Form the LLC without chasing every member for a signature
A ready-made LLC formation workflow for law firms. Members answer and sign in your portal. Your team files the articles and gets the EIN.
- Steps
- 11 steps
- Typical length
- 2 to 6 weeks, depending on the state
- Who’s involved
- Founders, Attorney, Paralegal
- Works with
Calendly
Google Calendar
Zoom
DocuSignStripe
Google Drive+1
The workflow, step by step
Click any step to see who does it, when it starts and what the client sees.
- 1
Intake
2 steps - 2
Engagement
2 steps - 3
File with the state
2 steps - 4
Operating agreement
3 steps - 5
Hand over
2 steps
A new LLC sits half-formed waiting on one last member
The state approved the articles. The operating agreement is still waiting on a signature and a straight answer on the split.
Ownership settled up front
Intake asks for every member's percentage and contribution before anything is drafted.
Each member signs on their own
Every member gets their own signature request, with reminders until they sign.
Clients leave knowing their dates
The registered agent and the next state deadlines land in their portal with the binder.
- Complete the formation questionnaire
- Sign the engagement letter
- Pay the formation fee
- Book the operating agreement call
Put this workflow to work
See it running in a portal with your firm’s logo and colors.
Implement this workflowIt's the set of steps every new LLC goes through, from the first questionnaire to the filed articles, the EIN and a signed operating agreement, run the same way for each client. In Hubflo, client steps show up in their portal and your team's steps show up as tasks.
