Why This Matters to You
You didn’t start your company to wrangle contracts, IP, or compliance. Yet those issues can stall growth and distract teams. You don’t need another course—you need an expert to scan your whole business and tell you exactly what to do next.
Deliverable: after a focused, one-hour consultation, you’ll receive a prioritized Legal Operating System (LOS) checklist—a concise, sequenced plan your COO/Integrator and your attorney can execute immediately.
Who This Is For
Leaders of companies with 10–250 employees who want proactive protection without bureaucracy.
Visionary/Integrator fit: Founders surface priorities; COO/Integrator owns execution with counsel.
Plays nicely with EOS/Traction: LOS tasks map to your Scorecard, Rocks, and L10 so the work stays visible and moves forward every quarter.
Use your current legal team: The checklist is designed for your attorney in your state to implement efficiently.
Why This Consultation Is Different
Most legal work is siloed and reactive. This is a systems-level review that sequences fixes across your legal surface area so you prevent problems—rather than paying to clean them up.
Big-picture, not piecemeal: We integrate entity & governance, people & policies, contracts, IP, registrations, and date-driven obligations into one cohesive plan.
Built for busy leaders: You get the roadmap; your team and attorney execute.
Proactive > reactive: Reduce the odds of regulatory fines, disputes, or brand erosion by addressing the right issues in the right order.
Material efficiency: Firms and operators who adopt the LOS approach often report meaningfully lower legal spend after full implementation (by preventing rework and scope drift).
What We Cover (Issue-Spotting Across Your Legal Surface Area)
Ownership & governance: entity setup, bylaws/operating agreement, owner agreements, minutes & records.
People & policies: hiring practices, handbooks, anti-harassment, offer letters, restrictive covenants.
Customers, vendors & contracts: risk-shifting clauses, payment protection, IP & confidentiality.
IP & competitive edge: trademarks, copyright, trade secrets—what to register and when.
Compliance & registrations: EIN/state IDs, licenses, foreign registrations, sales/use tax triggers.
Calendar & renewals: key dates for registrations, permits, and IP; what belongs on your Scorecard and calendar.
How It Works
Send key documents (formation docs, bylaws/operating agreement, top contracts, current policies).
One-hour consultation with Aaron: we map risks, dependencies, and quick wins.
Your prioritized LOS checklist: a clear, sequenced to-do list for your COO/Integrator and attorney to implement.
Recommended cadence: We suggest a 90-day LOS review (aligned to your EOS quarter) so new products, hires, or vendors trigger a quick re-check and nothing slips.
Outcomes You Can Expect
Clarity: the 5–10 moves that harden your legal posture now.
Speed: hand your counsel a ready-to-execute plan instead of paying them to “figure it out.”
Fewer surprises: avoid preventable disputes, fines, and brand erosion.
Focus: leadership and teams keep working on growth—not legal firefighting.
Efficiency: reduce duplicated legal work and scope creep by aligning tasks to a single roadmap.
Call to Action
Schedule your LOS Checklist Consultation
Give us an hour and your documents; leave with a decisive plan your COO/Integrator and attorney can execute.
Prefer DIY? The full LOS training is free on YouTube. This consultation is for leaders who want the job done right—and done now.
Professional note
This consultation provides a strategic plan and prioritized checklist for you to execute with your attorney. It is not legal advice or the practice of law, and it does not create an attorney-client relationship.
FAQ
How does this fit with EOS/Traction?
Each LOS action maps cleanly to Rocks, L10s, and your Scorecard. We also supply key dates so renewals and filings are tracked like any other KPI.
Do we need to switch lawyers?
No. The checklist is designed for your current attorney in your state. We focus on prioritization and sequencing; your counsel executes.
Is this ongoing?
The consultation is a one-time engagement with a deliverable. We recommend a quarterly LOS review to keep your plan current as you grow.