LegalShield® Small Business Assessment
5 steps · about 3 minutes

Find your legal blind spots.

Answer five short questions. We’ll recommend the Small Business path that fits — then you talk it through with an advisor.

Want the why first? Owners briefing. Network marketer or 1099? Home Business.

Needs Assessment

There are no right or wrong answers. Select all that apply to your business.

Step 1 of 5 — Company Profile

Company Profile

Business Structure & Operations

How many people need authority to speak directly with the law firm?

How many full-time or part-time W-2 employees does your business currently have?

Contracts, Documents & Tools

Contracts/agreements needing legal review per year.

Average length of your contracts.

How often do you need digital signing or online notaries?

Do you anticipate needing guidance on these topics?

If yes, how often?

Disputes, Collections & Risk

Personal & Business Protection

Connecting a Personal Legal Plan allows designated owners to receive personal legal services for business-related matters (e.g., if you are personally named in a business lawsuit).