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      1. Help Center
      2. Workflows
      • Templates
        • Entity
        • Governance
        • Team
        • Equity
        • Financing
        • Customers
        • Partners/ Vendors
      • Workflows
        • Entity
        • Governance
        • Team
        • Equity
        • Financing
        • Customers/Partners
        • Other
      • Services
        • Entity
        • Equity
        • Financing
        • Pricing
        • Services Subscriptions
      • User Guide
        • Templates
        • Account Settings
        • Workflows
        • File Cabinet
        • Partners
      • FAQ
        • Entity
        • Governance
        • Team
        • Equity
        • Intellectual Property
        • Financing

      Workflows

      Learn about each of Savvi's solutions: what you'll receive, what subscriptions they require, and where to access them.

      Entity

      • Entity Formation
      • Annual Report
      • Operating State Registration/Foreign Entity Registration
      • Switch to a Savvi Partnered Registered Agent
      • Corporate Record Setup
      See more

      Governance

      • Board Consent Language Examples
      • Charter Amendment (Corporation Specific)
      • Director Appointment
      • Officer Appointment
      • Director or Officer Resignation
      See more

      Team

      • Founder Onboarding
      • Onboard Employees
      • Onboard an Independent Contractor
      • Onboard an Advisor
      • Employee Offboarding
      • Statement of Work
      See more

      Equity

      • Issue Equity (Corporations)
      • Issue Equity (LLC)
      • Stock Option Plan (Corporation Only)
      • Issue Stock Options (Corporation Only)
      • Equity Incentive Plan Amendment
      • Exercise Options Workflow
      • Equity Repurchase Agreement
      • Profits Interest Plan (LLC only)
      See more

      Financing

      • Authorize Convertible Financing
      • Execute Convertible Financing
      • Prepare Preferred Stock Financing
      • Simple Promissory Note
      • Due Diligence Checklist
      See more

      Customers/Partners

      • Send an NDA
      • Letter of Intent

      Other

      • Request Legal Consultation
      • Assignment and Assumption Agreement
      • Request Template Access
      • Send a Custom Agreement
      • Join the FounderPod Community
      See more
      savvi.legal Help Center
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