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TechDocs™ Workbooks

Turn Questions Into a Legal Roadmap

Interactive workbooks that translate complex legal needs into clear, actionable next steps.

Tech-Enabled Legal Services

TechDocs Workbooks let you move at your own pace while still getting the structure of attorney-designed tools. Each workbook guides you through key decisions, highlights risks, and creates a roadmap you can share with counsel for review.

How it Works

Self-Paced

Work on your schedule

  • Move through questions when it’s convenient for you

  • No need to wait for calls or emails

  • Great for founders juggling multiple priorities

Interactive

More than static templates

  • Guided prompts designed by attorneys

  • Tailored to tech, SaaS, and startup use-cases

  • Highlights risks and gaps as you go

Output Docs

Your roadmap, delivered

  • Generate a clear, structured summary of your answers

  • Capture risks, priorities, and next steps

  • Share with your team or attorney for alignment

Optional Review

Attorney insight when you need it

  • Flat-fee review available for any workbook

  • Get plain-English feedback and recommendations

  • Included in select Client Connect subscription plans

Included in Client Connect™ Subscription Plans

Available to Client Connect - Growth and above

TechDocs Workbooks aren’t sold separately — they’re built into your Client Connect subscription. That means you get unlimited access to every workbook, plus the attorney support that makes them even more valuable. Workbooks help you self-diagnose; Client Connect ensures you have attorneys ready to review, refine, and implement your results.

⚖️ Attorney Access

Guidance from experienced attorneys who understand tech

📩 Direct Messaging

Ask questions through the Client Connect portal

🗣️ Consultations

Book time when you need deeper discussions or strategy

🤝 Context That Matters

Resources tied directly to the legal services we deliver

Starting as low as $200 per month

Examples

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Formation Workbook
Identify the key formation documents and governance steps your business needs to get started and investor-ready.
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TechDocs Workbook
A big-picture diagnostic of your company’s contracts, policies, and IP — highlighting contract types, provisions, and priorities.
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Employment Workbook
Clarifies the agreements, policies, and compliance steps needed when hiring employees or contractors.
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IP Protection Workbook
Helps you assess whether your software, brand, and confidential information are adequately protected, and identifies available protections.
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Trademark Brainstorm Workbook
Guides you through naming considerations, clearance checks, best practices, and strategies before filing a trademark.
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Trademark Application Workbook
Walks you step-by-step through preparing your trademark application, making sure all the bases are covered.

Access Through Client Connect Portal

All TechDocs Workbooks are accessed directly through your Client Connect portal — the same platform you use to manage legal projects, request services, and connect with attorneys. Workbooks are curated and categorized to make it easy to find exactly what you need, when you need it.
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Dig Deeper, With Betty

If you want to go deeper on a topic, clarify a checklist item, or understand how a clause might apply to your situation, our AI legal assistant, Betty, is available inside the Client Connect portal to guide you. Betty is trained on content created and vetted by Dev Counsel attorneys, giving you answers with context you can trust.

Optional Attorney Review

Even the best tools can’t replace experience. TechDocs Workbooks can be paired with an attorney review for a small flat fee — or included in select Client Connect plans.
  • Fast, cost-efficient peace of mind
  • Better understand how to use the templates
  • Ensure contracts are aligned with your goals
  • Available with Client Connect Growth and Advisor, or as an add-on to Starter and Essentials
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Try it for yourself

Our TechDocs Workbook will guide you through common technology contracts and help you decide what documents your business needs.
TechDocs Workbook

TechDocs Workbook

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