Start legal review with the business context

Help an owner organize facts, documents, and questions before you apply legal judgment.

Counsel preparation brief

What should I send you before we discuss this agreement?

Context: Describe the intended commercial outcome.
Documents: Identify the version counsel should review.
Questions: Separate factual gaps from legal conclusions.

Less reconstructing the story. More context for your review.

Preserve what the owner knows, what is uncertain, and where a document came from. Preparation helps the conversation; it does not produce a legal conclusion.

Prepare an agreement for legal review

Start with these inputs.

The agreement and its relevant versions
The business purpose and proposed timing
The owner’s questions and known counterparties

Help with the preparation. Keep the decisions clear.

Using SMB does not establish privilege or an attorney-client relationship. Counsel controls legal advice, conflicts checks, jurisdiction, confidentiality, filing, and professional responsibilities.

Who decides what to share?

The owner chooses their goal and what private information to share. Agree on the business, purpose, records, people, and access before beginning. An introduction or existing relationship is not blanket permission.

Does a draft mean the work is done?

No. Preparation, professional review, owner approval, and completed action are separate. A draft does not authorize spending, filing, publishing, or contacting someone. Confirm completion in the system where the action occurs.

How does this fit with the rest of SMB?

Use the advisor hub for work with an invited owner. Practice-wide organization and permissions are a separate question; sharing a method never grants access to every client’s information.

Review the practice model

Different help for different questions.

Start with one owner’s question.

Bring the right context to the next conversation.

See owner collaboration