Corporate Minute Book

Every new corporation or LLC starts the same way: a client walks in and the clock starts ticking. This intake and matter management form spans the full lifecycle of the case or transaction — from first meeting to final step — keeping every critical detail organized and in one place.

Comprehensive enough for a seasoned partner, clear enough for a first-year associate. Purchase once, save as a template, duplicate for each client or matter, and drop it in the case folder. One modest purchase delivers years of consistently organized files — for the life of your practice.

Built by a lawyer for lawyers. Pairs with the companion client questionnaire to cover everything before and after engagement — and to get the client's own disclosures on paper in their own hand.

Ready to get organized?

Get Both PDFs — $19.99