, keep in mind that it will function as an official business address. For this reason, a street address will most likely be required.","Set forth the corporation's board of directors and officersThe names and addresses of the initial directors and officers of the corporation should be named, thereby establishing the governance structure of the corporation.","Describe the corporation's stock informationOutline the types and number of shares that the corporation is authorized to issue. This is crucial for capital structure and investment strategies. Corporate stock represents an ownership interest in a corporation, typically divided into shares that signify a proportionate ownership stake in the business."]},{"t":"h","l":3,"x":"Why create articles of incorporation and a corporation?"},{"t":"p","x":"A corporation is a business entity formed separately from the owner that can be used to incur business debts, expenses, and tax liabilities related to the business."},{"t":"p","x":"The corporate structure creates a legal separation between the business entity and its directors, owners, or officers, shielding them from personal liability if the business faces financial or legal troubles."},{"t":"p","x":"It is important to note that this limited liability protection is not absolute and can be compromised if owners fail to maintain proper business practices or engage in fraudulent activities."},{"t":"a","href":"/documents/create/articles-of-incorporation","x":"Create Your Articles of Incorporation Today"},{"t":"img","src":"/static/assets/2026-08-21.legalnature-full-site-r1/s3.us-east-2.amazonaws.com/shared-cms-main-media.legalnature.com/Why-Choose.webp","alt":"Why choose LegalNature?"},{"t":"h","l":2,"x":"Why choose LegalNature?"},{"t":"h","l":2,"x":"Articles of incorporation guide"},{"t":"p","x":"Articles of incorporation are formal documents used to establish a corporation and define the fundamental aspects of a corporation's structure. Sometimes also referred to as a certificate of incorporation, articles of incorporation must be filed with a state in order to create and register a corporation as a valid business organization within that state."},{"t":"p","x":"Articles of incorporation include the essential details of a corporation, including the following:"},{"t":"ul","items":[[{"x":"The Corporation's Name:","b":1},{"x":" Each state requires that companies have a distinct name, often including the entity designator \"Inc.\" or \"Corporation.\""}],[{"x":"Business Purpose:","b":1},{"x":" Some states require that a business purpose be outlined in its articles of incorporation. This is commonly a general statement, such as \"accounting services\" or \"any lawful act or activity.\""}],[{"x":"Business Address:","b":1},{"x":" The physical address of the business is often required to be reported in lieu of a P.O. Box."}],[{"x":"Registered Agent:","b":1},{"x":" This is the person or entity designated to receive legal paperwork, such as service of process or other government correspondence, on behalf of the corporation. The agent's name and physical street address are required to be reported."}],[{"x":"Directors or Officers:","b":1},{"x":" The initial board of directors and managing officers of the corporation are often required to be listed in the articles of incorporation. These titles can be held concurrently by the same person depending on the size of the corporation."}],[{"x":"The Effective Date of the Corporation's Formation:","b":1},{"x":" The date that the corporation's formation takes effect defaults to the day that the articles of organization are filed with the state; however, a specific date may be set forth as the owner wishes."}]]},{"t":"p","x":"These requirements are general, common information, and some states may require additional information."},{"t":"h","l":3,"x":"Articles of incorporation or articles of organization?"},{"t":"p","x":"The terms \"articles of organization\" and \"articles of incorporation\" are often mistakenly used interchangeably. Both documents are used for the purpose of registering a business entity with a state, but articles of organization are used to create LLCs while articles of incorporation are used to form corporations. Both business entities provide similar liability protections to the business's owner, but are owned and operated through different structures."},{"t":"h","l":3,"x":"Do I need an attorney to create articles of incorporation?"},{"t":"p","x":"Any business owner may file their own articles of incorporation and an attorney is not required for their creation. However, it is highly recommended to consult with an attorney or other legal service providers when creating this legal document since each state has its own specific requirements for filing that may be difficult or confusing to navigate."},{"t":"h","l":3,"x":"What if I need to make changes to my articles of incorporation?"},{"t":"p","x":"Articles of amendment should be filed when changes to a company's articles of incorporation need to be made. Articles of incorporation may require changing if they contain errors when they are first filed, or there are changes in the business over time. These changes, or amendments, may include reporting a new registered agent, updating the company's business address, or changing the company's board of directors and officers."},{"t":"h","l":3,"x":"What is the difference between a for-profit and a not-for-profit corporation?"},{"t":"p","x":"For-profit corporations are owned by shareholders who receive stock in exchange for investments which pay out to the shareholders in dividends. Not-for-profit, or nonprofit corporations, cannot issue shares or stock and have members, but no shareholders. The dividends and profits of for-profit corporations are taxed, while nonprofit corporations are often tax-exempt, falling under Section 501(c)(3) of the Internal Revenue Code."},{"t":"h","l":3,"x":"What should I do after filing articles of incorporation?"},{"t":"p","x":"After filing articles of incorporation and paying the filing fee, there is typically a short waiting period for the articles to be reviewed and approved by the state, though many states offer expedited processing for faster service. Once the articles are approved and the corporation is a registered business entity, there are several actions that should be taken in order to ensure that the newly formed company remains compliant with the Department of State:"},{"t":"ol","items":[[{"x":"Retrieve an EIN from the IRS","b":1},{"x":": An employer identification number, or EIN, is an essential nine-digit number required for federal tax purposes. Having a valid EIN is often required to apply for other business necessities, such as a license or financial accounts."}],[{"x":"Choose your corporate tax structure","b":1},{"x":": For-profit corporations are taxed under two different structures: C corp or S corp. C corps pay taxes on their profits and shareholders pay taxes on their dividends, while S corps offer pass-through taxation where profits and losses are reported on shareholders' personal tax returns. Choosing a tax structure is as easy as filing the correct form with the IRS. This choice is integrated into our intuitive online form."}],[{"x":"Create corporate bylaws","b":1},{"x":": While the articles of incorporation outline the general purpose of the corporation, a corporation's bylaws describe the specific functions, regulations, responsibilities, and rules for the business, including protocols for dealing with personal or financial liabilities or internal conflicts of interest."}],[{"x":"Open a business bank account","b":1},{"x":": Establishing a separate business bank account for your business is crucial for maintaining and managing your business assets and business finances, while protecting yourself from personal liability."}],[{"x":"Apply for any required business licenses","b":1},{"x":": Some business types are monitored and regulated more heavily by the states and require certification and licensure to operate legally."}],[{"x":"File annual reports","b":1},{"x":": Most states require corporations to file an annual report with the state's Division of Corporations to remain in good standing and preserve the liability protections offered by the corporate business structure."}]]},{"t":"anchor","id":"faqs"},{"t":"h","l":4,"x":"Frequently asked questions","id":"faq-heading"},{"t":"faq","items":[{"q":"Why do I need to file articles of incorporation for my corporation?","a":[{"t":"p","x":"Articles of incorporation are designed to give your state's Secretary of State or Company Registrar the information required to determine whether or not to approve a new company. State laws governing businesses are designed to protect consumers and state residents, so every state has laws and requirements that businesses must comply with if they want the benefits of a corporate structure."}]},{"q":"In what state should I register my corporation?","a":[{"t":"p","x":"Although businesses can register to conduct business in any state, most businesses choose to organize their corporations in the state where their principal office is located. Although it may make sense to choose a different state for a corporation because of that state’s tax treatment, some states impose additional taxes, making it cheaper to organize under a neighboring state’s laws. If you are considering establishing your corporation in a state other than your own, it is important that you investigate whether that state requires additional paperwork."}]},{"q":"Will I need a registered agent?","a":[{"t":"p","x":"A registered agent is an individual or business entity residing within the company's state. All registered agents must maintain normal business hours at a physical address that is open to the public. The registered agent’s main function is to ensure reliable communication between the company and any third party, by receiving and forwarding legal documents, notices, or other requests to the company. It is mandatory that every company provides the registered agent's full name. If the registered agent is a business entity, then you should include the entity designation of the business such as Inc. or Co. It is also mandatory that every company provides the address where the registered agent is required to receive any legal correspondence. Check with your state regarding any specific requirements for listing the registered agent's address. LegalNature provides the registered agent with the option to use the company's physical address, the company's mailing address, or any other address where the registered agent is willing and able to receive mail. It is important to point out that some states require the registered agent’s consent in order to be named as such."}]},{"q":"How do I file my articles of incorporation?","a":[{"t":"p","x":"Most states allow articles of incorporation to be filed electronically online through the Secretary of State or Division of Corporations website. Articles can also be submitted through the mail; though, this typically results in an extended wait-period for processing. After receiving the articles and any required filing fees, there is typically a short processing period, unless the state offers expedited processing for an additional fee."}]}]},{"t":"h","l":4,"x":"Create your articles of incorporation in minutes"},{"t":"p","x":"Complete our form"},{"t":"p","x":"Preview & download your document"},{"t":"p","x":"Review and sign your document"},{"t":"img","src":"/static/assets/2026-08-21.legalnature-full-site-r1/s3.us-east-2.amazonaws.com/shared-cms-main-media.legalnature.com/AOI-Preview-M.webp","alt":"Create your articles of incorporation in minutes"},{"t":"a","href":"/documents/create/articles-of-incorporation","x":"Create Document"},{"t":"h","l":2,"x":"Start Your Articles of Incorporation"},{"t":"p","x":"Complete your articles of incorporation in minutes with LegalNature's intuitive, step-by-step guidance."},{"t":"a","href":"/documents/create/articles-of-incorporation","x":"Create Document"},{"t":"img","src":"/static/assets/2026-08-21.legalnature-full-site-r1/s3.us-east-2.amazonaws.com/shared-cms-main-media.legalnature.com/AOI-Preview-M.webp","alt":"Start Your Articles of Incorporation"}]}
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{"blocks":[{"t":"h","l":1,"x":"Business Plan"},{"t":"p","x":"Use our custom business plan template to outline your company's operations, marketing, and financial strategy for potential investors or partners."},{"t":"a","href":"/documents/create/business-plan","x":"Get Started"},{"t":"ul","items":[[{"x":"How To","h":"#illustrated_steps"}],[{"x":"Help Guide","h":"#help_guide"}],[{"x":"FAQS","h":"#faqs"}]]},{"t":"h","l":2,"x":"Our business plan template"},{"t":"ul","items":["Is comprehensive and industry-specific","Highlights all essential aspects of your business","Protects your proprietary information","Specifies the industry position, marketing strategy, startup costs, and much more"]},{"t":"p","x":"Create your document in 3 steps"},{"t":"p","x":"Complete the form"},{"t":"p","x":"Preview your document"},{"t":"p","x":"Download and print"},{"t":"anchor","id":"illustrated_steps"},{"t":"h","l":2,"x":"Create your business plan in 3 steps"},{"t":"h","l":3,"x":"Gather Information"},{"t":"p","x":"As you complete your business plan, you will need to provide certain relevant information. 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Some or all of your plan may be incorporated into a slide presentation with additional graphs and visuals to help your audience follow along."},{"t":"a","href":"/documents/create/business-plan","x":"Get Started"},{"t":"anchor","id":"help_guide"},{"t":"h","l":2,"x":"What Our Customers Are Saying"},{"t":"h","l":2,"x":"Help Guide"},{"t":"p","x":"A business plan is a document that helps many new businesses set up a roadmap for success during the formation process. It is a formal statement of the business’ goals and competitive strategies. It also contains relevant industry information and background information about the organization and managing team."},{"t":"p","x":"View more"},{"t":"a","href":"/documents/create/business-plan","x":"Get Started"},{"t":"anchor","id":"faqs"},{"t":"h","l":4,"x":"FAQs","id":"faq-heading"},{"t":"faq","items":[{"q":"What is a business plan?","a":[{"t":"p","x":"A business plan is a written document that describes your business, its objectives and strategies, the market you are targeting and the financial forecast for your business. This helps you set realistic and timely goals, secure external funding, clarify operational requirements, and establish reasonable financial forecasts."}]},{"q":"When do I need to use a business plan?","a":[{"t":"p","x":"A business plan is a key document that you need to have when you are launching a new business. You may also need a business plan in the following situations:"},{"t":"ul","items":["When you are changing your existing business model","When you are seeking funding from investors","When you are attracting potential partners"]}]},{"q":"Do I really need a business plan?","a":[{"t":"p","x":"You need a business plan if you are considering starting and developing a new business."}]},{"q":"Can I make changes to my business plan after creating one?","a":[{"t":"p","x":"Yes, you can update your business plan as your business evolves. LegalNature makes this process simple by storing your completed business plan in your LegalNature account so that you can make edits as needed."}]}]},{"t":"img","src":"/static/assets/2026-08-21.legalnature-full-site-r1/www.legalnature.com/_frontend/images/product/business-dashboard.png","alt":"legal business documents dashboard"},{"t":"h","l":3,"x":"Start your own LLC"},{"t":"p","x":"LegalNature can help you form your LLC quickly and easily. Our team of business experts take care of the formation process so you can focus on growing your business."},{"t":"img","src":"/static/assets/2026-08-21.legalnature-full-site-r1/www.legalnature.com/_frontend/images/product/business-dashboard.png","alt":"legal business documents dashboard"},{"t":"h","l":2,"x":"Everything you need for your legal matters, one click away"},{"t":"p","x":"Access your personalized dashboard to manage all your legal documents and business services in one secure location."},{"t":"img","src":"/static/assets/2026-08-21.legalnature-full-site-r1/www.legalnature.com/_frontend/images/common-sections/platform.png","alt":"LegalNature Dashboard Platform"},{"t":"h","l":3,"x":"Fast & Easy"},{"t":"p","x":"Quickly create new documents or business services."},{"t":"h","l":3,"x":"Safe & Secure"},{"t":"p","x":"Your documents and information are always kept private."},{"t":"h","l":3,"x":"Reliable & Trustworthy"},{"t":"p","x":"Over 4,000 five star reviews from our customers."},{"t":"h","l":3,"x":"Access Anytime"},{"t":"p","x":"Everything you need, directly from your dashboard."},{"t":"a","href":"/documents/create/business-plan","x":"Get Started"},{"t":"h","l":2,"x":"Start Your Business Plan"},{"t":"p","x":"Complete your business plan in minutes with LegalNature's intuitive, step-by-step guidance."},{"t":"a","href":"/documents/create/business-plan","x":"Create Document"},{"t":"img","src":"/static/assets/2026-08-21.legalnature-full-site-r1/s3.us-east-2.amazonaws.com/shared-cms-main-media.legalnature.com/general-doc-image.jpg","alt":"Start Your Business Plan"}]}
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{"blocks":[{"t":"h","l":1,"x":"Certificate of Incorporation"},{"t":"p","x":"This important document registers your company's name and intent to conduct business within the state as a domestic corporation. After you receive approval from the state, your new business will officially be ready to hold its first board meeting and begin operations."},{"t":"p","x":"Select a state"},{"t":"select","name":"states","options":[["","Select a state"],["1","Alabama"],["2","Alaska"],["3","Arizona"],["4","Arkansas"],["5","California"],["6","Colorado"],["7","Connecticut"],["8","Delaware"],["52","District of Columbia"],["9","Florida"],["10","Georgia"],["11","Hawaii"],["12","Idaho"],["13","Illinois"],["14","Indiana"],["15","Iowa"],["16","Kansas"],["17","Kentucky"],["18","Louisiana"],["19","Maine"],["20","Maryland"],["21","Massachusetts"],["22","Michigan"],["23","Minnesota"],["24","Mississippi"],["25","Missouri"],["26","Montana"],["27","Nebraska"],["28","Nevada"],["29","New Hampshire"],["30","New Jersey"],["31","New Mexico"],["32","New York"],["33","North Carolina"],["34","North Dakota"],["35","Ohio"],["36","Oklahoma"],["37","Oregon"],["38","Pennsylvania"],["39","Rhode Island"],["40","South Carolina"],["41","South Dakota"],["42","Tennessee"],["43","Texas"],["44","Utah"],["45","Vermont"],["46","Virginia"],["47","Washington"],["48","West Virginia"],["49","Wisconsin"],["50","Wyoming"]]},{"t":"a","href":"/documents/create/certificate-of-incorporation","x":"Create Document"},{"t":"img","src":"/static/assets/2026-08-21.legalnature-full-site-r1/cdn.buttercms.com/iVvTx1uuSfmO9zaGkRRE.webp","alt":"Certificate of Incorporation document preview"},{"t":"h","l":3,"x":"What is a certificate of incorporation?"},{"t":"p","x":"The term \"certificate of incorporation\" refers to a legal document filed with a state to establish a new business corporation. Some states refer to certificates of incorporation as \"articles of incorporation.\" These public records outline the fundamental aspects of a corporation, including the following basic information:"},{"t":"ul","items":["Corporate name","Principal office address","Registered agent information","Directors or officers","Stock information"]},{"t":"h","l":3,"x":"Use the business formation document which best suits your needs"},{"t":"img","src":"/static/assets/2026-08-21.legalnature-full-site-r1/cdn.buttercms.com/kaGRzpN0S6qQMo7gul9X.webp","alt":"Articles of Organization document preview"},{"t":"p","x":[{"x":"Articles of Organization","h":"/categories/business-formation/articles-of-organization"},{"x":" Articles of organization are filed with a state to establish a limited liability company, or \"LLC.\" LLCs offer liability and tax protections similar to that of a corporation, but with a different ownership and management structure."}]},{"t":"p","x":"PDF"},{"t":"p","x":"WORD"},{"t":"img","src":"/static/assets/2026-08-21.legalnature-full-site-r1/cdn.buttercms.com/kxT1kLvsSQq88tabM64B.webp","alt":"Articles of Incorporation document preview"},{"t":"p","x":[{"x":"Articles of Incorporation","h":"/categories/business-formation/articles-of-incorporation"},{"x":" Some states refer to certificates of incorporation as articles of incorporation. 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Since each state decides what details will be necessary to form a corporation, the required information can vary from one state to another.","Provide the corporation's name, company address, and other detailsWhen choosing your business name, it is important to consider your state's naming requirements. As for your corporation's company address, keep in mind that it will function as an official business address. For this reason, a street address will most likely be required.","Set forth the corporation's board of directors and officersThe names and addresses of the initial directors and officers of the corporation should be named, thereby establishing the governance structure of the corporation.","Describe the corporation's stock informationOutline the types and number of shares the corporation is authorized to issue. This is crucial for capital structure and investment strategies. Corporate stock represents an ownership interest in a corporation, typically divided into shares that signify a proportionate ownership stake in the business."]},{"t":"h","l":3,"x":"Why create a certificate of incorporation and a corporation?"},{"t":"p","x":"A corporation is a business entity formed separately from the owner that can be used to incur business debts, expenses, and tax liabilities related to the business."},{"t":"p","x":"The corporate structure creates a legal separation between the business entity and its directors, owners, or officers, shielding them from personal liability if the business faces financial or legal troubles."},{"t":"p","x":"It is important to note that this limited liability protection is not absolute and can be compromised if owners fail to maintain proper business practices or engage in fraudulent activities."},{"t":"a","href":"/documents/create/certificate-of-incorporation","x":"Create Your Certificate of Incorporation Today"},{"t":"img","src":"/static/assets/2026-08-21.legalnature-full-site-r1/cdn.buttercms.com/YfzVl6ihQvuww28eH2Vg.webp","alt":"Why choose LegalNature?"},{"t":"h","l":2,"x":"Why choose LegalNature?"},{"t":"h","l":2,"x":"Certificate of incorporation guide"},{"t":"p","x":"A certificate of incorporation is a formal document used to establish a corporation and define the fundamental aspects of a corporation's structure. Sometimes also referred to as articles of incorporation, a certificate of incorporation must be filed with a state in order to create and register a corporation as a valid business organization within that state."},{"t":"p","x":"Certificates of incorporation include the essential details of a corporation, including the following:"},{"t":"ul","items":[[{"x":"The Corporation's Name:","b":1},{"x":" Each state requires that companies have a distinct name, often including the entity designator \"Inc.\" or \"Corporation.\""}],[{"x":"Business Purpose:","b":1},{"x":" Some states require that a business purpose be outlined in its certificate of incorporation. This is commonly a general statement, such as \"accounting services\" or \"any lawful act or activity.\""}],[{"x":"Business Address:","b":1},{"x":" The physical address of the business is often required to be reported in lieu of a P.O. Box."}],[{"x":"Registered Agent:","b":1},{"x":" This is the person or entity designated to receive legal paperwork, such as service of process or other government correspondence, on behalf of the corporation. The agent's name and physical street address are required to be reported."}],[{"x":"Directors or Officers:","b":1},{"x":" The initial board of directors and managing officers of the corporation are often required to be listed on the certificate of incorporation. These titles can be held concurrently by the same person depending on the size of the corporation."}],[{"x":"The Effective Date of the Corporation's Formation:","b":1},{"x":" The date that the corporation's formation takes effect defaults to the day that the certificate of incorporation is filed with the state; however, a specific date may be set forth as the owner wishes."}]]},{"t":"p","x":"These requirements are general, common information, and some states may require additional information."},{"t":"h","l":3,"x":"Certificate of incorporation or certificate of organization?"},{"t":"p","x":"The terms \"certificate of organization\" and \"certificate of incorporation\" are often mistakenly used interchangeably. Both documents are used for the purpose of registering a business entity with a state, but certificates of organization are used to create LLCs while certificates of incorporation are used to form corporations. Both business entities provide similar liability protections to the business's owner, but are owned and operated through different structures."},{"t":"h","l":3,"x":"Do I need an attorney to create a certificate of incorporation?"},{"t":"p","x":"Any business owner may file their own certificate of incorporation and an attorney is not required for their creation. However, it is highly recommended to consult with an attorney or other legal service providers when creating this legal document since each state has its own specific requirements for filing that may be difficult or confusing to navigate."},{"t":"h","l":3,"x":"What if I need to make changes to my certificate of incorporation?"},{"t":"p","x":"Articles of amendment should be filed when changes to a company's certificate of incorporation need to be made. Certificates of incorporation may require changing if they contain errors when they are first filed, or there are changes in the business over time. These changes, or amendments, may include reporting a new registered agent, updating the company's business address, or changing the company's board of directors and officers."},{"t":"h","l":3,"x":"What is the difference between a for-profit and a not-for-profit corporation?"},{"t":"p","x":"For-profit corporations are owned by shareholders who receive stock in exchange for investments which pay out to the shareholders in dividends. Not-for-profit, or nonprofit, corporations cannot issue shares or stock and have members, but no shareholders. The dividends and profits of for-profit corporations are taxed, while nonprofit corporations are often tax-exempt, falling under Section 501(c)(3) of the Internal Revenue Code."},{"t":"h","l":3,"x":"What should I do after filing a certificate of incorporation?"},{"t":"p","x":"After filing a certificate of incorporation and paying the filing fee, there is typically a short waiting period for the certificate of incorporation to be reviewed and approved by the state, though many states offer expedited processing for faster service. Once the certificate is approved and the corporation is a registered business entity, there are several actions that should be taken in order to ensure that the newly formed company remains compliant with the department of state:"},{"t":"ol","items":[[{"x":"Retrieve an EIN from the IRS","b":1},{"x":": An employer identification number, or EIN, is an essential nine-digit number required for federal tax purposes. Having a valid EIN is often required to apply for other business necessities, such as a license or financial accounts."}],[{"x":"Choose your corporate tax structure","b":1},{"x":": For-profit corporations are taxed under two different structures: C corp or S corp. C corps pay taxes on their profits and shareholders pay taxes on their dividends, while S corps offer pass-through taxation where profits and losses are reported on shareholders' personal tax returns. Choosing a tax structure is as easy as filing the correct form with the IRS. This choice is integrated into our intuitive online form."}],[{"x":"Create corporate bylaws","b":1},{"x":": While the certificate of incorporation outlines the general purpose of the corporation, a corporation's bylaws describe the specific functions, regulations, responsibilities, and rules for the business, including protocols for dealing with personal or financial liabilities or internal conflicts of interest."}],[{"x":"Open a business bank account","b":1},{"x":": Establishing a separate business bank account for your business is crucial for maintaining and managing your business assets and business finances, while protecting yourself from personal liability."}],[{"x":"Apply for any required business licenses","b":1},{"x":": Some business types are monitored and regulated more heavily by the states and require certification and licensure to operate legally."}],[{"x":"File annual reports","b":1},{"x":": Most states require corporations to file an annual report with the state's division of corporations to remain in good standing and preserve the liability protections offered by the corporate business structure."}]]},{"t":"anchor","id":"faqs"},{"t":"h","l":4,"x":"Frequently asked questions","id":"faq-heading"},{"t":"faq","items":[{"q":"Why do I need to file a certificate of incorporation for my corporation?","a":[{"t":"p","x":"Certificates of incorporation are designed to give your state's Secretary of State or Company Registrar the information required to determine whether or not to approve a new company. State laws governing businesses are designed to protect consumers and state residents, so every state has laws and requirements that businesses must comply with if they want the benefits of a corporate structure."}]},{"q":"In what state should I register my corporation?","a":[{"t":"p","x":"Although businesses can register to conduct business in any state, most businesses choose to organize their corporations in the state where their principal office is located. Although it may make sense to choose a different state for a corporation because of that state’s tax treatment, some states impose additional taxes, making it cheaper to organize under a neighboring state’s laws. If you are considering establishing your corporation in a state other than your own, it is important that you investigate whether that state requires additional paperwork."}]},{"q":"Will I need a registered agent?","a":[{"t":"p","x":"A registered agent is an individual or business entity residing within the company's state. All registered agents must maintain normal business hours at a physical address that is open to the public. The registered agent’s main function is to ensure reliable communication between the company and any third party, by receiving and forwarding legal documents, notices, or other requests to the company. It is mandatory that every company provides the registered agent's full name. If the registered agent is a business entity, then you should include the entity designation of the business such as Inc. or Co. It is also mandatory that every company provides the address where the registered agent is required to receive any legal correspondence. Check with your state regarding any specific requirements for listing the registered agent's address. LegalNature provides access to a registered agent with the option to use the company's physical address, the company's mailing address, or any other address where the registered agent is willing and able to receive mail. It is important to point out that some states require the registered agent’s consent in order to be named as such."}]},{"q":"How do I file my certificate of incorporation?","a":[{"t":"p","x":"Most states allow certificates of incorporation to be filed electronically online through the Secretary of State or Division of Corporations website. Certificates can also be submitted through the mail; though, this typically results in an extended wait-period for processing. After receiving the certificate and any required filing fees, there is typically a short processing period; unless the state offers expedited processing for an additional fee."}]}]},{"t":"h","l":4,"x":"Create your certificate of incorporation in minutes"},{"t":"p","x":"Complete our form"},{"t":"p","x":"Preview & download your document"},{"t":"p","x":"Review and sign your document"},{"t":"img","src":"/static/assets/2026-08-21.legalnature-full-site-r1/cdn.buttercms.com/xWHaKSuVQeSFYlrKhMre.webp","alt":"Create your certificate of incorporation in minutes"},{"t":"a","href":"/documents/create/certificate-of-incorporation","x":"Create Document"}]}
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{"blocks":[{"t":"h","l":1,"x":"Corporate Resolution"},{"t":"p","x":"A corporate resolution formally records any major decision made by a corporation, LLC, or nonprofit."},{"t":"p","x":"Select a state"},{"t":"select","name":"states","options":[["","Select a state"],["1","Alabama"],["2","Alaska"],["3","Arizona"],["4","Arkansas"],["5","California"],["6","Colorado"],["7","Connecticut"],["8","Delaware"],["52","District of Columbia"],["9","Florida"],["10","Georgia"],["11","Hawaii"],["12","Idaho"],["13","Illinois"],["14","Indiana"],["15","Iowa"],["16","Kansas"],["17","Kentucky"],["18","Louisiana"],["19","Maine"],["20","Maryland"],["21","Massachusetts"],["22","Michigan"],["23","Minnesota"],["24","Mississippi"],["25","Missouri"],["26","Montana"],["27","Nebraska"],["28","Nevada"],["29","New Hampshire"],["30","New Jersey"],["31","New Mexico"],["32","New York"],["33","North Carolina"],["34","North Dakota"],["35","Ohio"],["36","Oklahoma"],["37","Oregon"],["38","Pennsylvania"],["39","Rhode Island"],["40","South Carolina"],["41","South Dakota"],["42","Tennessee"],["43","Texas"],["44","Utah"],["45","Vermont"],["46","Virginia"],["47","Washington"],["48","West Virginia"],["49","Wisconsin"],["50","Wyoming"]]},{"t":"a","href":"/documents/create/corporate-resolution","x":"Create Document"},{"t":"img","src":"/static/assets/2026-08-21.legalnature-full-site-r1/s3.us-east-2.amazonaws.com/shared-cms-main-media.legalnature.com/Corporate-Resolution-Preview-Desktop.webp","alt":"Corporate Resolution document preview"},{"t":"h","l":3,"x":"What is a corporate resolution?"},{"t":"p","x":"A corporate resolution, sometimes referred to as a “company resolution,” is a formal written document created by a company’s board of directors, officers, managers, shareholders, or owners that records specific decisions, authorizations, or actions taken on behalf of the corporation. The definition of a corporate resolution is a written document created to formally record and authorize binding decisions made by the board."},{"t":"p","x":"A corporate resolution acts as a binding declaration of intent or decision made by a corporation’s directors. These binding decisions are adopted and recorded by board members and corporate officers, who are responsible for making and executing resolutions. Companies and corporations use resolutions to formalize major decisions and ensure proper governance. Executives and the company's management play a key role in implementing these resolutions."},{"t":"h","l":3,"x":"Use the corporate document that best suits your needs"},{"t":"img","src":"/static/assets/2026-08-21.legalnature-full-site-r1/s3.us-east-2.amazonaws.com/shared-cms-main-media.legalnature.com/AOI-preview-Desktop.webp","alt":"Articles of Incorporation document preview"},{"t":"p","x":[{"x":"Articles of Incorporation","h":"/categories/business-services/articles-of-incorporation"},{"x":" Register your corporation in your state. LegalNature's intuitive forms are easy to use and compliant in all fifty states and the District of Columbia."}]},{"t":"p","x":"PDF"},{"t":"p","x":"WORD"},{"t":"img","src":"/static/assets/2026-08-21.legalnature-full-site-r1/s3.us-east-2.amazonaws.com/shared-cms-main-media.legalnature.com/Corporate-Bylaws-Preview-Desktop.webp","alt":"Corporate Bylaws document preview"},{"t":"p","x":[{"x":"Corporate Bylaws","h":"/categories/business-formation/corporate-bylaws"},{"x":" Corporate bylaws are a set of rules and procedures used to determine how a C corp, S corp, or nonprofit will be run."}]},{"t":"p","x":"PDF"},{"t":"p","x":"WORD"},{"t":"h","l":3,"x":"Create a corporate resolution in your state"},{"t":"a","href":"/documents/create/corporate-resolution?state=1","x":"Alabama"},{"t":"a","href":"/documents/create/corporate-resolution?state=2","x":"Alaska"},{"t":"a","href":"/documents/create/corporate-resolution?state=3","x":"Arizona"},{"t":"a","href":"/documents/create/corporate-resolution?state=4","x":"Arkansas"},{"t":"a","href":"/documents/create/corporate-resolution?state=5","x":"California"},{"t":"a","href":"/documents/create/corporate-resolution?state=6","x":"Colorado"},{"t":"a","href":"/documents/create/corporate-resolution?state=7","x":"Connecticut"},{"t":"a","href":"/documents/create/corporate-resolution?state=8","x":"Delaware"},{"t":"a","href":"/documents/create/corporate-resolution?state=52","x":"District of 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Carolina"},{"t":"a","href":"/documents/create/corporate-resolution?state=41","x":"South Dakota"},{"t":"a","href":"/documents/create/corporate-resolution?state=42","x":"Tennessee"},{"t":"a","href":"/documents/create/corporate-resolution?state=43","x":"Texas"},{"t":"a","href":"/documents/create/corporate-resolution?state=44","x":"Utah"},{"t":"a","href":"/documents/create/corporate-resolution?state=45","x":"Vermont"},{"t":"a","href":"/documents/create/corporate-resolution?state=46","x":"Virginia"},{"t":"a","href":"/documents/create/corporate-resolution?state=47","x":"Washington"},{"t":"a","href":"/documents/create/corporate-resolution?state=48","x":"West Virginia"},{"t":"a","href":"/documents/create/corporate-resolution?state=49","x":"Wisconsin"},{"t":"a","href":"/documents/create/corporate-resolution?state=50","x":"Wyoming"},{"t":"h","l":3,"x":"When to use a corporate resolution"},{"t":"p","x":"Generally, most routine actions do not require a formal resolution, but a corporate resolution should be used whenever a corporation or its board of directors needs to formally document and authorize significant business decisions or actions, especially in various circumstances where proper documentation is essential. This is particularly important for companies with multiple shareholders or those organized as a limited liability company (LLC), as resolutions help clarify decision-making authority and protect personal assets."},{"t":"ul","items":[[{"x":"Major Decisions:","b":1},{"x":" Examples include amending bylaws, adopting new bylaws, issuing company shares, authorizing debt or securities transactions, mergers, acquisitions, real estate purchases, and executive appointments."}],[{"x":"Delegating Authority:","b":1},{"x":" Authorizing officers to open bank accounts, withdraw money, write checks, sign contracts, or acquire loans on the company’s behalf."}],[{"x":"Voting and Meetings:","b":1},{"x":" Approving resolutions through voting by the board or shareholders during meetings and board meetings, ensuring that all major actions are properly authorized and recorded."}],[{"x":"Record Keeping:","b":1},{"x":" These resolutions are included in board meeting minutes, offering a paper trail for legal and audit purposes."}]]},{"t":"h","l":2,"x":"How to create your corporate resolution"},{"t":"ol","items":["Gather InformationCollect the business's information and the matter that is to be addressed by the corporate resolution, including the date the resolution was adopted and the specific means of adoption.","Answer Questions in Our Online FormOur intuitive online form will ask you questions regarding your corporate resolution and fill out your document for you.","Review and SignIt is always important to read your document thoroughly to ensure it matches your needs and is free of errors and omissions. After completing the questionnaire, you can make textual changes to your document by downloading it in Microsoft Word. If no changes are needed, you can simply download the PDF version and sign. All required parties should review and sign the document in compliance with any specific company bylaws.","Distribute and Store CopiesAt a minimum, all parties who sign the document should receive a copy once it is fully executed (everyone has signed). Other interested parties may need or want copies as well. Be sure to store your copy in a safe location. It is a good idea to keep both a physical and electronic copy."]},{"t":"h","l":3,"x":"Why create a corporate resolution?"},{"t":"p","x":"Corporate resolutions help ensure compliance with corporate policies, rules, regulations, and tax laws. Maintaining corporate records and keeping them separate from personal records is essential for legal protection and operational clarity. Access to corporate records is controlled, and these records may be reviewed by regulators or shareholders. Resolutions must be in writing, include proper signatures, and are often documented using a standardized form. For example, a corporate resolution may authorize opening a new bank account or approving a loan, depending on the circumstances and after determining the best course of action in the interest of the company."},{"t":"ul","items":[[{"x":"Legal protection:","b":1},{"x":" Resolutions offer evidence that an action was properly approved, helping maintain the corporate veil and liability protections."}],[{"x":"Compliance and record-keeping:","b":1},{"x":" Regulatory agencies, courts, and auditors may request proof of corporate decisions; resolutions provide this documentation."}],[{"x":"Transparency and accountability:","b":1},{"x":" Shareholders and stakeholders benefit from a clear trail of board actions."}]]},{"t":"p","x":"Corporate resolutions are essential for any major or atypical decision affecting a company, ensuring legality, organization, and proper documentation for future review or compliance."},{"t":"a","href":"/documents/create/corporate-resolution","x":"Create Your Corporate Resolution Today"},{"t":"img","src":"/static/assets/2026-08-21.legalnature-full-site-r1/s3.us-east-2.amazonaws.com/shared-cms-main-media.legalnature.com/Why-Choose.webp","alt":"Why choose LegalNature?"},{"t":"h","l":2,"x":"Why choose LegalNature?"},{"t":"h","l":2,"x":"Corporate Resolution Help Guide"},{"t":"p","x":"Use a corporate resolution (called a \"company resolution\" for an LLC) to formally record the important binding decisions of a corporation's directors, officers, managers, or owners. A good corporate resolution is customizable to anticipate any resolutions the business's decision-makers may pass. The following guide provides helpful explanations of the more common resolutions your business may encounter in its lifespan."},{"t":"h","l":3,"x":"Entity Types"},{"t":"p","x":"For-profit and nonprofit corporations must regularly use corporate resolutions in order to meet required formalities required by state law. Although LLCs are not required to use corporate resolutions, they are still recommended to do so to document actions taken and votes decided at member meetings. Banks, investors, and other parties that work with the company will often request or require that they see company resolutions to gain a transparent view of company decisions."},{"t":"h","l":3,"x":"Business Information"},{"t":"p","x":"Enter the business's name exactly as it appears on your articles of incorporation or articles of organization filed, or to be filed, with the state."},{"t":"h","l":3,"x":"Resolution Maker"},{"t":"p","x":"Depending on the type of entity, resolutions are created by the shareholders, board of directors, members, or board of managers. Indicate which type of party will be creating this resolution."},{"t":"h","l":3,"x":"Resolution Adoption"},{"t":"p","x":[{"x":"Based on the rules contained in your company’s "},{"x":"articles of incorporation","h":"/categories/business-formation/articles-of-incorporation"},{"x":", "},{"x":"shareholder agreement","h":"/categories/business-formation/shareholder-agreement"},{"x":", "},{"x":"corporate bylaws","h":"/categories/business-formation/corporate-bylaws"},{"x":", or "},{"x":"LLC operating agreement","h":"/categories/business-formation/llc-operating-agreement"},{"x":", you will select how the resolution is being passed."}]},{"t":"ul","items":[[{"x":"The resolution could be passed "},{"x":"at a meeting that meets quorum","b":1},{"x":". This is where the minimum number of decision-makers that must be present for the meeting to go forward are present, and a sufficient number of the decision-makers voted in favor of the resolutions."}],[{"x":"The resolution could be passed "},{"x":"by necessary written consent","b":1},{"x":". This is where a meeting is not necessary because a sufficient number of decision-makers consented in writing to approve the resolution."}],[{"x":"The resolution could be passed "},{"x":"by unanimous written consent","b":1},{"x":". This is where a meeting is not necessary because every decision-maker consented in writing to approve the resolution."}]]},{"t":"h","l":3,"x":"Adoption Date"},{"t":"p","x":"Next, include the date that the resolution is being adopted by the company. Normally, this is the date that the meeting occurs. When a resolution is being passed by written consent, then the adoption date will be the date that the decision-makers finish providing their votes."},{"t":"h","l":3,"x":"Resolution: Open a Bank Account"},{"t":"p","x":"Nearly every business will need a bank account, and this resolution concisely enables the chief financial officer to authorize opening a bank account with a reputable bank for the company's sole use and benefit."},{"t":"h","l":3,"x":"Resolution: Borrow Capital"},{"t":"p","x":"When borrowing capital, banks frequently require proof that the company authorizes the loan. A resolution from the company stating consent to borrow capital with certain dollar and collateral limits will satisfy the bank that the company and their officers or representatives have the authority to engage the bank and seek out a loan."},{"t":"h","l":3,"x":"Resolution: Amend Documents"},{"t":"p","x":"A company's foundational documents often require a high standard of approval by the company's ultimate decision-makers before these documents can be changed or amended. To make changes to the bylaws, charter, shareholder agreement, or operating agreement, select the appropriate document to be amended and write out the specific section to be changed, replaced, or eliminated."},{"t":"h","l":3,"x":"Resolution: Approve Annual Budget"},{"t":"p","x":"It is best practice for a company's annual budget to be approved through a corporate resolution. Here, the decision-makers review the company financials from the previous year and approve the estimated budget for the coming year. To complete this section, insert the start and end date of your company's fiscal year."},{"t":"p","x":"Additionally, it is important to remember that the approved budget plan should be attached to the resolution and filed with the company records."},{"t":"h","l":3,"x":"Resolution: Commence or Defend Lawsuit"},{"t":"p","x":"This resolution authorizes the company's officers to either 1) start a new lawsuit against a third party that has wronged the company, or 2) defend an existing lawsuit from a third party alleging that the company committed certain wrongdoings. The resolution should include some general terms to reference the nature of the legal dispute and the parties involved. The resolution also gives the president or chief executive officer the authority to reasonably settle the dispute."},{"t":"h","l":3,"x":"Resolution: Declare Dividend Distribution"},{"t":"p","x":[{"x":"(For-Profit Corporations Only)","i":1}]},{"t":"p","x":"To declare a dividend distribution to its shareholders, the corporation only needs to provide the distribution type, the dollar amount per share, and the classes of shares affected by this resolution. The corporation should also establish a \"record date,\" which is the cut-off date to determine the shareholders eligible to receive the dividend distribution."},{"t":"h","l":3,"x":"Resolution: Appointment of Directors/Officers/Managers"},{"t":"p","x":"Use this resolution to appoint directors, officers, and managers to their respective positions within the company. These new appointments will begin immediately until their successors are elected, they resign voluntarily, or they are removed from the position by the company."},{"t":"h","l":3,"x":"Resolution: Hire an Employee"},{"t":"p","x":[{"x":"This resolution allows the company officers to engage in the hiring of a specific employee and sets the parameters of the "},{"x":"employment offer","h":"/categories/human-resources/employment-offer-letter"},{"x":". The officers cannot hire an employee for more than the resolution's maximum dollar limit. The employee will receive whatever standard benefits are offered to other employees unless otherwise noted in this section."}]},{"t":"h","l":3,"x":"Resolution: Lease or Purchase Certain Assets"},{"t":"p","x":[{"x":"For larger ticket items, a company and its financiers will often require the decision-makers to authorize the expenditure before the lease or purchase is made. This section identifies these leases or purchases in order to specifically authorize the officers to procure these items. Additionally, it is important to remember that the lease or "},{"x":"purchase agreement","h":"/categories/business/purchase-agreement"},{"x":", if available, should be attached to the resolution and filed with the company records."}]},{"t":"h","l":3,"x":"Resolution: Negotiate a Contract"},{"t":"p","x":"This resolution authorizes the company officers to enter into negotiations with a third party. A resolution is usually reserved for large or long-term contracts. It is not necessary for the officers to gain approval from the company decision-makers for smaller negotiations that the company may encounter on a daily basis."},{"t":"h","l":3,"x":"Resolution: Obtain License or Government Approval"},{"t":"p","x":"This resolution authorizes the company officers to pursue all licenses or government approvals that are specified here. This can also serve as verification to third parties that the company authorizes all actions relating to the procurement of these licenses and approvals."},{"t":"h","l":3,"x":"Resolution: Ratify Prior Acts"},{"t":"p","x":"This resolution allows the decision-makers to authorize any prior acts or decisions made by people who report to the decision-makers. For example, this resolution allows the shareholders to ratify acts done by the board of directors and any officers after careful consideration of the directors' and officers' actions and decisions."},{"t":"h","l":3,"x":"Resolution: Retain a Specialist"},{"t":"p","x":"This resolution authorizes the company to hire a specialist at a reasonable market rate as approved by the chief financial officer. These specialists may include accountants, brokers, attorneys, consultants, and more."},{"t":"h","l":3,"x":"Resolution: Sell Business Equipment, a Vehicle, or Other Assets"},{"t":"p","x":"This resolution identifies assets the company wishes to sell and the intended buyer. It is important to remember that the sales agreement, if available, should be attached to the resolution and filed with the company records."},{"t":"h","l":3,"x":"Resolution: Terminate a Specific Contract/Employee/Officer/Director/Lease"},{"t":"p","x":"This resolution formally approves the termination of a specific contract, employee, officer, director, or lease. The termination may occur immediately or on a specified date."},{"t":"h","l":3,"x":"Resolution: Other"},{"t":"p","x":"This resolution allows you to add any additional resolution passed by the company, if applicable."},{"t":"h","l":3,"x":"Certification"},{"t":"p","x":"When a company certifies a resolution, it means that an officer has affirmed that the resolution is correct as written and was validly adopted. Banks and other organizations often require certification in order to open accounts or transact business. Resolutions are commonly certified by the company secretary or chief executive officer."},{"t":"anchor","id":"faqs"},{"t":"h","l":4,"x":"Frequently asked questions","id":"faq-heading"},{"t":"faq","items":[{"q":"What is a corporate resolution?","a":[{"t":"p","x":"A corporate resolution is a corporate action that will be voted on or has been voted on at a meeting of the board of directors or shareholders for a corporation. A corporate resolution can also be used by LLCs and nonprofits."}]},{"q":"What is a certified corporate resolution?","a":[{"t":"p","x":"A certified corporate resolution is a resolution made at a directors' or shareholders' meeting that has been approved by the secretary and president of the corporation. This type of resolution is useful if a bank or other external organization requires authentication to permit specific actions or powers, such as the authority to sign documents on behalf of the corporation."}]},{"q":"What are the common types of corporate resolutions?","a":[{"t":"p","x":"The common types of corporate resolutions include the following:"},{"t":"ul","items":["Resolution to amend documents","Resolution to approve annual budget","Resolution to borrow capital","Resolution to commence or defend lawsuits","Resolution to declare dividend distribution","Resolution to appoint or hire employees and officers","Resolution to lease or purchase assets","Resolution to negotiate contracts","Resolution to open a bank account"]}]},{"q":"What is the difference between corporate resolutions and corporate minutes?","a":[{"t":"p","x":"A resolution is written documentation describing an action authorized by the board of directors or shareholders of a company. The minutes are a written document that describes items discussed by the directors or shareholders during a meeting, including actions taken and resolutions passed."}]},{"q":"What is the difference between a directors' resolution and shareholders' resolution?","a":[{"t":"p","x":"A directors' resolution is used by the board of directors in a corporation to document decisions and actions (typically) in place of a directors' meeting, while a shareholder's resolution is used by shareholders in a corporation to propose amendments, decisions, or changes to the corporation at a shareholder meeting."}]}]},{"t":"h","l":4,"x":"Create your corporate resolution in minutes"},{"t":"p","x":"Complete our form"},{"t":"p","x":"Preview and download your document"},{"t":"p","x":"Review and sign your document"},{"t":"img","src":"/static/assets/2026-08-21.legalnature-full-site-r1/s3.us-east-2.amazonaws.com/shared-cms-main-media.legalnature.com/Corporate-Resolution-preview-Mobile.webp","alt":"Create your corporate resolution in minutes"},{"t":"a","href":"/documents/create/corporate-resolution","x":"Create Document"},{"t":"h","l":2,"x":"Start Your Corporate Resolution"},{"t":"p","x":"Complete your corporate resolution in minutes with LegalNature's intuitive, step-by-step guidance."},{"t":"a","href":"/documents/create/corporate-resolution","x":"Create Document"},{"t":"img","src":"/static/assets/2026-08-21.legalnature-full-site-r1/s3.us-east-2.amazonaws.com/shared-cms-main-media.legalnature.com/Corporate-Resolution-Preview-Desktop.webp","alt":"Start Your Corporate Resolution"}]}
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{"blocks":[{"t":"h","l":1,"x":"LLC Operating Agreement"},{"t":"p","x":"Set the important rules for your LLC with our operating agreement template."},{"t":"p","x":"Select a state"},{"t":"select","name":"states","options":[["","Select a state"],["1","Alabama"],["2","Alaska"],["3","Arizona"],["4","Arkansas"],["5","California"],["6","Colorado"],["7","Connecticut"],["8","Delaware"],["52","District of Columbia"],["9","Florida"],["10","Georgia"],["11","Hawaii"],["12","Idaho"],["13","Illinois"],["14","Indiana"],["15","Iowa"],["16","Kansas"],["17","Kentucky"],["18","Louisiana"],["19","Maine"],["20","Maryland"],["21","Massachusetts"],["22","Michigan"],["23","Minnesota"],["24","Mississippi"],["25","Missouri"],["26","Montana"],["27","Nebraska"],["28","Nevada"],["29","New Hampshire"],["30","New Jersey"],["31","New Mexico"],["32","New York"],["33","North Carolina"],["34","North Dakota"],["35","Ohio"],["36","Oklahoma"],["37","Oregon"],["38","Pennsylvania"],["39","Rhode Island"],["40","South Carolina"],["41","South Dakota"],["42","Tennessee"],["43","Texas"],["44","Utah"],["45","Vermont"],["46","Virginia"],["47","Washington"],["48","West Virginia"],["49","Wisconsin"],["50","Wyoming"]]},{"t":"a","href":"/documents/create/llc-operating-agreement","x":"Create Document"},{"t":"img","src":"/static/assets/2026-08-21.legalnature-full-site-r1/s3.us-east-2.amazonaws.com/shared-cms-main-media.legalnature.com/LLCOA-Preview-Desktop.webp","alt":"LLC Operating Agreement document preview"},{"t":"h","l":3,"x":"What is an LLC operating agreement?"},{"t":"p","x":"An LLC operating agreement is a legal document which defines the rights and duties of a limited liability company’s, or LLC’s, members; and outlines how the LLC will be owned and operated. An operating agreement formalizes the business arrangement among LLC members, clarifying roles, responsibilities, and profit-sharing. It is an essential document that all LLCs should create and keep updated. Sometimes referred to as an LLC agreement, a written operating agreement is a key part of the LLC's business structure, providing legal protection and clarity for members. Unlike verbal agreements, which are often unenforceable and can lead to disputes, a written operating agreement is legally enforceable and helps prevent misunderstandings. An LLC’s operating agreement governs the internal affairs and business affairs of the company, setting out management and operational responsibilities. It describes the specific functions, regulations, responsibilities, business purpose, and rules for the business, including protocols for dealing with personal or financial liabilities or internal conflicts of interest."},{"t":"h","l":3,"x":"Create an LLC to go with your operating agreement"},{"t":"img","src":"/static/assets/2026-08-21.legalnature-full-site-r1/s3.us-east-2.amazonaws.com/shared-cms-main-media.legalnature.com/AOO-Preview-Desktop.webp","alt":"Articles of Organization document preview"},{"t":"p","x":[{"x":"Articles of Organization","h":"/documents/create/articles-of-organization"},{"x":" Articles of Organization are filed with a State to establish an LLC. An LLC is a business entity that offers liability and tax protections to its owner."}]},{"t":"p","x":"PDF"},{"t":"p","x":"WORD"},{"t":"h","l":3,"x":"LLC operating agreement requirements and enforecement vary by state. Select your state below to create a legally compliant document."},{"t":"a","href":"/documents/create/llc-operating-agreement?state=1","x":"Alabama"},{"t":"a","href":"/documents/create/llc-operating-agreement?state=2","x":"Alaska"},{"t":"a","href":"/documents/create/llc-operating-agreement?state=3","x":"Arizona"},{"t":"a","href":"/documents/create/llc-operating-agreement?state=4","x":"Arkansas"},{"t":"a","href":"/documents/create/llc-operating-agreement?state=5","x":"California"},{"t":"a","href":"/documents/create/llc-operating-agreement?state=6","x":"Colorado"},{"t":"a","href":"/documents/create/llc-operating-agreement?state=7","x":"Connecticut"},{"t":"a","href":"/documents/create/llc-operating-agreement?state=8","x":"Delaware"},{"t":"a","href":"/documents/create/llc-operating-agreement?state=52","x":"District of Columbia"},{"t":"a","href":"/documents/create/llc-operating-agreement?state=9","x":"Florida"},{"t":"a","href":"/documents/create/llc-operating-agreement?state=10","x":"Georgia"},{"t":"a","href":"/documents/create/llc-operating-agreement?state=11","x":"Hawaii"},{"t":"a","href":"/documents/create/llc-operating-agreement?state=12","x":"Idaho"},{"t":"a","href":"/documents/create/llc-operating-agreement?state=13","x":"Illinois"},{"t":"a","href":"/documents/create/llc-operating-agreement?state=14","x":"Indiana"},{"t":"a","href":"/documents/create/llc-operating-agreement?state=15","x":"Iowa"},{"t":"a","href":"/documents/create/llc-operating-agreement?state=16","x":"Kansas"},{"t":"a","href":"/documents/create/llc-operating-agreement?state=17","x":"Kentucky"},{"t":"a","href":"/documents/create/llc-operating-agreement?state=18","x":"Louisiana"},{"t":"a","href":"/documents/create/llc-operating-agreement?state=19","x":"Maine"},{"t":"a","href":"/documents/create/llc-operating-agreement?state=20","x":"Maryland"},{"t":"a","href":"/documents/create/llc-operating-agreement?state=21","x":"Massachusetts"},{"t":"a","href":"/documents/create/llc-operating-agreement?state=22","x":"Michigan"},{"t":"a","href":"/documents/create/llc-operating-agreement?state=23","x":"Minnesota"},{"t":"a","href":"/documents/create/llc-operating-agreement?state=24","x":"Mississippi"},{"t":"a","href":"/documents/create/llc-operating-agreement?state=25","x":"Missouri"},{"t":"a","href":"/documents/create/llc-operating-agreement?state=26","x":"Montana"},{"t":"a","href":"/documents/create/llc-operating-agreement?state=27","x":"Nebraska"},{"t":"a","href":"/documents/create/llc-operating-agreement?state=28","x":"Nevada"},{"t":"a","href":"/documents/create/llc-operating-agreement?state=29","x":"New Hampshire"},{"t":"a","href":"/documents/create/llc-operating-agreement?state=30","x":"New Jersey"},{"t":"a","href":"/documents/create/llc-operating-agreement?state=31","x":"New Mexico"},{"t":"a","href":"/documents/create/llc-operating-agreement?state=32","x":"New York"},{"t":"a","href":"/documents/create/llc-operating-agreement?state=33","x":"North Carolina"},{"t":"a","href":"/documents/create/llc-operating-agreement?state=34","x":"North Dakota"},{"t":"a","href":"/documents/create/llc-operating-agreement?state=35","x":"Ohio"},{"t":"a","href":"/documents/create/llc-operating-agreement?state=36","x":"Oklahoma"},{"t":"a","href":"/documents/create/llc-operating-agreement?state=37","x":"Oregon"},{"t":"a","href":"/documents/create/llc-operating-agreement?state=38","x":"Pennsylvania"},{"t":"a","href":"/documents/create/llc-operating-agreement?state=39","x":"Rhode Island"},{"t":"a","href":"/documents/create/llc-operating-agreement?state=40","x":"South Carolina"},{"t":"a","href":"/documents/create/llc-operating-agreement?state=41","x":"South Dakota"},{"t":"a","href":"/documents/create/llc-operating-agreement?state=42","x":"Tennessee"},{"t":"a","href":"/documents/create/llc-operating-agreement?state=43","x":"Texas"},{"t":"a","href":"/documents/create/llc-operating-agreement?state=44","x":"Utah"},{"t":"a","href":"/documents/create/llc-operating-agreement?state=45","x":"Vermont"},{"t":"a","href":"/documents/create/llc-operating-agreement?state=46","x":"Virginia"},{"t":"a","href":"/documents/create/llc-operating-agreement?state=47","x":"Washington"},{"t":"a","href":"/documents/create/llc-operating-agreement?state=48","x":"West Virginia"},{"t":"a","href":"/documents/create/llc-operating-agreement?state=49","x":"Wisconsin"},{"t":"a","href":"/documents/create/llc-operating-agreement?state=50","x":"Wyoming"},{"t":"h","l":3,"x":"When to use an LLC operating agreement"},{"t":"p","x":"While LLC operating agreements are not required by all states, they are used shortly before or after registering an LLC with a state to establish specific guidelines and operational benefits, such as:"},{"t":"ol","items":[[{"x":"Asset Protection","b":1},{"x":": It establishes a clear separation between the LLC and the business owners, protecting personal assets from business liabilities and distinguishing company assets. A written operating agreement also provides personal protection by helping shield personal assets from business related legal challenges."}],[{"x":"Customized Rules","b":1},{"x":": It allows you to set specific guidelines for your business, overriding default state regulations."}],[{"x":"Clarity and Structure","b":1},{"x":": It defines ownership percentages, profit distribution, and decision-making processes, reducing potential disputes."}],[{"x":"Credibility","b":1},{"x":": It lends credibility to your LLC, especially important for single-member LLCs."}],[{"x":"Financial Flexibility","b":1},{"x":": Some lenders may require an operating agreement before approving loans."}],[{"x":"Legal Protection","b":1},{"x":": It helps maintain your LLC's limited liability status and can prevent the corporate veil from being pierced."}]]},{"t":"p","x":"For LLCs with two or more members, an operating agreement is essential for outlining management rules and handling the addition of new members. Some states require operating agreements by law, and it is recommended to create your own operating agreement even if not required."},{"t":"p","x":"Even for single-member LLCs, an operating agreement is valuable in establishing the business as a separate entity. While you can create an operating agreement at any time, it’s best to do so when forming your LLC to ensure clear guidelines from the start."},{"t":"h","l":2,"x":"How to create your LLC operating agreement"},{"t":"ol","items":["Gather InformationGather all relevant information, including the LLC’s address, main business activity, member capital contributions, and agreed distribution of profits.","Answer Key QuestionsUse the information you collected to complete the operating agreement. We make this easy by guiding you each step of the way and helping you to customize your document to match your specific needs. The questions and information we present to you dynamically change depending on your answers and the state selected.","Review and SignIt is always important to read your document thoroughly to ensure it matches your needs and is free of errors and omissions. After completing the questionnaire, you can make textual changes to your document by downloading it in Microsoft Word. If no changes are needed, you can simply download the PDF version and sign.","Distribute and Store CopiesAt a minimum, all parties that sign the document should receive a copy once it is fully executed (everyone has signed). Other interested parties may need or want copies as well. Be sure to store your copy in a safe location. It is a good idea to keep both a physical and electronic copy."]},{"t":"h","l":3,"x":"Why create an LLC operating agreement?"},{"t":"p","x":"An LLC operating agreement outlines the internal regulations and specific guidelines for the operation of an LLC. Without an operating agreement a limited liability company may face several obstacles in its management and internal workings, including:"},{"t":"ul","items":[[{"x":"Loss of Business Control","b":1},{"x":": Without an operating agreement, your company will be governed by the state's default rules or state default rules, which may not align with the intentions of the LLC's members. A well-crafted agreement allows you to maintain control by establishing your own operational guidelines."}],[{"x":"Ambiguous Ownership","b":1},{"x":": Lack of clear documentation can lead to confusion about each LLC member's ownership interest and member's percentage, especially during transitions like member deaths. An operating agreement provides explicit instructions for handling ownership changes, preventing potential legal disputes."}],[{"x":"Challenges with Member Transitions","b":1},{"x":": Without defined terms, disagreements may arise when members leave the LLC. An operating agreement should detail initial contributions, ownership stakes, and document a withdrawing member's contributions, as well as the procedures for transferring a member's interest or membership interest. When a member leaves, the agreement should outline how the fair market value of their interest is determined and how it is distributed among remaining members."}],[{"x":"Gaps in Dispute Resolution","b":1},{"x":": Multi-member LLCs often face internal conflicts. An operating agreement outlines dispute resolution procedures, potentially avoiding costly legal battles"}],[{"x":"Vulnerability to Legal Action","b":1},{"x":": The absence of an operating agreement, particularly in states requiring one, may weaken your LLC's liability protection. This could expose owners to personal liability if the business faces legal action"}]]},{"t":"p","x":"A well-developed LLC operating agreement serves as a crucial tool for maintaining control, clarity, and protection in your business operations."},{"t":"a","href":"/documents/create/llc-operating-agreement","x":"Create your LLC operating agreement today"},{"t":"img","src":"/static/assets/2026-08-21.legalnature-full-site-r1/s3.us-east-2.amazonaws.com/shared-cms-main-media.legalnature.com/Why-Choose.webp","alt":"Why choose LegalNature"},{"t":"h","l":2,"x":"Why choose LegalNature"},{"t":"h","l":2,"x":"LLC Operating Agreement Guide"},{"t":"p","x":[{"x":"This page explains the fundamentals of LLC operating agreements, including their purpose, key components, and general legal principles—for state-specific information about enforceability, statutory default rules, and formation requirements, refer to your state's dedicated page.","b":1}]},{"t":"p","x":"An LLC operating agreement is a business plan that defines the operational and management structure of a limited liability company. For a new business, an operating agreement is essential to clarify the business arrangement and business structure among members, ensuring everyone understands their roles, responsibilities, and how profits are distributed. Although an operating agreement is not legally required in most states, it is a good and prudent business practice to implement an operating agreement to serve as a roadmap for business operations and member relations."},{"t":"p","x":"LLC operating agreements may be developed before or after registering a company with the state and often contain the following key components:"},{"t":"p","x":[{"x":"Basic Company Information","b":1}]},{"t":"ul","items":["LLC name and address","Registered agent details","Statement of purpose","Duration of the LLC"]},{"t":"p","x":[{"x":"Membership Information","b":1}]},{"t":"ul","items":["Names and addresses of members","Ownership percentages","Capital contributions","Voting rights and procedures"]},{"t":"p","x":[{"x":"Management Structure","b":1}]},{"t":"ul","items":["Member managed LLC or manager managed LLC","Roles and responsibilities of managers/members","Decision-making processes"]},{"t":"p","x":[{"x":"Financial Matters","b":1}]},{"t":"ul","items":["Distribution of profits and losses","Tax treatment","Accounting methods and fiscal year"]},{"t":"p","x":[{"x":"Operational Procedures","b":1}]},{"t":"ul","items":["Meeting schedules and protocols","Record-keeping requirements","Dispute resolution methods","Internal operations"]},{"t":"p","x":[{"x":"Membership Changes","b":1}]},{"t":"ul","items":["Procedures for admitting new members","Rules for transferring ownership interests","Buy-sell provisions"]},{"t":"p","x":[{"x":"Dissolution Procedures","b":1}]},{"t":"ul","items":["Circumstances triggering dissolution","Asset distribution upon dissolution"]},{"t":"p","x":"It is important to maintain your limited liability company's operating agreement to make sure it is current and remains in line with the status of your company. We recommend making changes and updates under the following circumstances:"},{"t":"ul","items":[[{"x":"Update as needed","b":1},{"x":" when significant changes occur in your business"}],[{"x":"Obtain member approval","b":1},{"x":" for any amendments"}],[{"x":"Keep all versions","b":1},{"x":" of the agreement on file for reference"}]]},{"t":"anchor","id":"faqs"},{"t":"h","l":4,"x":"Frequently asked questions","id":"faq-heading"},{"t":"faq","items":[{"q":"Why do I need an LLC operating agreement?","a":[{"t":"p","x":"Every LLC needs to have an operating agreement. By laying the ground rules upfront, operating agreements go a long way to helping avoid disputes and conflict between the members later on. They help ensure that the LLC is abiding by any formal requirements under state law for operating an LLC, and they help the owners avoid taking on personal liability for the company’s debts."}]},{"q":"What if I do not have an LLC operating agreement?","a":[{"t":"p","x":"Regardless of whether they require an operating agreement, states have a set of default rules for the operation and management of businesses. Failing to create an LLC operating agreement puts your LLC at the mercy of your state’s default rules. Creating and implementing an operating agreement gives you more power and control in regard to the management of your business."}]},{"q":"Do I need to register my LLC with the state before creating this agreement?","a":[{"t":"p","x":"No. You may create and sign your operating agreement even if you have not yet officially formed it with your state. In fact, it’s often a good idea to move forward with your operating agreement ahead of time in order to finalize this important step. Our dedicated business specialists can help you quickly register your company with the state so that you can officially do business as an LLC."}]},{"q":"LLC Operating Agreement or Articles of Organization?","a":[{"t":"p","x":"These documents go hand-in-hand in the formation of a limited liability company, however there is akey distinction between the two. Articles of Organization are a document filed with a state to register and establish an LLC, while an operating agreement is the internal document defining how the business will be run."}]}]},{"t":"h","l":4,"x":"Create your LLC operating agreement in minutes"},{"t":"p","x":"Complete our form"},{"t":"p","x":"Preview and download your document"},{"t":"p","x":"Review and sign your document"},{"t":"img","src":"/static/assets/2026-08-21.legalnature-full-site-r1/s3.us-east-2.amazonaws.com/shared-cms-main-media.legalnature.com/LLCOA-Preview-Mobile.webp","alt":"Create your LLC operating agreement in minutes"},{"t":"a","href":"/documents/create/llc-operating-agreement","x":"Create Document"},{"t":"h","l":2,"x":"Start Your LLC Operating Agreement"},{"t":"p","x":"Complete your LLC operating agreement in minutes with LegalNature's intuitive, step-by-step guidance."},{"t":"a","href":"/documents/create/llc-operating-agreement","x":"Create Document"},{"t":"img","src":"/static/assets/2026-08-21.legalnature-full-site-r1/s3.us-east-2.amazonaws.com/shared-cms-main-media.legalnature.com/LLCOA-Preview-Desktop.webp","alt":"Start Your LLC Operating Agreement"}]}
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{"blocks":[{"t":"h","l":1,"x":"Meeting Minutes"},{"t":"p","x":"Meeting minutes serve as official records of an organization and are legally required for corporate meetings."},{"t":"p","x":"Easily document details of your corporate meetings, including participants, topics discussed, resolutions passed, objections raised, and much more."},{"t":"a","href":"/documents/create/meeting_minutes","x":"Get Started"},{"t":"ul","items":[[{"x":"How To","h":"#illustrated_steps"}],[{"x":"Help Guide","h":"#help_guide"}],[{"x":"FAQS","h":"#faqs"}]]},{"t":"h","l":2,"x":"Our meeting minutes"},{"t":"ul","items":["Includes standardized language for the most common resolutions to save you time","Helps settle disputes about why decisions were made and by whom","Is compliant throughout all states and the District of Columbia","Provides step-by-step guidance to easily construct your minutes"]},{"t":"p","x":"Create your document in 3 steps"},{"t":"p","x":"Complete the form"},{"t":"p","x":"Preview your document"},{"t":"p","x":"Download and print"},{"t":"anchor","id":"illustrated_steps"},{"t":"h","l":2,"x":"What Our Customers Are Saying"},{"t":"h","l":2,"x":"Create your meeting minutes in 3 steps"},{"t":"h","l":3,"x":"Gather Information"},{"t":"p","x":"As you complete your meeting minutes, you will need to provide certain relevant information. This includes the names of meeting officers and participants, the meeting location, and the resolutions passed. You may also include any objections raised, the details regarding the next meeting, and any other announcements."},{"t":"h","l":3,"x":"Answer Key Questions"},{"t":"p","x":"Use the information you collected to complete your meeting minutes. We make this easy by guiding you each step of the way and helping you to customize your document to match your specific needs. The questions and information we present to you dynamically change depending on your answers and the state selected."},{"t":"h","l":3,"x":"Review and Sign"},{"t":"p","x":"It is always important to read your document thoroughly to ensure it matches your needs and is free of errors and omissions. After review, the Secretary should distribute copies to the meeting participants for their review and feedback. If no revisions are needed, the meeting Secretary should sign the document and store a copy in the company's record book. The finalized meeting minutes can then be distributed to participants."},{"t":"a","href":"/documents/create/meeting_minutes","x":"Get Started"},{"t":"h","l":3,"x":"Related documents"},{"t":"p","x":"View other related documents that our customers are creating. Whether you are a small business or a large corporation, we have you covered."},{"t":"h","l":5,"x":"Notice of Meeting"},{"t":"p","x":"Notify company owners, shareholders, officers, or employees of an upcoming company meeting."},{"t":"a","href":"/categories/business-formation/notice-of-meeting","x":"View more"},{"t":"h","l":5,"x":"Waiver of Notice"},{"t":"p","x":"Create a voluntary statement used to waive the right to a formal meeting notice."},{"t":"a","href":"/categories/business-formation/waiver-of-notice","x":"View more"},{"t":"h","l":5,"x":"Stock Transfer Ledger"},{"t":"p","x":"Record stock transfers and the issuance of company stock."},{"t":"a","href":"/categories/business-formation/stock-transfer-ledger","x":"View more"},{"t":"anchor","id":"help_guide"},{"t":"h","l":2,"x":"Help Guide"},{"t":"p","x":"Meeting minutes capture the important details of what occurs at company meetings, including the participants, resolutions passed, and any objections. 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The main task of meeting minutes is to provide an accurate record of what occurred during the meeting."}]},{"q":"What should be included in the meeting minutes?","a":[{"t":"p","x":"The minutes should include the name of the company and title of the group that is meeting, the date, time, and venue, the names of the meeting participants, the agenda, and any official actions or decisions taken at the meeting."}]},{"q":"Are meeting minutes legally required?","a":[{"t":"p","x":"Yes. Most states require companies to keep adequate written minutes of the proceedings of its shareholders, board, and committees of the board. In addition, meeting minutes can help confirm separate corporate existence for the purpose of shielding the owners from personal liability."}]},{"q":"What do I do with the meeting minutes after they are signed?","a":[{"t":"p","x":"Your original executed copy of the meeting minutes should be kept in a safe place along with your other corporate records. 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{"blocks":[{"t":"h","l":1,"x":"Partnership Agreement"},{"t":"p","x":"A partnership agreement defines how a partnership will function, how decisions will be made, and each partner's role in the business."},{"t":"p","x":"Our partnership agreement is state specific and provides the strongest level of partnership protection available while still allowing you to fully customize it according to the goals of the partnership."},{"t":"a","href":"/documents/create/partnership-agreement","x":"Get Started"},{"t":"ul","items":[[{"x":"How To","h":"#illustrated_steps"}],[{"x":"Help Guide","h":"#help_guide"}],[{"x":"FAQS","h":"#faqs"}]]},{"t":"h","l":2,"x":"Our partnership agreement"},{"t":"ul","items":["Defines the relationships, duties, contributions, and responsibilities of partners","Specifies how capital, profits, and losses will be divided","Is compliant throughout all states and the District of Columbia","Provides step-by-step guidance to easily construct your partnership agreement"]},{"t":"p","x":"Create your document in 3 steps"},{"t":"p","x":"Complete the form"},{"t":"p","x":"Preview your document"},{"t":"p","x":"Download and print"},{"t":"anchor","id":"illustrated_steps"},{"t":"h","l":2,"x":"Complete your partnership agreement in 3 steps"},{"t":"h","l":3,"x":"Gather Information"},{"t":"p","x":"As you complete your partnership agreement, you will need to provide certain relevant information. 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{"blocks":[{"t":"h","l":1,"x":"Shareholder Agreement"},{"t":"p","x":"A shareholder agreement describes how the company should be operated and outlines shareholders' rights and obligations."},{"t":"p","x":"It includes provisions to safeguard the company owners and their interests. 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tasks/legalnature/solution/site/implementation/clone/data/site/content/categories-business-formation-stock-certificate--3578835985.json
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{"blocks":[{"t":"h","l":1,"x":"Stock Certificate"},{"t":"p","x":"A stock certificate will help your company issue stock to shareholders and is used by shareholders as evidence of stock ownership."},{"t":"p","x":"Our step-by-step form will help you quickly create a stock certificate in compliance with applicable regulations and customized for your company. 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{"blocks":[{"t":"h","l":1,"x":"Waiver of Notice"},{"t":"p","x":"A waiver of notice is a voluntary statement used to waive the right to a formal meeting notice."},{"t":"p","x":"Use our form builder to easily create a waiver of notice for any meeting, ranging from a standard shareholders meeting to a special meeting of an exploratory subcommittee."},{"t":"a","href":"/documents/create/waiver-of-notice","x":"Get Started"},{"t":"ul","items":[[{"x":"How To","h":"#illustrated_steps"}],[{"x":"Help Guide","h":"#help_guide"}],[{"x":"FAQS","h":"#faqs"}]]},{"t":"h","l":2,"x":"Our waiver of notice"},{"t":"ul","items":["Can be used by any type of corporate meeting","Includes standardized language for regular, annual, or special shareholder and board meetings","Is compliant throughout all states and the District of Columbia","Provides step-by-step guidance to easily construct your notice"]},{"t":"p","x":"Create your document in 3 steps"},{"t":"p","x":"Complete the form"},{"t":"p","x":"Preview your document"},{"t":"p","x":"Download and print"},{"t":"anchor","id":"illustrated_steps"},{"t":"h","l":2,"x":"What Our Customers Are Saying"},{"t":"h","l":2,"x":"Create your waiver of notice in 3 steps"},{"t":"h","l":3,"x":"Gather Information"},{"t":"p","x":"As you complete your waiver of notice, you will need to provide certain relevant information. 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tasks/legalnature/solution/site/implementation/clone/data/site/content/categories-business-general-services-agreement--9462ffff25.json
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{"blocks":[{"t":"h","l":1,"x":"General Services Agreement"},{"t":"p","x":"A general services agreement defines the relationship between the business providing a service and the client receiving the service."},{"t":"p","x":"Our intuitive process will help you to create, download, and print your general services agreement in minutes."},{"t":"a","href":"/documents/create/general-services-agreement","x":"Get Started"},{"t":"ul","items":[[{"x":"How To","h":"#illustrated_steps"}],[{"x":"Help Guide","h":"#help_guide"}],[{"x":"FAQS","h":"#faqs"}]]},{"t":"h","l":2,"x":"Our general services agreement"},{"t":"ul","items":["Describes the terms of service, including payment terms","Helps prevent future misunderstandings","Is compliant throughout all states and the District of Columbia","Provides step-by-step guidance to easily construct your agreement"]},{"t":"p","x":"Create your document in 3 steps"},{"t":"p","x":"Complete the form"},{"t":"p","x":"Preview your document"},{"t":"p","x":"Download and print"},{"t":"anchor","id":"illustrated_steps"},{"t":"h","l":2,"x":"What Our Customers Are Saying"},{"t":"h","l":2,"x":"Complete your general services agreement in 3 steps"},{"t":"h","l":3,"x":"Gather Information"},{"t":"p","x":"As you complete your general services agreement, you will need to provide certain relevant information. This includes the client's name and address, a description of the services to be provided, any service benchmarks, compensation, and intellectual property rights."},{"t":"h","l":3,"x":"Complete Our Short Questionnaire"},{"t":"p","x":"Use the information you collected to complete the general services agreement. We make this easy by guiding you each step of the way and helping you to customize your document to match your specific needs. The questions and information we present to you dynamically change depending on your answers and the state selected."},{"t":"h","l":3,"x":"Review and Sign"},{"t":"p","x":"It is important to read your agreement thoroughly to ensure the document is free of errors and omissions. 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Whether you are a small business or a large corporation, we have you covered."},{"t":"h","l":5,"x":"Sales Contract"},{"t":"p","x":"Our sales contract can be used to set forth the terms of any transaction involving tangible goods."},{"t":"a","href":"/categories/business/sales-contract","x":"View more"},{"t":"h","l":5,"x":"Invoice"},{"t":"p","x":"Our advanced invoice generator makes it easy to make custom and professional invoices for your customers."},{"t":"a","href":"/categories/business/invoice","x":"View more"},{"t":"h","l":5,"x":"Employment Contract"},{"t":"p","x":"Establish the goals, expectations, and financial benefits that make up the relationship between the employee and employer."},{"t":"a","href":"/categories/human-resources/employment-agreement","x":"View more"},{"t":"anchor","id":"faqs"},{"t":"h","l":4,"x":"FAQs","id":"faq-heading"},{"t":"faq","items":[{"q":"What is a general services agreement?","a":[{"t":"p","x":"A general services agreement is a document that defines the terms of an agreement between a provider of services and a client who is requesting a particular service. The agreement includes details about the scope of the work being done, the cost for the service, the applicable payment terms, and other important terms of service."}]},{"q":"Should I use a general services agreement?","a":[{"t":"p","x":"You should use a general services agreement if you are a person who provides services to another person. Some common examples of service providers that use this agreement include the following:"},{"t":"ul","items":["Caterers","Cleaners","Construction companies and contractors","Consultants","Child care providers (e.g., babysitters, nannies, and day cares)","Dog walkers","Freelancers","Graphic designers","Hairstylists and makeup artists","Landscapers","Legal service providers","Musicians","Photographers","Public relations specialists","Web developers","Writers and editors"]}]},{"q":"Can I cancel my general services agreement after signing it?","a":[{"t":"p","x":"Yes. 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{"blocks":[{"t":"h","l":1,"x":"Hold Harmless Agreement"},{"t":"p","x":"Create a hold harmless agreement to limit your legal and financial liability for injuries or damages."},{"t":"p","x":"Our customizable hold harmless agreement template can be used to fit any circumstance, including use of property, contracts, sporting activities, services, or other events."},{"t":"a","href":"/documents/create/hold-harmless-agreement","x":"Get Started"},{"t":"ul","items":[[{"x":"How To","h":"#illustrated_steps"}],[{"x":"Help Guide","h":"#help_guide"}],[{"x":"FAQS","h":"#faqs"}]]},{"t":"h","l":2,"x":"Our hold harmless agreement"},{"t":"ul","items":["Is designed to offer protection during contracts, activities, or services","Offers different levels of indemnity and protection to fit your needs","Is compliant throughout all states and the District of Columbia","Provides step-by-step guidance and dynamically adjusts to your needs"]},{"t":"p","x":"Create your document in 3 steps"},{"t":"p","x":"Complete the form"},{"t":"p","x":"Preview your document"},{"t":"p","x":"Download and print"},{"t":"anchor","id":"illustrated_steps"},{"t":"h","l":2,"x":"What Our Customers Are Saying"},{"t":"h","l":2,"x":"Create your hold harmless agreement in 3 steps"},{"t":"h","l":3,"x":"Gather Information"},{"t":"p","x":"As you complete your hold harmless agreement, you will need to provide certain relevant information. 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These allow third parties to release confidential medical, financial, employment, or other information.","Provision of services. This limits your liability when you provide a service to a third party, and is particularly useful when providing services that are risky or likely to cause injury, such as construction services.","Selling a car. Some states require the buyer to sign a release that protects the seller from any liability in the event the buyer is involved in a collision or incurs tickets for traffic or parking violations."]}]},{"q":"What isn't covered by a hold harmless agreement?","a":[{"t":"p","x":"A hold harmless agreement is intended to cover accidental injuries, but would not cover injuries or damages that result from your own negligence or deliberate actions."}]}]},{"t":"h","l":2,"x":"Everything you need for your legal matters, one click away"},{"t":"p","x":"Access your personalized dashboard to manage all your legal documents and business services in one secure location."},{"t":"img","src":"/static/assets/2026-08-21.legalnature-full-site-r1/www.legalnature.com/_frontend/images/common-sections/platform.png","alt":"LegalNature Dashboard Platform"},{"t":"h","l":3,"x":"Fast & Easy"},{"t":"p","x":"Quickly create new documents or business services."},{"t":"h","l":3,"x":"Safe & Secure"},{"t":"p","x":"Your documents and information are always kept private."},{"t":"h","l":3,"x":"Reliable & Trustworthy"},{"t":"p","x":"Over 4,000 five star reviews from our customers."},{"t":"h","l":3,"x":"Access Anytime"},{"t":"p","x":"Everything you need, directly from your dashboard."},{"t":"a","href":"/documents/create/hold-harmless-agreement","x":"Get Started"},{"t":"h","l":2,"x":"Start Your Hold Harmless Agreement"},{"t":"p","x":"Complete your document in minutes with LegalNature's intuitive, step-by-step guidance."},{"t":"a","href":"/documents/create/hold-harmless-agreement","x":"Create Document"},{"t":"img","src":"/static/assets/2026-08-21.legalnature-full-site-r1/s3.us-east-2.amazonaws.com/shared-cms-main-media.legalnature.com/general-doc-image.jpg","alt":"Start Your Hold Harmless Agreement"}]}
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{"blocks":[{"t":"h","l":1,"x":"Investment Agreement"},{"t":"p","x":"Our investment agreement outlines the terms and conditions of a deal between someone who wants to invest money in a business or project and the person or entity who owns or runs it."},{"t":"p","x":"It can include things like how much money is invested and what rights and responsibilities each party has. 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Also determine at this point if any special or custom clauses need to be added to the agreement."},{"t":"h","l":3,"x":"Answer Key Questions"},{"t":"p","x":"We help you integrate the information you collected into an agreement adapted to your needs. As you complete our questionnaire, we inform you about your choices at each step and dynamically ask new questions based on your previous answers."},{"t":"h","l":3,"x":"Review and Sign"},{"t":"p","x":"Always read your document thoroughly to ensure it contains everything you need and is free of errors. In any case, once you finish creating your document, you will be able to alter it as much as you like in Microsoft Word. 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They can help you review the terms, identify any potential risks or pitfalls, and protect your rights and interests."}]]}]},{"q":"What are the common pitfalls and risks to avoid when signing an investment agreement?","a":[{"t":"p","x":"Some of the common pitfalls and risks to avoid when signing an investment agreement are as follows:"},{"t":"ul","items":[[{"x":"Not understanding the terms and implications of the agreement -","b":1},{"x":" It is important to read and understand every clause of the agreement, and to seek professional advice if needed, before signing anything."}],[{"x":"Not negotiating the terms and conditions of the agreement -","b":1},{"x":" Both business owners and investors should always try to negotiate the best possible deal for their company, and to walk away from any deal that does not align with their vision and goals."}],[{"x":"Not complying with the legal and regulatory requirements of the agreement -","b":1},{"x":" Signing an investment agreement may generate certain obligations and responsibilities on both parties, such as reporting, auditing, governance, compliance, etc. Failing to comply with these requirements can result in legal consequences, such as breach of contract, penalties, or termination of the agreement. Both business owners and investors should always adhere to the terms and conditions of the agreement, and communicate with their counter parties regularly and transparently."}]]}]},{"q":"Should the effective date be specific or when the last party signs?","a":[{"t":"p","x":"A fixed effective date can provide certainty and clarity for the parties, especially if there are pre-contractual obligations or conditions that need to be fulfilled before the contract becomes binding. A fixed effective date can also avoid disputes or confusion about when the contract was actually signed, especially if the parties sign at different times or locations. However, a fixed effective date may also create problems if the parties fail to sign the contract by that date, or if there are unforeseen events or circumstances that affect the performance of the contract after that date. Using the date of signing by all parties as the effective date can avoid some of the issues that may arise from a fixed effective date, such as missing the deadline or having to deal with changed circumstances. Using the date of signing can also reflect the parties' intention and consent to be bound by the contract at the time of signing, rather than at a future date. However, using the date of signing may also create uncertainty and ambiguity for the parties, especially if there are delays or gaps between the signing of different parties, or if there are post-contractual obligations or conditions that need to be satisfied after the contract becomes binding."}]}]},{"t":"h","l":2,"x":"Everything you need for your legal matters, one click away"},{"t":"p","x":"Access your personalized dashboard to manage all your legal documents and business services in one secure location."},{"t":"img","src":"/static/assets/2026-08-21.legalnature-full-site-r1/www.legalnature.com/_frontend/images/common-sections/platform.png","alt":"LegalNature Dashboard Platform"},{"t":"h","l":3,"x":"Fast & Easy"},{"t":"p","x":"Quickly create new documents or business services."},{"t":"h","l":3,"x":"Safe & Secure"},{"t":"p","x":"Your documents and information are always kept private."},{"t":"h","l":3,"x":"Reliable & Trustworthy"},{"t":"p","x":"Over 4,000 five star reviews from our customers."},{"t":"h","l":3,"x":"Access Anytime"},{"t":"p","x":"Everything you need, directly from your dashboard."},{"t":"a","href":"/documents/create/investment-agreement","x":"Get Started"},{"t":"h","l":2,"x":"Start Your Investment Agreement"},{"t":"p","x":"Complete your investment agreement in minutes with LegalNature's intuitive, step-by-step guidance."},{"t":"a","href":"/documents/create/investment-agreement","x":"Create Document"},{"t":"img","src":"/static/assets/2026-08-21.legalnature-full-site-r1/s3.us-east-2.amazonaws.com/shared-cms-main-media.legalnature.com/general-doc-image.jpg","alt":"Start Your Investment Agreement"}]}
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{"blocks":[{"t":"h","l":1,"x":"Joint Venture Formation Agreement"},{"t":"p","x":"If you are looking for a way to expand your business, access new markets, or leverage complementary skills, then you might want to consider forming a joint venture with another party."},{"t":"p","x":"A joint venture is a type of business arrangement in which two or more parties agree to pool their resources for the purpose of accomplishing a specific goal, such as a new project, service, or business activity. However, before you jump into a joint venture, you need to understand what it entails and how to protect your interests. 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{"blocks":[{"t":"h","l":1,"x":"Letter of Resignation"},{"t":"p","x":"A letter of resignation is used to formally notify to your organization that you are leaving your position."},{"t":"p","x":"We make writing a resignation letter quick and easy by utilizing a step-by-step template that can be used for various situations. 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This information typically includes your personal information, your position at the company, your last day of employment, your reason for leaving, and any plans for making the transition easier before you leave."}]},{"q":"Are there any laws that govern letters of resignation?","a":[{"t":"p","x":"Letters of resignation are not subject to any specific laws. However, it is important to check your employment contract or employee handbook to determine any requirements at your specific workplace."}]},{"q":"Who do you send your resignation letter to?","a":[{"t":"p","x":"Who you send your resignation letter to can vary depending on your workplace or company policies. It is always important to check your employment contract or employee handbook to determine any specific requirement. 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tasks/legalnature/solution/site/implementation/clone/data/site/content/categories-business-master-services-agreement--2c909c3d0f.json
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{"blocks":[{"t":"h","l":1,"x":"Master Services Agreement"},{"t":"p","x":"A master services agreement serves as the general agreement governing the relationship between a customer and a service provider defining each party's general obligations and responsibilities."},{"t":"p","x":"Easily create a master services agreement tailored to your specific needs in minutes. You may also choose to include a statement of work. 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tasks/legalnature/solution/site/implementation/clone/data/site/content/categories-business-note-payable--d6774b58ab.json
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{"blocks":[{"t":"h","l":1,"x":"Note Payable"},{"t":"p","x":"A note payable form is essentially a promise to repay made from a borrower to a lender."},{"t":"p","x":"With our note payable template, you can indicate whether payments are due monthly, in one lump sum, or on demand by the lender. 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tasks/legalnature/solution/site/implementation/clone/data/site/content/categories-business-online-terms-and-conditions--58f80bdec8.json
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{"blocks":[{"t":"h","l":1,"x":"Online Terms and Conditions"},{"t":"p","x":"Websites must provide their terms and conditions so that their visitors are aware of the rules for using the site."},{"t":"p","x":"Our intuitive process allows you to easily customize the terms and conditions for websites based in the United States. 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{"blocks":[{"t":"h","l":1,"x":"Online Terms of Service"},{"t":"p","x":"Websites need to communicate their terms of service in order to put visitors on notice of the rules and guidelines for using the site."},{"t":"p","x":"LegalNature's step-by-step guidance helps you to easily create the terms of service for websites based in the United States. Our intuitive process will help you to customize the terms of service for your website in minutes."},{"t":"a","href":"/documents/create/online-terms-of-service","x":"Get Started"},{"t":"ul","items":[[{"x":"How To","h":"#illustrated_steps"}],[{"x":"Help Guide","h":"#help_guide"}],[{"x":"FAQS","h":"#faqs"}]]},{"t":"h","l":2,"x":"Our online terms of service"},{"t":"ul","items":["Are compliant throughout all states and the District of Columbia","Define vital concepts related to the service or goods provided","Help avoid confusion by defining each party's responsibilities","Help limit liability for a visitor's use of the site"]},{"t":"p","x":"Create your document in 3 steps"},{"t":"p","x":"Complete the form"},{"t":"p","x":"Preview your document"},{"t":"p","x":"Download and print"},{"t":"anchor","id":"illustrated_steps"},{"t":"h","l":2,"x":"How to create online terms of service in 3 steps"},{"t":"p","x":"Business Specialist"},{"t":"h","l":3,"x":"Gather Information"},{"t":"p","x":"As you complete your online terms of service, you will need to provide certain relevant information. This includes any policies you may have concerning member accounts, posted content, age restrictions, refunds, cancellations, sales policies, dispute resolution, and more. Depending on the type of website involved, some of these categories may be needed."},{"t":"p","x":"Man Laptop Questions"},{"t":"h","l":3,"x":"Answer Key Questions"},{"t":"p","x":"Use the information you collected to complete your online terms of service. We make this easy by guiding you each step of the way and helping you to customize your document to match your specific needs. The questions and information we present to you dynamically change depending on your answers and the state selected."},{"t":"p","x":"Distribute and Store Questions"},{"t":"h","l":3,"x":"Review"},{"t":"p","x":"It is always important to read your terms of service thoroughly to ensure it matches your needs and is free of errors and omissions. After completing the questionnaire, you can make textual changes by downloading it in Microsoft Word. If no changes are needed, you can simply download the PDF version."},{"t":"a","href":"/documents/create/online-terms-of-service","x":"Get Started"},{"t":"anchor","id":"help_guide"},{"t":"h","l":2,"x":"What Our Customers Are Saying"},{"t":"h","l":2,"x":"Help Guide"},{"t":"p","x":"All websites need to post their online terms of service in order to notify visitors of its rules and protect themselves from a wide variety of potential legal liabilities. This help guide explains the main sections and key considerations when creating terms of service for your website. Note that this document is meant for websites based within the United States. It may not be appropriate for sites hosted in other countries or may need additional language."},{"t":"anchor","id":"acceptance-of-terms"},{"t":"h","l":4,"x":"Acceptance of Terms"},{"t":"p","x":"This section explains that, by using the website and any services provided, the visitor agrees to abide by the terms of service. These terms are a binding legal agreement. Also, the section specifies any age restrictions you impose on visitors."},{"t":"anchor","id":"browsewrap-vs-clickwrap"},{"t":"h","l":4,"x":"Browsewrap vs. Clickwrap"},{"t":"p","x":[{"x":"\""},{"x":"Browsewrap","b":1},{"x":"\" is the term used for websites that allow users to accept their terms of service simply by navigating through the site. \""},{"x":"Clickwrap","b":1},{"x":",\" on the other hand, refers to sites that require visitors to affirmatively agree to the terms by clicking an \"Accept\" button, or checking a similar box, before creating an account or making a purchase. Browsewrap is typically only used for static sites that are primarily informational in nature with little to no interaction with the site or others and do not offer products or services for sale. Clickwrap is recommended for all sites that go beyond browsewrap by selling products and services or allowing users to post content or interact with others. If you choose to implement clickwrap, you should be sure that your method requires visitors to make an affirmative action assenting to the terms of service. Best practice is to require visitors to scroll through the entire terms (and "},{"x":"privacy policy","h":"/categories/business/website-privacy-policy"},{"x":", if you have one) before they can click the button or box to agree."}]},{"t":"anchor","id":"license-to-use"},{"t":"h","l":4,"x":"License to Use"},{"t":"p","x":"Visitors are granted the limited right to use the website so long as they conform to the requirements set out in the terms."},{"t":"anchor","id":"advertisements"},{"t":"h","l":4,"x":"Advertisements"},{"t":"p","x":"You, as the website operator, have the right to display advertisements, some of which may be targeted based on the type of information on the site, queries made, or other information submitted by visitors. The types and amount of advertising on the site is subject to change."},{"t":"anchor","id":"cookies"},{"t":"h","l":4,"x":"Cookies"},{"t":"p","x":"This section explains that your website uses cookies, which store information related to visitors' preferences, browser type, and other information in order to optimize their experiences. Visitors may choose to decline cookies by disabling them in their browser settings."},{"t":"anchor","id":"acceptable-use-policy"},{"t":"h","l":4,"x":"Acceptable Use Policy"},{"t":"p","x":[{"x":"This section explains your "},{"x":"rules for conduct","h":"/guides/why-your-website-needs-a-strong-terms-of-use-agreement-and-what-to-include"},{"x":" and provides a lengthy list of prohibited uses of the website, including using the website:"}]},{"t":"ul","items":["for illegal purposes;","to transmit viruses and other malicious computer software;","to harvest data;","to transmit or send unsolicited communications;","to commercially exploit its content;","to attempt to gain unauthorized access to restricted parts of the site; and","to harass, stalk, harm, or otherwise interfere with another user's normal use and enjoyment of the site."]},{"t":"anchor","id":"international-use-and-compliance"},{"t":"h","l":4,"x":"International Use and Compliance"},{"t":"p","x":"Visitors are responsible for ensuring that their use of the site conforms to all local, international, and other laws that may apply."},{"t":"anchor","id":"minors-and-the-children-s-online-privacy-protection-act"},{"t":"h","l":4,"x":"Minors and the Children's Online Privacy Protection Act"},{"t":"p","x":[{"x":"This section, if included, explains whether you knowingly collect, or allow others to collect, personal information or data from visitors under 13 years of age and, if so, provides your reasons for doing so. Website operators that collect this information are required to comply with the "},{"x":"Children's Online Privacy Protection Act (COPPA)","h":"https://www.ecfr.gov/current/title-16/part-312"},{"x":", which includes obtaining "},{"x":"verifiable parental consent","h":"https://www.ftc.gov/tips-advice/business-center/guidance/complying-coppa-frequently-asked-questions#Web sites and online"},{"x":" to your collection and use of data pertaining to children."}]},{"t":"anchor","id":"user-accounts"},{"t":"h","l":4,"x":"User Accounts"},{"t":"p","x":"This section is included if you allow visitors to the website to create user accounts or profiles. Those that do so are called \"Members.\" By creating an account, each member agrees that all information submitted when creating an account is true and accurate and promises to update and maintain the accuracy of this information at all times. Each member is the sole authorized user of his or her account and is responsible for keeping passwords and account access information confidential."},{"t":"anchor","id":"user-content"},{"t":"h","l":4,"x":"User Content"},{"t":"p","x":"This section is included if you indicate that visitors can submit content on the site. After providing a definition of such \"User Content,\" the section explains that you do not monitor, support, or endorse the submission or publication of any particular user content and, therefore, may not be held responsible for it. You may remove user content at any time and for any reason, without notice."},{"t":"anchor","id":"user-content-license"},{"t":"h","l":4,"x":"User Content License"},{"t":"p","x":"Visitors maintain ownership of all user content submitted and grant you a license to use, publish, copy, and modify the content as you choose."},{"t":"anchor","id":"enforcement-of-acceptable-use-policy"},{"t":"h","l":4,"x":"Enforcement of Acceptable Use Policy"},{"t":"p","x":"You may review and investigate visitors' use of the site and take any appropriate action against them that you determine necessary in your sole discretion."},{"t":"anchor","id":"third-party-resources"},{"t":"h","l":4,"x":"Third-Party Resources"},{"t":"p","x":"Here, you explain that the site may contain links and advertisements to third-party websites and services, called \"Third-Party Resources.\" Visitors agree that third-party resources are not under your control and that you are not responsible for the content, products, or services they provide."},{"t":"anchor","id":"modification-of-site"},{"t":"h","l":4,"x":"Modification of Site"},{"t":"p","x":"In this section, you reserve the right to modify, add to, suspend, or terminate all or part of the site or its services at any time with or without providing prior notice to visitors."},{"t":"anchor","id":"support-or-maintenance"},{"t":"h","l":4,"x":"Support or Maintenance"},{"t":"p","x":[{"x":"Here, visitors are told that you are under no obligation to provide customer support or website maintenance. Even if you regularly provide support and maintenance, this language will help you "},{"x":"disclaim any liability","h":"/guides/how-to-use-contracts-to-protect-yourself"},{"x":" should a visitor bring a legal action claiming your negligence in this regard has caused damages."}]},{"t":"anchor","id":"restricted-access"},{"t":"h","l":4,"x":"Restricted Access"},{"t":"p","x":"Visitors agree not to use the site to gain improper access to restricted parts. If you provide visitors with account access to areas of the site that are restricted to the general public, such visitors agree not to share their password and other access information with others."},{"t":"anchor","id":"privacy"},{"t":"h","l":4,"x":"Privacy"},{"t":"p","x":[{"x":"This section alerts visitors to your privacy policy, if you have one, and "},{"x":"explains the general situations","h":"/guides/how-to-create-a-strong-website-privacy-policy-and-what-to-include"},{"x":" that you may be required to disclose visitor information to others; for instance, to respond to legal claims or requests for customer service."}]},{"t":"anchor","id":"your-rights-and-ownership"},{"t":"h","l":4,"x":"Your Rights and Ownership"},{"t":"p","x":"With the exception of any user content that may be submitted by visitors, you own all intellectual property rights to the content on the website. Visitors agree not to sell, copy, or otherwise misappropriate your intellectual property and to keep all copyrights, trademarks, and other intellectual property notices on all copies of your content."},{"t":"anchor","id":"copyright-policy"},{"t":"h","l":4,"x":"Copyright Policy"},{"t":"p","x":[{"x":"This section outlines the process for reporting any allegations of copyright infringement on your website according to the proper procedure outlined under 17 U.S.C. 512(c) and then designates your copyright agent responsible for receiving and investigating such notices. This information is necessary to comply with the safe harbor provisions of the "},{"x":"Digital Millennium Copyright Act (DMCA)","h":"https://www.govinfo.gov/content/pkg/USCODE-2011-title17/pdf/USCODE-2011-title17-chap5-sec512.pdf"},{"x":". These requirements include that you (a) provide notice to your users of your policies regarding copyright infringement and the consequences of repeated infringing activity; (b) follow the proper notice and takedown procedures, including removing, or disabling access to, the material; providing notice to the individual responsible for such material; and providing such individual with an opportunity to provide proper \"counter-notice\" and complying with applicable procedures thereafter; and (c) designate an agent to receive notices of infringement from copyright owners."}]},{"t":"anchor","id":"sales-refund-and-cancellation-policies"},{"t":"h","l":4,"x":"Sales, Refund, and Cancellation Policies"},{"t":"p","x":[{"x":"If you "},{"x":"sell goods or services through your website","h":"/guides/how-to-start-an-ecommerce-business"},{"x":", then you should outline your sales policy in this section, including any conditions of sale, return policies, guarantees, payment details, fees, and shipping terms. Doing so helps avoid potential disputes and lawsuits with aggrieved visitors. Likewise, you should include any refund and cancellation policies you may have in order to put visitors on notice and avoid conflicts."}]},{"t":"anchor","id":"disclaimers"},{"t":"h","l":4,"x":"Disclaimers"},{"t":"p","x":"The disclaimers include many of your most important terms of service. Among these, visitors are told that the site is provided on an \"as is\" basis, and potential express and implied warranties are disclaimed in order to prevent visitors from seeking to hold you liable for promises you do not intend to offer. This also includes disclaimers for any loss or damages that may occur to visitors' computers, internet connections, or user content. Visitors are told that the content on your website is for informational purposes only and does not offer any professional advice, including legal, financial, or medical advice."},{"t":"anchor","id":"limitation-of-liability"},{"t":"h","l":4,"x":"Limitation of Liability"},{"t":"p","x":"This is another important section because it limits your potential liability for visitors' use of the site to a maximum of the greater of $100 or amounts paid by the visitors in the past six months. Visitors also agree not to bring any claims personally against any of your subsidiaries, officers, employees, contractors, agents, affiliates, partners, suppliers, or licensors."},{"t":"anchor","id":"indemnity-and-release"},{"t":"h","l":4,"x":"Indemnity and Release"},{"t":"p","x":"Here, visitors agree to indemnify you against (meaning pay for) any claims by third parties that result from visitors' use of the site. Visitors agree not to pursue any claim or action they may have against you or your affiliates."},{"t":"anchor","id":"termination-and-modification"},{"t":"h","l":4,"x":"Termination and Modification"},{"t":"p","x":"You may terminate visitors' access to any part or service on the site at any time in your sole discretion, without notice. You may also update these terms at any time. Visitors' continued use of the site constitutes acceptance of such updates. You will provide visitors with notice of such updates by any reasonable means, including by email or posting notice in a prominent place on the site."},{"t":"anchor","id":"violation-of-these-terms"},{"t":"h","l":4,"x":"Violation of These Terms"},{"t":"p","x":"You have the right to take any and all appropriate actions you deem necessary should a visitor breach these terms. This may include suspending, blocking, or terminating their access."},{"t":"anchor","id":"dispute-resolution"},{"t":"h","l":4,"x":"Dispute Resolution"},{"t":"p","x":[{"x":"If you choose to include this option, all disputes relating to the site, services, or these terms are required to be resolved through mandatory binding "},{"x":"arbitration","h":"/categories/business/arbitration-agreement"},{"x":" administered by the "},{"x":"American Arbitration Association","h":"https://www.adr.org"},{"x":"."}]},{"t":"anchor","id":"feedback-and-complaints"},{"t":"h","l":4,"x":"Feedback and Complaints"},{"t":"p","x":"Visitors assign you the right to use and fully exploit all feedback or complaints they submit in any manner you wish, commercial or otherwise."},{"t":"anchor","id":"contact-information"},{"t":"h","l":4,"x":"Contact Information"},{"t":"p","x":"The last section includes the website operator's contact information, which is an important requirement that helps visitors report any violations of your terms that they may witness and to contact you for help and other matters."},{"t":"ul","items":[[{"x":"Acceptance of Terms","h":"#acceptance-of-terms"}],[{"x":"Browsewrap vs. Clickwrap","h":"#browsewrap-vs-clickwrap"}],[{"x":"License to Use","h":"#license-to-use"}],[{"x":"Advertisements","h":"#advertisements"}],[{"x":"Cookies","h":"#cookies"}],[{"x":"Acceptable Use Policy","h":"#acceptable-use-policy"}],[{"x":"International Use and Compliance","h":"#international-use-and-compliance"}],[{"x":"Minors and the Children's Online Privacy Protection Act","h":"#minors-and-the-children-s-online-privacy-protection-act"}],[{"x":"User Accounts","h":"#user-accounts"}],[{"x":"User Content","h":"#user-content"}],[{"x":"User Content License","h":"#user-content-license"}],[{"x":"Enforcement of Acceptable Use Policy","h":"#enforcement-of-acceptable-use-policy"}],[{"x":"Third-Party Resources","h":"#third-party-resources"}],[{"x":"Modification of Site","h":"#modification-of-site"}],[{"x":"Support or Maintenance","h":"#support-or-maintenance"}],[{"x":"Restricted Access","h":"#restricted-access"}],[{"x":"Privacy","h":"#privacy"}],[{"x":"Your Rights and Ownership","h":"#your-rights-and-ownership"}],[{"x":"Copyright Policy","h":"#copyright-policy"}],[{"x":"Sales, Refund, and Cancellation Policies","h":"#sales-refund-and-cancellation-policies"}],[{"x":"Disclaimers","h":"#disclaimers"}],[{"x":"Limitation of Liability","h":"#limitation-of-liability"}],[{"x":"Indemnity and Release","h":"#indemnity-and-release"}],[{"x":"Termination and Modification","h":"#termination-and-modification"}],[{"x":"Violation of These Terms","h":"#violation-of-these-terms"}],[{"x":"Dispute Resolution","h":"#dispute-resolution"}],[{"x":"Feedback and Complaints","h":"#feedback-and-complaints"}],[{"x":"Contact Information","h":"#contact-information"}]]},{"t":"p","x":"View more"},{"t":"a","href":"/documents/create/online-terms-of-service","x":"Get Started"},{"t":"anchor","id":"faqs"},{"t":"h","l":4,"x":"FAQs","id":"faq-heading"},{"t":"faq","items":[{"q":"What does the term \"browsewrap\" mean?","a":[{"t":"p","x":"\"Browsewrap\" is the term used for websites that allow users to accept their terms of service simply by navigating through the site. Browsewrap is typically only used for static sites that are primarily informational in nature with little to no interaction with the site or others and do not offer products or services for sale."}]},{"q":"What does the term \"clickwrap\" mean?","a":[{"t":"p","x":"\"Clickwrap,\" on the other hand, refers to sites that require visitors to affirmatively agree to the terms by clicking an \"Accept\" button, or checking a similar box, before creating an account or making a purchase. Clickwrap is recommended for all sites that go beyond browsewrap by selling products and services or allowing users to post content or interact with others. If you choose to implement clickwrap, you should be sure that your method requires visitors to make an affirmative action assenting to the terms of service."}]},{"q":"Do I need to have a sale, refund, and cancellation policy?","a":[{"t":"p","x":[{"x":"If you "},{"x":"sell goods or services through your website","h":"/guides/how-to-start-an-ecommerce-business"},{"x":", then you should outline your sales policy, including any conditions of sale, return policies, guarantees, payment details, fees, and shipping terms. Doing so helps avoid potential disputes and lawsuits with aggrieved visitors. Likewise, you should include any refund and cancellation policies you may have in order to put visitors on notice and avoid conflicts."}]}]},{"q":"Should my online terms of service allow me to limit access to my site?","a":[{"t":"p","x":"Yes. Our online terms of service allow you to terminate a visitor's access to any part or service on the site at any time in your sole discretion, without notice. These terms may be updated at any time. A visitor's continued use of the site is often considered acceptance of such updates. It's important to provide visitors with notice of such updates by any reasonable means, including by email or posting notice in a prominent place on the site."}]},{"q":"Do these online terms of service contain disclaimers?","a":[{"t":"p","x":"Yes. The disclaimers in our form include many of the most important terms of service. Among these, visitors are told that the site is provided on an \"as is\" basis, and potential express and implied warranties are disclaimed in order to prevent visitors from seeking to hold you liable for promises you do not intend to offer. This also includes disclaimers for any loss or damages that may occur to visitors' computers, internet connections, or user content. Visitors are told that the content on your website is for informational purposes only and does not offer any professional advice, including legal, financial, or medical advice."}]}]},{"t":"img","src":"/static/assets/2026-08-21.legalnature-full-site-r1/www.legalnature.com/_frontend/images/product/business-dashboard.png","alt":"legal business documents dashboard"},{"t":"h","l":1,"x":"Create your own business"},{"t":"p","x":"LegalNature can help you form your company quickly and easily. You can choose between four types of companies: LLC, S Corp, C Corp, or Nonprofit."},{"t":"img","src":"/static/assets/2026-08-21.legalnature-full-site-r1/www.legalnature.com/_frontend/images/product/business-dashboard.png","alt":"legal business documents dashboard"},{"t":"h","l":2,"x":"Everything you need for your legal matters, one click away"},{"t":"p","x":"Access your personalized dashboard to manage all your legal documents and business services in one secure location."},{"t":"img","src":"/static/assets/2026-08-21.legalnature-full-site-r1/www.legalnature.com/_frontend/images/common-sections/platform.png","alt":"LegalNature Dashboard Platform"},{"t":"h","l":3,"x":"Fast & Easy"},{"t":"p","x":"Quickly create new documents or business services."},{"t":"h","l":3,"x":"Safe & Secure"},{"t":"p","x":"Your documents and information are always kept private."},{"t":"h","l":3,"x":"Reliable & Trustworthy"},{"t":"p","x":"Over 4,000 five star reviews from our customers."},{"t":"h","l":3,"x":"Access Anytime"},{"t":"p","x":"Everything you need, directly from your dashboard."},{"t":"a","href":"/documents/create/online-terms-of-service","x":"Get Started"},{"t":"h","l":2,"x":"Start Your Online Terms of Service"},{"t":"p","x":"Complete your online terms of service in minutes with LegalNature's intuitive, step-by-step guidance."},{"t":"a","href":"/documents/create/online-terms-of-service","x":"Create Document"},{"t":"img","src":"/static/assets/2026-08-21.legalnature-full-site-r1/s3.us-east-2.amazonaws.com/shared-cms-main-media.legalnature.com/general-doc-image.jpg","alt":"Start Your Online Terms of Service"}]}
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{"blocks":[{"t":"h","l":1,"x":"Promissory Note"},{"t":"p","x":"In a promissory note, a borrower promises to repay the other party in return for receiving money, goods, or services."},{"t":"p","x":"Use our template to clearly set forth all the important terms, including the loan amount, interest rate, due date, payment structure and more."},{"t":"a","href":"/documents/create/promissory-note","x":"Get Started"},{"t":"ul","items":[[{"x":"How To","h":"#illustrated_steps"}],[{"x":"Help Guide","h":"#help_guide"}],[{"x":"FAQS","h":"#faqs"}]]},{"t":"h","l":2,"x":"When to use a promissory note"},{"t":"ul","items":["Loan some money to a friend or family member","Set important loan details in writing","Get financing for a business project","Take out a small personal loan"]},{"t":"p","x":"Create your document in 3 steps"},{"t":"p","x":"Complete the form"},{"t":"p","x":"Preview your document"},{"t":"p","x":"Download and print"},{"t":"h","l":2,"x":"Want additional legal protections?"},{"t":"p","x":"Avoid any possible misunderstandings by accompanying your loan agreement with these related documents"},{"t":"h","l":3,"x":"Loan Agreement"},{"t":"p","x":"A loan agreement offers the parties additional options for repayment and securing the transaction."},{"t":"a","href":"/documents/create/loan-agreement","x":"Create Document"},{"t":"h","l":3,"x":"Sales Contract"},{"t":"p","x":"If goods or services are being exchanged, a sales contract allows the parties to agree on all details."},{"t":"a","href":"/documents/create/sales-contract","x":"Create Document"},{"t":"anchor","id":"illustrated_steps"},{"t":"h","l":2,"x":"What Our Customers Are Saying"},{"t":"h","l":2,"x":"How to create a promissory note in 3 steps"},{"t":"h","l":3,"x":"Gather Information"},{"t":"p","x":"Begin by adding the relevant information for each party, such as name, address, and contact information. Note that the borrower is the party receiving the loan from the lender and making the promise to repay on the promissory note."},{"t":"h","l":3,"x":"Answer Key Questions"},{"t":"p","x":"Next, you will fill out the details of the transaction. It is important to be as specific as possible in identifying what exactly the borrower is receiving from the lender, such as money, goods, or services. Then provide the details of repayment, including how long the borrower has to repay and the payment frequency."},{"t":"h","l":3,"x":"Review"},{"t":"p","x":"After completing your promissory note, be sure to review it thoroughly to ensure that it meets your needs. You may make textual edits if you wish. Though not required in many states, we recommend using a notary to witness the signing of the document as well as include a regular witness. After it is signed, distribute copies to each party for safekeeping."},{"t":"a","href":"/documents/create/promissory-note","x":"Get Started"},{"t":"anchor","id":"help_guide"},{"t":"h","l":2,"x":"Help Guide"},{"t":"p","x":"Promissory notes are also always used in connection with mortgage agreements and deeds of trust to list the essential terms of the transaction. When complete, the note will clearly set forth all the important terms, including the loan amount, interest rate, due date, and payment structure."},{"t":"p","x":"View more"},{"t":"a","href":"/documents/create/promissory-note","x":"Get Started"},{"t":"anchor","id":"faqs"},{"t":"h","l":4,"x":"FAQs","id":"faq-heading"},{"t":"faq","items":[{"q":"What is the difference between a loan and a promissory note?","a":[{"t":"p","x":"Both promissory notes and loan agreements fulfill the same purpose; they both evidence a debt owed between a borrower and a lender. However, in practice, a promissory note is generally not as detailed as a loan agreement. A loan agreement includes additional details regarding the promises and obligations of the parties as well as the ability to include a guarantor as co-signer. Both agreements allow you to specify property as collateral for the loan."}]},{"q":"Is a promissory note legally enforceable?","a":[{"t":"p","x":[{"x":"A promissory note is a legal instrument similar in nature to any contract. To make a contract enforceable, it must contain certain legal conditions which are an offer, an acceptance of that offer, and consideration, also known as value. Contracts indicate the type and amount of payment for services or goods rendered. In the case of a legal promissory note, the contract will be shaped around the amount of money or capital loaned and the terms of repayment of the promissory note. As with any contract, a promissory note contains terms and conditions associated with an agreement that has been established between two parties. It details the total amount of money or capital loaned, the interest rate charged, and the timeline for repayment. When all of these conditions are addressed in the details of the promissory note and it is executed correctly, the promissory note meets all the elements of a "},{"x":"legally binding contract","h":"/guides/is-a-promissory-note-legally-binding"},{"x":"."}]}]},{"q":"What does \"due on demand\" mean?","a":[{"t":"p","x":"An \"on demand\" loan means that repayment is not set to a fixed schedule of payments. Repayment will be due when the lender gives the borrower notice that the loan needs to be paid back. In most cases, a promissory note will stipulate a mandatory notice period that the lender must give to the borrower before the loan is repayable. For example, if a promissory note stipulates a 90-day notice period, then when the lender gives notice to the borrower, the borrower will have 90 days to gather and deliver the funds."}]},{"q":"What is the difference between compound and simple interest?","a":[{"t":"p","x":"Simple interest is interest that is only calculated on the unpaid principal amount of the loan. Compound interest is interest that is calculated both on the unpaid principal amount and the unpaid interest."}]},{"q":"What other documents might I need?","a":[{"t":"p","x":[{"x":"You can often benefit from additional legal protections by completing documents such as a "},{"x":"loan agreement","h":"/categories/business/loan-agreement"},{"x":" and "},{"x":"sales contract","h":"/categories/business/sales-contract"},{"x":". For instance, a loan agreement offers the parties additional options for repayment and securing the transaction. Also, a sales contract may apply to your situation when goods or services are being exchanged and allows the parties to agree on details concerning shipment, delivery, warranties, and other important terms."}]}]}]},{"t":"h","l":2,"x":"Everything you need for your legal matters, one click away"},{"t":"p","x":"Access your personalized dashboard to manage all your legal documents and business services in one secure location."},{"t":"img","src":"/static/assets/2026-08-21.legalnature-full-site-r1/www.legalnature.com/_frontend/images/common-sections/platform.png","alt":"LegalNature Dashboard Platform"},{"t":"h","l":3,"x":"Fast & Easy"},{"t":"p","x":"Quickly create new documents or business services."},{"t":"h","l":3,"x":"Safe & Secure"},{"t":"p","x":"Your documents and information are always kept private."},{"t":"h","l":3,"x":"Reliable & Trustworthy"},{"t":"p","x":"Over 4,000 five star reviews from our customers."},{"t":"h","l":3,"x":"Access Anytime"},{"t":"p","x":"Everything you need, directly from your dashboard."},{"t":"a","href":"/documents/create/promissory-note","x":"Get Started"},{"t":"h","l":2,"x":"Start Your Promissory Note"},{"t":"p","x":"Complete your promissory note in minutes with LegalNature's intuitive, step-by-step guidance."},{"t":"a","href":"/documents/create/promissory-note","x":"Create Document"},{"t":"img","src":"/static/assets/2026-08-21.legalnature-full-site-r1/s3.us-east-2.amazonaws.com/shared-cms-main-media.legalnature.com/general-doc-image.jpg","alt":"Start Your Promissory Note"}]}
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{"blocks":[{"t":"h","l":1,"x":"Release of Liability Agreement"},{"t":"p","x":"Create a release of liability agreement to limit your legal and financial liability for injuries or damages."},{"t":"p","x":"Our customizable release of liability agreement template can be used to fit any circumstance, including use of property, contracts, sporting activities, services, or other events."},{"t":"a","href":"/documents/create/release-of-liability","x":"Get Started"},{"t":"ul","items":[[{"x":"How To","h":"#illustrated_steps"}],[{"x":"Help Guide","h":"#help_guide"}],[{"x":"FAQS","h":"#faqs"}]]},{"t":"h","l":2,"x":"Our release of liability agreement"},{"t":"ul","items":["Is designed to offer protection during contracts, activities, or services","Offers different levels of indemnity and protection to fit your needs","Is compliant throughout all states and the District of Columbia","Provides step-by-step guidance and dynamically adjusts to your needs"]},{"t":"p","x":"Create your document in 3 steps"},{"t":"p","x":"Complete the form"},{"t":"p","x":"Preview your document"},{"t":"p","x":"Download and print"},{"t":"anchor","id":"illustrated_steps"},{"t":"h","l":2,"x":"What Our Customers Are Saying"},{"t":"h","l":2,"x":"Create your release of liability agreement in 3 steps"},{"t":"h","l":3,"x":"Gather Information"},{"t":"p","x":"As you complete your release of liability agreement, you will need to provide certain relevant information. This includes the name and address of each party and the date your agreement should go into effect."},{"t":"h","l":3,"x":"Complete Our Short Questionnaire"},{"t":"p","x":"Use the information you collected to complete the release of liability agreement. We make this easy by guiding you each step of the way and helping you to customize your document to match your specific needs."},{"t":"h","l":3,"x":"Review and Sign"},{"t":"p","x":"It is always important to read your document thoroughly to ensure it matches your needs and is free of errors and omissions. When signing your agreement, be sure to follow any additional instructions related to signing and witnessing the document."},{"t":"a","href":"/documents/create/release-of-liability","x":"Get Started"},{"t":"anchor","id":"help_guide"},{"t":"h","l":2,"x":"Help Guide"},{"t":"p","x":"A release of liability agreement is an excellent way to help parties accomplish their goals by better dividing responsibility for legal risks. This help guide provides clarification on some of the key aspects of your document."},{"t":"p","x":"View more"},{"t":"a","href":"/documents/create/release-of-liability","x":"Create a Release of Liability Agreement"},{"t":"anchor","id":"faqs"},{"t":"h","l":4,"x":"FAQs","id":"faq-heading"},{"t":"faq","items":[{"q":"What is a release of liability?","a":[{"t":"p","x":"A release of liability, also known as a waiver of liability, a release form, a liability release form, an assumption of risk form, a hold harmless agreement, or legal release, is an agreement between two or more parties to waive a legal claim for damages. A release of liability can be used to waive a claim for damages that have already occurred, or to waive future claims for injuries or damages."}]},{"q":"When do I need a release of liability?","a":[{"t":"p","x":"You need a release of liability whenever you engage in activities or events that are likely to cause injuries or damage. Thus, a release of liability can be used when a third party is using your property, during contracts, for the provision of services, sporting activities, or other events that involve any type of risk."}]},{"q":"What are the common uses of a release of liability?","a":[{"t":"p","x":"A release of liability is generally recommended when you engage in activities that involve some type of risk. A release of liability agreement might also be used to release another party from the potential of a lawsuit for a past injury. Some common uses of a release of liability include:"},{"t":"ul","items":["Car accidents. This typically involves paying money for injuries or damages in return for a release of any further liability.","Field trips or sporting activities. Examples include soccer, sky diving, zip lining, boat rentals, gyms, baseball batting cages, and golf courses.","Media releases. These authorize the use of photographs and videos of or taken by a person.","Information releases. These allow third parties to release confidential medical, financial, employment, or other information.","Provision of services. This limits your liability when you provide a service to a third party, and is particularly useful when providing services that are risky or likely to cause injury, such as construction services.","Selling a car. Some states require the buyer to sign a release that protects the seller from any liability in the event the buyer is involved in a collision or incurs tickets for traffic or parking violations."]}]},{"q":"What isn't covered by a release of liability agreement?","a":[{"t":"p","x":"A release of liability agreement is intended to cover accidental injuries, but would not cover injuries or damages that result as a result of your own negligence or deliberate actions."}]}]},{"t":"h","l":2,"x":"Everything you need for your legal matters, one click away"},{"t":"p","x":"Access your personalized dashboard to manage all your legal documents and business services in one secure location."},{"t":"img","src":"/static/assets/2026-08-21.legalnature-full-site-r1/www.legalnature.com/_frontend/images/common-sections/platform.png","alt":"LegalNature Dashboard Platform"},{"t":"h","l":3,"x":"Fast & Easy"},{"t":"p","x":"Quickly create new documents or business services."},{"t":"h","l":3,"x":"Safe & Secure"},{"t":"p","x":"Your documents and information are always kept private."},{"t":"h","l":3,"x":"Reliable & Trustworthy"},{"t":"p","x":"Over 4,000 five star reviews from our customers."},{"t":"h","l":3,"x":"Access Anytime"},{"t":"p","x":"Everything you need, directly from your dashboard."},{"t":"a","href":"/documents/create/release-of-liability","x":"Get Started"},{"t":"h","l":2,"x":"Start Your Release of Liability"},{"t":"p","x":"Complete your document in minutes with LegalNature's intuitive, step-by-step guidance."},{"t":"a","href":"/documents/create/release-of-liability","x":"Create Document"},{"t":"img","src":"/static/assets/2026-08-21.legalnature-full-site-r1/s3.us-east-2.amazonaws.com/shared-cms-main-media.legalnature.com/general-doc-image.jpg","alt":"Start Your Release of Liability"}]}
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{"blocks":[{"t":"h","l":1,"x":"Security Agreement"},{"t":"p","x":"This agreement is required in order to receive a security interest in collateral and may be used along with a financing statement if you wish to register your security interest with the state (known as \"perfecting\" your interest)."},{"t":"p","x":"Our step-by-step form makes it easy to quickly customize a security agreement to your needs. Get started now to create, download, and print your security agreement form online in minutes."},{"t":"a","href":"/documents/create/security-agreement","x":"Get Started"},{"t":"ul","items":[[{"x":"How To","h":"#illustrated_steps"}],[{"x":"Help Guide","h":"#help_guide"}],[{"x":"FAQS","h":"#faqs"}]]},{"t":"h","l":2,"x":"Our security agreement"},{"t":"ul","items":["Is compliant throughout all states and the District of Columbia","Provides optional fields for a notary or witnesses' signatures","Clearly defines each party's rights and obligations","Describes all relevant transaction details"]},{"t":"p","x":"Create your document in 3 steps"},{"t":"p","x":"Complete the form"},{"t":"p","x":"Preview your document"},{"t":"p","x":"Download and print"},{"t":"anchor","id":"illustrated_steps"},{"t":"h","l":2,"x":"What Our Customers Are Saying"},{"t":"h","l":2,"x":"How to create a security agreement in 3 steps"},{"t":"h","l":3,"x":"Gather Information"},{"t":"p","x":"As you complete your security agreement, you will need to provide certain relevant information. This includes the names and addresses of the parties, the amount and interest rate (if any) owed by the debtor, and collateral details. You may also need to include additional payment details, such as payment frequency, late fees, and prepayment requirements, if they are not already contained in a separate agreement."},{"t":"h","l":3,"x":"Answer Key Questions"},{"t":"p","x":"Use the information you collected to complete the security agreement. We make this easy by guiding you each step of the way and helping you to customize your document to match your specific needs. The questions and information we present to you dynamically change depending on your answers and the state selected."},{"t":"h","l":3,"x":"Review and Sign"},{"t":"p","x":"It is always important to read your document thoroughly to ensure it matches your needs and is free of errors and omissions. When signing the document, be sure to follow any additional instructions related to signing and witnessing the document. Also, although using a notary is not required, it is recommended that you do so to ensure that you can prove the authenticity of the document. When using a notary, be sure to wait to sign the document until they are present."},{"t":"a","href":"/documents/create/security-agreement","x":"Get Started"},{"t":"anchor","id":"help_guide"},{"t":"h","l":2,"x":"Help Guide"},{"t":"p","x":"A security agreement provides the secured party with a security interest in collateral in order to insure a debtor's repayment. You may choose to include multiple debtors, secured parties, and co-signers depending on the requirements of the transaction. The information below will guide you through some of the important issues and considerations you will encounter when creating your security agreement."},{"t":"p","x":"View more"},{"t":"a","href":"/documents/create/security-agreement","x":"Get Started"},{"t":"anchor","id":"faqs"},{"t":"h","l":4,"x":"FAQs","id":"faq-heading"},{"t":"faq","items":[{"q":"What is a security agreement?","a":[{"t":"p","x":"A security agreement consists of a contract between a borrower and a secured lender. Each agreement explicitly specifies which assets are to be used as security and the conditions under which the lender would be allowed to foreclose on that property. Typically, security agreements involve business owners who hope to secure commercial loans. This agreement outlines obligations and rights for both the debtor and the creditor, while also highlighting the form the collateral will take and what will happen if the debtor defaults."}]},{"q":"What is collateral?","a":[{"t":"p","x":[{"x":"Collateral is any property or asset pledged by a debtor to secure repayment of a debt. It can take many forms, but generally involves some sort of property already owned by (or expected to be acquired by) the debtor. For example, in a "},{"x":"mortgage agreement","h":"/categories/property/mortgage-agreement"},{"x":" the collateral is the house itself. Under a security agreement, the debtor's personal property (non-real estate) and intangibles, such as intellectual property, are often used as collateral. Accurate classification of collateral is critical for security agreements. Often, classification depends on how exactly the debtor uses a particular asset. For example, a titled vehicle primarily used for personal or family purposes may be classified as consumer goods. However, if the vehicle is held for sale, it may be deemed inventory. If the vehicle is regularly used for business purposes, it should be classified as equipment. Other examples of collateral include inventory, equipment, machinery, farm products and crops, appliances, furnishings, fixtures, accounts receivable, deposit accounts, contract rights, and general intangibles. If the debtor defaults on repayment, the creditor (also called the secured party) will be able to keep or sell the collateral."}]}]},{"q":"What is secured debt and how does it differ from unsecured debt?","a":[{"t":"p","x":[{"x":"A basic understanding of secured and unsecured debt is critical to grasping the scope and process of a security agreement. Many individuals and organizations take on both types of debt, but in different contexts. "},{"x":"Secured debt","b":1},{"x":" is tied to an asset such as real estate or stock. This asset serves as collateral; fail to pay up, and the creditor takes possession of or otherwise uses the collateral. Common examples of secured debt include auto loans and mortgages. Such assets are never fully owned until the debt has been completely paid. "},{"x":"Unsecured debt","b":1},{"x":" provides no rights to collateral for the creditor. If the debtor fails to make payments, then the creditor must take other steps, such as working with a debt collector or suing in hope of garnishing the debtor's wages."}]}]},{"q":"Do I need to register my security interest with the state?","a":[{"t":"p","x":"Registering a security interest with your state—known as \"perfecting\" the security interest—is normally recommended in order to ensure that there are no prior claims to the collateral and to protect the secured party in the event that the debtor becomes insolvent or declares bankruptcy. While taking the step to perfect a security interest is not required by law, it is often the only way that the secured party can rest assured that its interest in the collateral is safe from other creditors. You can perfect your interest by simply filing a short document, called a financing statement, in the debtor's state or local jurisdiction. If the debtor is an individual, this is the state where the debtor resides; if the debtor is a business, this is the state where the business was formed. While the rules vary by location, a financing statement normally only requires identifying the parties and providing a description of the collateral. In most states you can easily provide this information by completing Form UCC-1 and filing it with the Secretary of State's office. You can find your state's requirements online or by calling your state office. Certain types of collateral may be perfected without filing a financing statement and simply by the secured party having possession or control over them. However, filing a financing statement is usually recommended as the more straightforward method of ensuring the secured party's interest is fully protected."}]},{"q":"What does perfection mean in regard to security agreements?","a":[{"t":"p","x":"Perfection essentially involves granting third parties notice of a security interest's role in property. Perfection may vary based on whether property is deemed personal or real. A variety of methods can be used to obtain perfection in a security agreement. The following are among the most common:"},{"t":"ul","items":["Filing a financing statement","Possession of the collateral by the secured party or the secured party's agent","Control over the collateral by the secured party","Automatic perfection upon attachment"]}]}]},{"t":"h","l":2,"x":"Everything you need for your legal matters, one click away"},{"t":"p","x":"Access your personalized dashboard to manage all your legal documents and business services in one secure location."},{"t":"img","src":"/static/assets/2026-08-21.legalnature-full-site-r1/www.legalnature.com/_frontend/images/common-sections/platform.png","alt":"LegalNature Dashboard Platform"},{"t":"h","l":3,"x":"Fast & Easy"},{"t":"p","x":"Quickly create new documents or business services."},{"t":"h","l":3,"x":"Safe & Secure"},{"t":"p","x":"Your documents and information are always kept private."},{"t":"h","l":3,"x":"Reliable & Trustworthy"},{"t":"p","x":"Over 4,000 five star reviews from our customers."},{"t":"h","l":3,"x":"Access Anytime"},{"t":"p","x":"Everything you need, directly from your dashboard."},{"t":"a","href":"/documents/create/security-agreement","x":"Get Started"},{"t":"h","l":2,"x":"Start Your Security Agreement"},{"t":"p","x":"Complete your security agreement in minutes with LegalNature's intuitive, step-by-step guidance."},{"t":"a","href":"/documents/create/security-agreement","x":"Create Document"},{"t":"img","src":"/static/assets/2026-08-21.legalnature-full-site-r1/s3.us-east-2.amazonaws.com/shared-cms-main-media.legalnature.com/general-doc-image.jpg","alt":"Start Your Security Agreement"}]}
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{"blocks":[{"t":"h","l":1,"x":"Articles of Amendment"},{"t":"p","x":[{"x":"Articles of amendment are the legal filing used to officially update your LLC's or corporation's name, address, registered agent, or other formation details with the state.","b":1},{"x":" LegalNature prepares and files your amendment for you, so your business stays compliant and in good standing."}]},{"t":"a","href":"/orders/create/articles-of-amendment","x":"Start Now"},{"t":"img","src":"/static/assets/2026-08-21.legalnature-full-site-r1/s3.us-east-2.amazonaws.com/shared-cms-main-media.legalnature.com/amendemnt-hero.png","alt":"Business Formation","w":866,"h":1252},{"t":"h","l":2,"x":"Keep your business information up to date. Let us handle the process."},{"t":"h","l":3,"x":"Fill out our intuitive online form"},{"t":"p","x":"Answer our online questionnaire about your business and the changes that need to be filed with your state."},{"t":"a","href":"/orders/create/articles-of-amendment","x":"Get Started"},{"t":"h","l":3,"x":"We prepare and file the amendment paperwork with your state"},{"t":"p","x":"We complete the required amendment paperwork for your state and submit it on your behalf. No hassle or confusion for you."},{"t":"h","l":3,"x":"Receive your filed copy"},{"t":"p","x":"Once the state approves your amendment, we deliver any confirmation and the filed copy to you for your records."},{"t":"h","l":3,"x":"What are articles of amendment?"},{"t":"p","x":"You need to file articles of amendment anytime a detail in your original articles of organization or articles of incorporation changes. 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They're used anytime a key business detail, like your name, address, or registered agent, no longer matches what's on file with the state."}]},{"q":"When do I need to file articles of amendment?","a":[{"t":"p","x":"You need to file whenever information required in your original formation documents changes, such as your business name, principal address, registered agent, or ownership structure. Some changes, like updating an internal operating agreement, don't require a state filing at all — only changes to information the state has on record trigger this requirement."}]},{"q":"Is a certificate of amendment the same as articles of amendment?","a":[{"t":"p","x":"Yes. Some states use the term \"certificate of amendment\" instead of \"articles of amendment,\" but the filing serves the same purpose in either case. LegalNature's form automatically reflects whichever term and format your state uses."}]},{"q":"How much does it cost to file articles of amendment?","a":[{"t":"p","x":"Filing fees are set by each state and vary based on your entity type and location. LegalNature's questionnaire will show you the applicable state filing fee before you submit your order."}]},{"q":"Do I need approval from my members or board before filing?","a":[{"t":"p","x":"In most cases, yes. LLCs typically need member or manager consent, while corporations generally require board approval and sometimes shareholder approval, depending on the nature of the change. Check your operating agreement or bylaws for your business's specific approval requirements."}]},{"q":"How long does it take for the state to process articles of amendment?","a":[{"t":"p","x":"Processing times vary significantly by state and depend on filing method and current office workload. Many states offer expedited processing for an additional fee if you need your amendment approved faster."}]}]},{"t":"h","l":2,"x":"Change your business the right way."},{"t":"p","x":"LegalNature's articles of amendment form walks you through the process for your state and entity type in minutes, so you can move on knowing the paperwork is done right."},{"t":"a","href":"/orders/create/articles-of-amendment","x":"Get Started"}]}
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{"blocks":[{"t":"h","l":1,"x":"Articles of Incorporation"},{"t":"p","x":"This important document registers your company's name and intent to conduct business within the state as a domestic corporation. 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Some states refer to articles of incorporation as a \"certificate of incorporation.\" These public records outline the fundamental aspects of a corporation, including the following basic information:"},{"t":"ul","items":["Corporate name","Principal office address","Registered agent information","Directors or officers","Stock information"]},{"t":"h","l":3,"x":"Use the business formation document which best suits your needs"},{"t":"img","src":"/static/assets/2026-08-21.legalnature-full-site-r1/s3.us-east-2.amazonaws.com/shared-cms-main-media.legalnature.com/AOO-Preview-Desktop.webp","alt":"Articles of Organization document preview"},{"t":"p","x":[{"x":"Articles of Organization","h":"/categories/business-services/articles-of-organization"},{"x":" Articles of organization are filed with a state to establish a limited liability company, or \"LLC.\" LLCs offer liability and tax protections similar to that of a corporation, but with a different ownership and management structure."}]},{"t":"p","x":"PDF"},{"t":"p","x":"WORD"},{"t":"img","src":"/static/assets/2026-08-21.legalnature-full-site-r1/s3.us-east-2.amazonaws.com/shared-cms-main-media.legalnature.com/Certificate-Incorporation-Preview-D.webp","alt":"Certificate of Incorporation document preview"},{"t":"p","x":[{"x":"Certificate of Incorporation","h":"/categories/business-services/certificate-of-incorporation"},{"x":" Some states refer to articles of incorporation as a certificate of incorporation. LegalNature's intuitive forms will create the correct document based upon your chosen state's requirements."}]},{"t":"p","x":"PDF"},{"t":"p","x":"WORD"},{"t":"img","src":"/static/assets/2026-08-21.legalnature-full-site-r1/s3.us-east-2.amazonaws.com/shared-cms-main-media.legalnature.com/Articles-Amend-Preview-D.webp","alt":"Articles of Amendment document preview"},{"t":"p","x":[{"x":"Articles of Amendment","h":"/categories/business-services/articles-of-amendment"},{"x":" Sometimes information on articles of incorporation needs to be changed (e.g. change of company name or address). Articles of amendment are filed with the corporation's state in order to submit amendments to articles of incorporation."}]},{"t":"p","x":"PDF"},{"t":"p","x":"WORD"},{"t":"h","l":3,"x":"Create articles of incorporation in your state"},{"t":"a","href":"/documents/create/articles-of-incorporation?state=1","x":"Alabama"},{"t":"a","href":"/documents/create/articles-of-incorporation?state=2","x":"Alaska"},{"t":"a","href":"/documents/create/articles-of-incorporation?state=3","x":"Arizona"},{"t":"a","href":"/documents/create/articles-of-incorporation?state=4","x":"Arkansas"},{"t":"a","href":"/documents/create/articles-of-incorporation?state=5","x":"California"},{"t":"a","href":"/documents/create/articles-of-incorporation?state=6","x":"Colorado"},{"t":"a","href":"/documents/create/articles-of-incorporation?state=7","x":"Connecticut"},{"t":"a","href":"/documents/create/articles-of-incorporation?state=8","x":"Delaware"},{"t":"a","href":"/documents/create/articles-of-incorporation?state=52","x":"District of Columbia"},{"t":"a","href":"/documents/create/articles-of-incorporation?state=9","x":"Florida"},{"t":"a","href":"/documents/create/articles-of-incorporation?state=10","x":"Georgia"},{"t":"a","href":"/documents/create/articles-of-incorporation?state=11","x":"Hawaii"},{"t":"a","href":"/documents/create/articles-of-incorporation?state=12","x":"Idaho"},{"t":"a","href":"/documents/create/articles-of-incorporation?state=13","x":"Illinois"},{"t":"a","href":"/documents/create/articles-of-incorporation?state=14","x":"Indiana"},{"t":"a","href":"/documents/create/articles-of-incorporation?state=15","x":"Iowa"},{"t":"a","href":"/documents/create/articles-of-incorporation?state=16","x":"Kansas"},{"t":"a","href":"/documents/create/articles-of-incorporation?state=17","x":"Kentucky"},{"t":"a","href":"/documents/create/articles-of-incorporation?state=18","x":"Louisiana"},{"t":"a","href":"/documents/create/articles-of-incorporation?state=19","x":"Maine"},{"t":"a","href":"/documents/create/articles-of-incorporation?state=20","x":"Maryland"},{"t":"a","href":"/documents/create/articles-of-incorporation?state=21","x":"Massachusetts"},{"t":"a","href":"/documents/create/articles-of-incorporation?state=22","x":"Michigan"},{"t":"a","href":"/documents/create/articles-of-incorporation?state=23","x":"Minnesota"},{"t":"a","href":"/documents/create/articles-of-incorporation?state=24","x":"Mississippi"},{"t":"a","href":"/documents/create/articles-of-incorporation?state=25","x":"Missouri"},{"t":"a","href":"/documents/create/articles-of-incorporation?state=26","x":"Montana"},{"t":"a","href":"/documents/create/articles-of-incorporation?state=27","x":"Nebraska"},{"t":"a","href":"/documents/create/articles-of-incorporation?state=28","x":"Nevada"},{"t":"a","href":"/documents/create/articles-of-incorporation?state=29","x":"New Hampshire"},{"t":"a","href":"/documents/create/articles-of-incorporation?state=30","x":"New Jersey"},{"t":"a","href":"/documents/create/articles-of-incorporation?state=31","x":"New Mexico"},{"t":"a","href":"/documents/create/articles-of-incorporation?state=32","x":"New York"},{"t":"a","href":"/documents/create/articles-of-incorporation?state=33","x":"North Carolina"},{"t":"a","href":"/documents/create/articles-of-incorporation?state=34","x":"North Dakota"},{"t":"a","href":"/documents/create/articles-of-incorporation?state=35","x":"Ohio"},{"t":"a","href":"/documents/create/articles-of-incorporation?state=36","x":"Oklahoma"},{"t":"a","href":"/documents/create/articles-of-incorporation?state=37","x":"Oregon"},{"t":"a","href":"/documents/create/articles-of-incorporation?state=38","x":"Pennsylvania"},{"t":"a","href":"/documents/create/articles-of-incorporation?state=39","x":"Rhode Island"},{"t":"a","href":"/documents/create/articles-of-incorporation?state=40","x":"South Carolina"},{"t":"a","href":"/documents/create/articles-of-incorporation?state=41","x":"South Dakota"},{"t":"a","href":"/documents/create/articles-of-incorporation?state=42","x":"Tennessee"},{"t":"a","href":"/documents/create/articles-of-incorporation?state=43","x":"Texas"},{"t":"a","href":"/documents/create/articles-of-incorporation?state=44","x":"Utah"},{"t":"a","href":"/documents/create/articles-of-incorporation?state=45","x":"Vermont"},{"t":"a","href":"/documents/create/articles-of-incorporation?state=46","x":"Virginia"},{"t":"a","href":"/documents/create/articles-of-incorporation?state=47","x":"Washington"},{"t":"a","href":"/documents/create/articles-of-incorporation?state=48","x":"West Virginia"},{"t":"a","href":"/documents/create/articles-of-incorporation?state=49","x":"Wisconsin"},{"t":"a","href":"/documents/create/articles-of-incorporation?state=50","x":"Wyoming"},{"t":"h","l":3,"x":"When to use articles of incorporation"},{"t":"p","x":"Articles of incorporation are essential legal documents used to establish a corporation at the state level. You should use articles of incorporation to do the following:"},{"t":"ul","items":[[{"x":"Form a new corporation","b":1},{"x":": This document officially creates your company as a distinct legal entity"}],[{"x":"Register with the state","b":1},{"x":": Articles of incorporation are required to register your corporation with the state government"}],[{"x":"Define company structure","b":1},{"x":": The articles outline the basic structure and purpose of your corporation"}],[{"x":"Protect personal assets","b":1},{"x":": By establishing a corporation, you can shield personal assets from business liabilities"}],[{"x":"Seek tax advantages","b":1},{"x":": Corporations offer potential tax benefits, which begin with proper formation"}],[{"x":"Comply with state laws","b":1},{"x":": Each state has specific requirements for corporation formation, which the articles of incorporation help to fulfill"}],[{"x":"Prepare for future growth","b":1},{"x":": Well-crafted articles can provide flexibility for business expansion"}]]},{"t":"h","l":2,"x":"How to create your articles of incorporation"},{"t":"ol","items":["Select the state where the corporation will be registeredOur articles of incorporation template dynamically changes according to the selected state's requirements. Since each state decides what details will be necessary to form a corporation, the required information can vary from one state to another.","Provide the corporation's name, company address, and other detailsWhen choosing your business name, it is important to consider your state's naming requirements. As for your corporation's company address, keep in mind that it will function as an official business address. For this reason, a street address will most likely be required.","Set forth the corporation's board of directors and officersThe names and addresses of the initial directors and officers of the corporation should be named, thereby establishing the governance structure of the corporation.","Describe the corporation's stock informationOutline the types and number of shares that the corporation is authorized to issue. This is crucial for capital structure and investment strategies. Corporate stock represents an ownership interest in a corporation, typically divided into shares that signify a proportionate ownership stake in the business."]},{"t":"h","l":3,"x":"Why create articles of incorporation and a corporation?"},{"t":"p","x":"A corporation is a business entity formed separately from the owner that can be used to incur business debts, expenses, and tax liabilities related to the business."},{"t":"p","x":"The corporate structure creates a legal separation between the business entity and its directors, owners, or officers, shielding them from personal liability if the business faces financial or legal troubles."},{"t":"p","x":"It is important to note that this limited liability protection is not absolute and can be compromised if owners fail to maintain proper business practices or engage in fraudulent activities."},{"t":"a","href":"/documents/create/articles-of-incorporation","x":"Create Your Articles of Incorporation Today"},{"t":"img","src":"/static/assets/2026-08-21.legalnature-full-site-r1/s3.us-east-2.amazonaws.com/shared-cms-main-media.legalnature.com/Why-Choose.webp","alt":"Why choose LegalNature?"},{"t":"h","l":2,"x":"Why choose LegalNature?"},{"t":"h","l":2,"x":"Articles of incorporation guide"},{"t":"p","x":"Articles of incorporation are formal documents used to establish a corporation and define the fundamental aspects of a corporation's structure. Sometimes also referred to as a certificate of incorporation, articles of incorporation must be filed with a state in order to create and register a corporation as a valid business organization within that state."},{"t":"p","x":"Articles of incorporation include the essential details of a corporation, including the following:"},{"t":"ul","items":[[{"x":"The Corporation's Name:","b":1},{"x":" Each state requires that companies have a distinct name, often including the entity designator \"Inc.\" or \"Corporation.\""}],[{"x":"Business Purpose:","b":1},{"x":" Some states require that a business purpose be outlined in its articles of incorporation. This is commonly a general statement, such as \"accounting services\" or \"any lawful act or activity.\""}],[{"x":"Business Address:","b":1},{"x":" The physical address of the business is often required to be reported in lieu of a P.O. Box."}],[{"x":"Registered Agent:","b":1},{"x":" This is the person or entity designated to receive legal paperwork, such as service of process or other government correspondence, on behalf of the corporation. The agent's name and physical street address are required to be reported."}],[{"x":"Directors or Officers:","b":1},{"x":" The initial board of directors and managing officers of the corporation are often required to be listed in the articles of incorporation. These titles can be held concurrently by the same person depending on the size of the corporation."}],[{"x":"The Effective Date of the Corporation's Formation:","b":1},{"x":" The date that the corporation's formation takes effect defaults to the day that the articles of organization are filed with the state; however, a specific date may be set forth as the owner wishes."}]]},{"t":"p","x":"These requirements are general, common information, and some states may require additional information."},{"t":"h","l":3,"x":"Articles of incorporation or articles of organization?"},{"t":"p","x":"The terms \"articles of organization\" and \"articles of incorporation\" are often mistakenly used interchangeably. Both documents are used for the purpose of registering a business entity with a state, but articles of organization are used to create LLCs while articles of incorporation are used to form corporations. Both business entities provide similar liability protections to the business's owner, but are owned and operated through different structures."},{"t":"h","l":3,"x":"Do I need an attorney to create articles of incorporation?"},{"t":"p","x":"Any business owner may file their own articles of incorporation and an attorney is not required for their creation. However, it is highly recommended to consult with an attorney or other legal service providers when creating this legal document since each state has its own specific requirements for filing that may be difficult or confusing to navigate."},{"t":"h","l":3,"x":"What if I need to make changes to my articles of incorporation?"},{"t":"p","x":"Articles of amendment should be filed when changes to a company's articles of incorporation need to be made. Articles of incorporation may require changing if they contain errors when they are first filed, or there are changes in the business over time. These changes, or amendments, may include reporting a new registered agent, updating the company's business address, or changing the company's board of directors and officers."},{"t":"h","l":3,"x":"What is the difference between a for-profit and a not-for-profit corporation?"},{"t":"p","x":"For-profit corporations are owned by shareholders who receive stock in exchange for investments which pay out to the shareholders in dividends. Not-for-profit, or nonprofit corporations, cannot issue shares or stock and have members, but no shareholders. The dividends and profits of for-profit corporations are taxed, while nonprofit corporations are often tax-exempt, falling under Section 501(c)(3) of the Internal Revenue Code."},{"t":"h","l":3,"x":"What should I do after filing articles of incorporation?"},{"t":"p","x":"After filing articles of incorporation and paying the filing fee, there is typically a short waiting period for the articles to be reviewed and approved by the state, though many states offer expedited processing for faster service. Once the articles are approved and the corporation is a registered business entity, there are several actions that should be taken in order to ensure that the newly formed company remains compliant with the Department of State:"},{"t":"ol","items":[[{"x":"Retrieve an EIN from the IRS","b":1},{"x":": An employer identification number, or EIN, is an essential nine-digit number required for federal tax purposes. Having a valid EIN is often required to apply for other business necessities, such as a license or financial accounts."}],[{"x":"Choose your corporate tax structure","b":1},{"x":": For-profit corporations are taxed under two different structures: C corp or S corp. C corps pay taxes on their profits and shareholders pay taxes on their dividends, while S corps offer pass-through taxation where profits and losses are reported on shareholders' personal tax returns. Choosing a tax structure is as easy as filing the correct form with the IRS. This choice is integrated into our intuitive online form."}],[{"x":"Create corporate bylaws","b":1},{"x":": While the articles of incorporation outline the general purpose of the corporation, a corporation's bylaws describe the specific functions, regulations, responsibilities, and rules for the business, including protocols for dealing with personal or financial liabilities or internal conflicts of interest."}],[{"x":"Open a business bank account","b":1},{"x":": Establishing a separate business bank account for your business is crucial for maintaining and managing your business assets and business finances, while protecting yourself from personal liability."}],[{"x":"Apply for any required business licenses","b":1},{"x":": Some business types are monitored and regulated more heavily by the states and require certification and licensure to operate legally."}],[{"x":"File annual reports","b":1},{"x":": Most states require corporations to file an annual report with the state's Division of Corporations to remain in good standing and preserve the liability protections offered by the corporate business structure."}]]},{"t":"anchor","id":"faqs"},{"t":"h","l":4,"x":"Frequently asked questions","id":"faq-heading"},{"t":"faq","items":[{"q":"Why do I need to file articles of incorporation for my corporation?","a":[{"t":"p","x":"Articles of incorporation are designed to give your state's Secretary of State or Company Registrar the information required to determine whether or not to approve a new company. State laws governing businesses are designed to protect consumers and state residents, so every state has laws and requirements that businesses must comply with if they want the benefits of a corporate structure."}]},{"q":"In what state should I register my corporation?","a":[{"t":"p","x":"Although businesses can register to conduct business in any state, most businesses choose to organize their corporations in the state where their principal office is located. Although it may make sense to choose a different state for a corporation because of that state’s tax treatment, some states impose additional taxes, making it cheaper to organize under a neighboring state’s laws. If you are considering establishing your corporation in a state other than your own, it is important that you investigate whether that state requires additional paperwork."}]},{"q":"Will I need a registered agent?","a":[{"t":"p","x":"A registered agent is an individual or business entity residing within the company's state. All registered agents must maintain normal business hours at a physical address that is open to the public. The registered agent’s main function is to ensure reliable communication between the company and any third party, by receiving and forwarding legal documents, notices, or other requests to the company. It is mandatory that every company provides the registered agent's full name. If the registered agent is a business entity, then you should include the entity designation of the business such as Inc. or Co. It is also mandatory that every company provides the address where the registered agent is required to receive any legal correspondence. Check with your state regarding any specific requirements for listing the registered agent's address. LegalNature provides the registered agent with the option to use the company's physical address, the company's mailing address, or any other address where the registered agent is willing and able to receive mail. It is important to point out that some states require the registered agent’s consent in order to be named as such."}]},{"q":"How do I file my articles of incorporation?","a":[{"t":"p","x":"Most states allow articles of incorporation to be filed electronically online through the Secretary of State or Division of Corporations website. Articles can also be submitted through the mail; though, this typically results in an extended wait-period for processing. After receiving the articles and any required filing fees, there is typically a short processing period, unless the state offers expedited processing for an additional fee."}]}]},{"t":"h","l":4,"x":"Create your articles of incorporation in minutes"},{"t":"p","x":"Complete our form"},{"t":"p","x":"Preview & download your document"},{"t":"p","x":"Review and sign your document"},{"t":"img","src":"/static/assets/2026-08-21.legalnature-full-site-r1/s3.us-east-2.amazonaws.com/shared-cms-main-media.legalnature.com/AOI-Preview-M.webp","alt":"Create your articles of incorporation in minutes"},{"t":"a","href":"/documents/create/articles-of-incorporation","x":"Create Document"},{"t":"h","l":2,"x":"Start Your Articles of Incorporation"},{"t":"p","x":"Complete your articles of incorporation in minutes with LegalNature's intuitive, step-by-step guidance."},{"t":"a","href":"/documents/create/articles-of-incorporation","x":"Create Document"},{"t":"img","src":"/static/assets/2026-08-21.legalnature-full-site-r1/s3.us-east-2.amazonaws.com/shared-cms-main-media.legalnature.com/AOI-Preview-M.webp","alt":"Start Your Articles of Incorporation"}]}
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{"blocks":[{"t":"h","l":1,"x":"Articles of Organization"},{"t":"p","x":"Filing your LLC's articles of organization is a necessary part of creating a limited liability company. We make this process easy by utilizing a dynamic form that not only adjusts to your state-specific needs, but also allows you to list all of your company's most important details."},{"t":"p","x":"Select a state"},{"t":"select","name":"states","options":[["","Select a state"],["1","Alabama"],["2","Alaska"],["3","Arizona"],["4","Arkansas"],["5","California"],["6","Colorado"],["7","Connecticut"],["8","Delaware"],["52","District of Columbia"],["9","Florida"],["10","Georgia"],["11","Hawaii"],["12","Idaho"],["13","Illinois"],["14","Indiana"],["15","Iowa"],["16","Kansas"],["17","Kentucky"],["18","Louisiana"],["19","Maine"],["20","Maryland"],["21","Massachusetts"],["22","Michigan"],["23","Minnesota"],["24","Mississippi"],["25","Missouri"],["26","Montana"],["27","Nebraska"],["28","Nevada"],["29","New Hampshire"],["30","New Jersey"],["31","New Mexico"],["32","New York"],["33","North Carolina"],["34","North Dakota"],["35","Ohio"],["36","Oklahoma"],["37","Oregon"],["38","Pennsylvania"],["39","Rhode Island"],["40","South Carolina"],["41","South Dakota"],["42","Tennessee"],["43","Texas"],["44","Utah"],["45","Vermont"],["46","Virginia"],["47","Washington"],["48","West Virginia"],["49","Wisconsin"],["50","Wyoming"]]},{"t":"a","href":"/documents/create/articles-of-organization","x":"Create Document"},{"t":"img","src":"/static/assets/2026-08-21.legalnature-full-site-r1/s3.us-east-2.amazonaws.com/shared-cms-main-media.legalnature.com/AOO-Preview-Desktop.webp","alt":"Articles of Organization document preview"},{"t":"h","l":3,"x":"What are articles of organization?"},{"t":"p","x":"Articles of organization is the legal document filed with a state to establish a limited liability company within that state. Some states refer to articles of organization as a \"certificate of organization\" or \"certificate of formation.\" These public records outline the fundamental aspects of a limited liability company, or LLC, including the following:"},{"t":"ul","items":["Company name","Business address","Founding members","Business purpose","Registered agent","Effective start date","Duration of the LLC"]},{"t":"p","x":"Filing articles of organization with a state is a crucial step in establishing the legal protections and benefits associated with a limited liability company."},{"t":"h","l":3,"x":"Use the business formation document that best suits your needs"},{"t":"img","src":"/static/assets/2026-08-21.legalnature-full-site-r1/s3.us-east-2.amazonaws.com/shared-cms-main-media.legalnature.com/AOI-Preview-D.webp","alt":"Articles of Incorporation document preview"},{"t":"p","x":[{"x":"Articles of Incorporation","h":"/documents/create/articles-of-incorporation"},{"x":" Articles of incorporation are filed with a state to establish a corporation. A corporation is a business organization that offers liability and tax protections similar to that of an LLC, but has a different ownership and management structure."}]},{"t":"p","x":"PDF"},{"t":"p","x":"WORD"},{"t":"img","src":"/static/assets/2026-08-21.legalnature-full-site-r1/s3.us-east-2.amazonaws.com/shared-cms-main-media.legalnature.com/Cert-Form-Preview-D.webp","alt":"Certificate of Formation document preview"},{"t":"p","x":[{"x":"Certificate of Formation","h":"/documents/create/certificate-of-formation-for-llc"},{"x":" Some states refer to articles of organization as a certificate of formation. LegalNature's intuitive forms will create the correct document based upon your chosen state's requirements."}]},{"t":"p","x":"PDF"},{"t":"p","x":"WORD"},{"t":"img","src":"/static/assets/2026-08-21.legalnature-full-site-r1/s3.us-east-2.amazonaws.com/shared-cms-main-media.legalnature.com/AOA-Preview-Desktop.webp","alt":"Articles of Amendment document preview"},{"t":"p","x":[{"x":"Articles of Amendment","h":"/categories/business-services/articles-of-amendment"},{"x":" Sometimes information on articles of organization needs to be changed (e.g. change of company name or address). Articles of amendment are filed with the LLC's state in order to submit amendments to articles of organization."}]},{"t":"p","x":"PDF"},{"t":"p","x":"WORD"},{"t":"h","l":3,"x":"Create articles of organization in your state"},{"t":"a","href":"/documents/create/articles-of-organization?state=1","x":"Alabama"},{"t":"a","href":"/documents/create/articles-of-organization?state=2","x":"Alaska"},{"t":"a","href":"/documents/create/articles-of-organization?state=3","x":"Arizona"},{"t":"a","href":"/documents/create/articles-of-organization?state=4","x":"Arkansas"},{"t":"a","href":"/documents/create/articles-of-organization?state=5","x":"California"},{"t":"a","href":"/documents/create/articles-of-organization?state=6","x":"Colorado"},{"t":"a","href":"/documents/create/articles-of-organization?state=7","x":"Connecticut"},{"t":"a","href":"/documents/create/articles-of-organization?state=8","x":"Delaware"},{"t":"a","href":"/documents/create/articles-of-organization?state=52","x":"District of Columbia"},{"t":"a","href":"/documents/create/articles-of-organization?state=9","x":"Florida"},{"t":"a","href":"/documents/create/articles-of-organization?state=10","x":"Georgia"},{"t":"a","href":"/documents/create/articles-of-organization?state=11","x":"Hawaii"},{"t":"a","href":"/documents/create/articles-of-organization?state=12","x":"Idaho"},{"t":"a","href":"/documents/create/articles-of-organization?state=13","x":"Illinois"},{"t":"a","href":"/documents/create/articles-of-organization?state=14","x":"Indiana"},{"t":"a","href":"/documents/create/articles-of-organization?state=15","x":"Iowa"},{"t":"a","href":"/documents/create/articles-of-organization?state=16","x":"Kansas"},{"t":"a","href":"/documents/create/articles-of-organization?state=17","x":"Kentucky"},{"t":"a","href":"/documents/create/articles-of-organization?state=18","x":"Louisiana"},{"t":"a","href":"/documents/create/articles-of-organization?state=19","x":"Maine"},{"t":"a","href":"/documents/create/articles-of-organization?state=20","x":"Maryland"},{"t":"a","href":"/documents/create/articles-of-organization?state=21","x":"Massachusetts"},{"t":"a","href":"/documents/create/articles-of-organization?state=22","x":"Michigan"},{"t":"a","href":"/documents/create/articles-of-organization?state=23","x":"Minnesota"},{"t":"a","href":"/documents/create/articles-of-organization?state=24","x":"Mississippi"},{"t":"a","href":"/documents/create/articles-of-organization?state=25","x":"Missouri"},{"t":"a","href":"/documents/create/articles-of-organization?state=26","x":"Montana"},{"t":"a","href":"/documents/create/articles-of-organization?state=27","x":"Nebraska"},{"t":"a","href":"/documents/create/articles-of-organization?state=28","x":"Nevada"},{"t":"a","href":"/documents/create/articles-of-organization?state=29","x":"New Hampshire"},{"t":"a","href":"/documents/create/articles-of-organization?state=30","x":"New Jersey"},{"t":"a","href":"/documents/create/articles-of-organization?state=31","x":"New Mexico"},{"t":"a","href":"/documents/create/articles-of-organization?state=32","x":"New York"},{"t":"a","href":"/documents/create/articles-of-organization?state=33","x":"North Carolina"},{"t":"a","href":"/documents/create/articles-of-organization?state=34","x":"North Dakota"},{"t":"a","href":"/documents/create/articles-of-organization?state=35","x":"Ohio"},{"t":"a","href":"/documents/create/articles-of-organization?state=36","x":"Oklahoma"},{"t":"a","href":"/documents/create/articles-of-organization?state=37","x":"Oregon"},{"t":"a","href":"/documents/create/articles-of-organization?state=38","x":"Pennsylvania"},{"t":"a","href":"/documents/create/articles-of-organization?state=39","x":"Rhode Island"},{"t":"a","href":"/documents/create/articles-of-organization?state=40","x":"South Carolina"},{"t":"a","href":"/documents/create/articles-of-organization?state=41","x":"South Dakota"},{"t":"a","href":"/documents/create/articles-of-organization?state=42","x":"Tennessee"},{"t":"a","href":"/documents/create/articles-of-organization?state=43","x":"Texas"},{"t":"a","href":"/documents/create/articles-of-organization?state=44","x":"Utah"},{"t":"a","href":"/documents/create/articles-of-organization?state=45","x":"Vermont"},{"t":"a","href":"/documents/create/articles-of-organization?state=46","x":"Virginia"},{"t":"a","href":"/documents/create/articles-of-organization?state=47","x":"Washington"},{"t":"a","href":"/documents/create/articles-of-organization?state=48","x":"West Virginia"},{"t":"a","href":"/documents/create/articles-of-organization?state=49","x":"Wisconsin"},{"t":"a","href":"/documents/create/articles-of-organization?state=50","x":"Wyoming"},{"t":"h","l":3,"x":"When to use articles of organization"},{"t":"p","x":"Articles of organization is an essential legal document used to establish a limited liability company (LLC) at the state level. You should use articles of organization to do the following:"},{"t":"ol","items":[[{"x":"Forming a new LLC","b":1},{"x":": This document officially creates your company as a distinct legal entity, separate from its owners."}],[{"x":"Registering with the state","b":1},{"x":": Articles of organization are required to register your LLC with the state government."}],[{"x":"Defining company structure","b":1},{"x":": They outline the basic structure and purpose of your LLC."}],[{"x":"Protecting personal assets","b":1},{"x":": By establishing an LLC, you can shield personal assets from business liabilities."}],[{"x":"Seeking tax advantages","b":1},{"x":": LLCs offer potential tax benefits, which begin with proper formation."}],[{"x":"Complying with state laws","b":1},{"x":": Each state has specific requirements for LLC formation, which articles of organization help fulfill."}],[{"x":"Creating a foundation for business operations","b":1},{"x":": This document serves as the legal and structural backbone of your company."}],[{"x":"Preparing for future growth","b":1},{"x":": Well-crafted articles can provide flexibility for business expansion."}]]},{"t":"h","l":2,"x":"How to create your articles of organization"},{"t":"ol","items":["Select the State Where the LLC will be RegisteredOur LLC articles of organization template dynamically changes according to the selected state's requirements. Since each state decides what details will be necessary to form an LLC, the required information can vary from one state to another.","Provide the LLC's Name, Company Address, and Other DetailsWhen choosing your LLC's name, it is important to consider your state's naming requirements. As for your LLC's company address, keep in mind that it will function as an official business address. For this reason, a street address will most likely be required.","Describe the LLC's Management StructureOftentimes an LLC will be managed either by a specific person who has been given the title of \"manager\" or by the LLC's members. If a manager is named, then that person will be authorized to handle the day-to-day activities of the LLC. On the other hand, if the members manage the LLC, each one will have the right to make management decisions."]},{"t":"h","l":3,"x":"Why create articles of organization and an LLC?"},{"t":"p","x":"An LLC is a business entity formed separately from the owner that can be used to incur business debts, expenses, and tax liabilities related to the business."},{"t":"p","x":"The LLC structure creates a legal separation between the business entity and its members/owners, shielding them from personal liability if the business faces financial or legal troubles."},{"t":"p","x":"It is important to note that this protection is not absolute and can be compromised if owners fail to maintain proper business practices or engage in fraudulent activities."},{"t":"a","href":"/documents/create/articles-of-organization","x":"Create Your Articles of Organization Today"},{"t":"img","src":"/static/assets/2026-08-21.legalnature-full-site-r1/s3.us-east-2.amazonaws.com/shared-cms-main-media.legalnature.com/Why-Choose.webp","alt":"Why choose LegalNature?"},{"t":"h","l":2,"x":"Why choose LegalNature?"},{"t":"h","l":2,"x":"Articles of organization guide"},{"t":"p","x":"Articles of organization are formal documents used to establish an LLC and define the fundamental aspects of a company's structure. Sometimes also referred to as a certificate of formation or certificate of organization, articles of organization must be filed with a state in order to create and register an LLC as a valid business organization within that state."},{"t":"p","x":"Articles of organization include the essential details of an LLC, including the following:"},{"t":"ul","items":[[{"x":"The LLC's Name:","b":1},{"x":" Each state requires that companies have a distinct name, often including the entity designator \"LLC\" or \"Limited Liability Company.\""}],[{"x":"Business Purpose:","b":1},{"x":" Some states require that a business purpose be outlined in its articles of organization. This is commonly a general statement, such as \"accounting services\" or \"any lawful act or activity.\""}],[{"x":"Business Address:","b":1},{"x":" The physical address of the business is often required to be reported in lieu of a P.O. Box."}],[{"x":"Registered Agent:","b":1},{"x":" This is the person or entity designated to receive legal paperwork, such as service of process or other government correspondence, on behalf of the LLC. The agent's name and physical street address are required to be reported."}],[{"x":"Members or Managers:","b":1},{"x":" The initial members, or owners, of the LLC are often required to be listed in the articles of organization. Whether the business will be managed by its members or a designated manager are also included."}],[{"x":"The Effective Date of the LLC's Formation:","b":1},{"x":" The date that the LLC's formation takes effect defaults to the day that the articles of organization are submitted to the state; however, a specific date may be set forth as the owner wishes."}]]},{"t":"p","x":"These requirements are general, common information, and the exact details required in articles of organization vary state by state."},{"t":"h","l":3,"x":"State-by-State Requirements"},{"t":"table","rows":[["Alabama","$236","Yes","7-10 business days (standard); 1-2 business days (expedited - $100)","No annual report required"],["Alaska","$250","Yes","5-10 business days (standard); same day (expedited - $50)","Yes / $100"],["Arizona","$50","Yes","5-10 business days (standard); 3-5 business days (expedited - $35)","No annual report required"],["Arkansas","$45","Yes","7-10 business days (standard); 24 hours (expedited - $100)","Yes / $150"],["California","$70","Yes","5-7 business days (standard); 1 business day (expedited - $350)","Yes / $20 + $800 annual franchise tax"],["Colorado","$50","Yes","3-5 business days (standard); same day (expedited - $100)","Yes / $10"],["Connecticut","$120","Yes","5-10 business days (standard); same day (expedited - $100)","Yes / $80"],["Delaware","$110","Yes","5-7 business days (standard); same day (expedited - $100)","Yes / $300"],["District of Columbia","$220","Yes","10-15 business days (standard); 2-3 business days (expedited - $100)","Yes / $300"],["Florida","$125","Yes","5-7 business days (standard); 2-3 business days (expedited - $52.50)","Yes / $138.75"],["Georgia","$100","Yes","7-10 business days (standard); 2-3 business days (expedited - $100)","Yes / $50"],["Hawaii","$50","Yes","5-10 business days (standard); same day (walk-in expedited - $25)","Yes / $15"],["Idaho","$100","Yes","5-7 business days (standard); same day (expedited - $100)","Yes / $0 (no fee, but filing required)"],["Illinois","$150","Yes","10-15 business days (standard); 24 hours (expedited - $100)","Yes / $75"],["Indiana","$95","Yes","5-7 business days (standard); same day (expedited - $50)","Yes / $31 (biennial)"],["Iowa","$50","Yes","5-7 business days (standard); 24 hours (expedited - $50)","Yes / $45 (biennial)"],["Kansas","$160","Yes","7-10 business days (standard); same day (expedited - $100)","Yes / $50"],["Kentucky","$40","Yes","5-7 business days (standard); same day (expedited - $100)","Yes / $15"],["Louisiana","$100","Yes","10-15 business days (standard); 24 hours (expedited - $110)","Yes / $35"],["Maine","$175","No","7-10 business days (standard); 24 hours (expedited - $50)","Yes / $85"],["Maryland","$100","Yes","7-10 business days (standard); same day (expedited - $50)","Yes / $300"],["Massachusetts","$500","Yes","7-15 business days (standard); 1-2 business days (expedited - $100)","Yes / $500"],["Michigan","$50","Yes","7-10 business days (standard); 24 hours (expedited - $50)","Yes / $25"],["Minnesota","$135","Yes","5-7 business days (standard); 24 hours (expedited - $50)","Yes / $0 (no fee, but filing required)"],["Mississippi","$50","Yes","7-10 business days (standard); 24 hours (expedited - $50)","Yes / $0 (no fee, but filing required)"],["Missouri","$50","Yes","5-7 business days (standard); 24 hours (expedited - $25)","No annual report required"],["Montana","$70","Yes","5-10 business days (standard); same day (expedited - $100)","Yes / $20"],["Nebraska","$100","Yes","7-10 business days (standard); 24 hours (expedited - $100)","Yes / $13 (biennial)"],["Nevada","$75 + $150 business license","Yes","2-5 business days (standard); same day (expedited - $125)","Yes / $150 business license + $350 annual list"],["New Hampshire","$100","Yes","7-10 business days (standard); 24 hours (expedited - $100)","Yes / $100"],["New Jersey","$125","Yes","7-10 business days (standard); 1 business day (expedited - $50)","Yes / $75"],["New Mexico","$50","Yes","10-15 business days (standard); same day (expedited - $100)","No annual report required"],["New York","$200","Yes","7-10 business days (standard); same day (expedited - $75)","Yes / $9 (biennial) + publication requirement"],["North Carolina","$125","Yes","5-7 business days (standard); same day (expedited - $200)","Yes / $200"],["North Dakota","$135","Yes","10-15 business days (standard); 24 hours (expedited - $100)","Yes / $50"],["Ohio","$99","Yes","5-7 business days (standard); 1-2 business days (expedited - $100)","No annual report required"],["Oklahoma","$100","Yes","7-10 business days (standard); same day (expedited - $100)","Yes / $25"],["Oregon","$100","Yes","5-7 business days (standard); 24 hours (expedited - $100)","Yes / $100"],["Pennsylvania","$125","Yes","7-10 business days (standard); 2-3 business days (expedited - $100)","Yes / $7"],["Rhode Island","$150","Yes","10-15 business days (standard); same day (expedited - $100)","Yes / $50"],["South Carolina","$110","Yes","5-7 business days (standard); 24 hours (expedited - $50)","No annual report required"],["South Dakota","$150","Yes","5-7 business days (standard); same day (expedited - $50)","Yes / $50"],["Tennessee","$300","Yes","7-10 business days (standard); same day (expedited - $100)","Yes / $300"],["Texas","$300","Yes","5-7 business days (standard); 1-2 business days (expedited - $25)","No annual report (but franchise tax filing required)"],["Utah","$70","Yes","3-5 business days (standard); same day (expedited - $100)","Yes / $20"],["Vermont","$125","Yes","7-10 business days (standard); same day (expedited - $100)","Yes / $35"],["Virginia","$100","Yes","7-12 business days (standard); same day (expedited - $100)","Yes / $50"],["Washington","$200","Yes","3-5 business days (standard); 1 business day (expedited - $50)","Yes / $60"],["West Virginia","$100","Yes","7-10 business days (standard); same day (expedited - $100)","Yes / $25"],["Wisconsin","$130","Yes","5-7 business days (standard); same day (online expedited - $25)","Yes / $25"],["Wyoming","$100 + $60 license tax","Yes","2-3 business days (standard); same day (expedited - $100)","Yes / $60 annual license tax"]],"head":["State","Filing Fee","Online Filing Available?","Processing Time","Annual Report/Fee"]},{"t":"h","l":3,"x":"Articles of Organization or Articles of Incorporation?"},{"t":"p","x":"The terms \"articles of organization\" and \"articles of incorporation\" are often mistakenly used interchangeably. Both documents are used for the purpose of registering a business entity with a state, but articles of organization are used to create LLCs while articles of incorporation are used to form corporations. Both business entities provide similar liability protections to the business's owner, but are owned and operated through different structures."},{"t":"h","l":3,"x":"Do I Need an Attorney to Create Articles of Organization?"},{"t":"p","x":"Any business owner may file their own articles of organization and an attorney is not required for their creation. However, it is highly recommended to consult with an attorney or other legal service when creating this legal document since each state has its own specific requirements for filing that may be difficult or confusing to navigate."},{"t":"h","l":3,"x":"What if I Need to Make Changes to My Articles of Organization?"},{"t":"p","x":"Articles of amendment should be filed when changes to a company's articles of organization need to be made. Articles of organization may require changing if they contain errors when they are first filed, or there are changes in the business over time. These changes, or amendments, may include reporting a new registered agent, updating the company's business address, or changing the company's owners, members, or managers."},{"t":"h","l":3,"x":"What Should I Do after Filing Articles of Organization?"},{"t":"p","x":"After filing articles of organization and paying the filing fee, there is typically a short waiting period for the articles to be reviewed and approved by the state, though many states offer expedited processing for faster service. Once the articles are approved and the LLC is a registered business entity, there are several actions that should be taken in order to ensure that the newly formed company remains compliant with the Department of State:"},{"t":"ol","items":[[{"x":"Retrieve an EIN from the IRS","b":1},{"x":": An employer identification number, or EIN, is an essential nine-digit number required for federal tax purposes. Having a valid EIN is often required to apply for other business necessities, such as a license or financial accounts."}],[{"x":"Create an LLC operating agreement","b":1},{"x":": While the articles of organization outline the general purpose of the LLC, an LLC's operating agreement describes the specific functions, regulations, responsibilities, and rules for the business, including protocols for dealing with personal or financial liabilities or internal conflicts of interest."}],[{"x":"Open a business bank account","b":1},{"x":": Establishing a separate business bank account for your business is crucial for maintaining and managing your business assets and business finances, while protecting yourself from personal liability."}],[{"x":"Apply for any required business licenses","b":1},{"x":": Some business types are monitored and regulated more heavily by the states and require certification and licensure to operate legally."}],[{"x":"File annual reports","b":1},{"x":": Most states require LLCs to file an annual report with the state's Division of Corporations to remain in good standing and preserve the liability protections offered by the LLC business structure"}]]},{"t":"anchor","id":"faqs"},{"t":"h","l":4,"x":"Frequently asked questions","id":"faq-heading"},{"t":"faq","items":[{"q":"Why do I need to file articles of organization for my LLC?","a":[{"t":"p","x":"Articles of organization are designed to give your state's Secretary of State or Company Registrar the information required to determine whether or not to approve a new company. State laws governing businesses are designed to protect consumers and state residents, so every state has laws and requirements that businesses must comply with if they want the benefits of an LLC structure."}]},{"q":"In what state should I register my LLC?","a":[{"t":"p","x":"Although businesses can register to conduct business in any state, most businesses choose to organize their limited liability companies in the state where their principal office is located. Although it may make sense to choose a different state for an LLC because of that state’s tax treatment, some states impose additional taxes, making it cheaper to organize under a neighboring state’s laws. If you are considering establishing your LLC in a state other than your own, it is important that you investigate whether that state requires additional paperwork."}]},{"q":"What management structure should my company have?","a":[{"t":"p","x":"In a member-managed company, the day-to-day management and responsibilities of a limited liability company will usually reside with its members. In other words, they are directly involved in running the company's daily operations. Alternatively, in a manager-managed limited liability company, the day-to-day management and responsibilities reside with the appointed managers. This means that the members are not directly involved in the running of the company's daily operations and do not take on any managerial responsibilities. If managers are appointed, you will have the chance to provide the name and address of each initial manager. Managers may want to consider using a business address rather than a residential address as this information may become public. Do not provide social security numbers, dates of birth, or other private identification information. Remember, a manager may also be a member of the company. Do not forget to list managers who are also members."}]},{"q":"Will I need a registered agent?","a":[{"t":"p","x":"A registered agent is an individual or business entity residing within the company's state. All registered agents must maintain normal business hours at a physical address that is open to the public. The registered agent’s main function is to ensure reliable communication between the company and any third party, by receiving and forwarding legal documents, notices, or other requests to the company. It is mandatory that every company provides the registered agent's full name. If the registered agent is a business entity, then you should include the entity designation of the business such as Inc. or Co. It is also mandatory that every company provides the address where the registered agent is required to receive any legal correspondence. Check with your state regarding any specific requirements for listing the registered agent's address. LegalNature provides the registered agent with the option to use the company's physical address, the company's mailing address, or any other address where the registered agent is willing and able to receive mail. It is important to point out that some states require the registered agent’s consent in order to be named as such."}]},{"q":"How do I file my articles of organization?","a":[{"t":"p","x":"Most states allow articles of organization to be filed electronically online through the Secretary of State or Division of Corporations website. Articles can also be submitted through the mail; though, this typically results in an extended wait-period for processing. After receiving the articles and any required filing fees, there is typically a short processing period unless the state offers expedited processing for an additional fee."}]},{"q":"What is the difference between articles of organization, articles of incorporation, or an operating agreement?","a":[{"t":"p","x":"Articles of organization are distinct from an LLC's operating agreement, which is an internal document setting forth the company's operational rules. Articles of organization are also different from articles of incorporation, which are used to create corporations (a different business structure with similar benefits)."}]}]},{"t":"h","l":4,"x":"Create your articles of organization in minutes"},{"t":"p","x":"Complete our form"},{"t":"p","x":"Preview and download your document"},{"t":"p","x":"Review and sign your document"},{"t":"img","src":"/static/assets/2026-08-21.legalnature-full-site-r1/s3.us-east-2.amazonaws.com/shared-cms-main-media.legalnature.com/AOO-Preview-M.webp","alt":"Create your articles of organization in minutes"},{"t":"a","href":"/documents/create/articles-of-organization","x":"Create Document"},{"t":"h","l":2,"x":"Start Your Articles of Organization"},{"t":"p","x":"Complete your articles opf organization in minutes with LegalNature's intuitive, step-by-step guidance."},{"t":"a","href":"/documents/create/articles-of-organization","x":"Create Document"},{"t":"img","src":"/static/assets/2026-08-21.legalnature-full-site-r1/s3.us-east-2.amazonaws.com/shared-cms-main-media.legalnature.com/AOO-Preview-Desktop.webp","alt":"Start Your Articles of Organization"}]}
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{"blocks":[{"t":"h","l":1,"x":"Certificate of Incorporation"},{"t":"p","x":"This important document registers your company's name and intent to conduct business within the state as a domestic corporation. After you receive approval from the state, your new business will officially be ready to hold its first board meeting and begin operations."},{"t":"p","x":"Select a state"},{"t":"select","name":"states","options":[["","Select a state"],["1","Alabama"],["2","Alaska"],["3","Arizona"],["4","Arkansas"],["5","California"],["6","Colorado"],["7","Connecticut"],["8","Delaware"],["52","District of Columbia"],["9","Florida"],["10","Georgia"],["11","Hawaii"],["12","Idaho"],["13","Illinois"],["14","Indiana"],["15","Iowa"],["16","Kansas"],["17","Kentucky"],["18","Louisiana"],["19","Maine"],["20","Maryland"],["21","Massachusetts"],["22","Michigan"],["23","Minnesota"],["24","Mississippi"],["25","Missouri"],["26","Montana"],["27","Nebraska"],["28","Nevada"],["29","New Hampshire"],["30","New Jersey"],["31","New Mexico"],["32","New York"],["33","North Carolina"],["34","North Dakota"],["35","Ohio"],["36","Oklahoma"],["37","Oregon"],["38","Pennsylvania"],["39","Rhode Island"],["40","South Carolina"],["41","South Dakota"],["42","Tennessee"],["43","Texas"],["44","Utah"],["45","Vermont"],["46","Virginia"],["47","Washington"],["48","West Virginia"],["49","Wisconsin"],["50","Wyoming"]]},{"t":"a","href":"/documents/create/certificate-of-incorporation","x":"Create Document"},{"t":"img","src":"/static/assets/2026-08-21.legalnature-full-site-r1/cdn.buttercms.com/iVvTx1uuSfmO9zaGkRRE.webp","alt":"Certificate of Incorporation document preview"},{"t":"h","l":3,"x":"What is a certificate of incorporation?"},{"t":"p","x":"The term \"certificate of incorporation\" refers to a legal document filed with a state to establish a new business corporation. Some states refer to certificates of incorporation as \"articles of incorporation.\" These public records outline the fundamental aspects of a corporation, including the following basic information:"},{"t":"ul","items":["Corporate name","Principal office address","Registered agent information","Directors or officers","Stock information"]},{"t":"h","l":3,"x":"Use the business formation document which best suits your needs"},{"t":"img","src":"/static/assets/2026-08-21.legalnature-full-site-r1/cdn.buttercms.com/kaGRzpN0S6qQMo7gul9X.webp","alt":"Articles of Organization document preview"},{"t":"p","x":[{"x":"Articles of Organization","h":"/categories/business-formation/articles-of-organization"},{"x":" Articles of organization are filed with a state to establish a limited liability company, or \"LLC.\" LLCs offer liability and tax protections similar to that of a corporation, but with a different ownership and management structure."}]},{"t":"p","x":"PDF"},{"t":"p","x":"WORD"},{"t":"img","src":"/static/assets/2026-08-21.legalnature-full-site-r1/cdn.buttercms.com/kxT1kLvsSQq88tabM64B.webp","alt":"Articles of Incorporation document preview"},{"t":"p","x":[{"x":"Articles of Incorporation","h":"/categories/business-formation/articles-of-incorporation"},{"x":" Some states refer to certificates of incorporation as articles of incorporation. LegalNature's intuitive forms will create the correct document based upon your chosen state's requirements."}]},{"t":"p","x":"PDF"},{"t":"p","x":"WORD"},{"t":"img","src":"/static/assets/2026-08-21.legalnature-full-site-r1/cdn.buttercms.com/kxT1kLvsSQq88tabM64B.webp","alt":"Articles of Amendment document preview"},{"t":"p","x":[{"x":"Articles of Amendment","h":"/categories/business-formation/articles-of-amendment"},{"x":" Sometimes information on a certificate of incorporation needs to be changed (e.g. change of company name or address). 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You should use a certificate of incorporation to do the following:"},{"t":"ul","items":[[{"x":"Form a new corporation","b":1},{"x":": This document officially creates your company as a distinct legal entity"}],[{"x":"Register with the state","b":1},{"x":": A certificate of incorporation is required to register your corporation with the state government"}],[{"x":"Define company structure","b":1},{"x":": The certificate outlines the basic structure and purpose of your corporation"}],[{"x":"Protect personal assets","b":1},{"x":": By establishing a corporation, you can shield personal assets from business liabilities"}],[{"x":"Seek tax advantages","b":1},{"x":": Corporations offer potential tax benefits, which begin with proper formation"}],[{"x":"Comply with state laws","b":1},{"x":": Each state has specific requirements for corporation formation, which the certificate of incorporation helps to fulfill"}],[{"x":"Prepare for future growth","b":1},{"x":": A well-crafted certificate of incorporation can provide flexibility for business expansion"}]]},{"t":"h","l":2,"x":"How to create your certificate of incorporation"},{"t":"ol","items":["Select the state where the corporation will be registeredOur certificate of incorporation template dynamically changes according to the selected state's requirements. Since each state decides what details will be necessary to form a corporation, the required information can vary from one state to another.","Provide the corporation's name, company address, and other detailsWhen choosing your business name, it is important to consider your state's naming requirements. As for your corporation's company address, keep in mind that it will function as an official business address. For this reason, a street address will most likely be required.","Set forth the corporation's board of directors and officersThe names and addresses of the initial directors and officers of the corporation should be named, thereby establishing the governance structure of the corporation.","Describe the corporation's stock informationOutline the types and number of shares the corporation is authorized to issue. This is crucial for capital structure and investment strategies. Corporate stock represents an ownership interest in a corporation, typically divided into shares that signify a proportionate ownership stake in the business."]},{"t":"h","l":3,"x":"Why create a certificate of incorporation and a corporation?"},{"t":"p","x":"A corporation is a business entity formed separately from the owner that can be used to incur business debts, expenses, and tax liabilities related to the business."},{"t":"p","x":"The corporate structure creates a legal separation between the business entity and its directors, owners, or officers, shielding them from personal liability if the business faces financial or legal troubles."},{"t":"p","x":"It is important to note that this limited liability protection is not absolute and can be compromised if owners fail to maintain proper business practices or engage in fraudulent activities."},{"t":"a","href":"/documents/create/certificate-of-incorporation","x":"Create Your Certificate of Incorporation Today"},{"t":"img","src":"/static/assets/2026-08-21.legalnature-full-site-r1/cdn.buttercms.com/YfzVl6ihQvuww28eH2Vg.webp","alt":"Why choose LegalNature?"},{"t":"h","l":2,"x":"Why choose LegalNature?"},{"t":"h","l":2,"x":"Certificate of incorporation guide"},{"t":"p","x":"A certificate of incorporation is a formal document used to establish a corporation and define the fundamental aspects of a corporation's structure. Sometimes also referred to as articles of incorporation, a certificate of incorporation must be filed with a state in order to create and register a corporation as a valid business organization within that state."},{"t":"p","x":"Certificates of incorporation include the essential details of a corporation, including the following:"},{"t":"ul","items":[[{"x":"The Corporation's Name:","b":1},{"x":" Each state requires that companies have a distinct name, often including the entity designator \"Inc.\" or \"Corporation.\""}],[{"x":"Business Purpose:","b":1},{"x":" Some states require that a business purpose be outlined in its certificate of incorporation. This is commonly a general statement, such as \"accounting services\" or \"any lawful act or activity.\""}],[{"x":"Business Address:","b":1},{"x":" The physical address of the business is often required to be reported in lieu of a P.O. Box."}],[{"x":"Registered Agent:","b":1},{"x":" This is the person or entity designated to receive legal paperwork, such as service of process or other government correspondence, on behalf of the corporation. The agent's name and physical street address are required to be reported."}],[{"x":"Directors or Officers:","b":1},{"x":" The initial board of directors and managing officers of the corporation are often required to be listed on the certificate of incorporation. These titles can be held concurrently by the same person depending on the size of the corporation."}],[{"x":"The Effective Date of the Corporation's Formation:","b":1},{"x":" The date that the corporation's formation takes effect defaults to the day that the certificate of incorporation is filed with the state; however, a specific date may be set forth as the owner wishes."}]]},{"t":"p","x":"These requirements are general, common information, and some states may require additional information."},{"t":"h","l":3,"x":"Certificate of incorporation or certificate of organization?"},{"t":"p","x":"The terms \"certificate of organization\" and \"certificate of incorporation\" are often mistakenly used interchangeably. Both documents are used for the purpose of registering a business entity with a state, but certificates of organization are used to create LLCs while certificates of incorporation are used to form corporations. Both business entities provide similar liability protections to the business's owner, but are owned and operated through different structures."},{"t":"h","l":3,"x":"Do I need an attorney to create a certificate of incorporation?"},{"t":"p","x":"Any business owner may file their own certificate of incorporation and an attorney is not required for their creation. However, it is highly recommended to consult with an attorney or other legal service providers when creating this legal document since each state has its own specific requirements for filing that may be difficult or confusing to navigate."},{"t":"h","l":3,"x":"What if I need to make changes to my certificate of incorporation?"},{"t":"p","x":"Articles of amendment should be filed when changes to a company's certificate of incorporation need to be made. Certificates of incorporation may require changing if they contain errors when they are first filed, or there are changes in the business over time. These changes, or amendments, may include reporting a new registered agent, updating the company's business address, or changing the company's board of directors and officers."},{"t":"h","l":3,"x":"What is the difference between a for-profit and a not-for-profit corporation?"},{"t":"p","x":"For-profit corporations are owned by shareholders who receive stock in exchange for investments which pay out to the shareholders in dividends. Not-for-profit, or nonprofit, corporations cannot issue shares or stock and have members, but no shareholders. The dividends and profits of for-profit corporations are taxed, while nonprofit corporations are often tax-exempt, falling under Section 501(c)(3) of the Internal Revenue Code."},{"t":"h","l":3,"x":"What should I do after filing a certificate of incorporation?"},{"t":"p","x":"After filing a certificate of incorporation and paying the filing fee, there is typically a short waiting period for the certificate of incorporation to be reviewed and approved by the state, though many states offer expedited processing for faster service. Once the certificate is approved and the corporation is a registered business entity, there are several actions that should be taken in order to ensure that the newly formed company remains compliant with the department of state:"},{"t":"ol","items":[[{"x":"Retrieve an EIN from the IRS","b":1},{"x":": An employer identification number, or EIN, is an essential nine-digit number required for federal tax purposes. Having a valid EIN is often required to apply for other business necessities, such as a license or financial accounts."}],[{"x":"Choose your corporate tax structure","b":1},{"x":": For-profit corporations are taxed under two different structures: C corp or S corp. C corps pay taxes on their profits and shareholders pay taxes on their dividends, while S corps offer pass-through taxation where profits and losses are reported on shareholders' personal tax returns. Choosing a tax structure is as easy as filing the correct form with the IRS. This choice is integrated into our intuitive online form."}],[{"x":"Create corporate bylaws","b":1},{"x":": While the certificate of incorporation outlines the general purpose of the corporation, a corporation's bylaws describe the specific functions, regulations, responsibilities, and rules for the business, including protocols for dealing with personal or financial liabilities or internal conflicts of interest."}],[{"x":"Open a business bank account","b":1},{"x":": Establishing a separate business bank account for your business is crucial for maintaining and managing your business assets and business finances, while protecting yourself from personal liability."}],[{"x":"Apply for any required business licenses","b":1},{"x":": Some business types are monitored and regulated more heavily by the states and require certification and licensure to operate legally."}],[{"x":"File annual reports","b":1},{"x":": Most states require corporations to file an annual report with the state's division of corporations to remain in good standing and preserve the liability protections offered by the corporate business structure."}]]},{"t":"anchor","id":"faqs"},{"t":"h","l":4,"x":"Frequently asked questions","id":"faq-heading"},{"t":"faq","items":[{"q":"Why do I need to file a certificate of incorporation for my corporation?","a":[{"t":"p","x":"Certificates of incorporation are designed to give your state's Secretary of State or Company Registrar the information required to determine whether or not to approve a new company. State laws governing businesses are designed to protect consumers and state residents, so every state has laws and requirements that businesses must comply with if they want the benefits of a corporate structure."}]},{"q":"In what state should I register my corporation?","a":[{"t":"p","x":"Although businesses can register to conduct business in any state, most businesses choose to organize their corporations in the state where their principal office is located. Although it may make sense to choose a different state for a corporation because of that state’s tax treatment, some states impose additional taxes, making it cheaper to organize under a neighboring state’s laws. If you are considering establishing your corporation in a state other than your own, it is important that you investigate whether that state requires additional paperwork."}]},{"q":"Will I need a registered agent?","a":[{"t":"p","x":"A registered agent is an individual or business entity residing within the company's state. All registered agents must maintain normal business hours at a physical address that is open to the public. The registered agent’s main function is to ensure reliable communication between the company and any third party, by receiving and forwarding legal documents, notices, or other requests to the company. It is mandatory that every company provides the registered agent's full name. If the registered agent is a business entity, then you should include the entity designation of the business such as Inc. or Co. It is also mandatory that every company provides the address where the registered agent is required to receive any legal correspondence. Check with your state regarding any specific requirements for listing the registered agent's address. LegalNature provides access to a registered agent with the option to use the company's physical address, the company's mailing address, or any other address where the registered agent is willing and able to receive mail. It is important to point out that some states require the registered agent’s consent in order to be named as such."}]},{"q":"How do I file my certificate of incorporation?","a":[{"t":"p","x":"Most states allow certificates of incorporation to be filed electronically online through the Secretary of State or Division of Corporations website. Certificates can also be submitted through the mail; though, this typically results in an extended wait-period for processing. After receiving the certificate and any required filing fees, there is typically a short processing period; unless the state offers expedited processing for an additional fee."}]}]},{"t":"h","l":4,"x":"Create your certificate of incorporation in minutes"},{"t":"p","x":"Complete our form"},{"t":"p","x":"Preview & download your document"},{"t":"p","x":"Review and sign your document"},{"t":"img","src":"/static/assets/2026-08-21.legalnature-full-site-r1/cdn.buttercms.com/xWHaKSuVQeSFYlrKhMre.webp","alt":"Create your certificate of incorporation in minutes"},{"t":"a","href":"/documents/create/certificate-of-incorporation","x":"Create Document"}]}
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{"blocks":[{"t":"h","l":1,"x":"Business License Research Package"},{"t":"p","x":"Most businesses need licenses and permits to operate legally, but figuring out which ones apply to yours takes real research. LegalNature's business license research service does that work for you, producing a comprehensive report of your city, county, and state requirements with the forms you need to take action and stay compliant."},{"t":"a","href":"/orders/create/license-research","x":"Start Now"},{"t":"img","src":"/static/assets/2026-08-21.legalnature-full-site-r1/s3.us-east-2.amazonaws.com/shared-cms-main-media.legalnature.com/license-research-2.png","alt":"Business Formation","w":866,"h":1252},{"t":"h","l":2,"x":"We do the work. You stay compliant. Focus on your business."},{"t":"h","l":3,"x":"Determine exactly what is required"},{"t":"p","x":"Receive a comprehensive report of required licenses and permits at the city, county, and state level."},{"t":"h","l":3,"x":"Learn what your industry requires"},{"t":"p","x":"Identify industry-specific licenses before you open — not after a violation."},{"t":"h","l":3,"x":"Comprehensive state coverage"},{"t":"p","x":"Covers businesses across all 50 states and the District of Columbia."},{"t":"a","href":"/orders/create/license-research","x":"Get Started Today"},{"t":"h","l":2,"x":"What is a business license?"},{"t":"p","x":"A business license is a government-issued authorization that permits a business to legally operate within a given jurisdiction. Depending on your business, you may need licenses and permits from multiple government bodies."},{"t":"h","l":3,"x":"Federal Business Licenses"},{"t":"p","x":"Federal licenses apply when a business operates in an industry regulated at the national level. Most small businesses don't require a federal license, but those that do face some of the most complex and consequential requirements in the licensing landscape."},{"t":"h","l":3,"x":"State Business Licenses"},{"t":"p","x":"State-level licensing requirements vary more than any other tier of the compliance framework. Some states require a general business license for virtually every operating business; others have no such requirement at all but impose extensive industry-specific licensing through professional and occupational boards."},{"t":"h","l":3,"x":"Local Business Licenses"},{"t":"p","x":"Local requirements issued at the city or county level are the most frequently overlooked part of the compliance picture and, for many businesses, the most operationally significant. Most municipalities require a local business license or business tax certificate simply to operate within their boundaries."},{"t":"h","l":2,"x":"Why business license compliance matters"},{"t":"h","l":3,"x":"Requirements Exist at Every Level of Government"},{"t":"img","src":"/static/assets/2026-08-21.legalnature-full-site-r1/cdn.buttercms.com/WbTKe46dQbenMalFbg5K.webp","alt":"llc owner"},{"t":"h","l":3,"x":"The Penalties for Non-Compliance are Real"},{"t":"img","src":"/static/assets/2026-08-21.legalnature-full-site-r1/cdn.buttercms.com/pyorXnubTxWwc2lMQCCu.webp","alt":"llc owner"},{"t":"h","l":3,"x":"Getting Compliant Early Is Always Easier"},{"t":"img","src":"/static/assets/2026-08-21.legalnature-full-site-r1/cdn.buttercms.com/D6YNv7YSu21Gsn3eqh2U.webp","alt":"llc owner"},{"t":"h","l":2,"x":"See what our users have to say"},{"t":"p","x":"Join thousands of businesses who are choosing LegalNature every month to achieve their potential."},{"t":"p","x":"- Lorrie R"},{"t":"h","l":2,"x":"How to get your business license research report"},{"t":"ol","items":["Place Your OrderOrder the research service as a stand-alone purchase or add it to a new business formation order. 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It includes every license and permit identified as applicable to your business, organized by jurisdiction."]},{"t":"h","l":2,"x":"Business licenses by industry"},{"t":"a","href":"/orders/create/license-research","x":"Order your business license research package today"},{"t":"h","l":3,"x":"Food & Beverage"},{"t":"img","src":"/static/assets/2026-08-21.legalnature-full-site-r1/cdn.buttercms.com/jLROIjTaRp29wdj98SVA.webp","alt":"llc owner"},{"t":"h","l":3,"x":"Construction & Contracting"},{"t":"img","src":"/static/assets/2026-08-21.legalnature-full-site-r1/cdn.buttercms.com/c8Om4OEQoeZa3fdrteXw.webp","alt":"llc owner"},{"t":"h","l":3,"x":"Healthcare & Personal Services"},{"t":"img","src":"/static/assets/2026-08-21.legalnature-full-site-r1/cdn.buttercms.com/PnITQmS1QySaxhoFGRBu.webp","alt":"llc owner"},{"t":"h","l":3,"x":"Childcare & Education"},{"t":"img","src":"/static/assets/2026-08-21.legalnature-full-site-r1/cdn.buttercms.com/eJPbzftxQJmbTSHnmDtQ.webp","alt":"llc owner"},{"t":"h","l":3,"x":"Retail & E-Commerce"},{"t":"img","src":"/static/assets/2026-08-21.legalnature-full-site-r1/cdn.buttercms.com/mnyCTeEiTzWxyT7tqNvr.webp","alt":"llc owner"},{"t":"h","l":3,"x":"Real Estate"},{"t":"img","src":"/static/assets/2026-08-21.legalnature-full-site-r1/cdn.buttercms.com/WbTKe46dQbenMalFbg5K.webp","alt":"llc owner"},{"t":"h","l":2,"x":"What our customers are saying about us"},{"t":"img","src":"/static/assets/2026-08-21.legalnature-full-site-r1/www.legalnature.com/_frontend-ipx/f_webp-q_80-s_150x150/_frontend/images/homepage/reviews-1.jpg.webp","alt":"","w":150,"h":150},{"t":"img","src":"/static/assets/2026-08-21.legalnature-full-site-r1/www.legalnature.com/_frontend-ipx/f_webp-q_80-s_150x150/_frontend/images/homepage/reviews-2.jpg.webp","alt":"","w":150,"h":150},{"t":"img","src":"/static/assets/2026-08-21.legalnature-full-site-r1/www.legalnature.com/_frontend-ipx/f_webp-q_80-s_150x150/_frontend/images/homepage/reviews-4.jpg.webp","alt":"","w":150,"h":150},{"t":"img","src":"/static/assets/2026-08-21.legalnature-full-site-r1/www.legalnature.com/_frontend-ipx/f_webp-q_80-s_150x150/_frontend/images/homepage/reviews-3.jpg.webp","alt":"","w":150,"h":150},{"t":"h","l":2,"x":"Frequently asked questions"},{"t":"faq","items":[{"q":"What is a business license research service?","a":[{"t":"p","x":"A business license research service identifies all of the licenses, permits, and registrations a specific business is required to obtain based on its location, industry, and business activity and delivers the results in a report that includes relevant application forms. It covers requirements at the city, county, and state level simultaneously, giving business owners a complete compliance picture rather than requiring them to research each jurisdiction independently."}]},{"q":"How do I know what business licenses I need?","a":[{"t":"p","x":"The licenses your business needs depend on where it's located, what it does, whether it has employees, and whether it operates under a trade name. In most cases, requirements exist at multiple levels of government — state, county, and city — and each level has its own agencies and application processes."}]},{"q":"Do all businesses need a business license?","a":[{"t":"p","x":"Most businesses in the United States need at least one license or permit to operate legally. The type and source of that requirement varies widely. Even in states that don't require a general state-level business license, businesses typically face county or city-level permit requirements and industry-specific licensing. Assuming no license is needed without verifying that assumption creates real compliance risk."}]},{"q":"How long does business license research take?","a":[{"t":"p","x":"LegalNature's research process typically takes a few business days after all required business information has been submitted. If additional details are needed to complete the research, LegalNature will reach out through your account."}]},{"q":"Can I order business license research without forming an LLC or corporation through LegalNature?","a":[{"t":"p","x":"Yes. The business license research service is available as a stand-alone order and does not require a formation order through LegalNature. You'll provide your business's principal office address, business activity, and other relevant details during the order process."}]},{"q":"What information do I need to provide for a license research order?","a":[{"t":"p","x":"LegalNature will need your business's principal office address (street, city, county, state, and zip code), your business activity and industry, whether you plan to hire employees, and any trade names or DBAs your business uses."}]},{"q":"What happens after I receive my business license research report?","a":[{"t":"p","x":"Your report identifies every applicable license and permit and includes the relevant application forms. Applying for and obtaining the licenses is your next step — LegalNature's service identifies what you need; it does not complete the applications on your behalf. For businesses in complex or heavily regulated industries, it is highly recommended to consult with an attorney who can help you navigate the application process and confirm that your compliance picture is complete."}]}]},{"t":"h","l":2,"x":"Research your business license requirements today"},{"t":"p","x":"Let LegalNature locate your licensing and permit requirements to keep your business compliant."},{"t":"a","href":"/orders/create/license-research","x":"Get Started"}]}
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{"blocks":[{"t":"h","l":1,"x":"Software License Agreement"},{"t":"p","x":"For any business that gives its users access to its software, a software license agreement is absolutely essential to protect your rights."},{"t":"p","x":"For each new user permitted to use your software, you should have a software license agreement in place to lay out the user’s specific terms of use. 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This includes the permitted uses of the software, the software delivery method, installation and testing details, and the fees involved."},{"t":"h","l":3,"x":"Answer Key Questions"},{"t":"p","x":"Use the information you collected to complete the software license agreement. We make this easy by guiding you each step of the way and helping you to customize your document to match your specific needs. The questions and information we present to you dynamically change depending on your answers and the state selected."},{"t":"h","l":3,"x":"Review and Sign"},{"t":"p","x":"It is always important to read your document thoroughly to ensure it matches your needs and is free of errors and omissions. After completing the questionnaire, you can make textual changes to your document by downloading it in Microsoft Word. If no changes are needed, you can simply download the PDF version and sign. This agreement allows the parties to sign and deliver copies electronically. Therefore, it is not necessary for both parties to sign a single printed copy of the agreement."},{"t":"a","href":"/documents/create/software-license-agreement","x":"Get Started"},{"t":"anchor","id":"help_guide"},{"t":"h","l":2,"x":"Help Guide"},{"t":"p","x":"For a business, its software is intellectual property and a valued business asset. It deserves certain protections and defined terms and conditions when the software is being used by a customer. LegalNature's software license agreement helps articulate how the licensor and licensee want the software to be used and help the parties establish a sound business relationship based on the benefits the software offers."},{"t":"p","x":"View more"},{"t":"a","href":"/documents/create/software-license-agreement","x":"Get Started"},{"t":"anchor","id":"faqs"},{"t":"h","l":4,"x":"FAQs","id":"faq-heading"},{"t":"faq","items":[{"q":"What is a software license?","a":[{"t":"p","x":[{"x":"A software license allows a person or business (the licensee) to use software developed by another party (the licensor). The license itself is a legally binding document that allows the licensee to use the software without violating the intellectual property rights of the licensor. It is similar to a product or "},{"x":"service agreement","h":"/categories/business/general-services-agreement"},{"x":" in that it sets out the rights and obligations of both parties with regard to the software. The parties should have an opportunity to negotiate their rights before entering into the agreement. A software license is not the same as an end-user agreement that you would see on websites or apps where the user must accept the terms before using the software. It is also not the same as development software, which involves a customization process for the end user’s specific needs. Keep in mind that a software license agreement also differs from a technology services contract in that a technology services contract sets up an ongoing services agreement between an IT contractor and its client, but does not involve licensing and downloading specific software to a computer or other device."}]}]},{"q":"Who is a licensor? Who is a licensee?","a":[{"t":"p","x":"In a software license agreement, there are usually two parties: the licensor and the licensee. The licensee is the individual or entity in the relationship that receives the license, and the licensor is the person or entity that provides the license. The licensor is often a creator or inventor whereas the licensee can be a variety of individuals or entities, including end users, manufacturers, other businesses, etc. As a software license agreement can be extremely flexible, it is often a good option for a variety of relationships and circumstances."}]},{"q":"How is a license different from ownership?","a":[{"t":"p","x":"When you own something outright, the manufacturer or designer often has little control over what you do with the product post-sale. In most circumstances, you can manipulate the product however you want and even reproduce it and sell it. Consider an example of a physical product. If you bought a chair, you could copy how the chair was made and create another one for your home. You could also paint the chair or change certain features of it. You could even resell it if you wanted to do so. In contrast, having a license only allows you to use the product. You often cannot change it, copy it, or resell it unless you have specific permission to do so. In our chair example, you could use the chair, but you may not be able to do anything else with it. You could not sell it to someone else or change it in any way. You will usually see licenses in the context of software or design and specifications. In the software context, the license will usually restrict users from altering, copying, or selling it to another person. Software developers use licenses, as opposed to an outright transfer, to help decrease potential problems associated with over-sharing that can reduce demand and limit profits. A license will describe how a product can be used. That is, copying or distributing may be allowed according to the software license agreement, but it must be specifically stated to be permitted."}]},{"q":"What is “open source” software?","a":[{"t":"p","x":"Not every type of software will include a restrictive license. “Open source” software is any software that can be accessed, changed, used, and shared without charge. Open source software is the same as “free software.” There is no need to obtain an individual license because the developers of the software have chosen to share it with the world without restrictions. Nonetheless, open source software still technically has a license; it is simply not very restrictive. Open source software can be developed by anyone and must meet 10 specific criteria for it to be labelled “open source.”"},{"t":"ul","items":["Free redistribution","The program must include the source code","Derivative work must be permitted (modification and alterations to the original software)","Restrictions on distribution of the source code is allowed if the software is modified, but only if patch files can be distributed as well","No discrimination against any group or person","No discrimination against any particular field","Rights associated with the license must apply to everyone that receives a redistribution of the software","The license cannot be specific to a product","The license cannot restrict the use of other software","The license must not be predicated on any style of interface or individual technology"]},{"t":"p","x":"Open source software allows developers the ability to learn and continue developing their own software by collaborating with others. Software sometimes starts out as open source in its early phases of development. Open source software can be used for commercial purposes, and there is no way to restrict the utilization of the software. Developers also cannot control who uses the software and for what purpose, which is often a concern for those who may be using the software for illegal or unethical reasons."}]},{"q":"How can I limit the licensee’s use of my software?","a":[{"t":"p","x":"The best way to limit or restrict someone’s use of your software is to have them enter into a software license agreement with you. The agreement should set out how the licensee can and cannot use the software. It should also set out what will happen if the agreement is violated. Negotiation is a powerful tool in the context of software licensing. Software licensing agreements may also contain the following additional provisions:"},{"t":"ul","items":["Restrictions on remedies if the software is defective or does not comply with specific requirements","Limitations on liability (damage caps) if losses occur","Liability exclusions","Limitations on warranties","Alternative dispute resolution options","Information on copyright and ownership protections","The governing law if a conflict arises"]},{"t":"p","x":[{"x":"Like any "},{"x":"contract,","h":"/categories/business/sales-contract"},{"x":" you and the other party can include provisions that will work for your unique situation. You can be creative about limitations regarding the use and sale of your software. 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{"blocks":[{"t":"h","l":1,"x":"Statement of Work"},{"t":"p","x":"By outlining clear terms, this agreement will help create reasonable expectations as well as avoid any unnecessary confusion."},{"t":"p","x":"Easily create a statement of work tailored to your specific business needs in minutes. Start your project with confidence using this legally binding agreement."},{"t":"a","href":"/documents/create/statement-of-work","x":"Get Started"},{"t":"ul","items":[[{"x":"How To","h":"#illustrated_steps"}],[{"x":"Help Guide","h":"#help_guide"}],[{"x":"FAQS","h":"#faqs"}]]},{"t":"h","l":2,"x":"When to use a statement of work"},{"t":"ul","items":["Describe specific work requirements","Have a clear idea of what services will be rendered","Set a project's start and end date","Agree on how goods and services will be paid"]},{"t":"p","x":"Create your document in 3 steps"},{"t":"p","x":"Complete the form"},{"t":"p","x":"Preview your document"},{"t":"p","x":"Download and print"},{"t":"h","l":2,"x":"Get a statement of work that is legally binding with our step-by-step guidance"},{"t":"p","x":"Throughout the form, we explain all the terms and you’ll be guided on making the best choices for your statement of work."},{"t":"h","l":3,"x":"Statement of Work"},{"t":"p","x":"The main purpose of a statement of work is to describe specific work requirements in relation to goods and/or services. 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As a result, it's important to make sure that the statement of work is drafted in consideration of the master services agreement's provisions."}]},{"q":"What is a master services agreement?","a":[{"t":"p","x":"A master services agreement is a type of contract where the parties can establish most of the terms that will govern future transactions between the parties. These agreements can cover a wide array of subjects, such as intellectual property rights, late payment penalties, warranties, and confidentiality expectations, among others. Also, although master services agreements are most often associated with arranging services, it is not all that uncommon for certain goods to be provided along with the services."}]},{"q":"What type of services can be included in this agreement?","a":[{"t":"p","x":"As a general rule, both a statement of work and a master services agreement can be used in most, if not all, service industries since most will require general terms and conditions that have become quite common. This means that both agreements are flexible enough to accommodate most uses, while still being legally binding contracts."}]},{"q":"Does a master services agreement need to have a starting date?","a":[{"t":"p","x":"Yes. As is the case for any other agreement, a master services agreement requires the parties to agree on when the contract’s provisions will begin to take effect. However, this does not always imply that a specific date must be set. 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{"blocks":[{"t":"h","l":1,"x":"Stock Purchase Agreement"},{"t":"p","x":"Our stock purchase agreement outlines the terms and conditions of a deal between someone who wants to invest money in a business or project and the person or entity who owns or runs it."},{"t":"p","x":"It can include things like how much money is invested and what rights and responsibilities each party has. 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Some of the common terms and clauses that a stock purchase agreement may include are the identity of the company and the investors, the valuation of the company and the price per share, and the warranties and representations of both parties regarding the accuracy of information and compliance with laws."}]},{"q":"How can I negotiate the best stock purchase agreement for my company?","a":[{"t":"p","x":"Negotiating the best stock purchase agreement for your company can be a challenging task. Here are some tips to help you achieve the best stock purchase agreement for your company:"},{"t":"ul","items":[[{"x":"Do your homework -","b":1},{"x":" Research the potential investors, their backgrounds, their interests, and their expectations. Know your company's strengths, weaknesses, opportunities, and threats."}],[{"x":"Be open to negotiation -","b":1},{"x":" Show that you are passionate about your company but be mindful of the other party's concerns. 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They can help you review the terms, identify any potential risks or pitfalls, and protect your rights and interests."}]]}]},{"q":"What are the common pitfalls and risks to avoid when signing a stock purchase agreement?","a":[{"t":"p","x":"Some of the common pitfalls and risks to avoid when signing a stock purchase agreement are as follows:"},{"t":"ul","items":[[{"x":"Not understanding the terms and implications of the agreement -","b":1},{"x":" It is important to read and understand every clause of the agreement, and to seek professional advice if needed, before signing anything."}],[{"x":"Not negotiating the terms and conditions of the agreement -","b":1},{"x":" Both business owners and investors should always try to negotiate the best possible deal for their company, and to walk away from any deal that does not align with their vision and goals."}],[{"x":"Not complying with the legal and regulatory requirements of the agreement -","b":1},{"x":" Signing a stock purchase agreement may generate certain obligations and responsibilities on both parties, such as reporting, auditing, governance, compliance, etc. Failing to comply with these requirements can result in legal consequences, such as breach of contract, penalties, or termination of the agreement. 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tasks/legalnature/solution/site/implementation/clone/data/site/content/categories-business-terms-of-use--c8505a2486.json
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{"blocks":[{"t":"h","l":1,"x":"Website Terms of Use"},{"t":"p","x":"Your website terms of use will allow you to set up rules and regulations for your visitors using your website."},{"t":"p","x":"Our customizable website terms of use template makes it easy to customize the terms of use for websites based in the United States. Quickly add your preferences regarding member accounts, content, and more."},{"t":"a","href":"/documents/create/terms-of-use","x":"Get Started"},{"t":"ul","items":[[{"x":"How To","h":"#illustrated_steps"}],[{"x":"Help Guide","h":"#help_guide"}],[{"x":"FAQS","h":"#faqs"}]]},{"t":"h","l":2,"x":"Our website terms of use"},{"t":"ul","items":["Are compliant throughout all states and the District of Columbia","Define vital concepts related to the service or goods provided","Help avoid confusion by defining each party's responsibilities","Help limit liability for a visitor's use of the site"]},{"t":"p","x":"Create your document in 3 steps"},{"t":"p","x":"Complete the form"},{"t":"p","x":"Preview your document"},{"t":"p","x":"Download and print"},{"t":"h","l":2,"x":"Get your terms of use now"},{"t":"p","x":"Easily get a set of website terms of use that are tailored to your needs."},{"t":"h","l":3,"x":"Limit your liability and set boundaries"},{"t":"p","x":"These website terms of use will define each party's general obligations and responsibilities."},{"t":"a","href":"/documents/create/terms-of-use","x":"Create Document"},{"t":"h","l":3,"x":"Define key terms and conditions"},{"t":"p","x":"By defining clear terms and conditions, this form will help prevent unnecessary confusion."},{"t":"a","href":"/documents/create/terms-of-use","x":"Create Document"},{"t":"anchor","id":"illustrated_steps"},{"t":"h","l":2,"x":"What Our Customers Are Saying"},{"t":"h","l":2,"x":"How to create your website terms of use in 3 steps"},{"t":"h","l":3,"x":"Gather Information"},{"t":"p","x":"As you complete your website terms of use, you will need to provide certain relevant information. This includes any policies you may have concerning member accounts, posted content, age restrictions, refunds, cancellations, sales policies, dispute resolution, and more. Depending on the type of website involved, some of these categories may be needed."},{"t":"h","l":3,"x":"Answer Key Questions"},{"t":"p","x":"Use the information you collected to complete your website terms of use. We make this easy by guiding you each step of the way and helping you to customize your document to match your specific needs. The questions and information we present to you dynamically change depending on your answers and the state selected."},{"t":"h","l":3,"x":"Review"},{"t":"p","x":"It is always important to read your terms and conditions thoroughly to ensure it matches your needs and is free of errors and omissions. After completing the questionnaire, you can make textual changes by downloading it in Microsoft Word. If no changes are needed, you can simply download the PDF version."},{"t":"a","href":"/documents/create/terms-of-use","x":"Get Started"},{"t":"anchor","id":"help_guide"},{"t":"h","l":2,"x":"Help Guide"},{"t":"p","x":"All websites need to post their terms of use in order to notify visitors of its rules and protect themselves from a wide variety of potential legal liabilities. This help guide explains the main sections and key considerations when creating terms of use for your website. Note that LegalNature's document is meant for websites based within the United States."},{"t":"p","x":"View more"},{"t":"a","href":"/documents/create/terms-of-use","x":"Get Started"},{"t":"anchor","id":"faqs"},{"t":"h","l":4,"x":"FAQs","id":"faq-heading"},{"t":"faq","items":[{"q":"What does the term \"browsewrap\" mean?","a":[{"t":"p","x":[{"x":"\""},{"x":"Browsewrap","b":1},{"x":"\" is the term used for websites that allow users to accept their terms and conditions simply by navigating through the site. Browsewrap is typically only used for static sites that are primarily informational in nature with little to no interaction with the site or others and do not offer products or services for sale."}]}]},{"q":"What does the term \"clickwrap\" mean?","a":[{"t":"p","x":[{"x":"\""},{"x":"Clickwrap","b":1},{"x":",\" on the other hand, refers to sites that require visitors to affirmatively agree to the terms by clicking an \"Accept\" button, or checking a similar box, before creating an account or making a purchase. Clickwrap is recommended for all sites that go beyond browsewrap by selling products and services or allowing users to post content or interact with others. If you choose to implement clickwrap, you should be sure that your method requires visitors to make an affirmative action assenting to the terms and conditions."}]}]},{"q":"Do I need to have a sale, refund, and cancellation policy?","a":[{"t":"p","x":[{"x":"If you "},{"x":"sell goods or services through your website","h":"/guides/how-to-start-an-ecommerce-business"},{"x":", then you should outline your sales policy, including any conditions of sale, return policies, guarantees, payment details, fees, and shipping terms. Doing so helps avoid potential disputes and lawsuits with aggrieved visitors. Likewise, you should include any refund and cancellation policies you may have in order to put visitors on notice and avoid conflicts."}]}]},{"q":"Should my website terms of use allow me to limit access to my site?","a":[{"t":"p","x":"Yes. Our website terms of use allow you to terminate a visitor's access to any part or service on the site at any time in your sole discretion, without notice. These terms may be updated at any time. A visitor's continued use of the site is often considered acceptance of such updates. It's important to provide visitors with notice of such updates by any reasonable means, including by email or posting notice in a prominent place on the site."}]},{"q":"Do these website terms of use contain disclaimers?","a":[{"t":"p","x":"Yes. The disclaimers in our form include many of the most important terms and conditions. Among these, visitors are told that the site is provided on an \"as is\" basis, and potential express and implied warranties are disclaimed in order to prevent visitors from seeking to hold you liable for promises you do not intend to offer. This also includes disclaimers for any loss or damages that may occur to visitors' computers, internet connections, or user content. Visitors are told that the content on your website is for informational purposes only and does not offer any professional advice, including legal, financial, or medical advice."}]}]},{"t":"h","l":2,"x":"Everything you need for your legal matters, one click away"},{"t":"p","x":"Access your personalized dashboard to manage all your legal documents and business services in one secure location."},{"t":"img","src":"/static/assets/2026-08-21.legalnature-full-site-r1/www.legalnature.com/_frontend/images/common-sections/platform.png","alt":"LegalNature Dashboard Platform"},{"t":"h","l":3,"x":"Fast & Easy"},{"t":"p","x":"Quickly create new documents or business services."},{"t":"h","l":3,"x":"Safe & Secure"},{"t":"p","x":"Your documents and information are always kept private."},{"t":"h","l":3,"x":"Reliable & Trustworthy"},{"t":"p","x":"Over 4,000 five star reviews from our customers."},{"t":"h","l":3,"x":"Access Anytime"},{"t":"p","x":"Everything you need, directly from your dashboard."},{"t":"a","href":"/documents/create/terms-of-use","x":"Get Started"},{"t":"h","l":2,"x":"Start Your Website Terms of Use"},{"t":"p","x":"Complete your website terms of use in minutes with LegalNature's intuitive, step-by-step guidance."},{"t":"a","href":"/documents/create/terms-of-use","x":"Create Document"},{"t":"img","src":"/static/assets/2026-08-21.legalnature-full-site-r1/s3.us-east-2.amazonaws.com/shared-cms-main-media.legalnature.com/general-doc-image.jpg","alt":"Start Your Website Terms of Use"}]}
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