All legal documents, agreements, and compliance frameworks. Keep originals in secure storage (Google Drive, DocuSign, etc.) and link to them here. This page is the index, not the vault.
Company Formation & Governance
| Document |
Status |
Location |
Last Updated |
| Operating Agreement |
|
Link to signed doc |
|
| Articles of Incorporation / Organization |
|
Link |
|
| EIN / Tax Registration |
|
Link |
|
| Business Licenses |
|
Link |
|
| Corporate Resolutions |
|
Link |
|
Client Agreements
Templates
| Template |
Purpose |
Last Reviewed |
Link |
| Master Service Agreement (MSA) |
Standard client engagement terms |
|
Link |
| Statement of Work (SOW) |
Per-engagement scope & pricing |
|
Link |
| Non-Disclosure Agreement (NDA) |
Mutual confidentiality |
|
Link |
| Data Processing Agreement (DPA) |
When handling client data |
|
Link |
đź’ˇ Tip: Review templates annually with legal counsel. AI-specific clauses (model ownership, training data rights, liability for AI outputs) are evolving fast.
Executed Agreements
Track signed agreements per client. Link to the Client Database for the full relationship picture.
| Client |
Agreement Type |
Signed Date |
Expiry |
Link |
| Add agreements here |
|
|
|
|
Insurance
| Policy |
Provider |
Coverage |
Renewal Date |
Link |
| General Liability |
|
|
|
|
| Professional Liability / E&O |
|
|
|
|
| Cyber Liability |
|
|
|
|
Compliance Frameworks
Document which compliance standards apply to your work and your clients’ work.
| Framework |
Relevance |
Status |
Notes |
| SOC 2 Type II |
Client requirement? Internal goal? |
|
|
| GDPR |
If serving EU clients or handling EU data |
|
|
| HIPAA |
If working with healthcare data |
|
|
| CCPA |
If handling California consumer data |
|
|