McAdoo Legal — preparation checklist Business legal check-in Organizational aid only. Not legal advice or a legal form. No information is sent to McAdoo Legal. This is not intake, booking or an engagement. [ ] Locate existing formation and ownership documents, if any. [ ] List the contracts you want to discuss without uploading them here. [ ] Note upcoming business decisions and dates on your own paper. [ ] Identify who is authorized to speak for the business. [ ] Ask which topics and follow-up work would be included in an engagement. My questions (complete offline): __________________________________________________ __________________________________________________ Next step: confirm the lawyer's approved contact channel and availability. Do not send private facts or documents through an unsecured website.