The Clean Legal Bill of Health® Audit
Most business owners find out about a legal problem on the day it gets expensive.
You built something real. You hired people, signed contracts, brought on partners, took out leases. Legal felt handled. You have agreements, you have insurance, you set up an entity at some point.
Then a client refuses to pay. A partner wants out. A former employee files a claim. And the documents you have turn out not to say what you thought they said.
The Clean Legal Bill of Health audit is how we find that before it finds you. We review six areas of your business, score every item red, yellow or green, and hand you a written report with a prioritized plan. You finish knowing exactly what needs attention, in what order, and what each fix costs before you decide whether to make it.
The six pillars we check
- 01Customer Contracts & Project RiskAre your client agreements actually protecting you?
- 02Ownership & GovernanceCould your business survive a partner dispute or exit?
- 03Subcontractor & Vendor RiskDoes someone else’s mistake land on your balance sheet?
- 04Employment & Safety ComplianceWould your employment practices survive a lawsuit?
- 05Insurance & Claims ReadinessWill your coverage work on the day you need it?
- 06Systems, Records & Digital RiskWould your records hold up under an audit or due diligence?
What every audit includes
- A full six-pillar review of your actual documents
- A comprehensive written report
- A prioritized action plan, most urgent first
- A one-hour delivery meeting with your attorney
- A flat-fee remediation menu, so you know the price of every fix before you authorize it
- Strategy built around your industry and your growth plans
Flat fee, quoted before we start
No billable hours. No surprise invoices. You know the number before you commit.
Three ways to start
Not sure where to begin? Start with the checkup. It is free, takes about five minutes, and shows you which of the six pillars are exposed before you talk to anybody.
Audits and ongoing legal services are available to businesses in California and Utah. The checkup and the self-assessment workbooks are available anywhere.
Want to learn more about how your business can get a Clean Legal Bill of Health?
Explore the Clean Legal Bill of Health® →